As a third part of its normalization act the RBI has initiated the process of monetary tightening on Friday by hiking the repo and reverse repo rates by 25 bps each. Earlier the RBI had removed most of the emergency measures introduced after the financial crisis blew out in October 2008 and had withdrawn a […]
Read MoreAdapted by me from marketing to the overall gamut of the company’s operations I came through a very interesting article on the kind of mistakes that companies make while facing a downturn which ultimately ends up hurting them in the long run. This was part of an overall article on strategies being propounded by Philips […]
Read MoreAs expected markets have rallied sharply post the Union Budget and are up by nearly 6% from the day of the presentation of the Budget. There have been several factors that have driven the markets up. The first and foremost off course was the extremely low expectation from the event and the fact that the […]
Read MoreThe Microfinance (MFI) industry in India has grown rapidly over the last 3-4 years and as per latest estimates the total credit outstanding in this industry stands at Rs 12000 Crores and is growing at the rate of over 90% per annum. The repayment rate of MFI’s is an amazing 98%. Generally MFI’s are praised […]
Read MoreThe Union Budget has finally come out on Friday after a long wait and this event was specially awaited to see the governments’ commitment towards economic reforms and fiscal consolidation. After the insipid Railway Budget and a dull economic survey it was important to see that the Budget has a focus and direction. The budget […]
Read MoreAfter a sharp correction in the month of January and the first week of February we have seen markets stabilize and have been trading in a narrow range over the last few days. There have been a number of news flows affecting the markets the prominent among which is the crisis in the PIGS countries […]
Read MoreThe Microfinance (MFI) industry in India has grown rapidly over the last 3-4 years and as per latest estimates the total credit outstanding in this industry stands at Rs 12000 Crores and is growing at the rate of over 90% per annum. The repayment rate of MFI’s is an amazing 98%. Generally MFI’s are praised […]
Read MoreI will start with an interesting poll result I came across (unrelated to the headline of the post) – More than 60 percent of investors surveyed by Bloomberg on Jan. 19 said they viewed China as a bubble, and three in 10 said it posed the greatest downside risk. The quarterly poll interviewed a random […]
Read MoreDisclaimer – The article is not a recommendation for the purchase or sale of any stock The NTPC sale was the first large scale disinvestment taken up by the government after it has come into power in May of last year. There was a tremendous euphoria build up for the issue with various news sources […]
Read MoreAnd general thoughts I was generally interested to see what kind of outperformance in the Indian context is required on a consistent basis to outperform in the long run. The results will be surprising for most people as the magnitude of outperformance that is required is not so high as what is perceived. The reasons […]
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