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Charts & Analysis

Forex Reserves Continue to Drop as Dollar Gains in Strength

Forex reserves at the RBI continue to fall as RBI’s data last week shows the figure dip to a 3 month low at $314 billion. Part of the reserve dip would ...
Charts & Analysis

September Flat for Market as We Step Into The Worst Month for Equities, On Average

The "flat" month of September keeps 2014 returns at 26%, but we are heading into what is the worst month of the year, on average. October has an ...
Premium

Sector-Wise Deployment of Bank Credit; Who's Getting More Loans This Year

We look at the statistics put forth by the RBI on sectorial deployment of Bank Credit. This gives us an idea of all the different industries that commercial ...
Premium

Portfolio: Strides Merger Pushes it Up, Time for an Options Play

On the portfolio we have some quick news. Strides Arcolab: Buys Shasun, Gets a 50% Return on Stelis investment Strides will merge with Shasun Pharma, in an ...
General

RBI's Not-So-Earth-Shattering Policy Leaves No Room For Drama

RBI in it’s September 30 policy, has done absolutely nothing. This is very bad news for the media, including me, who now have found themselves with one ...
General

The Diageo-USL Saga: What Lies Beneath the Surface

Diageo, the world’s largest producer of spirits, currently owns about 54.78% of United Spirits Ltd (USL). The Diageo-USL saga commenced all the way back in ...
Premium

Premium: 5 Reasons Why The Green Shoots Could Be Losing Colour

The fixed income and currency markets seem to be going a bit differently from the equity markets. Last week saw a little scare in the equity bazaar, with the ...
General

Reads: Twisting Ireland's Arm, Alarming Startup Cash Burns, Axing IIPM….

Monday reads: IIPM can’t call itself a management institute, says Delhi High Court. The organization – it’s hardly an institute – has ...
Stocks

The Coal Judgement That Took Down the Market

The Supreme Court has ordered that 214 our of 218 coal block allocations since 1993 be “quashed”. Only about 46 of these blocks were actually ...
Premium

Premium: The "Crash" is Not Yet One. The Data Isn’t Yet Bad Enough.

As we write this, the US Markets have fallen 1.5%, with the S&P going considerably below 2,000. The Indian stocks listed in the US markets too have fallen ...