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277 ArticlesShreesh Biradar

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Axis Bank: One right step at a time

For better or worse, banks take centre-stage during testing times. Times like now separate the wheat from the chaff. Today we look at Axis bank – which ...
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SBI delivers reasonably in Q4, but pandemic impact remains to be seen

State Bank of India (SBI) for the quarter ended March 2020 reported  2.93% YoY income growth and nearly 5x YoY Net profit growth, to Rs. 3,581 cr. Lower ...
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Vedanta Delisting – Is there an opportunity?

Vedanta Limited recently announced it has received intent from its promoter to delist the company. Put simply, the majority owner of the company has made an ...
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Future Group Promoter Default Scare and Its Exposure To Mutual Funds

Kishore Biyani's company, a holding company of the Future Group, has recently defaulted on a loan payment. The Future group owns the well-known retail chains ...
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Macronomics: Crude May Be Negative But India’s Demand Just Fell Off a Cliff!

Oil is the one commodity which impacts every consumer across the world. But something astonishing happened with oil in last couple of weeks. Oil prices went ...
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What is a TLTRO and Why Does It Impact Non Banking Financiers?

Non Banking Companies are struggling with the lockdown cutting into their cash flows – they have to give their customers a moratorium of three months ...
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Why RBL And Indusind May Not Be The Next Yes Bank

The Yes Bank fiasco made all the other smaller private banks look bad. We think, unfairly, which is the point of this post. Yes Bank had undisclosed NPAs. ...
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Bank Wise: How Many Additional Tier 1 Capital Bonds Have Been Issued?

We saw the Additional Tier 1 Bonds in Yes Bank written to zero (proposed) and this has led to uncertainty in the bond market. The Basel III norms clearly ...
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Charts: The P/E of the Nifty 50 Is Close to a Five Year Low

The start of this year has been dramatic for the Nifty 50. The first month of 2020 saw Nifty reaching an all-time high of 12,400 and then from there the ...
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Will Holding Companies Buy Back Shares or Give Dividends Now?

Budget 2020 said dividends will be taxed after April 2020. One particular set of companies deserves a deeper look. Holding Companies. Note: Thanks to alert ...
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