What is the subtle shift in FMCG stocks that is happening…

This article could also have been titled “How not to be fooled by the FMCG Index”? If you look at the FMCG index performance in the last 1 year, the returns are around 11%. That is really nothing ...
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What does the Walmart buyout of Flipkart mean?

After months of speculation, the rumour mills finally came to a grinding halt as Walmart officially announced the acquisition of 77% stake in Flipkart for a consideration of $17 billion. Interestingly...
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What should you consider to judge the profitability of a company?

How do you judge the profitability of a company? There are various approaches to measuring profitability. For example, profitability can be measured as a percentage of the total revenues which tells y...
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Understanding the two approaches to gauging leverage of a business…

What do we understand by leverage? As the name suggests, it refers to the strategic use of debt (as a lever) to reduce your cost of capital. The logic here is that the cost of debt is lower than the c...
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Why the Sugar Industry is a major worry for markets…

If you have even been a casual observer of markets, the one thing you would have noticed is the stark underperformance of sugar stocks on the NSE. What is rather surprising is that over the last 3-4 y...
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How grounded planes will impact the market share of Indigo…

Nearly 7% of the current Indigo flights are grounded because the Directorate General of Civil Aviation (DGCA) all A-320 Neos fitted with PW1100 engines beyond ESN 450 to be grounded with immediate eff...
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Key takeaways from the Ultratech Counterbid for Binani…

When Ultratech Cements, owned by the Kumaramangalam Birla Group, made an aggressive Rs.7266 counter bid for Binani Cements, it not only set a new price benchmark for Binani Cements but also called int...
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What does it mean if Tata Sons chooses to go private?

During the week, the Tatas have called a special meeting on September 21st to consider converting Tata Sons from a Public Limited company into a Private Limited Company. This decision needs to be seen...
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IndusInd and Bharat Financial finally agree to explore a merger…

The proposed merger between IndusInd Bank and Bharat Financial has been a matter of discussion for a fairly long time. It was seen by many analysts as the perfect fit between the first mile and the la...
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Founder returns to the helm: Nilekani is new Infosys Chairman…

The 24th of August must have certainly been a day of irony for Mr. Nandan Nilekani. The Supreme Court upheld the Right to Privacy as a fundamental right under the Constitution. This right to priv...
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