The concerns over higher NPAs in some private banks and weak results expected from autos and FMCG companies have put pressure on the markets. The global situation in Iran is also getting geopolitically sensitive. Markets may be broadly concerned Read more [...]

There may finally be some real progress on the IL&FS probe as the SEBI widens its probe into the role of rating agencies in the fall of IL&FS. The regulator has expanded its probe after the investigation agencies pointed out to the alleged link Read more [...]

Iran could pose a significant risk to global commodity markets The Persian Gulf and the Strait of Hormuz is becoming the next big flash point in the Middle East situation. The problems started with the US imposing sanctions on Iran for not adhering to Read more [...]

Why are Indian bond yields falling so sharply in July During the third week of July, the 10 year benchmark bond yields touched a 20-month low of 6.25%. The last time these levels of yields were seen was in the last quarter of 2017; and that is a long Read more [...]

Why the government is justified in asking for a 5-year ban If the Indian government has its way, then Deloitte Haskins Sells (DHS) and BSR could be the first instances of auditors getting a 5-year ban. The government has already moved a petition in the Read more [...]

The liquidity crunch in the system finally took its toll on the markets as the Sensex lost nearly 320 points after 3 days of rally. The FM confirmation that FPIs will be taxed like the super rich also did not go down well with the markets. The Read more [...]

With the rising divergence between bank NPAs and RBI calculations, SEBI has tweaked disclosure norms for listed banks in India. The new disclosure norms for listed banks put out by SEBI pertains to divergence in provisioning for bad assets. This has been Read more [...]

The financials contributed to further upsides but the A/D ratio for the Nifty and for the market as a whole was negative. The next few days could be critical as the market faces global and local headwinds. Markets are building expectations of 50 Read more [...]