Reliance AGM

The 44th RIL AGM set the tone for the big Green Shift Any Reliance AGM over the years has been significant. The 44th AGM of RIL was no different. The signals were there all along, but the AGM marked the shift to a future driven by green energy. Of course, there was a lot more…

PNB Housing

It may eventually boil down to Carlyle sweetening the offer price PNB and PNB Housing have been in the news in the last few weeks for all the wrong reasons. More than anything, it has now become a serious corporate governance issue. Here is the story. Selling a stake to Carlyle It began when PNB…

Powell Testimony

It now looks like Fed rate hikes may be easier said than done During the week, the Fed testimony by Jerome Powell was the big global event. Clearly, there were the likes of Bullard in the committee veering towards early rate hikes while Neil Kashkari and others were veering towards a longer spell of low…

Ethanol Story

Indian Ethanol story can be much bigger but there are challenges too In the last few months, the media is rife with reports on how Ethanol could just turn around sugar stocks. That is largely true and it is more than sugar. But then, the ethanol story in India has its unique set of challenges…

Templeton MF

SEBI order may sound harsh, but it has its heart in the right place Last week, the regulator did surprise the markets and the mutual fund industry by its tough order against Templeton MF and its senior officials. It must be said that SEBI has its heart in right place. Penalizing the decision makers In…

Global Value List

It is not just about technology; but about being adaptable At least till 2005, GE or General Electric was a regular feature as the world’s most valuable company in terms of market cap. In 2006 and 2007, it just lost out the top slot to Exxon Corp due to a surge in global crude prices…