co-presented by
ASSOCIATE SPONSORS
co-presented by
ASSOCIATE SPONSORS
Data from the options markets provide some clues
Most state grids are near bankrupt and cannot pay for the ever-increasing subsidy amounts doled out. Once the elections are over, they will have no option but to stop these freebies.
The biggest risk of a quick fix solution like cash transfer is that it might take political attention away from structural problems in the sector.
Major accounting frauds typically come to light when liquidity tightens. Given the over 2% point jump in money market rates in India in the 12 months to September the probability of major accounting fraud coming to light in the Indian stock market is growing.
The board failed in its duty by giving Kochhar a clean chit. Sitting fees and perks of members should be clawed back as well.
The liquidity crisis affected smaller companies the most and portfolio management schemes could be in trouble
Every Budget brings hope that the corporate tax rate will be cut, as promised. Till the effective tax rates for big companies remain well below the statutory rate, a sweeping cut looks unlikely.
Vale's move comes after disaster struck after one of Vale's tailing dams in Brazil burst, killing at least 65 people with hundreds still missing.
In a developing economy, the government will always find compelling reasons to spend more, but it should not lose sight of the larger goal of maintaining macroeconomic and financial stability.
ITC being the largest buyer, processor and exporter of leaf tobacco in India will be beneficial from the India-China tobacco protocol
The BJP’s acronyms can be largely classified into two categories: the HAHAs for political rivals and the SAMOSAs for government schemes.
Manmohan Singh’s Victor Hugo quote has been the best so far
Many cases are embroiled in endless litigation and there isn’t enough institutional infrastructure to deal with this deluge. It's up to the government to boost institutional capacity and support the courts
Populist schemes being announced before the elections will mean the government may have to slash capital expenditure.
Lower subsidies and higher indirect taxes, aided by low oil prices, have been the reason for the improvement in the fiscal deficit
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.
