BUSINESS
Paytm buyback: The good, the bad, and the ugly
Is it an attempt to talk up the stock, or is it because there’s no path to profitability in sight? For what value is there in an exit when the stock is more than 70 percent down.
BUSINESS
Up and coming competitors are not a worry for Asian Paints, says Saurabh Mukherjea
In the last few years, a number of new players have announced their entry into the paints industry including big pocketed players like JSW Group and Grasim Industries.
BUSINESS
The good, bad and ugly of Nykaa’s bonus issue
Nykaa’s bonus issue allows a sweet, partial exit to promoters and early investors and raises the hurdle rate for a vast swath of investors in a desperate attempt to smoothen volatility in the stock price
BUSINESS
Lock-in ends but Nykaa sees no selling pressure, thanks to bonus issue move by Falguni Nayar
The record date for 1:5 bonus issue was changed to November 11 to coincide with the release of lock-in shares
BUSINESS
RJ’s attitude can be summed up in that song, har fikr ko dhuen mein udatha chala gaya: Ramesh Damani
A close friend of over three decades, this ace investor recalls the rambunctious and illuminating times spent with the Big Bull
MARKETS
Rakesh Jhunjhunwala: The king is dead, long live the king
The Big Bull was loud, brash and bold. He made investing respectable when superstars invariably collapsed in a heap of disrepute or shrank in stature from dubious connections.
MARKETS
Nifty to test 17,800 before the big fall: Elliott Wave analyst Rohit Srivastava
The surprise rally still looks like a bounceback; a bigger rally will need fundamental changes
BUSINESS
MC Interview | We have to live with both inflation and recession for now: Devina Mehra, First Global
The Fed stance seems to be slightly more dovish but we have to wait for more data, Devina adds.
BUSINESS
Prashant Jain had trimmed his ‘contrarian’ bets ahead of his departure
The portfolio realignment of the three funds managed by the legendary fund manager has been underway for over a year shows a detailed look at the portfolio
BUSINESS
India's largest equity mutual fund manager Prashant Jain calls it quits
As the CIO of HDFC AMC, he was responsible for overseeing the Rs 4.12 lakh crore corpus under management and in excess of Rs 1 lakh crore directly
MARKETS
This Elliott-Wave expert sees rupee falling to 85, Nifty to 14,200 after pull-back rally
The recent rally, which started in mid June and which could send Nifty all the way up to 16,600-17,000, does not mean that we are out of the bear market, said Rohit Srivastava, founder and market strategist at Indiacharts.
BUSINESS
RBI on way to catching up with reality, globally rate hikes will be an overhang on asset prices: Devina Mehra
Mehra expects India to outperform the global markets this year, continuing its outperformance of last year but the rally will likely be more selective
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
Viral Acharya on the risk of US heading into recession, early signs of financial fragility, and more
India has to make a growth sacrifice to ensure financial stability in these times, says Viral Acharya, former Deputy Governor of RBI and Academic Advisor to Federal Reserve of New York and Philadelphia.
BUSINESS
Vikram Limaye says will not seek second term as NSE CEO
This comes after the NSE put out an advertisement last week calling for candidates for the MD and CEO role
BUSINESS
NSE opex, capex will spike from Rs 400 crore to Rs 4,000 crore, says managing director Vikram Limaye
“The trading systems have been scaled up substantially. We used to process about 100,000 messages per second till about two years ago – that has been scaled up to 300,000. That’s the best in the world,” says Limaye
BUSINESS
NSE IPO uncertain; detailed KYC only for shareholding over 2%: Vikram Limaye
"The issues of the past are largely behind us," says National Stock Exchange MD and CEO Vikram Limaye
BUSINESS
LIC IPO: Government to gain profit share at the expense of participating policyholders
A third of total funds in non-participatory funds, where policyholders will have no claim.
BUSINESS
LIC IPO | LIC issue size could range from Rs 53,500 crore to Rs 93,625 crore; issue price may be Rs 1,693-2,962 per share
Considering its size, and dominant position in the market with 66 percent market share in new business premium, its growth rate may not match up to some of the nimble footed private insurers
BUSINESS
Rahul Bajaj: “Tough on the outside, soft inside”
In an earlier interview, Rajiv Bajaj spoke about intimate moments with his father and the lessons he learnt from him, despite their differences.
IPO
Paytm IPO: Why the flop listing may not be such a bad thing
Paytm’s poor listing is a good reminder that investors should care more about fear of loss than fear of missing out
BUSINESS
Nykaa, Paytm and long-term investing
The obnoxious valuations of internet businesses requires investors to think short-term rather than long-term
BUSINESS
Baba! When will Sebi ask the right questions?
The regulator needs to ask how Ruchi Soya's valuation has been so pliant.
