Daily Archives: December 7, 2020

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…