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Opinion

Volatility Killed XIV: The Rapid Descent Into Nothingness After Big Moves

On twitter, I heard about the awesome poet, Rilke. A quote from him:  “The purpose of life is to be defeated by greater and greater ...
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Premium

Macronomics : RBI Forces Base Rates To MCLR, and How This Will Hurt Banks

The recent RBI monetary policy said that banks will need to link their base-rates to MCLR. While this looks simple, it has a large impact on ...
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Premium

Portfolio: Amid Volatility We Replace Six Stocks in Momentum Monthly Rejig

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio accordingly. This Monday has ...
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Economy

Budget 2018: Some Interest in Disinvestment But Net-Zero Real Impact

When India attained Independence, there were very few industries to speak about that could provide the growth and employment that India required. The ...
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General

Budget 2018: Free Healthcare for the Poor

A robust healthcare system is a necessity of every country – developed or developing. A strong and efficient healthcare system of any country ensures quality ...
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Economy

Long Term Capital Gains Tax is Back in Budget 2018

We now have Long Term Capital Gains taxes on Stocks. This is perhaps something the market was expecting, and it's come. As expected, gains till now are not ...
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Economy, Opinion

Budget 2018: The Rural Side of the Budget, and It's Huge

This budget has been focused on developing the rural landscape. Increased allocation for rural spending is seen, with  more stress on the  agrarian families ...
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Premium

Portfolio: We Exit Some Positions in the Momentum Portfolio

We are exiting a complete position in one stock by booking 87% profits and partial positions in two stocks which have given returns of 186% and 97% in less ...
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Charts & Analysis

The Economic Survey in Charts: Higher GST Registrations, Falling Home Price Growth, Tax Litigations

Here’s some of our thoughts from the Economic Survey, which we tweeted out. The GST Thing: The Small Guys are not claiming lower taxes GST has a ...
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Premium

Premium: A Look at the Dairy Industry – Part 2

In the first part of this series we examined the Dairy Industry in India, ​and today we will discuss the important financial metrics of the following listed ...
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