Capital Allocation

Both were discussing the importance of portfolio allocation

Aurobindo Pharma’s Cronus rethink is positive, but it needs to do more

Aurobindo Pharma terminated an agreement to acquire a majority stake in Cronus Pharma after the proposal stoked capital allocation concerns

What we can learn from Coal India’s faulty capital allocation

Holding cash too much for too long could destroy shareholders' values, Here is a case study of how Coal India is doing this.

Is Nalco hiding its faulty capital allocation behind hefty dividends?

Scratch the surface, market cap takes a hit of 29 percent in the past one year alone

Coal India is king of cash, but can investors smile?

It’s an uneasy ropewalk for India’s biggest coal producer, flush with funds. There are no easy options though as it weighs how to put its cash to good use.

Exclusive Roopa Kudva Interview: ‘Infosys‘ capital allocation in line with transformation plan‘

Infosys‘ independent director Roopa Kudva on Sunday defended the company‘s capital allocation plans in an exclusive interview with Moneycontrol, saying these were geared to transforming the software services major.

Budget 2017: Banks' wish list: NPA relief, housing sops, tax on withdrawal

To deal with stressed assets, further measures could also be taken to assuage the risks associated with project loans turning bad.

Dipen Sheth: Why IT may be a buy despite automation threat

Indian IT companies have been "caught napping" by the shift in the digital space and the automation revolution but their shares reflect value on an absolute basis, believes veteran analyst Dipen Sheth.

How important the Union Budget is for equity investors

As a long-term value investor one should remind oneself that a portfolio is created in a bottom-up manner, stock by stock, based on the merits of each stock.