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Cover Feature

POST COVID – WHAT WILL DO WELL; WHAT WILL NOT

By Ruma Dubey about 22 hours ago
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Thus as this juncture, as we all try and get back to a new “normal,” lets look, as a consumer, what are the sectors/industries which will boom in the coming days. We are looking at new avenues and mostly at city dwellers.

MARKET ONLY WANTS A CURE OR VACCINE!

By Ruma Dubey about 5 days ago
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Obviously, the market is not very happy with the RBI moves. At this point of time, the market is like a pouting spoilt child – nothing will make it happy. Well, the only thing which will actually make it ecstatic is the news on Covid tapering and maybe the discovery of a treatment or vaccine.

IMPAIRMENT – TO BECOME COMMON OCCURENCE

By Ruma Dubey about 6 days ago
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Impairment hits were far and few in between. But in Q4FY20, we see that this has become a norm with more and more companies going the impairment route due to the pandemic.

Who is WHO?

By Ruma Dubey about 7 days ago
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That’s the existential question which is now at the epicenter of this Covid fight. Notwithstanding Trump’s rhetoric, really, most of us are left wondering what exactly is the role of WHO? It announced that the Covid was a pandemic much after the whole world already knew and was experiencing it.

GOLDMAN HOLDS MORE SWAY THAN FM!

By Ruma Dubey about 9 days ago
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Five days of incessant “stimulus” and the market is left largely unimpressed. More than the 5-day speeches of almost 2 hours each, what mattered to the market today was what Goldman Sachs predicted for the Indian economy.

FINAL & FIFTH ROUND – NOW THIS IS A UNION BUDGET!

By Ruma Dubey about 10 days ago
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Today was the fifth consecutive day of hearing the FM and Anurag Thakur talk and announce measures; all good measures but there is nothing for the short term. And it makes one wonder why was the need to wait for a Covid like crisis to announce all that which the FM did over five days – they all could have come in much earlier.

ROUND FOUR – COAL, SPACE AND AVIATION GET WINGS

By Ruma Dubey about 11 days ago
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Today’s announcements, round four, if they had come in when the markets were open, would have sent the indices soaring. What once again felt like a Union Budget, the FM’s announcements today were for the industry. The FM ushered in structural reforms which focused on eight sectors

THIRD ROUND – FISHERMEN AND BEE-KEEPERS HOOT LOUD!

By Ruma Dubey about 12 days ago
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Today, the third tranche of the stimulus is focused on agriculture, fisheries, dairy, animal husbandry, food processing and allied services. There are 11 measures today of which 8 are for strengthening of infrastructure, capacity and building logistics for the agri sector. And 3 focused on governance and administration.

ROUND TWO – BALM FOR WORST IMPACTED

By Ruma Dubey about 13 days ago
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After yesterday’s first round, there was a big hullabaloo about how the package had nothing for those suffering the most – the daily wage earners, the migrants, farmers and even tribals. So today’s tranche of the stimulus was entirely about people on the lowest rung or not even there on any economic ladder.

ROUND ONE - MSMEs BIGGEST GAINERS

By Ruma Dubey about 14 days ago
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The FM stated right at the outset that there will be 15 measures of which 6 will be for MSMEs, 2 each for Employee Provident Funds, NBFCs and MFIs; one each for discoms, realty and contractors and lastly, 3 tax related.

8 O’CLOCK ADDRESS – GREAT PEP TALK!

By Ruma Dubey about 15 days ago
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This was probably the first “8 o’clock” address to the nation by the PM which was a harbinger of good news; it was neither ominous nor did it fill us with dread. In fact it filled us all with hope. The PM spoke less about the virus and more about how this crisis can become an opportunity for India.

THE HORROR OF COVID STARTS UNFOLDING

By Ruma Dubey about 15 days ago
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March IIP came in at a shocking contraction of -16.7%v/s 4.5% in Feb.And this contraction is after only 10-12 days of lockdown. So what is the kind of contraction we are looking at for April when the entire month was shut down?

MACRO ECONOMIC DATA - MERELY "ESTIMATES?"

By Ruma Dubey about 16 days ago
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With data now completely missing for April, will the entire data be an estimate only? And if its just an estimate based on various statistical “models” what is really the accuracy of this data?

WHY BOTHER ABOUT MOODS OF RATING AGENCIES?

By Ruma Dubey about 19 days ago
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Why are we bothered about the rating agencies? Is it a “foreigner” perception which is ingrained in most Asians? That’s the only thought which comes to mind when we read the Govt is holding back on its stimulus package because it is worried about a sovereign rating downgrade when the fiscal deficit deteriorates further.

WHO IS GOING TO RUN THE FACTORIES?

By Ruma Dubey about 21 days ago
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He was doing very well, having employed 25 people and cash flow pretty much remained smooth. His order book was robust and he started designing, manufacturing and installing his own structures. He now has two factories and they both had good orders

THINK-TANKS PROVOKE SOME THINKING

By Ruma Dubey about 22 days ago
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And it is here that we bring into perspective a few words of wisdom from Nobel Laurette Abhijit Banerjee. It is think-tanks like these which the Modi govt should enlist to help chalk out a well thought out and well defined path to get out of the lockdown and design a post-Covid strategy.

BERKSHIRE ANNUAL MEET - BUFFETT IS BUFFETT!

By Ruma Dubey about 23 days ago
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This year’s annual meet, like everything else was live-streamed and everyone heard and saw Buffett from the confines of their homes. It was an unusual meeting but Buffett was his usual self and continued to inspire one and all.

RIL Q4FY20 - JIO SAVES THE DAY

By Premium Bureau about 27 days ago
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Reliance Industries had so many “breaking news” today. First, Mukesh Ambani announced that he is forgoing his entire compensation even as he announced salary cuts and deferment of performance linked payments for his employees in the most hard hit business of all – hydrocarbon.

FED PLEDGES AGGRESSIVE ACTION

By Ruma Dubey about 28 days ago
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The Fed Reserve said that US economy has deteriorated due to the pandemic and said that it is, “committed to using its full range of tools to support the U.S. economy in this challenging time.” This is exactly what our RBI Governor also said.

TANKERS AHOY!!!

By Ruma Dubey about 29 days ago
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Someone making truckloads of money in this pandemic? Seems like a misnomer? Well, there are always two sides – loser and gainer. While the virus has rendered more losers than gainers, there is one sector which never ever had it so good. In fact when economy slows, this industry sags the most