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

For all those investors who have been wary about rising inflation in India, there may be good news coming. A recent research note put out by Morgan Stanley has suggested that Inflation risk may have peaked out in most of the Asian economies, includin

For a long time, Kotak Bank has been admired for its conservatism and its focus on risk and net interest spreads. Even today, Kotak Bank continues to enjoy the best spreads in the industry, but the stock has not been so much in focus in recent times.

There is never a shortage of ridiculous reporting and analysis when it comes to oil. In the market, two leading global investment firms have given diverse opinions on oil. On the one hand, Citigroup has set a price of $65/bbl for WTI crude by the end

When the Fed minutes were announced late on Wednesday, the question was never about whether but how much. The debate was more on whether the Fed would hike rates by 50 bps or 75 bps in the July FOMC meeting. Since March, Fed has hiked rates by 150 bp

The two words that most emerging markets dread are “Risk-Off”. It means that amidst rising uncertainty in the global markets, foreign portfolio investors (FPIs) prefer the more stable and matured markets like the US, Japan, Switzerland etc. They