Category Archives: Economy

Interesting stories behind rising bank credit numbers

bank credit rising.

While Services, Personal Loans and Infrastructure enjoyed augmented bank credit, Industrial, Priority Sector and Agriculture reported a significant fall in their respective shares in gross bank credit.

Read more

The Damocles sword of public float?

Equity

The recent Union Budget FY2019 has in a way set the cat among the pigeons with a proposal to raise the minimum public float from 25% to 35%. There are around 1660 listed entities (on BSE/NSE) having promoter shareholding of more than 65%.

Read more

Does Sabka Vikas imply Budget Jhakaas?

Budget

Through Modi 1.0, markets witnessed the strongest P/E expansion in an electoral cycle despite a sub-par earnings growth trajectory of just 4.5%, that too with two years of degrowth. The onus, then, is on the FM to convince investors that the transition in Modi 2.0 from strategy & plan to actual implementation (Read: Big Social Spend!) is being executed in a prudent, calibrated manner.

Read more

Ghar-vapsi of public wealth

Ghar-vapsi of public wealth

We as a country seem to be caught between mutually exclusive objectives of containing fiscal deficits and adequately funding various government sponsored schemes.

Read more

What’s behind the RBI’s rate cut?

RBI Repo rates , RBI, repo rate cut

A situation of sluggish business activity coupled with low inflation is a textbook scenario for interest rate cuts.

Read more