Telecom Worry

Why the RBI may have raised the red flag at the right time… Recently, the RBI had raised red flags over the exposure of banks to the telecom sector. Like steel and infrastructure, banks have a massive exposure to telecom to the extent of almost $65 billion. The RBI’s contention was that the current provisioning…

PSU Disinvestment

How to make a success of it in this financial year… The government in its February Budget has again set an ambitious target for divestment of PSUs. Rs. 72,000 crore ($11 billion) may appear to be steep by historical standards, but it is not too hard to achieve. Two years back, the government could achieve…

Banking Divergence

Not just PSU banks, but even private banks are diverging… The banking results for the fourth quarter ending March 2017 have just about started coming, but the first signs of divergence are already visible. There has been a divergence between private banks and PSU banks for quite some time. That was on the parameters of…

H1-B Visa Fiasco

This could just be the tip of the iceberg… From the time Trump assumed the presidency of the United States, he has been warning about a clampdown on visas to foreigners. The first major move came last month when the emergency visa window was closed. The second hit came recently, when the Trump government declassified…

Snapdeal Lessons

What the Ecommerce space needs to learn from Snapdeal… Snapdeal is already in the final stages of negotiations to sell out to Flipkart. It has surely been a rapid comedown for Snapdeal. Just a year back, Snapdeal was giving Flipkart and Amazon a run for their money. However, as losses accumulated, the aura began to…

Hindustan Unilever

Finally, the time may have come to re-rate the stock… For the last few years, Hindustan Unilever has hardly fired the imaginations of the investors. Between 2013 and 2014, it was IT and pharma that got most of the accolades with the support of a strong dollar. Post 2015, it was sectors like private banks…