BUSINESS
Options Trade | An Iron Condor trade on BHEL
BHEL is expected to see a volatility crush post its results. An Iron Condor trade to capitalise on it.
BUSINESS
Opinion| NSE–SGX patch up to benefit all stakeholders
Both the exchanges have jointly proposed to their regulators a possibility of using the NSE–International Financial Services Centre-SGX connect model as the way forward.
BUSINESS
Opinion | The Budget signals a bumpy ride for the market
The Budget held out the promise of spurring consumption but investors were left with heartburn after riding the fine print
BUSINESS
Tax breaks for middle class, boost for farm income: 10 takeaways from Budget 2019
A populist budget on the face of it raises more questions than answers
BUSINESS
Comment | Ahead of Budget 2019, how is the market positioned?
Data from the options markets provide some clues
BUSINESS
Comment | The bottom is still not in sight for smaller companies
The liquidity crisis affected smaller companies the most and portfolio management schemes could be in trouble
BUSINESS
Opinion | L&T commentary paints grim picture for cyclical upturn in capex
Populist schemes being announced before the elections will mean the government may have to slash capital expenditure.
BUSINESS
Opinion | Learning from Warren Buffett's investing style
The key difference between Buffett and many investors is that Buffett buys businesses and not stocks
BUSINESS
Quick Take| IndiGo’s international plan can disturb domestic airlines too
With a firm domestic base IndiGo is all set to increase its market share in the lucrative international travel business
BUSINESS
Quick Take | Stand-off with foreign portfolio investors may cost India in the long run
The Reserve Bank of India has recommended that investors should look at the voluntary retention route rather than expect its rules to be relaxed
BUSINESS
Quick Take | Covered calls for mutual funds will help stabilise NAV fluctuations
Allowing mutual funds to participate in the options market will bring more liquidity to stock options and stabilise returns for the fund
BUSINESS
100-Word Take | NSE compels traders to wear crash guards by increasing margin ahead of budget
Incremental margins will lead to short-term volatility as traders rush to square off their positions. Post-budget volatility could well be lower.
BUSINESS
Quick Take | ICICI Securities – a textbook case of how to lose a winning game
ICICI Securities December quarter numbers are a reflection of the damage that is inflicted by discount brokers
BUSINESS
Is growth in the housing sector finally moving up?
Houses bought in 2018 were by genuine users and there is almost no investor presence
BUSINESS
100-Word Take| Government may have finally struck gold with Gold Monetisation Scheme
The changes are a win-win for both as temples will earn a tax-free dividend on their hoard while the government gets the gold it needs.
BUSINESS
100-Word Take | Discount brokers are here to stay, analysts beware!
Discount broking is here to stay. Retail clients have just proved that like all Indian consumers, they are price sensitive
BUSINESS
Opinion | UDAN – flying on a wing and a prayer
It is becoming increasingly clear that only large and established airlines can take advantage of the scheme
BUSINESS
Mutual funds data show market is running out of fuel
The sharp fall in net equity mutual fund inflows in December 2018 is a cause of worry
BUSINESS
Quick Take | A bull case for investing in gold
Gold prices have touched a six-month high on account of changing structural dynamics
BUSINESS
Quick Take | Compulsory physical settlement in stock options could affect cash market liquidity as well
Sebi’s right hand doesn’t know what its left hand is doing
BUSINESS
Early options data suggests traders do not expect market to go up until elections
Put options open interest is much higher than those on the call side suggesting a downward bias in the market.
BUSINESS
Quick Take | An out of step rupee-crude movement suggests a weakening economy
Oil is now below the $50 mark, a fall of over 30 percent but the rupee has corrected by only 5.7 percent from its peak. So why is the rupee not gaining in strength despite the sharp fall in oil prices?
BUSINESS
Flashback 2018: When IL&FS nearly sank the financial system
Here is a brief history of the decline and fall of IL&FS, the shadow bank whose initial default momentarily held the stock market to ransom and threatened to send the financial system into a tailspin.
BUSINESS
Quick Take | Steady oil prices key to stabilising equity markets in near future
The sudden decline in oil prices has set a shock wave across asset class. Unless oil prices stabalise, equity markets will remain volatile.
