13 December 2023

Introduction: The news of Neo Asset Management refinancing Steel Exchange India’s loan and providing fresh capital raises questions about the health of the Indian steel industry and potential investment opportunities. Let’s unpack this news and analyze its implications for various stakeholders. Analysis for the Layman: Loan Restructuring: Steel Exchange India, burdened by a high-interest loan […]

Introduction: The recent rebranding of Poonawalla Housing Finance to Grihum Housing Finance marks a significant shift in the Indian affordable housing landscape. This move comes on the heels of US private equity giant TPG Capital acquiring a 99% stake in the company. With a focus on providing loans to lower-middle-class borrowers, Grihum aims to capitalize

Introduction: Adani Group, India’s infrastructure behemoth, has made waves with its ambitious green energy commitment. Pledging $100 billion over ten years to transition towards clean energy, Adani aims to achieve net-zero emissions by 2050 for five of its companies, including Adani Green Energy and Adani Ports & SEZ. This bold move has sent ripples across

Introduction: Yes Bank’s recent move to offload over ₹4,200 crore of bad loans has sent ripples through the Indian financial landscape. While the sale is intended to improve the bank’s balance sheet, it raises questions about the health of specific industries and the potential impact on retail investors. Let’s unpack the implications of this news

Introduction: Shriram Finance, a leading Indian NBFC, is breaking new ground by venturing into the international asset-backed securities (ABS) market. This move, slated for mid-January 2024, aims to raise up to $500 million by securitizing a portion of its loan portfolio and selling it to international investors. Breaking Down the Jargon: ABS: These are financial

Introduction: India’s financial landscape is grappling with a worrying trend: the highest number of pyramid schemes launched in five years. Over 400 new schemes have emerged in 2023, luring vulnerable individuals with promises of quick and exorbitant returns. This surge raises critical questions for investors, legitimate direct selling companies, and the industries they operate in.

Introduction: Liquefied natural gas (LNG) has been touted as a cleaner and more efficient alternative to traditional fossil fuels, prompting India to invest heavily in import terminals. However, a recent report paints a worrying picture: most of these terminals are operating far below capacity, raising questions about the viability of these investments and the future

Introduction: The Indian electric vehicle (EV) revolution is picking up pace, and Hindalco Industries, a leading aluminium producer, is gearing up to capitalize on this growth. Their ambitious plan to invest ₹800 crore in a new plant for manufacturing fine-quality aluminium foil in Sambalpur, Odisha, has sent ripples through the industry. But what does this

Introduction: The National Company Law Tribunal (NCLT) has ruled in favor of IIFL Finance in its debt recovery case against Satra Properties, a Mumbai-based real estate developer. This seemingly technical legal matter holds potential implications for various stakeholders, including investors, lenders, and the broader real estate and financial sectors in India. Let’s unpack the news

Introduction Thermax, a leading Indian energy and environment solutions provider, has secured a massive ₹500 crore order to set up five bio-CNG plants across the country. This news is a significant development for India’s energy landscape, with potential ramifications for various stakeholders, including investors, industries, and the environment. Breaking Down the Jargon Bio-CNG: Compressed Natural