BUSINESS
China's tech crackdown unlikely to cause much damage
While the immediate damage may be curtailed to some extent, what is the guarantee that China will not change the rules of the game again?
BUSINESS
Common platform for mutual fund investors a much-needed initiative by SEBI
SEBI has asked the registrar and transfer agents (RTA) to set up a common mutual fund transaction platform. The platform would be a one-stop shop for financial and non-financial mutual fund transactions.
BUSINESS
The Green Pivot | NTPC takes giant steps towards improving its ESG score
NTPC is transforming itself into a green warrior through a slew of programmes that will substantially increase its share of renewable energy generation
BUSINESS
The pros and cons of pension funds being allowed to invest in IPOs
Since pensions are the chief, and in many cases, the only source of income for senior citizens, PFRDA should ensure that such funds should not take undue risks. This is true especially in the current scenario where loss-making start-ups are tapping the market with atrocious valuations
BUSINESS
What performance of food delivery companies post-listing foretells about Zomato
The big question is will the company’s price come down to meet its financials or will the financials improve to meet the high valuation
BUSINESS
Here's why global LNG prices are likely to remain high
Citigroup Research told its clients that LNG prices in the second half of 2021 should remain elevated, but with limited upside.
BUSINESS
Why does Rakesh Jhunjhunwala want to take to the skies?
The airlines business is a difficult one but the legendary investor may have good reasons to do it now, motivated by the success of another investor turned businessman
BUSINESS
Has SEBI erred in the Biocon insider trading case?
Insider trading cases are hard to prove but regulators don’t stop trying to stamp out this menace. In Biocon’s case, Sebi’s orders raise vital questions on their soundness.
BUSINESS
SEBI:Penalising exchanges for glitches is fine, but who will compensate the traders
Traders suffer the most when institutions don’t function properly, but compensating them finds no mention in Sebi’s clampdown on glitches at market infrastructure institutions
BUSINESS
The implications of China banning the Didi app
If we play our cards smartly, China’s loss could be India’s gain
BUSINESS
The real-time electricity market has come of age
RTM helps distribution companies meet short-term requirements of power which could be because of a demand spike or supply-side issues.
BUSINESS
Why market participant data is a reason to worry
Traders are standing at the doors, waiting to exit at the first sign of trouble.
BUSINESS
Micro to Macro: Corporate concalls are cautiously optimistic for the rest of the fiscal year
We look at trends through the prism of consumption, inflationary pressure, capital expenditure, improvement in market share and growth drivers across sectors
BUSINESS
Nazara Tech may be expensive but it opens up new possibilities for investors
While the opportunity in gaming is big, the competition too must be reckoned with. Reliance’s Jio Games, Paytm First Games, Mobile Premier League, Tencent backed Dream 11 are some of the prominent players, apart from a host of others.
BUSINESS
SEBI's interference in the PNB Housing-Carlyle deal offers a good opportunity to invest
By SES’s logic, all fundraising should be done through a rights issue irrespective of the time and cost involved
BUSINESS
Is passive investing a threat to the mutual fund industry?
The mutual fund industry may still have some time before passive or semi-passive investing makes a dent. But paying a high fee for poor performance is passé.
BUSINESS
SEBI's delisting regulation changes are of little help to promoters and investors
Recent changes are peripheral. They don’t address the issue of pricing – the key reason why delisting attempts are failing.
BUSINESS
CAPA’s assessment of the Indian airline industry may be too pessimistic
The industry has adapted to the changing times and the worst is behind it
TRENDS
Airports IPO | Will the newest business from the Adani stable replicate earlier successes?
Adani enters into areas that need very high capital investment. This acts as a big entry barrier, restricts competition and gives firms monopolistic power. But COVID-19 has badly hit the travel business.
BUSINESS
Videocon insolvency | This is one IBC resolution not worth celebrating
Lenders have taken an over 90 percent haircut
BUSINESS
Did SEBI let off Franklin Templeton too lightly?
Investors in the six Franklin Templeton debt schemes that have been shuttered have suffered enough. The Sebi order does not do justice to what they have endured.
BUSINESS
Is ESG investing a fad?
What works in the US and western world does not necessarily work in India.
BUSINESS
Model Tenancy Act will formalise and expand the rental market
Retail real estate could see a similar kind of investment as in commercial leases, provided the laws are in place and rental yields are meaningful
BUSINESS
After Coal, the Oil market will be the next battleground between producers and environmentalists
Environmentalists have tasted blood in the first big victory against the powerful oil industry. Their influence may be limited but in an extremely tight oil market, every supply restriction can impact prices.
