Julian Sinclair Recommends Tata Motors On Jaguar’s Expanding Market

Ira Sohn London: Julian Sinclair, Chief Investment Officer Talisman Global Asset Management Limited Trade Idea: 1. Tata Motors Limited (ADR) (NYSE:TTM), 2. Shared appreciation mortgage Price Target: 1. Tata: 100% upside Themes: Julian Sinclair on Tata Motors Around 80% of Tata Motors Limited (ADR) (NYSE:TTM) is Jaguar Range Rover. The Jaguar Range Rover brand is worth around $17 billion alone, around the same as Tata’s market cap. Jaguar Range Rover business is only trading at 6 times earnings. Jaguar Range Rover is one of the four great German car brands. On average a Jaguar costs 5 to 10 thousand less than…