Metal Stocks

What happens to metal stocks after the Credit Suisse downgrade After a heady rally in recent months, the metal stocks got a sharp jolt in the last couple of weeks. Metal stocks showed signs of stabilizing in the last few days after China gave a positive perspective on metal prices. But it may be a…

Borrowing binge

Indian government must not take its fiscal deficit too lightly During the week, the GST Council has stated that the center will borrow a sum of Rs.158,000 crore to compensate the states for GST losses. This is due to the COVID 2.0 stress, but is it a good idea? Not much of a choice One…

Paytm IPO

How excited would investors be about a cash burning IPO? There is, at last, indication that Paytm may do the biggest IPO in Indian new issues market at Rs.21,800 crore. More details are awaited but it is expected to happen by December 2021, making it the largest IPO; ahead of Coal India. Biggest IPO ever…

MF Sector Churn

Fund managers are betting on global plays over domestic plays In the month of April 2021, Indian fund managers have been churning portfolios aggressively. The bias of their churn has been in favor of global plays and against domestic consumption plays. Is this the right strategy and what exactly have the fund managers been doing…

Inflation Challenge

This time around, the real inflation challenge comes from the US There was some good news on inflation front for India and also not some not-so good news. The rate of CPI inflation fell in the month of April and brought it near the 4% mark. But, the news is mixed! Good news on inflation…

FMCG Growth

If Nielsen is right, rural could be a big worry for FMCG companies The Chairman of Hindustan Unilever has been saying that the biggest challenge in the next few months could be how the rural demand pans out. The signals are not too encouraging if you go by the latest Nielsen survey on FMCG demand.…

Q4 Results

The first set of Q4 results have thrown up some interesting trends SEBI has extended the last date for the announcement of quarterly and annual results ending Mar-21 to June 30. Nearly 25% of the NSE-500 companies have already announced results and there are more on the way. Here are some quick takeaways from numbers…

Berkshire AGM

Once again Warren Buffett leaves us with a lot to ruminate about At a time when the world is rushing into equities at steep valuations, Buffett is on the sidelines. In his AGM speech, the Oracle of Omaha leaves investors with some incomparable pearls of wisdom. Not putting cash to work The big question was…

Sovereign Rating

S&P has helped with a 2-year guidance, but it is time to act fast In a rather surprising move, S&P opted to maintain its BBB- rating guidance for Indian sovereign debt and has also held the stable outlook. A big change was the hint that S&P would most likely hold this rating for at least…