Business The Ringer Wars There's a ringer wars brewing between telecom companies. Why? Also, why are Japanese bond investors freaking out?
The Letter that shocked the country On Monday, there was a leak. The letter from the Managing Director of the infamous PMC bank was out there for the world to see. It was a confession like no other and that's the focus of today's newsletter. Business The Story So by now, you’
Capital Markets How to lose ~5700 Crores in one day? Indiabulls Housing Finance, a company that was once the darling of the investor community just lost ~35% of its value in a single day of trading. That translates to about ~5700 Crores.
infographic Top tax-paying companies in India Since there's been so much talk about corporate tax and all that. We thought it would be nice to see which companies are paying the most tax in India...
Policy Hiding in Plain Sight One thing that did not get as much attention during the recent presser from the Finance Ministry was the treatment of bad loans, specifically bad loans from the MSME (Micro, Small and Medium Enterprises) sector. And that’s our focus on today’s newsletter.
Policy Weekly Wrapup-The Gamechanger On this week’s wrapup, we have stories about corporate tax rate cuts, the government’s plan to run a fire sale, the PMC Bank fiasco and a review of the IRCTC IPO.
Business Why everyone's talking about the IRCTC IPO Everybody's favorite railway company - IRCTC is going public soon. So we thought we'd do a nice little review
Policy The Economic Impact of Climate Change In today's newsletter we cover the economic impact of climate change and a potential 2500 Crores scam.
Policy The ₹1,000 Panic Attack Mayhem in the streets. Customers clamor for deposits and RBI sets withdrawal limits on the Punjab and Maharashtra Co-operative Bank.
Policy The Great Purge In today's newsletter we talk about the government's plan to sell stake in Air India and the fall of the legendary travel company Thomas Cook.
Policy The Problem with Animal Spirits In today's newsletter we discuss the downside of reducing corporate taxes and the rising onion prices
Policy Waking the Animal Spirits Usually we do a weekly wrap up on Saturday. However we had to make an exception today, because the finance minister dropped a bombshell. Our big story today on the corporate tax rate cut.
Business The Gutsy Founder? Ritesh Agarwal’s extravagant ambitions with OYO and the problem with auction of 5G spectrum
Capital Markets The Big US Rate Cut In today's newsletter we cover the implications of a Federal Reserve Rate cut and the Indian government's recent proposal to ban e-cigarettes.
Capital Markets How Facebook's Libra plans to change the world? On today's newsletter we look at Facebook's plans to take over the world and the mini market crash that wiped 640 points off sensex
Policy Fixing the Real Estate Mess Now clearly a lot of people were unhappy with the fact that we simply glossed over the recent press conference by Nirmala Sitharaman. So we thought we would revisit the matter once again.
Business Fire at Aramco!!! What happens now? On Saturday, drones began to fire at two major production facilities of the largest oil producer in the world (Saudi Aramco), affecting half of its production capacity.
Policy Weekly Wrap up - So close, yet so far This week was all about getting close to the finish line
Business The WeWork IPO is in shambles So, there's been a lot of chatter recently about the big ticket IPO for WeWork and how it's about to set a new precedent for all startups in the future. Unfortunately, it seems as if that plan is now in serious jeopardy. So what went wrong?
Policy Are Millennials to be blamed for the Auto Slowdown? So Nirmala Sitharaman's Press Conference on Tuesday really kicked off a Twitter storm didn’t it? That is our main story for today...
Capital Markets Trump's Volatile Tweets In today's newsletter we discuss the newly minted Volfefe Index that tracks how Trump's tweets impact stock markets and, PayTM's plans (allegedly) to acquire stake in the troubled Yes Bank.
Policy The Link is Complete or is it? The RBI has now made it mandatory for banks to link all floating rate loans to an external benchmark and we need to talk about this. This story is just one big translation
Policy Why we should go back to the Moon? In today’s newsletter, we discuss the monetary impact of space exploration and Zomato’s new push for automation.