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Month: September 2014

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Portfolio: Strides Merger Pushes it Up, Time for an Options Play

On the portfolio we have some quick news. Strides Arcolab: Buys Shasun, Gets a 50% Return on Stelis investment Strides will merge with Shasun Pharma, in an ...

RBI's Not-So-Earth-Shattering Policy Leaves No Room For Drama

RBI in it’s September 30 policy, has done absolutely nothing. This is very bad news for the media, including me, who now have found themselves with one ...

The Diageo-USL Saga: What Lies Beneath the Surface

Diageo, the world’s largest producer of spirits, currently owns about 54.78% of United Spirits Ltd (USL). The Diageo-USL saga commenced all the way back in ...

Premium: 5 Reasons Why The Green Shoots Could Be Losing Colour

The fixed income and currency markets seem to be going a bit differently from the equity markets. Last week saw a little scare in the equity bazaar, with the ...

Reads: Twisting Ireland's Arm, Alarming Startup Cash Burns, Axing IIPM….

Monday reads: IIPM can’t call itself a management institute, says Delhi High Court. The organization – it’s hardly an institute – has ...

The Coal Judgement That Took Down the Market

The Supreme Court has ordered that 214 our of 218 coal block allocations since 1993 be “quashed”. Only about 46 of these blocks were actually ...

Premium: The "Crash" is Not Yet One. The Data Isn’t Yet Bad Enough.

As we write this, the US Markets have fallen 1.5%, with the S&P going considerably below 2,000. The Indian stocks listed in the US markets too have fallen ...

Supreme Court Coal Block Verdict: Is Coal India a Winner?

On Wednesday, 24th September, the Supreme Court upheld its August judgement to scrap 214 out of the 218 coal blocks that were allotted since 1993. This was ...

Premium: Strides Crash, Suven Disengages and It's a Sea of Portfolio Red

Strides Arcolab is down 10%. On the news that it has settled the Mylan outstanding (expected to be $250 million) for a final settlement of $150 million. Mylan ...

Macronomics: Crop Yields of Key Crops are Dropping, Even as Production Increases

Indian summer crops ("Kharif" crops) are showing disturbing signs - while total production is going up, yields per hectare for key crops is dropping. Much of ...