BUSINESS
Why banning short selling is a bad idea
The shorts could be on account of creating a hedge position before selling huge quantities
BUSINESS
How far away are we from the market bottom?
The same medicine that was given to the market and economies in 2008 may not work for the current ailment.
BUSINESS
100 Word Take | When China caught a cold and the world sneezed
The Chinese markets stand out from the rest
BUSINESS
How market bottoms are made
A table of market falls of more than 10 percent since 2000 shows that we are nowhere close to the average fall of 20 percent
BUSINESS
Oil price war | It’s Armageddon for the oil market
Low oil prices should be good for India, but they come at a time when the economy cannot take full advantage of it
BUSINESS
Yes Bank debacle a bigger short term threat than coronavirus
NSE has asked brokers who have given bank guarantees and fixed deposits of Yes Bank to the exchange for trading to immediately arrange for alternate funding
BUSINESS
UNCTAD report: 2020 could be a washout year for global economy thanks to Covid-19
The epidemic has yet to run its course, but even after its stops spreading and China starts to return to normal business activity, it will take a long time to unwind the stresses inflicted on the world’s trading system
BUSINESS
NBCC: the government’s newest milch cow
The market reacted negatively to the news of NBCC getting the Jaypee Infratech project, taking the stock to Rs 26, a level it had last seen in August 2014
BUSINESS
Only a cure for the virus can revive markets
Earlier instances show that the correction from such emergencies is sharp and short, but this time the virus seems much more contagious and has spread rapidly across the globe
BUSINESS
Can gold hit $4,000 an ounce?
Speculative interest is building up in gold
BUSINESS
SBI Cards IPO – one for the long run
The SBIC primary issue will no doubt sail through given its strong financials and presence in an industry with a strong growth rate
BUSINESS
Shareholding data show retail investors continue to catch falling knives
Chasing price rather than value has been the single most important factor that has driven retail investors to self-destruction
BUSINESS
Ending gas distribution monopoly – better late than never
The move will hurt the companies enjoying the monopoly status all these years, but they would be compensated by way of higher volumes if they play the game right
BUSINESS
SEBI’s amendment for MF distribution unlikely to have the desired effect
Asking investment advisors and distributors of financial products to segregate their services is unlikely to change the ground reality
BUSINESS
Corporate India’s poor Q3 numbers were a trailer, Q4 could be worse
Topline growth has slowed down further, but the surprise is the drop in net profit despite the corporate tax cut
BUSINESS
Oil demand forecast cut by OPEC and IEA a red flag for equity markets
Slowing global demand had already resulted in cuts by OPEC members and cutting production further, without any appreciable increase in prices, will hurt member nations severely
BUSINESS
Putting intraday margins on hold a wise decision by Sebi
But there is an area of the market that requires more stringent policing – expiry day trading of index options
BUSINESS
Free falling LNG – one of the worst affected victims of coronavirus
While coronavirus has accelerated the fall in the last few months, there is also a structural weakness in LNG prices, which the current crisis has exposed
BUSINESS
ITI FPO withdrawal – could be a blessing in disguise
That the market is not yet in euphoric territory is seen from its rejection of the ITI FPO
BUSINESS
The impact of the coronavirus on the global economy and markets
Massive Chinese stimulus has reassured markets but investors are weighing hedge options for the tail risk scenario
BUSINESS
Govt can forget about investments through REIT and InvIT unless budget changes are reversed
An Income Tax section has been tweaked to make an existing infrastructure financing vehicle unviable
BUSINESS
A budget to forget and move on
While the fall on the budget day has been sharp, Indian markets over the last one week have been holding on despite global markets falling on account of Coronavirus fears. The budget disappointment was thus a double whammy.
BUSINESS
Lots at stake for the real estate sector from the budget
Established players with strong balance sheets have been able to grow at a time when the sector as a whole has been reeling under pressure.
COMMODITIES
Tightening commodity margins – good intentions that will ruin the market
The new rules are likely to make the commodity markets illiquid.
