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
GuruSpeak | Vivek Mashrani believes a blend of fundamental and technical analysis can generate consistent returns
Mashrani blew up his initial earnings in the market, but after studying finance he built a trading-investing strategy that has served him well
BUSINESS
Zomato IPO | The numbers investors should track in the food delivery business in India
Here’s a close look at the business model of food delivery companies and how they make money
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
GuruSpeak | Bhaskar Radadiya: A prop trader who has tasted success using the Wave Principle
An astrologer predicted Radadiya’s calling was in the stock market. After early failures in trading, he evolved a strategy he stuck to, to become an accomplished prop desk trader.
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
Guru Speak | Pawan Arora—It takes a different kind of mental strength to sustain a series of losses for the sake of the one big blockbuster win
Pawan Arora, a veteran trend following trader talks on what it takes to be a trend following trader
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
Guru speak |How to use a systems-driven approach to identify multi-baggers - PMS manager Rajesh Kothari explains
In a detailed interview, Kothari talks about his stock-picking strategy and explains his rules for exiting a position.
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
