IMF Outlook

India needs to really engage itself with the per capita challenge The IMF World Economic Outlook which was presented this month has some major takeaways for all the economies. But three things really stand out from the perspective of India. Firstly, there is the comparison with China. Secondly, there is the uncertainty over supply chains.…

Value Troika

How HDFC Bank, RIL and TCS have held the markets aloft On the day RIL results were announced, the company touched a record market cap of Rs.900,000 crore. This is a record of sorts and immediately led to worries in the market about rich valuations. Currently, 3 Indian companies; RIL, TCS and HDFC Bank are…

SEBI Board Meet

SEBI announces slew of market friendly reforms at its board meet In the last couple of years, SEBI board meetings are becoming a key forum for important regulatory decisions. The last SEBI board meeting on 21st August made important shifts in 4 key areas. Simplifying FPI investments That was perhaps the theme of the Board…