Weekly Round Up – Week 15
It was an interesting week with several development on corporate front such as twists in the merger tale between Lakshmi Vilas Bank (LVB) and Indiabulls Housing finance, Supreme Court’s intervention…
Power Sector NPAs – Analyzing the Crisis (Part II)
The quashing of RBI’s 12th Feb circular by the Supreme Court has brought back the focus on power sector grappling with NPA estimated at over Rs 1 lakh crore. Here…
Understanding Rural Income Pattern (Part II)
The survey estimates that there are about 21 crore rural households in India spread across 6.4 lakh villages. This corresponds to total rural population of over 95 crore or an…
Weekly Round Up – Week 14
It was a happening week for the economy with both good and bad news. While GST collection recorded its best ever, core sector growth remained low for third consecutive month,…
Monetary Policy – Has it entered an “accommodative” phase??
The monetary policy committee’s decision to cut repo rate by 25 basis points was almost a certainty and did not come as a surprise. With inflation remaining subdued for quite…
RBI’s 12th Feb Circular – Understanding the Supreme Court’s Ruling
In an important ruling, the Supreme Court has quashed RBI’s circular dealing with loan default and initiation of insolvency process. The ruling has received widespread attention as it deals with…
Understanding Rural Income Pattern (Part I)
The distressful condition of poor in general and rural population in particular has become an important issue during this election and desirably so. However, while data on income level and…
Weekly Round Up – Week 13
Major events of the week are RBI conducts successful dollar-rupee swap to inject liquidity, the first of its kind, lenders take control of Jet Airways, sale of stake by GMR…
Corporate Battle – Can L&T Wrest Mindtree??!
Share purchase agreement for 20.3% stake in Mindtree between Larsen & Toubro (L&T) and an existing investor is the beginning of an interesting takeover bid. The bid is generating lot…
Corporate Analysis – Maruti Suzuki
After growing its profits at almost 30% during FY14-18, Maruti Suzuki seems to have hit a speed-breaker. Profits for nine months ending Dec’18 recorded decline, although marginally at 2.3%. Sales…