Tata Group – Reading Cyrus Mistry's mind..!

Tata Group Chairman, Mr Cyrus Mistry’s statement last week broaching the issue of exiting businesses brings the 150 year old behemoth at a crossroad. The statement seems to mark a shift in group’s strategy from expansion/acquisitions to consolidation as driver of growth. None of the chairman had openly talked about the need to trim down the portfolio so … Continue reading Tata Group – Reading Cyrus Mistry's mind..!
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Tata Group – Reading Cyrus Mistry’s mind..!

Tata Group Chairman, Mr Cyrus Mistry’s statement last week broaching the issue of exiting businesses brings the 150 year old behemoth at a crossroad. The statement seems to mark a shift in group’s strategy from expansion/acquisitions to consolidation as driver of growth. None of the chairman had openly talked about the need to trim down the portfolio so … Continue reading Tata Group – Reading Cyrus Mistry’s mind..!
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Consolidation in Industries – What drives it..??

The merger of Reliance Communications with Aircel adds to the list of industries witnessing significant consolidation. Other recent ones are Cement with buy-out of Jaiprakash Associates’ by Ultratech and a number of buy-outs in Power sector. Globally, the scenario is even more pronounced with deals in the range of $ 20-30 bn being a common occurrence. So what drives … Continue reading Consolidation in Industries – What drives it..??
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Corporate Investment – Is there a turnaround.??

After years of decline, Corporate investment appears to be readying for a take-off as per a report released by RBI. Aggregate loan sanctioned by banks and financial institutions (FIs) during FY16 rose nearly 10% to Rs 95,000 crore. The figure had been steadily declining since FY10 when it stood at a staggering Rs 5.6 lakh crore. Even though … Continue reading Corporate Investment – Is there a turnaround.??
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Explaining Negative Interest Rate – Japan's case..

Japan adopted Negative Interest Rate Policy (NIRP) earlier this year after other monetary tools failed to spur economy and bring it out of deflation. Rather than having the desired effect, NIRP has actually had an opposite impact on some of the economic variables so far. Yet, Japan’s Central Bank has expressed its commitment to the policy to be … Continue reading Explaining Negative Interest Rate – Japan's case..
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Explaining Negative Interest Rate – Japan’s case..

Japan adopted Negative Interest Rate Policy (NIRP) earlier this year after other monetary tools failed to spur economy and bring it out of deflation. Rather than having the desired effect, NIRP has actually had an opposite impact on some of the economic variables so far. Yet, Japan’s Central Bank has expressed its commitment to the policy to be … Continue reading Explaining Negative Interest Rate – Japan’s case..
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Cairn – Vedanta Merger. Deal Explained..

The approval of merger proposal by the shareholders of Vedanta ltd yesterday, brings it closer to an important deal to de-risk businesses and simplify business structure. The deal, first proposed in June’15, attempts to get the best of both worlds for the two entities which would diversify source of earnings for Cairn. Vedanta, in turn, would get access … Continue reading Cairn – Vedanta Merger. Deal Explained..
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Cauvery River Dispute – A Brief History..

Honorable Supreme Court’s directive on Monday to Karnataka to release water from River Cauvery brings back the focus on the long drawn dispute between Karnataka and Tamil Nadu. The more than 100 years old dispute relates to sharing of water from River Cauvery mainly between Karnataka and Tamil Nadu although Puducherry and Kerala are also … Continue reading Cauvery River Dispute – A Brief History..
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Corporate Performance – RBI Report..

Corporate India has recorded significant improvement in its financial performance during 2015-16 with profits growth of almost 10% as per an RBI report released last Friday. The report is a comprehensive document covering almost 3,000 listed companies excluding financial sector and accounts for nearly 22% of country’s GDP. It also gives better picture of broad … Continue reading Corporate Performance – RBI Report..
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The Legacy of Raghuram Rajan..

Dr Raghuram Rajan, who demitted office on Saturday leaves behind a rich legacy apart from the huge popularity he enjoyed. Even though he may be remembered as an inflation fighter – something for which he also received maximum flak – his contribution lies equally in financial sector reforms that he pushed through in most of the areas. … Continue reading The Legacy of Raghuram Rajan..
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