Here's what can go wrong in an arbitrage trade
Lessons from an arbitrage trade that went wrong in the Wabco offer for sale
Will HAL’s recovery sustain in post COVID-19 world?
The company's provisional numbers show a remarkable improvement in receivables. It ended FY21 with a positive cash balance against borrowings in the previous fiscal year
The road ahead for Rahul Gandhi after May 2
Does Rahul Gandhi become the Congress’ leader in the south, while his sister Priyanka Gandhi Vadra handles northern India? Or will he still try to be the party president even if it were to mean a split in the party?
Who really won in the Tata-Mistry battle?
From a purely business standpoint, the Mistry family may actually be better off if the Tatas agree to buy back their shares after the SC verdict
GST — Ride on the glee to fix the glitches
A steady uptick in revenue collection should give the government the confidence to carry out long-pending rejig in the indirect tax system
The 4 South Indian dishes that have a foreign origin
Parotta has come a long way from a humble flat bread in Jaffna to graduating in Kerala and becoming an icon of resistance that goes by the name Malabar Porotta
Sun rises over domain specialists as generalist bureaucrats find targets difficult and pace too scorching
PM Modi inducts more private sector honchos to head government departments, hitherto the domain and preserve of civil servants; by the looks of it, the trend is going to gather momentum
The Reading List: April 2, 2021
A selection of articles and social media gems from the world of economy, business and finance
Fear of women voters' wrath keeps Tamil Nadu parties on the edge
The reason why major political parties are concerned about how their messaging is accepted by women is Tamil Nadu has more women voters than male ones
Equity MFs: Are 2-yr CAGR returns a better indicator than 3- or 5-yr returns?
Here is one quick rule of thumb that has worked in the past while shortlisting equity MFs
China-Iran Deal | Beginning of multi-polarity in West Asia
US dominance in the region has surely been challenged, and China is demonstrating that it's now time for multi-polarity in the region
Are electoral malpractices a serious problem in Kerala?
The bogus voting scandal raises serious questions about the electoral process in Kerala where victory margins are wafer-thin
In defence of small savings rate cuts
In its decision to reverse the cuts and maintain status quo on small saving deposit rates, the government has knowingly established a saver-borrower trade-off when, in the broader analysis, the lines between them are, at best, blurred
Biden’s push for electric cars: $174 billion, 10 years and a bit of luck
Despite rapid growth in recent years, electric vehicles remain a niche product
Biden tax plan challenges Republican formula for economic growth
The most eye-catching proposal is to scale down the sizable reduction in the corporate tax rate implemented under Trump
Where does the investor feature in Franklin Templeton’s desperate bid to save its reputation?
Harsh penalties by SEBI are needed to dis-incentivise any reason that corroborates low accountability towards the investor
Are elections in Kerala becoming all about Pinarayi Vijayan?
In recent memory, there has been no chief minister in Kerala who has generated such strong feelings among the electorate
Spac boom fuels strongest start for global M&A since 1980
Deals worth $1.3tn in first quarter surpass levels of dotcom boom at turn of millennium
The key takeaways from India’s balance of payments for the December 2020 quarter
Strap: As the economy recovers, the current account deficit should widen. However, with central banks in the developed economies committed to keeping the liquidity spigots open, fund flows to emerging markets should continue, so the financing of the deficit should not be an issue
Why should banks foot the bill for compound interest waiver?
While borrowers and businesses may be entitled to relief from the pandemic, it should not be at the cost of the banking system
Why Adani Transmission is closing the gap with Power Grid's market cap despite smaller revenues
Adani Transmission has significantly narrowed the gap in market cap with Power Grid Corporation of India, despite the companies differing significantly on revenues and asset base
How long do we have to wait for a revival of the residential housing sector?
UBS says a property price revival is at least two years away
How will FY22 be different than FY 21 for the markets?
The actual test of earnings growth will come from the third quarter onwards
Opinion: BJP banks on welfare and infra record in Assam to offset NRC, CAA backlash
State GDP growth matches national trend line, but high unemployment rates stand out as big worry
Can India wean Bangladesh away from China’s embrace?
New Delhi must step up commercial engagements with its eastern neighbour to balance Beijing’s influence on Dhaka
