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Farm Bills 2020

 It is time farmers reconcile to the new agricultural reality  As we write this piece, the protests over the Farm Bill 2020 are still raging on the outskirts of Delhi. Farmers, especially from Punjab and Haryana, are totally disillusioned with the Farm Bill and want a total recall. It is time the farmers reconcile with…

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Farm Bills 2020

 It is time farmers reconcile to the new agricultural reality  As we write this piece, the protests over the Farm Bill 2020 are still raging on the outskirts of Delhi. Farmers, especially from Punjab and Haryana, are totally disillusioned with the Farm Bill and want a total recall. It is time the farmers reconcile with…

Tatas vs Mistry

 It looks like we are poised for a long-drawn corporate battle  As the Tatas versus Mistry case drags on in the courts, it looks a long-drawn legal battle. What is the actual dispute and what is the way out from here?  Tatas reject Mistry proposal  After the Mistry family agreed to sell out its stake…

Nifty Finserv

 Time was apt to launch derivatives on Nifty Financial Services Index  Last week, the NSE received approval from SEBI to launch derivative contracts on the Nifty Financial Services index. The launch of these new contracts will be effective from 11 January 2021 and the exchange will offer futures and options on the Nifty Financial Services…

Debt Reduction

 Large Indian companies are now obsessed with debt reduction  In the last few quarters, the big trend among large Indian corporates has been the urgency to reduce its debt. This is true across major business houses and the trend has only got accentuated in the post-COVID scenario. How big is this anti-debt trend and what…

Telecom Sector

 It looks like telecom is gradually moving towards a duopoly  On 04 December when Indian telecom companies announced their September subscription numbers, it was once again a reiteration of an emerging trend. VI, formerly Vodafone Idea, has been losing subscribers to Bharti and Reliance Jio on a consistent basis and Sep-20 was no different. Now…

Dewan Housing

 NCLT process for Dewan Housing raises fundamental questions  The bidding for the assets of DHFL is becoming a highly controversial affair. At first, the bidders objected to delayed bids put in by Adani Enterprises. Now, the COC or the committee of creditors has called for final bids on December 14 with bidders having the option…

Q2 GDP

   GDP contracts 7.5%, but India may have just escaped recession  On 27 November 2020 when Q2 GDP was announced, there was a sense of anxiety and expectation. The Q2 GDP contracted -7.5%, but it is actually a lot better sequentially and also better than what the street had anticipated.  It’s the context that matters …

LVB Investors

 They may have got a raw deal, but it is a good lesson for speculators  As the Lakshmi Vilas Bank moratorium ended in just 10 days as against the 30 day freeze, depositors of LVB were in a cheerful mood. Their money in the bank had been protected. However, investors in LVB did not share…