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Foundations
Loan Waivers – The Moral Hazard & Incentive to Default
India is a predominantly agriculture based country. This is not reflected by way of contribution to GDP but in terms of the percentage of population that is ...
Charts & Analysis
The Nifty has a Flat May While Most Other Stocks Drop
The Nifty’s reached a stop point in May after an awesome April. It was flat for the month. The whole month has been a bore for the Nifty, though the ...
Opinion
Focus on Portfolio, Not on Stocks
Manpasand wasn’t a stock that found pasand among investors in recent days with the stock over the last 3 days falling by 50%. Thanks to the concept of price ...
Premium
Fundas: Understanding the Price to Book (P/B) Ratio
In this post lets try and understand the Price to Book ratio also commonly known as P/B ratio. What does it mean when companies trade at a P/B of 1, why do ...
Foundations
Charts: A Different Perspective
When we talk about Charts, the assumption is that it refers to Index Charts or Stock Charts. But real information can be extracted by creating charts using ...
General
The Banking Sector is in a Mess – Is there a way out
IDBI Bank today announced it has 28% bad loans. For every 100 rupees they’ve lent, nearly Rs.28 has gone bad. Do note that even the best banks ...
Charts & Analysis
Chart: The Battering of the Midcaps and Smallcaps in 2018
A quick note on how crazy the markets have been for the midcap bazaar this year – a 16% fall in the smallcap index and 12% drop in midcaps. And ...
Stocks
The Bhushan Steel Bankruptcy Saga: Tata Steel Takes Over With 99% Ownership, Eventually.
It’s nearly final. Tata Steel has taken over Bhushan Steel. In what is the first big resolution in the NCLT bankruptcy cases (Read our coverage) the ...
Premium
Portfolio: Exiting Couple of Stocks and Moving Some to Hold
We are seeing a lot of volatility in the market Elections coupled with increasing crude prices have turned the overall sentiment red. We need to tread ...
Premium
Premium: The Economics of the Basmati Industry
In this post we will cover the Basmati industry in India. Topics that we will cover in this post are - History, Trade, Varieties, Domestic and Export market ...