IT Stocks

What has helped Indian IT stocks sustain their magic in markets Ask any long-only institutional investor and they would tell you that the one sector they would bet their lives on would be IT. What is it about the Indian IT stocks that makes them special. Flattering results, once again If you consider the big-4…

COVID Resurgence

The second round of COVID raises 4 key challenges for India In last few days, India had the dubious distinction of overtaking Brazil in terms of COVID cases. With more than 2 lakh fresh cases per day, COVID is becoming a health crisis. Here are 4 challenges. Producing enough vaccines The first challenge is to…

Yes Bank

Why the Rs.25 crore penalty for mis-selling may face a hurdle During the week, SEBI imposed penalty of Rs.25 crore on Yes Bank for selling the AT-1 bonds to the wrong customers, or mis-selling as it is better known. Even as Yes Bank goes on appeal, this order may find it hard to hold water.…

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 Interest cuts may have been withdrawn for now, but it is inevitable  Just a couple of days before the close of FY21, the government made a rather brave decision to cut small savings rates across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 However, the decision was withdrawn with equal alacrity.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