Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Tata Motors Riding JLR Until The Wheels Fall Off

For India's Tata Motors (NYSE:TTM), it's both the best of times and the worst of times. The company's JLR business (Jaguar and Land Rover) has never been stronger, and the company continues to gain share in key growth markets like China. On the other hand, the company's domestic passenger vehicle business is fading into irrelevance, and competition is picking up in the commercial vehicle space. Tata doesn't appear to have a demanding valuation today, particularly if the domestic business can turn around, but investors need to be prepared for above-average volatility if they venture here.

A Tale Of Two Businesses - The Wild Rover

How important is JLR to Tata Motors? Since buying the business from Ford (NYSE:...

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