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IDFC and Shriram

The logic is good but practical difficulties abound… In one of the biggest merger announcements in the financial sector, IDFC and Shriram have agreed to come together to create a financial behemoth that spans banking and most aspects of financial services. While the merger is still subject to regulatory approvals, there is obviously a lot…

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IDFC and Shriram

The logic is good but practical difficulties abound… In one of the biggest merger announcements in the financial sector, IDFC and Shriram have agreed to come together to create a financial behemoth that spans banking and most aspects of financial services. While the merger is still subject to regulatory approvals, there is obviously a lot…

ONGC + HPCL

Remember, there are clear merits in oil consolidation… The government has almost made it clear that the ONGC – HPCL deal will be consummated in the month of July 2017 itself. While the actual contours of the deal are not yet clear, this should be seen as the first step towards the oil sector consolidating.…

TCS Q1 Results

There is bad news on the Tech Front If TCS, the most valuable Indian company, was judged by its latest quarter results, then it was surely an unalloyed disappointment. What actually disappointed an investor is not just the quarterly performance but the consistently weakening metrics over the last 12 quarters. Agreed that the global environment…

Trading Timings

Do equity markets really need longer trading hours? Over the last one week, the recently launched Metropolitan Stock Exchange of India (MSEI) managed to create quite a flutter. Its decision to extend trading timings for equities till 5pm did manage to stir the market out of its slumber. Eventually, the NSE and the BSE refused…

Rating Agencies

How SEBI plans to make them more effective… Over the last few years, the role of rating agencies has come in for a lot of criticism. The debate first started in the aftermath of the Global Financial Crisis in 2008 wherein rating agencies had entirely missed out the risk that institutions like Fannie Mae, Freddie…

Analyst Calls

Are we missing the bigger picture; and this is happening globally? Over the last few quarters, we are increasingly seeing analysts being off the mark on quarterly earnings estimates. This is not only happening in India but also across most other major geographies. Recently, we have also seen analysts going awfully wrong on estimating the…

GST Build-up

Understanding the crux of anti-profiteering… As the nation readies for the launch of GST on an all-Indian basis on 01st July, there are a plethora of nuances that need to be addressed. One such question pertains to the all important idea of anti-profiteering. Here is what you need to know about the same… What is…

Air India

Will it fit into the overall Indigo Airlines strategy? One of the big news items last week was the plan to hive off Air India. While one can argue that it has come late, it is always better late than never. But that is off the point. What was more intriguing was that India’s largest…