MUTUAL-FUNDS
Comment | What falling equity MF inflows mean for investors and markets
Gross inflows high, but so are redemptions.
BUSINESS
Comment | Imports may cease to bother steel producers if iron ore continues its upward march
Steel producers have asked for a hike in import duties, to protect the domestic industry. Help may be at hand. Iron ore prices have been rising sharply, due to Vale’s regulatory issues. Eventually, steel prices will too, giving steel producers relief.
BUSINESS
Comment | Global food prices staying up is a risk to RBI’s benign inflation outlook
The FAO's food price index rose in January, taking it back to its September levels. Rising food prices could mean good news for the farm economy but is a problem for policymakers if inflation takes root
BUSINESS
Comment | Investors fear Vedanta’s Anglo American detour may only be a trailer
Vedanta’s investors fear that their company may become an investment vehicle for the group’s global ambitions and the effect that could have on its financials
BUSINESS
Opinion | A sting in the FMCG tale
Expensive valuations of FMCG companies make them vulnerable to even small shocks. The implementation of the revised FDI guidelines by e-commerce companies could disrupt sales growth in the near term.
BUSINESS
Opinion | Why investors may be overestimating the Budget’s impact
Consumption and real estate are two sectors that have been targeted with sops in the Budget and investors seem to be buying into that. Here's why they should be careful
BUSINESS
Comment | The effective tax rate stands between India Inc’s creamy layer and a lower tax rate
Every Budget brings hope that the corporate tax rate will be cut, as promised. Till the effective tax rates for big companies remain well below the statutory rate, a sweeping cut looks unlikely.
BUSINESS
Comment | Iron ore prices spike after Vale output cut, steel prices may be next
Vale's move comes after disaster struck after one of Vale's tailing dams in Brazil burst, killing at least 65 people with hundreds still missing.
BUSINESS
Quick Take | Aluminium prices soften as US sanctions won’t bite Rusal
The move could affect Indian aluminium companies
BUSINESS
Quick Take | Tata Steel's SE Asia sale will sharpen its India focus
Tata Steel's profitability will improve after the sale of its South East Asian steel business, letting its management focus on the country that matters the most to its future—India.
BUSINESS
Quick Take | Mindtree’s case shows tussle for control remains a hot issue for investors
A large investor’s impending exit from Mindtree raises a larger issue of control and whether a financial investor or a strategic investor, and what would the minority prefer.
BUSINESS
Quick Take | ITC may have a new blend in its strategy pack
ITC’s decline in margins in its cigarettes business is worrying investors but this may simply be a symptom of a shift in how it manages its main cigarettes and consumer businesses
BUSINESS
Quick Take | Sun Pharma: Is this much sunlight enough for investors?
Sun Pharma’s measures when completed will close out some of the transactions or structures that were causing concern among investors. There may be still some way to go, before they get full closure
BUSINESS
100-Word Take | SEBI should heed Sun Pharma's call for an investigation
Sun Pharma share prices plunged 12.12 percent on Friday, lowest since February 2013
BUSINESS
Quick Take | What HUL results say about the consumer economy
While rural distress is real, there are sufficiently large pockets in the rural market that are doing enough to sustain consumption growth.
BUSINESS
Quick Take | Lessons for Jet Airways' shareholders from the SpiceJet case
That Jet Airways needs funds and Etihad Airways appears to be a lead contender is evident but Etihad's tough demands may leave little on the table for minority shareholders
BUSINESS
100-Word Take | Fortis Healthcare lines up one more duck
Asset buyout will improve profitability but comes with a few side effects.
BUSINESS
Opinion | Failed Brexit vote raises uncertainty for Indian business
How should Indian investors react to these developments?
BUSINESS
Opinion | Is the steel story in danger of blowing up?
Tata Steel’s standalone steel sales in volume terms declined by 10 percent over a year ago and by 6.6 percent sequentially.
BUSINESS
Opinion | Signs of a change in stance towards intellectual property in India
Two examples in the New Year suggest a stronger regime for intellectual property in the country
BUSINESS
Opinion | Kicking its sugar addiction should be Modi govt's priority if it returns in May
The government needs to shrink its role in the sugar sector.
BUSINESS
100-Word Take | China's manufacturing PMI flashes red for metals
An ailing dragon is bad for the global economy and its effect on commodity prices remains a risk for Indian miners and metal producers.
BUSINESS
100-Word Take: China’s industrial profit decline is a risk for India
A bruising trade war with the US has coincided with a premeditated slowing of China’s economy.
BUSINESS
Quick Take | Max India’s decision to check out of healthcare shines spotlight on regulatory risks
The owner’s decision to exit seems to be a mixture of personal and business reasons. But the regulatory risks in the business have played a bigger role in the decision, for certain.
