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| 14-09-2008 | Commodities |
Although various commodities have taken a hard knock of late, the fundamentals of coal indicate that high prices will continue to rule for some more time. The demand for coal is expected to be robust until the myriad alternative energy sources currently being developed find wider application. As China and India indu... More »Why coal is still red-hot |
| 03-09-2008 | International Finance |
Many banks already face so many risks that implementing Basel II as written will put them in a capital squeeze. They will either have to reduce risk by cutting back on lending, or sell more shares to give themselves a bigger capital buffer, or both. The changing role of central banks from ‘lenders of last resort’ to ‘buy... More »Is it time for 'Basel III'? |
| 08-08-2008 | Stock Market |
A recent surge of investor interest in the global carbon credit market has created ripe conditions for risk management products. But the rush of money into the green arena has also raised fears of a bubble since share prices — as in the dotcom bubble — have risen in part on the back of future earnings growth rather than solid visibl... More »Carbon emissions market: A bubble in the boom? |
| 27-07-2008 | Stock Market |
Exports being 14 per cent of GDP, India is less vulnerable to external shocks than many other Asian nations. Besides, India’s exports are diversifying, reducing the risk emanating from a slowdown in a region or a country such as the US. Once the darling of global investors, the Indian stock market has fallen from favour. The MSCI Indi... More »Why the Sensex fall is overdone |
| 27-07-2008 | Stock Market |
Movement like a pendulum from over-exuberance to over-pessimism always creates great investment opportunities, just as in the present stock market scene. It is feared that the rebound in the world equity markets is only temporary and that the US is already in recession or this is, at best, a bear market rally. Most journalists and business... More »Down is up for global equity markets |
| 13-07-2008 | Stock Market |
The stage is set for collaboration rather than confrontation between the pharma majors and Indian drug companies. The Ranbaxy-Daiichi Sankyo deal is a pointer to the shape of things to come. The Indian drugs market, which was $6.3 billion in 2005, is expected to touch $20 billion in 2015. The loss of Ranbaxy to a Japanese predator may... More »Pharma alliances, a shot in the arm |
| 15-06-2008 | Commodities |
An evaluation of the oil and gas futures and options markets indicates that supply is sufficient to meet current demand and the oil price increase seems to be overdone with speculative interests in abundance. Physical markets do not seem to be displaying distress in demand. After oil hit its recent record of $135 a barrel, consumers and... More »Oil prices: Correction on cards |
| 07-06-2008 | Stock Market |
Boosting research on improving farm yields, investing more in irrigation and rural transportation, and powering farms with solar and wind energy seems to be the need of the hour to drive a second green revolution and tackle the impending food crisis, In India, inflation at the wholesale level has been hovering above 7 per cent on an annual basis, ... More »Green Revolution II needed, and not export curbs |
| 01-06-2008 | Commodities |
The beauty of stocks and bonds is that their fortunes are inextricably linked to a business. On the other hand, commodities generate no cash and pay no interest or dividends. Commodities, as an asset class, do offer diversification, but at today’s high prices, they do not provide much protection. There is a tremendous hype all ov... More »Is there a bubble within the super commodity cycle? |
| 13-05-2008 | Stock Market |
The pressure on US clients’ IT budgets has made Indian IT companies move substantial work offshore to safeguard operating margins, apart from diversifying their customer base. For the quarter ended March 31, 2008, IT bellwether Infosys Technologies recently announced a consolidated net profit of Rs 4,659 crore a 20.82 per cent growth... More »Why IT sector has a lot of steam still |
| 11-04-2008 | Stock Market |
Mark-to-market accounting, a rule which forced US banks to carry more securities at market value, owes its origins to the US savings and loan crisis when losses on loans had been hidden by the use of “historic cost” accounting. In the midst of the current credit-induced global stock market meltdown, the impact of the mark-to-market acco... More »Fair value accounting is not fair! |
| 19-03-2008 | Stock Market |
Under Mr M. Damodaran, the Securities and Exchange Board of India (SEBI) witnessed many crucial reforms, including the removal of entry load on mutual funds with effect from January 4, 2008 and corporate governance norms to be followed by listed companies. Through the latter, SEBI can ensure that at least 50 per cent of a board’s members ar... More »The road ahead for SEBI |
