Welcome to Trustline's Blog

Ethanol Story

Indian Ethanol story can be much bigger but there are challenges too In the last few months, the media is rife with reports on how Ethanol could just turn around sugar stocks. That is largely true and it is more than sugar. But then, the ethanol story in India has its unique set of challenges…

Details

Recent Articles

Ethanol Story

Indian Ethanol story can be much bigger but there are challenges too In the last few months, the media is rife with reports on how Ethanol could just turn around sugar stocks. That is largely true and it is more than sugar. But then, the ethanol story in India has its unique set of challenges…

Templeton MF

SEBI order may sound harsh, but it has its heart in the right place Last week, the regulator did surprise the markets and the mutual fund industry by its tough order against Templeton MF and its senior officials. It must be said that SEBI has its heart in right place. Penalizing the decision makers In…

Global Value List

It is not just about technology; but about being adaptable At least till 2005, GE or General Electric was a regular feature as the world’s most valuable company in terms of market cap. In 2006 and 2007, it just lost out the top slot to Exxon Corp due to a surge in global crude prices…

Metal Stocks

What happens to metal stocks after the Credit Suisse downgrade After a heady rally in recent months, the metal stocks got a sharp jolt in the last couple of weeks. Metal stocks showed signs of stabilizing in the last few days after China gave a positive perspective on metal prices. But it may be a…

Borrowing binge

Indian government must not take its fiscal deficit too lightly During the week, the GST Council has stated that the center will borrow a sum of Rs.158,000 crore to compensate the states for GST losses. This is due to the COVID 2.0 stress, but is it a good idea? Not much of a choice One…

Paytm IPO

How excited would investors be about a cash burning IPO? There is, at last, indication that Paytm may do the biggest IPO in Indian new issues market at Rs.21,800 crore. More details are awaited but it is expected to happen by December 2021, making it the largest IPO; ahead of Coal India. Biggest IPO ever…

MF Sector Churn

Fund managers are betting on global plays over domestic plays In the month of April 2021, Indian fund managers have been churning portfolios aggressively. The bias of their churn has been in favor of global plays and against domestic consumption plays. Is this the right strategy and what exactly have the fund managers been doing…

Inflation Challenge

This time around, the real inflation challenge comes from the US There was some good news on inflation front for India and also not some not-so good news. The rate of CPI inflation fell in the month of April and brought it near the 4% mark. But, the news is mixed! Good news on inflation…