BUSINESS
Trade Wars | US walks the talk on China tariffs, India could be next target
The US followed through on its threat to hike duties on Chinese imports to 25percent. The risk is that China is just the beginning and India may be next
BUSINESS
Corporate Corridor | Sugar mills need sops to tide over a problem of plenty
India’s final sugar output is much higher than expected. A problem of plenty is likely to affect sugar mills unless the government steps in
BUSINESS
Corporate corridor | Tata Steel-Thyssenkrupp break-up could leave investors teary
Tata Steel’s investors have taken the European JV for granted and is reflected somewhat in valuations. A break-up could come as a rude shock
BUSINESS
Corporate corridor | FMCG: is the industry really in the grip of a slowdown?
Headlines point to a broad slowdown in the FMCG sector but the numbers and management commentary don’t completely support it. What should investors do?
BUSINESS
How the IBC may postpone the capex revival
We need a capex recovery to accelerate economic growth but the overhang of stressed assets being put on sale could be a acting as a hurdle
BUSINESS
Sector outlook | India’s robust steel demand is becoming a magnet for imports
India's steel demand growth in 2019 and 2020 is expected to be way above others in the top five steel consuming countries
BUSINESS
Corporate Corridor | Tata Steel: The long view
Tata Steel will step into a period of consolidation of capacity, with earnings relying more on product mix, steel prices and the benefits of restructuring
BUSINESS
Corporate Buyout | Essel Propack-Blackstone deal: what should investors do
Investors who intend to stay put should think like a private equity fund manager, be prepared for a long and rough ride and play a high risk-high return game
BUSINESS
Corporate Finance | Debt has truly become a four-letter word
Companies and promoters are doing all they can to lower debt to more sustainable levels. This has implications, mostly positive but some negative too
BUSINESS
Corporate woes | Jet Airways: Decoding the bailout debacle
How the banks' gameplan to acquire 51 percent stake fell apart, putting the rescue plan in jeopardy
BUSINESS
Markets | Raining on the monsoon forecast parade
Investors should take the initial monsoon forecasts with a pinch of salt. Also, key factors to watch out for in sectors that depend on rural demand
BUSINESS
Comment | Patanjali Ayurved: the time seems ripe for a listing
Patanjali Ayurved's close to acquiring Ruchi Soya but its balance sheet already looks stretched. Going public to raise equity could solve this problem. Investors too would be happy at the prospect of owning its shares
BUSINESS
Comment | Iron ore prices at 5-year high, rub-off effect on steel likely
The rally in iron ore prices is continuing, with international prices hitting a 5-year high. If steel prices rise in tandem,Indian steel companies will benefit
BUSINESS
Comment | Sun Pharma: Tying up loose ends
Sun Pharma has fulfilled its commitments by undoing two transactions that had discomfited investors. If there’s one thing it could have done better, it is making fuller disclosures
BUSINESS
Chart of the Day | India’s FMCG stocks are difficult to ignore, expensive valuations notwithstanding
India's FMCG sector may trade at expensive valuations but its growth makes it difficult to ignore
BUSINESS
Comment | Amara Raja-Johnson Controls break-up: the key questions that need answers
Johnson Controls' exit from Amara Raja Batteries has left investors grappling with questions on its future, they need answers and soon
BUSINESS
Comment | Monetary policy’s impact on FMCG stocks
Interest rates have little impact on the buying of soaps and shampoos, making monetary policy a non-issue for FMCG stocks. But a problem is brewing and its solution lies in the easy availability of money
BUSINESS
Comment | FMCG sector’s high valuations face external threat
FMCG stocks have been expensive for long. The fear is that slowing sales growth could trip them but the real risk is an external one
BUSINESS
Comment | China’s surprise recovery lends a shine to metal stocks
China's surprise upturn in manufacturing activity is good news for the global economy and more particularly for Indian metal stocks
COMPANIES
Comment | Sebi’s puzzling U-turn on minority oversight over royalty, and a bullet for it to bite
At the last minute Sebi has deferred a rule that would have made companies seek minority shareholders' permission to pay royalty. What that means and how it could make it better
COMPANIES
HCC turns claims to cash, gets some breathing space
HCC's innovative move to convert claims to cash will help lower some of its debt but it has some way to go before investors can rest easy
BUSINESS
Comment | Elections may serve a bitter harvest to UP sugar mills
Investors in UP sugar mill stocks should be watchful, as politicians trade barbs on unpaid sugarcane dues to farmers
BUSINESS
Opinion | Jet Airways: Why IBC may have been the right stick after all
The insolvency process may be the best option to get shareholders of a defaulting company to co-operate in a rescue bid with lenders
COMPANIES
Comment | GST and real estate: Government goes the extra mile
The revised structure and rules do seem to make it more beneficial for builders and takes care of some of their concern
