Monetizing Retail

For Reliance digital and retail, it may now be payback time It is said that good projects and good business ideas always find investors. The state of the market hardly matters. That was proven most eloquently by Reliance when it monetized its digital stake in the midst of testing market conditions. RIL now looks all…

Twin Deficits

Fiscal deficit may negate the benefits of current account surplus It was a week during which two major macroeconomic announcements by the government dominated the headlines. On 30 September, the current account balance for the Jun-20 quarter and the fiscal deficit for the first five months of this fiscal were announced. Here are some interesting…

Pharma Sector

Sweet spot for pharma sector comes with greater competition The pharma sector narrative changed drastically between February and March. In February, the concern was all about API supplies getting disrupted. By mid March, the narrative had changed to how pharma sector can capitalize on the opportunities presented by COVID-19. Look at the stock prices If…