Property Funding

Why the NBFC squeeze matters to real estate developers Source: Ambit / Knight Frank When the NBFCs started feeling the squeeze, the first sector to take a hit was the realty sector. Most realty stocks have seen violent correction. What is this correlation all about? Why realty got hit? If you look at the chart…

Aviation Worry

What Indian aviation companies need to do from here on? Indian aviation has a real problem and that became apparent when the quarterly results were announced by Indigo Airlines. Despite a 42% market share, Indigo had to take a huge loss in the quarter. According to CRISIL, the total combined losses of the aviation sector…

China GDP

We actually need to worry about the recent fall in GDP growth Source: Trading Economics One of the points of celebrations in India in the last couple of years has been that India is growing faster than China. With China just growing at 6.5% in Q3, India‚Äôs GDP growth is likely to beat that by…

Trade Deficit

Forget about imports, focus on exports of goods and services For the month of September 2018, the trade deficit came in sharply lower at $13.98 billion compared to an average run rate of $18 billion in the previous two months. While that immediately led to strength in the rupee, one needs to scratch the surface…

NBFC Worry

NBFC stocks are correcting but this could just be the beginning In the last couple of months, the big worry in the stock markets has been the NBFCs. For a long time, they were seen as the fleet-footed alternative to staid banks; growing faster and subject to lesser regulation. That seems to have changed in…