It is said that there are few funds in the world where the fund managers rarely say not to a meeting with the fund. Temasek of Singapore is one of them. The investment arm of the Singapore government, it is a formidable investment player in equities

It also looks like a very long time since we saw Brent Crude hovering around $95/bbl, but that is exactly what happened on 14th of July. Oil prices fell sharply, even briefly below the $95/bbl mark, for the first time since Russia invaded Ukraine ear

On Thursday, several oil company shares like RIL and ONGC saw a sudden rally. That can be largely attributed to the expectation that government was considering a reduction in the windfall taxes. It may be recollected that on 01st July, the government

While the trade deficit just looks at the gap between exports and imports of goods, the current account deficit goes a step further. It also considers the trade in services as well as the revenue inflows and outflows during the period. Normally, the

As of now, there is no official confirmation from the government. But there are now strong expectations building up that the controversial export tax on steel may be finally done with. While it is not clear how the government approach would be, the m

In the last 2 quarters, Indian companies witnessed pressure on the operating profit margins. The reasons were not far to seek. Rising input costs, supply chain constraints and higher manpower costs had hit the operating margins of most of the compani

Among the various unicorns in India, the one company that never had any problem raising funds to bankroll its growth was Byju’s. Conceived as an online training and education initiative, Byju’s has become the de-facto manifestation of the Edtech

Over the last few months, the proposed deal by Elon Musk to buy out Twitter has generated more heat than light. That is the way it is likely to remain as Elon Musk has now officially walked away from the $44 billion Twitter deal. Elon Musk has argued

The current week is likely to see a slew of data flows staring from Tuesday and going all the way to Friday. Here are the key data flows to watch out for and here is what to expect from each of these parameters. 1) The first big tr

As TCS announced its Q1FY23 results on Friday 08th July 2022, two things stood out. Firstly, the operating profit margins compressed further to the 25% mark as higher manpower costs, travel costs and attrition expenses took their toll. At the same ti

The good news is that the IT services sector is likely to still log double digit revenue growth in the fiscal FY23. However, the not so encouraging news is that this growth in revenues is likely to moderate. The recession (or rather the expectation

The auto sector has been on a roll in the last few weeks and one stock that has represented this frenetic rally has been Mahindra & Mahindra. The company has now made a big bet on the electrical vehicles (EV) business and the EV unit of Mahindra