BUSINESS
What is a barbell strategy and how do you use it?
It is based on the anti-fragility idea and DAM Capital has a portfolio that broadly follows it
BUSINESS
Peak impact of rate hike on growth will be felt in last quarter of this fiscal: Crisil’s Dharmakirti Joshi
Inflation is likely to be brought within the target rate in the last quarter, the economist said
BUSINESS
Predictability back in RBI’s messaging, will come as a relief to markets: Barclays’ Rahul Bajoria
The rate of policy hikes is likely to be slower than what was seen in recent months, says Bajoria
BUSINESS
Why the Fed will not step in if asset prices correct
For decades now, the Fed and other central banks have supported markets when prices begin to fall. Things will change
BUSINESS
Russia-Ukraine War | What makes Putin so popular and why his popularity can hit your wallet
Answer to the first lies in per capita GDP growth, and to the second, lies in a leader who needn't back down
BUSINESS
Specialty chemicals: Companies increase capex on demand surge from domestic and global players
Despite input-cost risks, analysts and companies are optimistic about revenues next fiscal, though there is some concern about the margins
BUSINESS
As consumer durables firms struggle with profits, focus may shift to market share gains
Companies may find it hard to pass on rise in input prices
BUSINESS
Adani’s Nuvoco buy-out unlikely to pass CCI muster
Media reports had speculated that the conglomerate was planning to buy Nirma’s company
BUSINESS
What is a windfall tax and why is it back in discussion?
With crude touching a 14-year high of $139 a barrel, there is talk of a tax on oil and gas producers' unexpected profits
BUSINESS
CEOs get paid 130 times more than a regular employee in India Inc: Crisil
In private companies, CEOs get paid 137 times more, with tyre, auto OEM and textiles sectors showing the highest disparity. say the report. Surveyed firms rated pay parity as the fourth most difficult ESG target to meet
BUSINESS
We are not changing our position on Asian Paints, see no reason to worry: Marcellus’ Rakshit Ranjan
The stock has fallen by 20% from its 52-week high on fears of rising competition and mounting input cost pressures
BUSINESS
PSUs boards are getting more ‘independent’. Is this a new avatar?
The companies have doubled the presence of independent directors on their board in a year
BUSINESS
Ruchi Soya-Patanjali Ayurved deal: What is a slump sale and what’s its biggest advantage?
Ruchi Soya is buying its parent's food business through a process that gives a lot of flexibility (pun unintended) to both parties
BUSINESS
How to beat inflation? Buffett gave a simple sounding suggestion
At this year’s Annual Shareholder Meeting, he said that inflation swindles everyone. Then, he spoke of one way to get around it
BUSINESS
India’s steep yield curve is a concern for private capex, says Prof Jayanth Varma
There is a need to front-load rate hikes as higher long-term yields can affect private capex spend feels the MPC member
BUSINESS
I get a sense that the Greenspan put is past its expiry date: Prof Jayanth Varma
The MPC member speaks about the rate action in developed markets and things that drive it, including PhD programmes of heads of central banks. This is the second of a two-part series.
BUSINESS
Jayanth Varma on global bond super-cycle turning, and why economy and markets are different from the Olympics
The MPC member says a quick and front-loaded rate increase may help the RBI stay ahead of inflation and growth will define the course for equity returns
BUSINESS
India Inc and its ESG story: 12 interesting insights
CRISIL has analysed 586 companies, across 53 sectors
BUSINESS
US out, Russia in: Is India forging a new oil-supply chain, so quickly?
The most visible change is the absence of US from the top suppliers' names in Q2CY22 and the growing prominence of Russia
BUSINESS
Why gold may not be a great inflation hedge
In a 2013 paper titled Golden Dilemma, authors argued that the metal may not work for investors with a time horizon of say 5 to 10 years.
BUSINESS
Delisted stocks: High-stakes game with insane pay-offs
With delisting back in the news, we ask respected names in the field why and how they navigate this high-risk space.
BUSINESS
Big fund houses should form a cartel, bargain during private company IPOs: Samir Arora
In an exclusive interview to Moneycontrol, Arora says fund houses should negotiate from the position of power and even boycott IPOs if needed
BUSINESS
Are bots propping up Tesla’s stock? Two researchers share why there is reason to investigate
University of Maryland’s Prof. David Kirsch and his research assistant Mohsen Chowdhury share why they started looking into the company’s social-media narrative and what correlation they have found so far.
BUSINESS
Sebi is getting tougher with front-runners, thanks to some key regulatory changes
Over the last few years, the market regulator has been given more legal powers to act against offenders.
