10 January 2024

Analysis of India’s Potential Inclusion in Bloomberg and JPMorgan Emerging Market Bond Indexes Source and Citation: Original reporting from ET Bureau article published on January 10, 2024. Analysis for Layman The article explores the possibility of India’s government bonds being included in major emerging market bond indexes monitored by global investors, specifically those maintained by […]

Reports of Sony-Zee Merger Cancellation Send ZEEL Stock Tumbling Source and Citation: Original reporting by ET Bureau in Economic Times published on January 10, 2024. Analysis for Layman On Tuesday, Zee Entertainment Enterprises Ltd (ZEEL), a major Indian media company, experienced an 8% drop in its stock – the steepest decline in nearly three years.

Bajaj Auto Surpasses Mahindra & Mahindra in Market Capitalization Source and Citation: Original reporting by ET Bureau in Economic Times published on January 10, 2024. Analysis for Layman Bajaj Auto has overtaken Mahindra & Mahindra (M&M) to secure the position of the 3rd most valuable automobile company in India by market capitalization. Market capitalization, denoting

Assessing the Fallout for TCS, Infosys, and Connected Industries from Moderating Dollar Revenue Momentum Amid Global Slowdown Source and Citation: Originally reported in ET Bureau, January 2024, summarized and analyzed here. Analysis for a Layman Tata Consultancy Services (TCS), India’s largest IT services exporter, is expected to report a muted 0.2% sequential revenue decline in

Assessing the Fallout for Polycab India and Connected Industries from Alleged Tax Non-Compliance Findings of Over ₹200 Crore Source and Citation: Originally reported in ET Bureau, January 2024, summarized and analyzed here. Analysis for a Layman Shares of Polycab India, a leading manufacturer of wires and cables, fell nearly 9% intraday after media reports stated

Assessing the Fallout Across Vedanta Group and Connected Industries from the Latest Ratings Action on Its Bonds Source and Citation: Originally reported in PTI via ETMarkets.com, January 2024, summarized and analyzed here. Analysis for a Layman Global ratings agency Moody’s has downgraded bonds issued by Vedanta Resources, the parent entity of the diversified Vedanta Group

Assessing the Fallout Across Marine Insurance and Connected Industries from Piracy and Unrest Risks around the Red Sea Route Source and Citation: Originally reported in ET Bureau, January 2024, summarized and analyzed here. Analysis for a Layman Tata AIG General Insurance has stopped providing standard marine cover for cargo transiting the Red Sea shipping route between

Assessing December 2023 Premium Spike for Government-Owned LIC Life Insurer Versus Private Peer Performance Source and Citation: Originally reported in ET Bureau, January 2024, summarized and analyzed here. Analysis for a Layman Life Insurance Corporation of India (LIC), the government-owned public sector life insurance giant, saw astonishing 93.8% year-on-year growth in premium income during December 2023.

Assessing the Latest Financial Results and Outlook for Major Indian Private Life and General Insurance Providers Source and Citation: Originally reported in ET Bureau, January 2024, summarized and analyzed here. Analysis for a Layman Private sector life insurers in India are expected to post modest single-digit annualized premium equivalent (APE) growth for the December 2023 quarter.

Analyzing the Recent Rush into Arbitrage Mutual Funds in India and Impacts Across Industries and for Different Types of Investors Source and Citation: Originally reported in ET Bureau, January 2024, summarized and analyzed here. Analysis for a Layman Arbitrage funds witnessed massive monthly inflows of over ₹10,000 crore in December 2023, the highest since mid-2021. These