It is high time, but institutional trades may be the challenge During the last meeting of SEBI, it once again hinted at moving towards T+1 settlement for stocks. Essentially, it means that trades executed would be settled on the next trading day, against the T+2 formulas being followed now. The idea is welcome, but it…
The RCOM-SBI case could be an acid test for the new rules In December 2019, the government brought personal bankruptcy under the ambit of NCLT. That meant; in the event of business bankruptcy, the NCLT can initiate personal bankruptcy against the promoter, if they have guaranteed a loan. The first test case appeared in the…
It could be the next big frontier for Indian sugar industry As another sugar season comes to end, the question is not about production of sugar or about consumption. The big story is that India could end up with sugar exports of 5.50 million tons this sugar season; which extends from the month of October…
What the new norms for DVR shares mean for corporate India DVR shares have been around in India for over 10 years now with companies like Tata Motors, Jain Irrigation, NRE Coke and Future Group having issued such shares. Differential Voting Rights (DVR) shares offer a means to raise capital without diluting control. That is…
How to interpret the inverted yield curve in the US bond markets Over the last few days, there has been a lot of debate in the public domain about the US yield curve taking on an inverted shape. This is not a normal occurrence and is being interpreted in the market as a signal of…
How the CPI and IIP data point towards a likely rate cut by RBI The Ministry of Statistics and Program Implementation (MOSPI) announced the CPI inflation and IIP growth during the week. While the CPI inflation came in slightly above expectations, the IIP growth continued to disappoint. What are the highlights of these macro numbers…
Should RBI cut rates further; MPC minutes show a clear divide The minutes of the Monetary Policy Committee (MPC) published during the week give a clear idea about the discussions within the MPC before the rate cut decision was taken. The MPC minutes document detailed discussions among the 6 members of the MPC and the…
SEBI sets the tone for some far-reaching shifts in capital markets Of late, the SEBI board meetings have been a crucial forum for key decisions. The latest SEBI board meet on March 01st has also made some important decisions for the capital markets. Let us look at the implications of four such critical decisions. SEBI…
How do you distinguish between an investor and a trader? An investor tends to have a longer-term perspective compared to a trader. There is no sure-shot formula to be a successful investor but there are some basic tips that can help beginners to navigate through the rough market waters. Some useful investing tips for beginners…
What do we understand by long term investing? Obviously it refers to a longer period of say 6-8 years. But that is not all. Long term investing is based on some key assumptions. When we say hold for the long term, what do investors interpret from the same? The first question you ask when it…
