Well, many investors might already be aware that the Indian markets are too high and cannot sustain these levels unless earnings catch up. I am not going to write about whether earnings are really catching up or not, because my... Read More.
The first quarter results have been a mixed bag so far. Yet, the Indian stock markets have reached an all-time high. While this is an ideal scenario, things don’t seem to be moving as anticipated. IIP numbers - The index... Read More.
All economies have struggled with how best to deal with declining state-owned companies. In India, the problems are particularly acute. Per se, government ownership need not be a negative. However, public sector units tend to lose their competitive edge over time,... Read More.
The Indian banking system is mired in distressed loans, currently pegged at over $150 billion. According to the RBI, gross non-performing advances (NPAs) of state-run banks - which provide a majority of all lending - stood at 9.6% in March... Read More.
Newspaper headlines always play up the trend of rising real estate prices. Rapid rises are deemed as positive news, while declines are negative. Rising prices ostensibly signal robust demand, which in turn should trigger supply responses that drive growth and employment.... Read More.
India ranks only behind China and the United States as the third-largest emitter of carbon dioxide. With its ambitious goal to electrify all vehicles by 2030, and to create 175 GW of renewable energy capacity by 2022 (up from 57... Read More.
The much awaited goods and services tax (GST) will be implemented from the 1st of July, ushering in the most prominent tax reform since independent India. Amidst all the chaos of transition, the government has managed to stick to its... Read More.
The recent ban on the sale and purchase of cattle from animal markets for slaughter by the union government might resonate with many Indians. However, it will have a considerable impact on India’s economy and the livelihoods of millions of... Read More.
An economist from Stanford University, Tony Seba, is causing much anxiety in the energy and automobile sectors. He predicts that people in the US will stop owning vehicles. According to his report, “By 2030, within 10 years of regulatory approval... Read More.
A quick glance at the headlines in the last month spells doom for the IT sector. Time and again, the media sways from one extreme to another – first euphoria, and then pangs of sorrow. However, it does seem like... Read More.
