Category: Daily Analysis
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Investment Notes – Euphoria
Three positive events have occurred. Demonetization is over; the Feb 2017 budget was good, and the 5 state elections threw up BJP as a likely winner in 4. At this point, we are overwhelmingly positive on the investment outlook. Investment Notes It was 18th Feb 2015. The Sensex had just closed at 29,320. It had…
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How will Brexit impact Indian investors?
Date: Monday June 27th, 2016 Report Type: News Analysis What is Brexit? Brexit refers to the UK including Britain, Scotland, Wales, Ireland and Northern Ireland, exiting from the European Union. This is a significant historic event as if it goes through UK will have broken off from the European Union, and will go independent in terms…
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A Repurpose for our PSUs
Thought for the day Background: The Central Public Sector Enterprises were set up with the purpose of promoting “national interest” and “public investments in large industries” – something which could not be done by the private sector. This was done way back in the 1960s and 70s. Forty years on, a lot has changed in…
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New Banks: Big Changes in Small Change
Thought for the day What are Payment and Small Finance Banks? The RBI granted licenses for Payment Banks to 11 entities. This includes telecom firms Vodafone and Airtel; NBFC Cholamandalam Distribution Services; groups Reliance Industries and Aditya Birla Nuvo; and individuals Dilip Sanghvi, MD of Sun Pharma and Vijay Shekhar Sharma (Paytm). The Dept. of…
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A View on the Indian Rupee
THOUGHT FOR THE DAY: The Indian rupee has been weakening against the USD over time. The graphic provides one month and 5 year charts. Charts The 5 year low for INR was 67.09 to a dollar hit in Aug 2013, in the wake of the USA Quantitative tightening scare. At that time our USD reserve holdings were…
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GST: Integration and Efficiency
THOUGHT FOR THE DAY: GST is in the news a lot these days. Lets look at this new initiative in a little detail: What is GST in India? GST (Goods and Service Tax) is a comprehensive indirect tax that would be levied on manufacture, sale and consumption of goods and services at a national level.…
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Power Sector – A Complex Challenge
THOUGHT FOR THE DAY: The Power sector of India presents a complex set of challenges. On one hand there is no doubt that a 6-8 % growth in GDP also needs 10% growth in power supply. On the other hand, many plants set up recently are not able to supply power. Lets look at the challenges: Power…
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