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Shishir Asthana

Principal Analyst, Research

Moneycontrol

Can Byju’s Aakash deal revive the Ed-tech sector? 

BUSINESS

Can Byju’s Aakash deal revive the Ed-tech sector? 

The coronavirus-led lockdown was a blessing for Byju’s and every other player in the Ed-tech space. 

Can India replace Saudi oil?

BUSINESS

Can India replace Saudi oil?

Diversification has started yielding results, albeit small. Dependence on middle-east oil has fallen from 64 percent in 2016 to 60 percent presently.

Here's what can go wrong in an arbitrage trade

BUSINESS

Here's what can go wrong in an arbitrage trade

Lessons from an arbitrage trade that went wrong in the Wabco offer for sale

How will FY22 be different than FY 21 for the markets? 

BUSINESS

How will FY22 be different than FY 21 for the markets? 

The actual test of earnings growth will come from the third quarter onwards 

Options data predicted the market fall, here's how to pick the bottom 

BUSINESS

Options data predicted the market fall, here's how to pick the bottom 

The current fall in the market was seen in the FII derivative data since mid- February when they started unwinding their long position 

Acquisition of Gangavaram Port adds strength to Adani Ports 

BUSINESS

Acquisition of Gangavaram Port adds strength to Adani Ports 

APSEZ has been on an acquisition spree over the last few years and now manages 12 ports across the 7,500 km coastline of India 

Pimco's unwillingness to invest in Adani to have no impact 

BUSINESS

Pimco's unwillingness to invest in Adani to have no impact 

Fund houses are shying away from investing in companies that they think add to global warming. 

Gold continues to remain structurally weak 

BUSINESS

Gold continues to remain structurally weak 

A new trend has been observed where investors are now comparing gold investment with digital gold (cryptocurrency) resulting in money being diverted to cryptos 

Are electric 2-wheelers at an inflection point?

BUSINESS

Are electric 2-wheelers at an inflection point?

While plans have been made to increase e-two wheeler capacity, the cost of batteries continues to be a drag

The Indian market is ripe for SPACs

BUSINESS

The Indian market is ripe for SPACs

GIFT City’s regulator IFSCA is considering the listing of Special Purpose Acquisition Companies (SPACs) on the exchange

Not splitting GAIL is a sensible move by the oil ministry

BUSINESS

Not splitting GAIL is a sensible move by the oil ministry

GAIL’s best days are yet to come and maintaining its current structure means shareholders have an opportunity to benefit from it

IPO financing for high-net worth persons is fuelling a frenzy 

BUSINESS

IPO financing for high-net worth persons is fuelling a frenzy 

Given the massive oversubscriptions, there’s little money to be made after taking interest costs into account 

A Rs 90-lakh penalty on Anugrah Stock & Broking is a joke

BUSINESS

A Rs 90-lakh penalty on Anugrah Stock & Broking is a joke

SEBI imposes high penalties on investors and traders for breaking the law. That is good, but the same yardstick should be used to penalise brokers and exchanges

Oil at $70 could be the new normal

BUSINESS

Oil at $70 could be the new normal

The market’s belief that oil prices above $60 a barrel would cause an increase in production by shale oil producers does not seem to be working

Why companies are making a beeline for the government’s stake in BEML

BUSINESS

Why companies are making a beeline for the government’s stake in BEML

BEML has a presence in a fast-growing sectors like metro rail and a strong exposure to the defence sector.

If insider trading charges stick, Franklin Templeton officials must get exemplary punishment

BUSINESS

If insider trading charges stick, Franklin Templeton officials must get exemplary punishment

This is also the right time to look at put options and their utility in lending

GuruSpeak | Rahul Lovi – how to wrestle with every trade

BUSINESS

GuruSpeak | Rahul Lovi – how to wrestle with every trade

Using aggressive options trade management, Rahul Lovi has been a consistently profitable trader shifting between non-directional and directional strategies seamlessly

Is banning cryptocurrencies the right step?

BUSINESS

Is banning cryptocurrencies the right step?

Cryptocurrencies are a more liquid store of wealth than art, real estate, or precious stones. 

Technical glitch or blunder, it’s high time to make NSE answerable

BUSINESS

Technical glitch or blunder, it’s high time to make NSE answerable

While the market was shut on account of the technical glitch, the finance minister made market-sensitive announcements, as a result of which no sooner did the market open did we see panic short covering, especially on the Bank Nifty

Commodity market rally can disturb the equity market party

BUSINESS

Commodity market rally can disturb the equity market party

High commodity prices may not be passed on, having a severe effect on the bottomlines of many companies

Want to de-risk your portfolio through global investment? This is how to do it

BUSINESS

Want to de-risk your portfolio through global investment? This is how to do it

There are a few opportunities in India to participate in the cutting-edge technology companies, or those in pharmaceutical research, electric vehicles, airplanes manufacturers, global e-commerce companies or global brands  

PM's assurance on natural gas inclusion under GST spells new investment opportunities

BUSINESS

PM's assurance on natural gas inclusion under GST spells new investment opportunities

When natural gas is brought under the ambit of GST, the government should ensure that it also includes distribution of gas and regasification of LNG

NFO rush is a sign of market frenzy, time to be cautious

BUSINESS

NFO rush is a sign of market frenzy, time to be cautious

Major market tops in recent times have seen the mutual fund industry launching a series of NFO only to see investor trust being destroyed.

Severe winter exposes energy vulnerability across the globe

BUSINESS

Severe winter exposes energy vulnerability across the globe

A scramble for gas has led to LNG prices and charter rates shooting up

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