Tale of 2 Results

ICICI Bank disappoints; Hindustan Unilever flatters… The results season is not yet over and there are still some of the key banking results to be announced. But with the major companies already having announced their results, there are 2 things that stand out. Firstly, there is a sense of disappointment over the quarterly results of…

Boost for PSU Banks

Finally, there seems to be the much needed credit boost… When the government announced the unprecedented Rs.2.11 trillion bank rescue package this week, it did stir a sense of euphoria. A day after the announcement the PSU banks were up anywhere between 20% and 45%. The question is whether this package is actually a boost…

Oil heads higher

But will it sustain beyond the Saudi Aramco IPO? One commodity that has been quietly heading upwards is crude oil. Brent crude is already above $57/bbl and is looking all set to touch the $60/bbl mark. How much higher than $60 it goes is uncertain at the current point of time. US shale is not…

Tata Sons

The consolidation of power has just about begun… Back in 1992 when the original satraps like Rusi Mody, Darbari Seth and Nani Palkhivala posed the first major challenge to the Tatas, Ratan Tata learned an important lesson. It was necessary to consolidate his ownership over Tata Sons. What Ratan Tata must have learned from the…

October Policy

RBI is likely to maintain status quo on rates… With the month of September almost coming to a close, the question shifts to the stance of the RBI in the forthcoming credit policy in October. Remember, the RBI may have cut rates by nearly 200 bps since January 2015 but the CPI inflation during this…

GDP Worries

A host of downgrades are raising hackles over the GDP number… From the time the MOSPI announced the first quarter GDP on August 31st, there have been consistent worries about the level of GDP for the full year. While the RBI continues to maintain the full year GDP at around the 7% mark, analysts and…

The Bullet Train

The Japanese funding model is not all that simple! It was, in many ways, called the deal of the century. The Japanese prime minister traveled down to India to lay the foundation stone for the project. Of course, the tougher job of acquiring the land, getting the clearances and actually executing the job is still…

What should be your Mutual Fund Investment Strategy?

With the Nifty close to its all-time peak of around 10,000, there is an element of uncertainty over the strategy to be adopted in the market. The heart says that the market still has legs to go up further since the economy is likely to continue to grow at 7.5%. The head, however, is a…