Value bets, Not risen sharply, still falling. Why ?

Lot of investors might be wondering that why are the stocks, which are value bets and that have not risen so sharply are also falling. Not only falling sharply but relentlessly. The markets gained quite well post 2014 anticipating strong earnings growth. Actually the earning growth in last five to...

Government has reduced GST rates on..

Government has reduced GST rates on electric vehicles from 12% to 5%. So, now the differential between International Combustion Engine and Electric vehicles is about 23%. If one considers a Rs 6 lakh vehicle price, the benefit would be about Rs 1.3 lakhs. With benefits in fuel efficiency that can...

IBC Code : Amendments

The Cabinet has passed a few amendments to the IBC code. The new amendments would give priority to financial lenders as compared to operational lenders. That is really unfair to operational creditors, who are also stuck with their payment. These amendments would certainly be challenged in courts and looks unfair...

Crude Update

Oil is heading lower after rise in US gasoline stocks. Increasing US production is keeping a lid on oil prices. Lot of supply cut both by OPEC as well as taking off supplies of Iran, Venezuela etc from the markets have not been able to perk up crude oil prices....

Impact on Market Liquidity

The Government's disinvestment programme will be in full force and the Government will try to raise on an average Rs 12000 crores every month from hereon to meet its target of around 105000 crores. Lot of banks like Axis Bank, SBI are expected to raise around Rs 30000-35000 crores. More...

Goldmine Update : 04/06/2019

The Government also has not done enough to reduce the cost of land, labour, capital and Power. Once that is done, India will be able to compete globally. LAND Somehow the Government must prick the land asset bubble, so that the land is available at a cheaper rate and easily....

Goldmine Update : 29/05/2019

India’s shadow banks are likely to see a further squeeze on their profit margins after the Reserve Bank of India signaled it will tighten liquidity requirements to bring them in line with the country’s more closely regulated commercial banks. Instead of providing a much-expected liquidity window to non-bank finance companies...

Goldmine Update : 07/05/2019

The way Indian indices are designed leaves a lot to be desired. Companies with profits in excess of Rs 20000 crores are having weightages of less than 0.8%. Companies with profits of Rs 5000-6000 crores are having weightages as high as 6- 7%. This is a huge disparity created by...

Godmine Update – 03/05/2019

Jet Airways, IL&FS & its impact Jet Airways is gone and it is quite difficult to revive this company. This Government has not helped any industrialist and this case is not different. The policy is clear either bail out yourself or shut down your business. Sell off the assets and...