BUSINESS
FMCG retail sales develop cracks
Late-March retail sales shows a sharp deceleration. Investors should pay close attention to what HUL’s management says after its results next week
ECONOMY
Why this black gold has no buyers left
The COVID-19 pandemic has left crude oil stranded and may have caught speculators on the wrong foot
BUSINESS
Economic lockdown lifted: Why investors should not get their hopes up
The economic lockdown lifts from today. How will this play out, what the government is seeking to achieve and will industry begin humming as before?
BUSINESS
Why FMCG stocks are in for a long haul
Initial earnings guidance issued by companies should serve as a reality check
BUSINESS
Free COVID-19 testing: Private labs are damned if they do and damned if they don’t
Dual pricing for these crucial tests is an offshoot of our healthcare system. While making tests free for all is the right step in a public health crisis, who will foot the bill is the question.
BUSINESS
Expediting small tax refunds is a drop in the stimulus ocean
The government will pay out income tax and indirect tax refunds of up to Rs 5 lakh immediately. More needs to be done.
ECONOMY
Global food prices slump but domestic prices resilient
The FAO's global food price index declined in March but India's retail food prices remain relatively stable, except for an increase in prices of pulses and some vegetables, despite a disruption in the supply chain
BUSINESS
What China’s restart means for domestic metal stocks
BUSINESS
What has changed for companies after RBI’s relief package?
The RBI has rolled out a comprehensive stimulus package. How will this benefit companies?
BUSINESS
In a recession, some companies do better -- how can investors identify them?
Slash and burn -- employees, research, marketing and capex -- may seem like a sensible approach to combat a recession. The research shows it may actually be counter productive.
BUSINESS
Sugar industry outlook takes a hit on multiple fronts
The outlook for sugar mills was looking rosy at the start of 2020. A few months into the year, it's soured and not just because of the coronavirus pandemic
BUSINESS
Yes Bank’s lock-in for retail: why and its unintended consequences
The 3-year lock-in for 75percent of all existing shareholders may try to align the level playing field with new investors but it may have adverse side effects
BUSINESS
Yes Bank: How to rescue a private bank, version 2020
The bailout package for Yes Bank stops short of being a full-fledged one. While that protects SBI to an extent, Yes Bank's eventual fate are tied to new investors hopping on board
BUSINESS
Hope makes an appearance even as fear rules the Street | Markets
While the growing spread of Covid-19 continues to be a source of worry for global investors, the prospects of a concerted policy response is giving rise to hope
AUTOMOBILE
What to expect in the slog overs of BS VI | Corporate Corridor
Investors will not be distracted by the question of how companies manage the transition to BS-VI in FY21
BUSINESS
Why the Street is turning wary | Markets
An increase in the number of Covid-19 cases outside China is sending chills down the spine of investors
BUSINESS
JSW Steel’s Bhushan Power buy coincides with tough steel market conditions
The NCLAT verdict clears the path for JSW Steel to acquire Bhushan Power & Steel, giving it a large steel plant in Odisha
BUSINESS
Coronavirus epidemic: Can India become the industrial world’s Plan B?
The short term effects of China’s virus epidemic on India’s industry will be felt. Some may benefit. But the bigger opportunity lies elsewhere.
BUSINESS
The one risk investors in sugar mill stocks should watch out for | Corporate Corridor
A sharp decline in output in the 2019-20 sugar season has helped sugar prices firm up globally
BUSINESS
Will abolishing dividend tax boost private investment? | Corporate Corridor
The government wants to encourage companies to invest in the business and restart the investment cycle. Will that work?
BUSINESS
Effectively, companies paid less tax in FY19 | Budget 2020
In FY19, the effective tax rate declined, partly because of the cut in tax rates for smaller companies
ECONOMY
Budget 2020 | Protectionism is the other side of the Make in India coin
Hikes in customs duties and using non-tariff barriers indicate a desire to slow down imports and give more room to domestic industry to grow
ECONOMY
Economic Survey | Government intervention is a case of good intentions leading to bad outcomes
The Survey wants the government to not intervene in the functioning of markets. That’s easier said than done.
BUSINESS
When China sneezes, commodities catch a cold
The coronavirus scare in China has sent commodities scurrying for cover. Copper and steel are perhaps the two commodities that are most at risk from adverse developments.
