BUSINESS
Results preview | In Q2 earnings momentum is likely to continue
Fundamentals are narrowing the gap with high valuations, and September quarter results are expected to back this up
BUSINESS
Has the sky cleared up for the airline sector as flight curbs go?
Near-term scenario is unchanged thanks to higher fuel prices and smaller international operations. But in the medium term, things look brighter as traffic increases and tariff caps are lifted
BUSINESS
SEBI’s ban of new oilseed derivatives does not cut the mustard
The regulator’s move is against the principles of free markets and can disrupt the nascent agro-commodity market in India.
BUSINESS
Air India's acquisition will bring some sanity to the Indian domestic aviation market
In the past, Air India had been the most aggressive in price wars because of government and taxpayer backing. Now, the Tatas are likely to take a more prudent approach to pricing.
BUSINESS
Index options in commodities will be a game-changer for MCX
Index options have the potential of being the main product for the exchange as is the case with NSE, where index options account for over 90 percent of the total exchange volumes.
BUSINESS
Short squeeze joins short supply in keeping natural gas prices higher
The natural gas market has been thrown into disarray, as prices are flaring, trading firms are facing margin calls and buyers are staring at soaring costs
BUSINESS
SEBI's proposed changes in IPO pricing and allotment to help strengthen the primary market
Sebi wants to split the HNI category into two, explore a change in the method of allotment and encourage better price discovery
BUSINESS
The Green Pivot: NTPC's asset monetization plan to help unlock value and bring back green funds
Out of NTPC’s three subsidiaries, two are dedicated to green energy – NREL and NVVN. These two companies are the ones which will be driving most of the future capital expenditure and growth
BUSINESS
Why TCS shareholders should be happy if Tata Sons acquires Air India
Tata Sons is dependent on TCS for 90 percent of its income. Thus, a large acquisition by the parent company will be financed by payouts from the software giant.
BUSINESS
Swing pricing in debt mutual funds is a welcome step for investors
In swing pricing, the NAV of the fund will be adjusted so that the transaction cost is effectively passed on to the investor whose entry or exit disturbs the NAV. Smaller investors will benefit
BUSINESS
Time to buy the dip or sell the rally?
India continues to be one of the few risk-on markets, thanks to retail buying. The only worry is a crash in global markets
BUSINESS
A perfect storm in the energy sector
A combination of factors has led to a sharp spike in oil, gas and coal prices, raising the spectre of inflation and slower growth
BUSINESS
China's ban on cryptocurrency has little impact as more companies embrace it
The Chinese authorities are keen to promote their official digital currency and want to suppress the growth of cryptos.
BUSINESS
GuruSpeak | Position sizing and risk management are essential to become a successful trader, says Pathik Patel
The ex-Infosys employee lays bare his journey and strategies in detail, his learnings from how he lost heavily in trading initially to then become a successful full-time trader
BUSINESS
Freshworks’ listing is a defining moment for India's IT sector
Freshworks listing lays a path for India’s start-ups to list in the US market and also heralds the coming of age of India’s software as a service sector (SaaS)
BUSINESS
Sony-Zee deal a bonanza for Zee shareholders, but block deals before announcement need to be probed
The deal was there on the table in 2019 but the promoters decided to go with Invesco, as it would have given them the freedom to operate. But now that Invesco was threatening their freedom, Subhash Chandra and family had little option but to go back to Sony.
BUSINESS
SEBI's amended skin-in-the-game rules only add to the confusion
Junior employees get more time to meet the Sebi requirement. But there’s a better solution to ensure fund managers perform
BUSINESS
GuruSpeak | Sourav Sengupta on how learning from retail traders' mistakes helped him succeed in the market
The mantra for success is to focus on process. The rest is noise.
BUSINESS
Zomato needs to come clean on business exits
The listed start-up has an obligation to its investors to communicate transparently on the exit of a senior executive and the shutdown of multiple businesses
BUSINESS
The government’s telecom package is aimed at bailing out Vodafone Idea
The measures will help the country improve its digital footprint will help companies roll out their 5G infrastructure
BUSINESS
Why Indian shipping companies are not invited to the party
An Indian investor will have to watch the container shipping rally from the sidelines or play it by betting on companies who manufacture containers
BUSINESS
GuruSpeak | ‘In the stock market, you’ve to be a turtle, not a rabbit’
Meet Jitendder Singh, who says capital should be treated like your daughter and protected at any cost. Having lost an eight-figure amount trading, that is one of the many lessons he learnt in the market. Here, Singh also talks about his strategies and setups.
BUSINESS
Invesco's blockchain fund opens up new opportunities for Indian investors
Invesco’s success in raising funds may attract other asset management companies to offer theme-specific funds for investing in international themes such as Electric Vehicles, Green Energy, or companies at the cutting edge of specialised technology.
BUSINESS
Are the markets really overvalued?
While one set of analysts are calling the market top, others feel that the market has more room to go.
