BUSINESS
GuruSpeak | Ronak Unadkat – a data based trader
Ronak Unadkat, an intraday trader, takes position analyses only derivative data to trade successfully.
BUSINESS
Is SEBI seeking more oversight over index construction?
SEBI's consultation paper aims to improve transparency in Index construction and aligning them with international norms
BUSINESS
Launch of the Nifty Financial Services Index derivative offers much needed relief for traders
Given the role of financial services in the economy, the Nifty Financial Services Index reflects a better picture of the sector
BUSINESS
Air India divestment – a win-win for everyone
For the Tata Group, Air India brings on the table its fleet of 172 aircraft at the consolidated level, a market share of 13 percent in the domestic market and 19 percent in the international market, apart from precious intangibles like airport slots and Star Alliance memberships
BUSINESS
Two charts that suggest there is still some room left in the rally
There is little justification, fundamentally or technically for the sharp rise in the market. Bu two indicators, based on their history, suggest some room left before a top is made.
BUSINESS
The equity-oriented mutual fund industry has itself to blame for the outflow
Record outflows when markets are touching new highs is not only a sign of profit booking by investors but also fund managers who have read the market wrong.
BUSINESS
How a few PSUs have changed adversity into opportunity
NTPC, BHEL and IRCTC have used the sectoral and economic challenges to their advantage by leveraging their strength and out-of-the-box thinking.
BUSINESS
What should Franklin Templeton debt scheme unitholders do in crucial vote?
The worst case scenario for Franklin Templeton unitholders is far better than what it was in April, when the fund was arbitrarily shut. Unitholders can use the vote as a bargaining tool and demand more clarity.
BUSINESS
SEBI’s peak margin norm strikes the first blow
Brokers are expecting volumes to drop by a third when SEBI’s Peak Margin norms will be fully implemented in September 2021
BUSINESS
It’s good that SEBI is easing pandemic related restrictions, but did they work?
Such ad hoc measures end up hurting the market more than stabilising it, especially for retail clients
BUSINESS
Is Tesla the proverbial fat lady singing at the market party?
Tesla’s CEO started the year as the thirty-fifth richest but added $100 billion in 2020, the largest addition to the net worth amongst the world's top 500 richest people
BUSINESS
Blackstone exiting Mphasis – what is in it for an investor
A private equity fund exiting a business is no reflection on the company’s growth prospects. Nor will the exit necessarily be at the top
BUSINESS
SEBI’s proposal on minimum shareholding and delisting is a step forward
The proposed changed in minimum shareholding norms will allow bigger companies to come out with smaller IPOs. The immediate beneficiary of the move will be the largest insurer in the country – Life Insurance Corporation of India
BUSINESS
Is Bitcoin the new Gold?
A user can buy, sell, hold, or spend Bitcoin using PayPal’s wallet. With 346 million users, Paypal can take Bitcoin to a different orbit.
BUSINESS
SEBI’s peak margin imposition from December is a party spoiler
Volumes in the market will crash, brokers and exchange revenues will be hit
COMMODITIES
NCDEX’s options trading incentive can help increase farmers’ income
The biggest advantage has been the hedging option provided by the derivative market
BUSINESS
The Vaccine rally
Vaccine rally can lift old economy stocks and cause portfolio churn
BUSINESS
Flexi Cap Fund classification is old wine in a new bottle
Fund managers can now simply reclassify their old multi-cap fund as a Flexi cap fund without realigning their portfolio
BUSINESS
Is it time to sell gold?
Both ETF flows and central bank buying suggest demand slows down when gold prices cross the $2,000 mark
BUSINESS
Ant Financial IPO mess – a case of regulatory overreach
The Chinese authorities’ overbearing attitude underscores the perils of Shanghai becoming a financial hub
COMMODITIES
For oil markets the US election is a non-issue, its immediate future looks bleak
Energy markets are speculating that the OPEC+ group may have little choice but to roll over the current cuts and delay the plans to ease those cuts till January 2021
BUSINESS
Here’s how market bets are placed ahead of the US election results
A ‘Blue Wave’ could trigger a sharp rally, as those who have hedged their position or are bearish will jump in to cover their short position
BUSINESS
SEBI’s new capital adequacy plan is a meaningless one
Capital adequacy requirements are generally needed for a company in the lending business. A broker whose role now has been restricted to be a platform provider for the traders or investors is not providing his money to his clients.
BUSINESS
MSCI rebalancing – Why this time it's different for India
This time around there is a structural and permanent change that will be incorporated
