What was the big FPI flow story of year 2022. It was almost like the tale of two halves. The first half of 2022 showed a lot of bearishness with FPIs thinking with their feet. On the other hand, the second half of 2022 showed a complete turnaround wi

In 2020, when the market cap of Tesla overtook the market cap of Exxon, most new energy enthusiasts called it the new energy shift. After all, Exxon represented old energy with those massive oil rigs and refineries spewing oil and gases that were hor

Elon Musk may be an extremely brave man to have made a $44 billion bid for Twitter and eventually succeeded in the bid. However, his recent show of bravado has not been too helpful. It has just about created a new level of uncertainty at a Twitter. T

There is an anomalous trend that is seen in the world in the last few months. Normally, when the price of oil goes up, the oil stocks especially those in the oil extraction and the oil refining business experience higher realizations and higher margi

On 05th December, NSDL put out the detailed flows of FPIs into Indian equities for the month of November 2022. There were not too many surprises. In a month, when FPIs infused $4.45 billion of net flows into equities, it was the banking and financial

Apple diversifying its supply chains out of China and looking more intently at India and Vietnam is nothing new. However, now the shift is likely to become more vigorous and quick. Apple has now accelerated plans to shift some of its output outside C

Just last week, the EU - Russia impasse promised to be heading for a negotiated settlement. The price caps were still to go ahead, but the price cap for Russian oil was to be kept at $70/bbl. Now, $70/bbl may be about 25-30% below the average m

Byju’s has not had a very endearing year so far. Its FY21 losses were the highest ever reported in history and the FY22 results are yet to be announced. In between, many early backers who had committed funds to Byju’s even backed out citing valua

The US Federal Reserve released the minutes of the FOMC meeting exactly 21 days after the Fed statement. With the Fed statement released on 02nd November, the Fed followed it up with detailed minutes of the discussion on 23rd November. Incidentally,

Private equity player Blackstone, a predominant player in the real estate space in India, has taken another bit bet on the IT space. Blackstone now plans to buy out a majority stake in R Systems limited for a total consideration of Rs2,904 crore, or

How would you react if the fourth richest person in the world, who made his billions by making people buy online, asks you to go slow on spending. Obviously, you got to take it seriously. Why would a man as incredibly intelligent and sharp as Jeff Be

At a time when most companies are dreading at the very though of dollar denominated debt, the Adani group has decided to go ahead and aggressively borrow $2 billion from the dollar bond market. The dollar bond market is where Indian companies can rai