RBI has finally cut rates. By 0.25%. This means very little to most people, but effectively banks can borrow lower from RBI, at 6% now versus 6.25% yesterday. ...
A quick look at sector credit today, once again. As of June, 2017, bank credit has been stalling at about 5% overall growth. Banks are continuing to favour ...
The Nifty had the best month of 2017 in July; it was up over 5%! The move to 10,000 has been swift. And takes the 2017 return to 23%. The Sensex also did about ...
________________________________________________________________________ It’s unfashionable to talk about things like valuations now. The latest Howard ...
The buyback strategy has been awesome so far. Started in July 2016, we saw the strategy have total gains of 36% in one year (read post). And then, we saw the ...
Uncle Theta loves to experiment. He’s had great success with TCS in the past, and with Infy too. This time, the results were together. So Uncle Theta ...
There was this big hullaboo on Saturday. The chatter was that there was a press conference that would announce a mega merger of two large financial players ...
