D-Mart gets a bumper listing, but what makes the D-Mart model unique

To be fair, it was never in doubt that D-Mart will get a bumper listing on the bourses. But the stock actually went on to break all expectations. Against the issue price of Rs.299, D-Mart listed at ne...
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How much will the Idea/Vodafone merger enhance shareholder value?

The merger of Vodafone and Idea was more a question of when than whether. With rising competition from Reliance Jio and deteriorating economics of the telecom industry, the major focus had to be on re...
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Why Indian aviation sector could be due for a market re-rating…

In the Berkshire Hathaway report to its shareholders, there was one comment on airline stocks from Warren Buffett that attracted a lot of attention. Buffett commented that “After a century of mistak...
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Why the launch of Reliance Jio has put the telecom industry in trouble…

There almost seems to be a negative correlation between the aggression shown by Reliance Jio and the price performance of other telecom stocks. When the free telecom offer was first launched by Relian...
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How the ONGC – HPCL merger will change the oil game?

The markets have been rife with expectations of ONGC taking a stake in HPCL eventually culminating in a full-fledged merger of ONGC and HPCL. In his Budget speech, Arun Jaitley had spoken at length ab...
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The Tata DoCoMo stand-off may finally come to an end…

In what could be good news for the Tata Group and for the investment climate in India, Tata Sons and NTT DoCoMo of Japan have agreed to settle their long standing dispute out of court. In fact, the Ta...
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Something is changing in the way markets view RIL…

Ok, here is a small quiz! When was the last time that the stock of Reliance Industries was up by over 11% in a single day? In case you are not aware, the last time the stock saw such a sharp move was ...
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TCS Buyback: How will it impact value, control and price?

At its board meeting on February 20th, the Board of TCS approved the buyback of 5.61 crore shares subject to a maximum outlay of Rs.16,000 crore. That means TCS can buy back the shares at a maximum pr...
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How the merger of SBI with its subsidiaries could change banking…

The Cabinet has approved the merger of five of SBI subsidiaries into SBI which will create a banking behemoth in the PSU space with assets in the range of nearly Rs.30 trillion ($450 billion). This wi...
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Key takeaways from the Infosys Press Conference…

As the media continues to speculate on the perceived differences between the Infosys Board and its founding members, the Infosys management hosted a press conference to address some of the key queries...
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