Posted at 9:00 AM , on July 29, 2016
A telecom data price war may have started and could get worse…
When Idea Cellular announced that it would cut data prices for high value customers, it was the beginning of a price war on data. The data segment of the telecom industry has not really seen a price war as in the voice segment. So, what exactly has triggered this price war in the data segment? Continue reading
Posted at 9:00 AM , on July 28, 2016
Why the government may have an arduous task ahead…
The government has taken its first step towards bank recapitalization by allocating a sum of Rs.22,900 crore ($3 billion). But the monetary allocation may just be the beginning. The real challenge will be how the government is going to meet the shortfall. Continue reading
Posted at 5:41 PM , on July 26, 2016
Why are Foreign Investors flocking back to India once again…?
FPIs have infused nearly $2 billion into the Indian markets during the month of July. Of course, half of these inflows were into debt but that still does not take away from the fact that India is surely attracting FII interest. There are 3 key reasons why India is seeing a spate of FII flows in the month of July. Continue reading
Posted at 9:00 AM , on July 20, 2016
They could save a lot currency blushes for Indian companies…
The recent raising of Rs.3000 crore by HDFC through the issue of Masala Bonds has brought the spotlight back on this product. These products were permitted by RBI in September 2015 and HDFC has actually been the pioneer in raising money through Masala Bonds. So what exactly are these bonds and what are the advantages? Continue reading
Posted at 9:00 AM , on July 19, 2016
Have the equations changed after the Q1 results?
Over the weekend both Infosys and TCS declared their Q1 results. While the stock of TCS was marginally down on Friday, Infosys cracked by nearly 10% in Friday trades. Over the last 3 quarters, Infosys has played catch up and has closed the gap with TCS on a variety of performance parameters. Does this quarter change the equation and put the advantage back in the hands of TCS? Continue reading