News Announcement Impact Analysis US-China trade war took a turn for the worse during the week A day after Trump imposed punitive tariffs, China also responded with tariffs on $60 billion of US goods In the meanwhile, Trump Read more [...]

Why pharma companies must take the lawsuit seriously The pharma stocks had a bad week with the pharma index down by over 4% on the first day of the week itself. It all started with a Reuters news item stating that 44 states in the US had decided to file Read more [...]

Government has to walk the thin line between regulation and growth Back in 1997, there were around 40,000 NBFCs operating in India. Then in 1998, the RBI came up with stringent capital adequacy and asset classification norms for NBFCs to reduce the systemic Read more [...]

India must handle soft bankruptcy cases a lot more deftly CRISIL recently published a report about the Rs.70,000 crore collected through NCLT in the fiscal year 2018-19. The collections in the current fiscal are likely to be closer to Rs.1 trillion. Read more [...]

If the exit polls are anything to go by then it almost looks like the NDA government has already been installed at the center. Exit polls hinted at a clear majority for the incumbent NDA government and have assigned anywhere between 270 to 340 seats to Read more [...]

Despite the sharp rise in the Nifty we continue to be cautious considering the VIX remaining at elevated levels of 28.3. That is indicative of short covering consider that Thursday was the weekly F&O expiry day. The Middle East crisis has taken Read more [...]

An escalation of Middle East tensions resulted in Brent Crude crossing $73/bbl in the second half of Thursday. With Saudi Arabia openly accusing Iran of attacking its vessels and the Aramco oil facilities, the situation in the Middle East appears to be Read more [...]

The bounce in the market was more of an afterthought after the 9-day correction, which itself is an 8-year record. Since the VIX remains around 27 levels, one needs to be suspicious of the bounce in the Nifty and Sensex. The CPI and the IIP numbers Read more [...]