A beginning is made on PSU banking mergers…

The Cabinet on August 23rd gave an in-principle approval for initiating the process of merger of PSU banks. The idea has been under discussion for the last few months and the reasons are not far to se...
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How attractive is the Infosys buyback offer to shareholders?

Infosys has been in the news for all the wrong reasons in the last couple of years. First, there was the major concern over the company ceding leadership position in the industry to TCS. That gap (at ...
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Big churn at Infosys, but the show must go on…

There was little by way of surprise when Vishal Sikka resigned on the 18th of August 2017. Like the man Sikka admires immensely, Steve Jobs of Apple, there was a sense of drama surrounding whatever Vi...
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Why are banking stocks in the thick of action and is it sustainable?

The recent special bulletin brought out by the NSE on the occasion of the index touching 10,000 had an interesting comparison over the last 12 years time frame. Back in 2005, the weightage of banking ...
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Auto sales seem to have clearly beaten the GST blues…

Across the board, the auto sales numbers for the month of July 2017 had one little story. The spectre of GST which was being feared by most analysts almost seems to be missing. Almost, across the boar...
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Breaking up the first quarter results of Indigo Airlines…

Indigo Airlines, part of the Interglobe Group, announced its quarter results for the June quarter on 31st July. While it is well known that the Indian aviation industry is growing at the rate of 25% p...
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SBI cuts deposits rates for small savings accounts…

On the 31st of July SBI announced a cut in deposit rates for small savings accounts up to a deposit value of Rs.1 crore. Currently, all savings accounts of SBI pay an annual interest of 4% on the mini...
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Believe it or not; TCS could actually be living in interesting times…

The markets were largely disappointed by the 10% fall in net profits reported by TCS. Revenues for the first quarter were flat as was expected. The immediate reaction in the press and among the media ...
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Why RIL’s telecom bet could actually be a game-changer…

The last one year in the stock market has clearly belonged to Reliance Industries. The market cap of the stock over the last 1 year has crossed the Rs.500,000 crore mark and has overtaken TCS to becom...
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RERA is a great idea, but it still has some key challenges…

The Real Estate Regulation Act (RERA) went live on May 01st, at least officially. Conceptually, it is a great idea. Empowering the home buyer with greater transparency and protection is definitely a g...
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