CK Narayan On Technicals: When Do Markets Top?
Bull market tops occur on a surge of extreme optimism. Almost all of those happened on the back of deterioration in fundamentals.
BQ Blue Exclusive
BQ Blue brings you the best of BloombergQuint’s deeply analytical, investigative journalism and innovative, special projects. This is an exclusive service for subscribers.
DHFL’s Retail Depositors Prepare For Steep Haircuts: BQ Exclusive
Fixed depositors of DHFL will take a steeper haircut than secured creditors under the approved resolution plan.
The Controversy Over ‘Surgeries’ And Indian Medicine
It is going to be difficult to find a judge with the courage to rule that the 58 surgeries have no basis in ancient Indian texts.
Budget Must-Dos — Government Spending Priorities In A Post-Covid Year
From social security programs to nutrition schemes and banking to supply chain infrastructure. Where should the government spend?
Google Takes Down Around 200 Lending Apps
Google has taken down apps based on complaints from local law enforcement along with inputs from the RBI, state governments.
Vikas Khemani Sees One Sector Top Banking In Wealth Creation
Technology is the next big driver for sectors in Indian economy for 2021.
Disrupting Deposits: Setu Sets Its Eyes On India’s Fixed Deposits Market
Technology company Setu is trying to bring digitisation in the deposits space, starting with fixed deposits.
Elon Musk Loves China, And China Loves Him Back—For Now
Tesla’s unprecedented success in China has helped Musk become the world’s richest man. How long can the good times last?
Tata Steel’s Koushik Chatterjee, Preparing For A Super-Cycle?
Tata Steel’s Koushik Chatterjee on consumption, carbon, capital, cartels and cycle.
Bharat Biotech: All You Need To Know About The Vaccine Maker
A peek into the vaccine maker that’s courted much controversy.
Skipping Notice Period? There May Be GST Consequences
GST at 18% will apply on the salary recovered by an employer from its employee for not serving the notice period, says AAR.
CFO Leaders: Path To Profitability—The Nykaa And Toppr Way
Two companies, same vintage, but in very different businesses, with different paths to profitability.
Do Startups Need CFOs?
At most startups finance is an “ignored function”, often managed by an engineer, says venture capitalist Anil Joshi.
CFO Leaders: How HUL Is Going The Last Mile
CFO Srinivas Phatak talks about HUL’s newest mission - 24 hour delivery to stores.
How To Manage A Downturn HUL Style
CFO Srinivas Phatak enumerates Hindustan Unilever’s multi-pronged strategy to tide over the economic slowdown in India.
CFO Leaders: Chief Future Officer?
M&M’s VS Parthasarathy and L&T’s R Shankar Raman discuss new challenges, capital allocation and risk mitigation on CFO Leaders.
CFO Leaders: David Versus Goliath - JSW Steel Versus Tata Steel
JSW Steel vs Tata Steel - Building a challenger business and why Seshagiri Rao says it would be “impossible” today.
Lessons In Financial Fitness, By JSW Steel’s Seshagiri Rao
Can JSW Steel’s cost competitiveness come to its rescue again?
Lessons From JSW Steel’s Near-Death Experience In The ‘90s
The financial resurrection of JSW Steel and why it would not be possible today.
Mapping And Pricing Risk
‘Risk’ is a four letter word that makes the best CFOs sweat. M&M and L&T CFOs discuss risk on a special series - CFO Leaders.
The Art Of Capital Allocation - By M&M and L&T CFOs
Pricing capital right, ROCE and the best use of spare cash - on CFO Leaders.
The Making Of Five Star CFOs
VS Parthasarathy and R Shankar Raman on the changing role of CFOs, in a special series - CFO Leaders.
CFO Leaders: Financing Disruption At HUL
HUL’s CFO on success, failure and funding disruption.
Talent Cloud—A Covid Silver Lining At TCS
TCS CFO V Ramakrishnan talks about coping with Covid and adapting to a post-pandemic world.
We. Are. Setting. Up. A. DFI — Words Vinayak Chatterjee Wants To Hear In Budget 2021
A DFI could be one of the pillars of the upcoming budget and may be set up under an act of Parliament, says Vinayak Chatterjee
SREI Debenture Holders Left In The Lurch
Across two orders from the Kolkata NCLT, the SREI Group has secured a standstill on most of its liabilities.
Everybody’s Hollering For The Wrong Kind Of Fiscal Stimulus
What the economy needs is quick & immediate stimulus. Anything that calls for ‘increased government activity’ is doomed to failure
Consider A Mid-Year Fiscal Reset In FY22, Says Indira Rajaraman
The FY22 budget estimate should carry a formal provision for a mid-year review, suggests Indira Rajaraman.
Digital Tax Discriminatory, U.S. Says. Should India Be Worried?
Just because India’s digital tax levy is wider compared to other countries doesn’t make it discriminatory, experts say.
Howard Marks Wades Into Growth Vs Value Investing Debate. No Winner There.
Value stocks should theoretically be safer even if they are less likely to earn the great returns delivered by growth firms: Marks
Loan Recovery Agents: Operating Amid Many Shades Of Grey
In the absence of clear guidelines, debt recovery agents tread a fine line between assisting lenders and harassing borrowers.
Honda Has A Best-Selling Sedan In India. That’s The Problem.
For more than a decade, Honda’s City was a sign of upward mobility in India. Then it started losing momentum.
New Labour Codes: Government May ‘Grandfather’ Gratuity Outgo - Exclusive
Move will limit the gratuity burden of employers brought on by the new definition of wages.
What Happens If You Merge Brooke Bond And Crocin Trade Channels? Ask HUL.
One sells soaps to tea and coffee. The other sells Crocin to Iodex and Eno. How are their channels being merged...
‘Sugar Rush’ Revival May Need Government Support: Sajjid Chinoy
Higher spending. Lower fiscal deficit. Declining debt-to-GDP. JPMorgan’s Sajjid Chinoy on how government can balance objectives.
Why Raisina Hill And India Inc. Need To Study The Brexit Deal
India, exit the U.K., stage right. Write a new play with EU leaders. By Raj Bhala.
Does India’s Inflation Target Regime Need A Makeover?
The framework is apt and flexible, but there is a case for tweaking the inflation targets, write A Prasanna & Abhishek Upadhyay.
Six Factors That Could Keep The Indian Equity Party Going In 2021
The joker in the pack seems to be finding the trick to play this seemingly buoyant risk asset cycle, writes Niraj Shah.
It’s Boom Time For ‘White Hat’ Hackers As Indian Payments Go Digital
Rajshekhar Rajaharia brought the Juspay data breach to light. Is it boom for time for ethical hackers as digital payments surge?
When Elon Musk Shops For Groceries
Here’s how much items would cost if Elon Musk paid the same share of his wealth as the median U.S. family.
