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210 ArticlesOpinion

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Middle-class Indians Receive Tax Sops in Interim Budget 2019

Finance minister Piyush Goyal sprung a surprise in the interim budget that he presented in Parliament on 1st February 2019 by announcing that no tax will be ...
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Opinion: Why Is SBI Selling the Essar Steel Debt, One Day Before A Court Decision On The Resolution?

The bankruptcy proceedings of Essar steel have an interesting twist. Remember the way it’s gone: The Ruias are the promoters of Essar Steel. Essar ...
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Book Review: China’s Great Wall of Debt | “Local-government debt is our subprime”

When IL&FS tumbled and the NBFC crisis reared its head, a word that was constantly used was “Shadow Banking”. Shadow Banking is basically financing by ...
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The Implications of RBI Governor Urjit Patel's Sudden Resignation

Urjit Patel, Governor of the Reserve Bank of India, has resigned. Abruptly. Saying he’s off for personal reasons. (See note) How complex is this? Why ...
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Ashwath Damodaran says Flipkart Is Walmart's Most Expensive Facelift. Why It Might Not Be, and Stories And Numbers at Jamna Auto

Today’s a day for a video by a pretty famous guy, Ashwath Damodaran. It’s a 25 minute video – and worth every minute of it. But, as is usual, ...
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Happy Diwali 2018! Here's More Random Predictions and A Scorecard.

Happy Diwali Folks! We write a post every Diwali predicting strange things and laughing at the previous year’s predictions, so let’s not break that ...
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Opinion: The Government and the RBI – Business as Usual When They Fight About Independence

The RBI is supposed to be independent from the government. Complaints have come, some from the RBI itself, that the government is trying to undermine that ...
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Notes from the Morningstar Conference: Performance-only fees, Hunt For Value, Robo Advisory…

When markets are hot, Networking events are a calling card for many. In recent times, we have had numerous events surrounding investing and trading – all ...
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Decoding The NBFC Bailout, The Concept of LCR and HQLA and All That Jazz

Things have been rough at Non Banking Finance Companies (NBFCs). From September, while the Nifty’s down about 12%, NBFC stocks are down between 15% and ...
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Book Review: Investing Against the Tide: Lessons From a Life Running Money

Mention the word Fidelity and the only fund manager whose name you maybe able to recall would be Peter Lynch. But Fidelity is a fund house that is much larger ...
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