Debt Indices

 Including Indian debt in global indices is the first big step  During the week, FTSE Russell said that it had put India on the watch-list for possible inclusion in its debt market indices. What will be the impact?  Lobbying for some time now  With the big shift to passive investing the world over, index service…

Adani Group

 How the Adani Group cracked the Market Value code in FY21  The bull rally in FY21 has benefited the large caps and mid-cap stocks in good measure. But the one group that has really created tremendous market value accretion in FY21 is the Adani Group.  FY21 was the Adani story  If you treat market cap…

Small Savings

 Interest cuts may have been withdrawn for now, but it is inevitable  Just a couple of days before the close of FY21, the government made a rather brave decision to cut small savings rates across the board. However, the decision was withdrawn with equal alacrity. But that decision may actually be inevitable.  Small savings story …

Equity Investors

 What they are expecting from Union Budget 2021  With just the weekend to go for the Union Budget 2021, the Finance Minister sure has a tough job on hand. That, in no way, reduces the capacity of equity market investors to hope for the best. Here are a few key expectations.  Continue the reforms process …

Mutual Funds

 What AMFI wants for MFs from the Union Budget 2021  The AMFI has been putting out a list of its expectations to the Finance Minister each year. However, not much appears to have moved on that front. Here are some key expectations that MFs have from the Union Budget 2021.  Put MFs at par with…

Personal Taxation

 What are expectations from the Budget on direct taxes?  The issue of corporate taxes has been fairly settled with the exemption given in Sep-19. The corporate tax rates have been simplified and reduced to 22% and it is time to make life a lot simpler and less taxing for individuals also. Here are some key…

Digital Lending

 RBI decision to regulate digital lending is perfectly timed  The RBI has appointed a committee to suggest ways and means to regulate and monitor digital lending in a more comprehensive way. Is it essential to put regulatory curbs on digital lending and will it kill the nascent segment?  Lending rates are an issue  One of…

Technology Stocks

 Indian IT industry has been fleet-footed and quick to adapt  In the last one week, the four major IT companies in India have announced Q3 results. The surprising part is that there has been a consistently flattering show by IT companies across the board. Why has IT suddenly come into the limelight?  Attractive guidance for…

US Policy

 Between Trump and Biden, not much is really likely to change  It is said that in politics, like in life, the more things change, the more they stay the same. Despite, the recent concerns over the assault on Capitol Hill and the attempts to impeach Trump, one thing is certain. Biden will not allow US…