BUSINESS
Corporate Corridor | Chandrasekaran’s growth plans offer investing ideas
The Tata Sons chief’s strategy appears to be one of consolidation, keeping in mind the philosophy of the group, rather than a slash and burn approach that may deliver quick results.
BUSINESS
Policy | Devendra Fadnavis’ FSI booster is not only too little too late, but also misses the point
The government’s measures are a band-aid. What is needed is surgery
BUSINESS
The auto sector crisis in India is largely a government creation and the solution is in their hands
Erratic government policies have deepened the downturn
BUSINESS
Policy |Govt must keep politics out of power sector to make India a $5-trillion economy
Nothing will change unless state electricity boards are revamped
BUSINESS
Markets | Government’s minimum shareholding plan – a case of putting the cart before the horse
The finance ministry should have discussions with all stakeholders before and not after the Budget
BUSINESS
Is there still some juice left in the gold rally?
Worries over a perfect storm in financial markets augur well for gold prices.
BUSINESS
RBI policy: Top rated NBFCs to benefit from easing measures
The Nifty Financial Services Index fell by 0.88 percent on Wednesday
BUSINESS
Indiabulls real estate business sale unlikely to improve its chances of getting a banking license
The market prices of Lakshmi Vilas Bank and Indiabulls Housing Finance do not suggest a merger is likely to happen anytime soon
BUSINESS
A crisis of confidence in market is what government needs to address
The government needs to signal to the business community that they are collaborators in India’s growth
BUSINESS
Jain Irrigation downgrade – an accident waiting to happen
The problem is partly its creation and the other half is the government’s
BUSINESS
Should DHFL be given the same treatment as IL&FS?
The notes to DHFL’s accounts raise many questions about the competence of the current management to run the business
BUSINESS
Modi’s ‘Housing for All’ gets a wake-up call from NHB
Unless a solution is found, a new crop of non-performing loans will soon make their appearance
BUSINESS
Recovery in commercial vehicle segment is unlikely to happen anytime soon
The growth of inland waterways and the dedicated freight corridor will impact long-term truck demand
BUSINESS
Policy | The government should respect what the market is trying to tell it
Last Friday, 357 stocks touched new 52-week lows
BUSINESS
Policy | Why NSE’s move to disallow derivatives in DHFL is wrong
There are other ways of protecting small investors and dampening trading interest in a stock. Increasing margins is one key example.
BUSINESS
Markets | Suzlon’s default is not a surprise
Structural issues in the wind power sector, wrong management calls, poor financial numbers and the very structure of FCCBs offer a clue on why bondholders would be lucky to get their money back.
BUSINESS
DHFL episode offers lessons in how not to run a NBFC
Further defaults and inability to meet its payments on the part of DHFL will again spread fear in the sector. It will set off a fresh round of risk aversion and liquidity squeeze for NBFCs as banks refrain from funding the shadow banking sector.
BUSINESS
IndiGo promoter dispute: Airline hits an air pocket, time to wear your seat belts
Gangwal approaching Sebi suggests that lawyers on both sides have failed to reach a compromise
BUSINESS
Roll back the increase in capital gains tax on foreign portfolio investors
The government must move swiftly to contain the damage to investor sentiment
BUSINESS
Budget 2019 | Markets get a raw deal from Budget 2019
Market expectation of tweaking taxes has not be met but surprises in the form of lower promoter shareholding and buyback tax has dampened mood
BUSINESS
Government dials wrong number in bailing out PSU telecom giants
It’s time for the government to cut its losses
BUSINESS
Initial options data suggest Budget could be a non-event for markets
A reduction in capital gains tax or securities transaction tax can however set the market on fire in the short-term
BUSINESS
G-20 Trump-Xi meeting: Symbolic at best
The question is: how long will the celebrations in the markets last?
BUSINESS
Niti Aayog’s electric vehicle deadline brings disruptive innovation home to automakers
Without government help, Niti Aayog’s targets will not be met
