Debt funds could become the next big crisis if ignored now For a long time, debt funds were treated as the gold standard in mutual fund investing. Limited risk and assured returns made them a natural choice. In the last few months, IL&FS and DHFL Read more [...]

Why specialty chemicals could be the next big stock market story Between 2014 and 2019 a rather small company called Aarti Industries zoomed by 1700% from a price of Rs.95 to Rs.1720. The unique feature about Aarti Industries was that it derived 78% Read more [...]

Monetary Policy combines rate cuts with accommodative stance The monetary policy announced on 06th June was along expected lines but also disappointed the markets. That was evident from the market reaction on the policy day. However, the RBI has tried Read more [...]

News Announcement Impact Analysis Monetary policy cuts the repo rates by 25 basis points in June This takes the repo rates to 5.75%, reverse repo rates to 5.50% and the bank rate to 6% The markets were expecting a bigger rate cut Read more [...]

While most economists were expecting GDP for the fourth quarter at 6-6.3%, the actual Q4 GDP surprised on the downside at 5.8%. To add to it, the unemployment number also came in at 6.1%. In fact, Q4 GDP at 5.8% was lower than the GDP number seen in the Read more [...]

Why Indian sugar stocks must be wary of the ethanol story Sugar stocks in the April quarter had some reasons to cheer about. While the core sugar business continued to be under pressure due to oversupply, there was good news. The ethanol business which Read more [...]

Why are bond yields falling so sharply in Indian debt markets The bond yields had been range bound for a long time on the benchmark 10-year bonds in India. However, in the last one month, the bond yields have fallen nearly 40 bps from around 7.43% to Read more [...]

How the Finance Minister must address the crisis in GDP and Jobs On the day Nirmala Sitharaman took charge as the Finance Minister of Modi 2.0, there were two discouraging pieces of data. GDP came in lower at 5.8% annualized for the fourth quarter and Read more [...]