The key difference between Buffett and many investors is that Buffett buys businesses and not stocks
Farm distress is a real risk to the health of the rural economy. But rural demand seems to be in good spirits, posing a dilemma for investors
Rather than forming an alliance with a weak AIADMK, the BJP must fight the polls on its own.
Chinese sustainable growth is estimated to be well below its official growth figures.
A fresh equity injection and restructuring of debt is a necessary condition for Jet to continue flying. But it is not sufficient.
The limit of five acres of agricultural land leaves out many who would otherwise be eligible
The move could affect Indian aluminium companies
The real risk is that such a programme will be implemented without rationalising existing expenditure
Congress President Rahul Gandhi says his party would roll out guaranteed minimum income for the poor if it comes back to power. Such promises, in the absence of details, can be dangerous.
If Anantkumar Hegde is still a member of Prime Minister Narendra Modi’s council of ministers, one would presume it is because the party sees a successful leader in him.
Tata Steel's profitability will improve after the sale of its South East Asian steel business, letting its management focus on the country that matters the most to its future—India.
A misdiagnosis can lead to inefficient solutions and end up increasing the cost for the economy in the long run.
The timing of Gadkari’s statement is intriguing, and gives weight to the speculations.
If the project succeeds, it will enable farmers to produce efficiently, making the best use of finite resources such as land and water
Even if a company is doing well, the risks from promoters’ other business interests should not be underestimated.
A large investor’s impending exit from Mindtree raises a larger issue of control and whether a financial investor or a strategic investor, and what would the minority prefer.
The law will take its own course. But the board of ICICI, the government, RBI and CBI have a lot to answer for.
The US shows robust growth, while the Eurozone and Japan are spluttering.
With a firm domestic base IndiGo is all set to increase its market share in the lucrative international travel business
Rahul Gandhi’s decision to not form an alliance with the TDP in Andhra Pradesh for the elections is in line with his larger goal of rebuilding the Congress in the state. With no MLAs or MPs from the state the party can only improve from here.
Cab aggregators are looking to diversify as business growth is slowing down. Softbank-backed Ola already does transactions and an NBFC licence will help it diversify into allied segments for growth.
ITC’s decline in margins in its cigarettes business is worrying investors but this may simply be a symptom of a shift in how it manages its main cigarettes and consumer businesses
In addition to the threats posed by the Jats and other groups, the BJP will have to stop a campaign among SCs, STs and OBCs that the party intends to stop all caste-cased quotas by bringing in the economic criteria as the yardstick.
Priyanka Gandhi’s entry as a general secretary will strengthen the accusation by other parties that the Congress is overly reliant and run by a single family. Expect the BJP to use this as ammunition during the election campaign.
It appears that the interim budget may postpone any significant fiscal consolidation.