Tata Power's acquisition – How good is the deal..??

Tata Power’s acquisition of renewable energy assets of Welspun group appears an ambitious attempt to change the landscape of renewables. While company’s hope may ride high on this deal, hopefully, this doesn’t go through the same uncertainties like Mundra. The acquisition comes exactly ten years after its previous high profile move of bidding and winning the Ultra … Continue reading Tata Power's acquisition – How good is the deal..??
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Restructuring SDR…!

RBI has come out with yet another set of guidelines to fight stressed Assets, the third in last about two and half years. While the guidelines reflect RBI’s intense deliberation and hard work – based on the experience of SDR, it is to seen whether it really brings some relief to parties concerned or ends up … Continue reading Restructuring SDR…!
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Jaiprakash Associates – What went wrong.??

  Jaiprakash Associates (JAL) hogged lot of limelight last week when it declared its results although not for good reasons. The company reported defaulting on its principal and repayment dues almost to the tune of what it was worth ten years back..! Another growth story gone wrong.. JAL, a Cement, Power and Civil Construction company … Continue reading Jaiprakash Associates – What went wrong.??
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Gas Pricing – Another Power Sector achievement..

  India has nearly 24,000 mw of natural gas based power plants. Till about a year back, about 14,000 mw of them were lying completely idle whereas the remaining 10,000 mw were running at an average PLF (capacity utilization) of 30-40% due to high price of gas. (My Second in the series on Power sector … Continue reading Gas Pricing – Another Power Sector achievement..
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Understanding GDP and GVA…


The Central Statistics Office (CSO) released estimates for GDP for 2015-16 last week, which recorded growth of 7.6% (at constant prices), the best in four years. The quarterly number at 7.9% is second best in last eight quarters.

Real GDP (at 2011-12 prices) for FY16 is estimated at Rs 113.5 lakh crore, not an easy number to visualize. While this number is only about fifty times the sales of Reliance Industries, it must be noted that GDP is based on the value addition and not on sales which would be much less (may be about 15%) for RIL also. So, Indian GDP is made up of about 300 Reliance Industries..!

However, it is lot more complex than that simple comparison. Here is a brief attempt to explain GDP, GVA and other complex terminologies. Please open the PDF. GDP FY16

 

RBI Policy – So near, Yet so far…

RBI has kept the policy rates unchanged in its second bi-monthly monetary policy for FY17. Two critical elements that have played their part in shaping today’s policy decision are not-yet-arrived monsoon and the sudden surge in April Inflation. I wonder how different the policy statement would have been if the monsoon had arrived by now.. The … Continue reading RBI Policy – So near, Yet so far…
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