5 January 2024

India’s Credit Expansion and its Implications Source and Citation: Original reporting from unnamed author via ET Bureau, published January 5, 2024 Analysis for a Layman Recent robust year-on-year credit expansion reported by public sector, private, and non-banking financial companies (NBFCs) signals optimism regarding corporate earnings and a potential revival in consumer demand. While this growth is […]

Indian IT Giants Gear Up for Global Contract Renewals Source and Citation: Original reporting from unnamed author via ET Bureau, published January 5, 2024 Analysis for a Layman The Indian IT services industry is bracing for intense competition with multinational rivals over large global client contract renewals worth over $16 billion set to expire in the

Supreme Court Ruling on Tax Residency Certificates: Implications for Foreign Investments Source and Citation: Original reporting from unnamed author via Agencies, published date unspecified. Analysis for a Layman Foreign entities and funds investing in Indian stocks seek beneficial tax rates under bilateral tax treaties, such as those with Singapore and Mauritius. These investors obtain a Tax

SBI’s Green Bond Issuance: Balancing Sustainability and Financial Strategy Source and Citation: Original reporting from unnamed author via ET Bureau, published January 5, 2024. Analysis for a Layman State Bank of India (SBI) has successfully raised $250 million through the issuance of ‘green’ bonds via its London branch, demonstrating its commitment to funding environmentally sustainable projects.

IndiGo Faces Challenges Amidst Resurging Competition Source and Citation: Original reporting from unnamed author via ET Bureau, published January 5, 2024. Analysis for a Layman InterGlobe Aviation owns and operates IndiGo, India’s largest airline, securing over 60% of the domestic passenger market share. After the closure of its smaller rival Go First in May 2023, IndiGo

Impact of Rising Deposit Rates on Banking and Investors Source and Citation: Original reporting from unnamed author via ET Bureau, published January 5, 2024. Analysis for a Layman Banks play a crucial role in the economy by lending money collected from customer deposits. As the economy recovers from the pandemic, there is a surge in loan

Overseas Funds Boost Indian Financial Services Shares: Potential Risks Loom Source and Citation: Original reporting from unnamed author via ET Bureau, published January 5, 2024. Analysis for a Layman Foreign Portfolio Investors (FPIs), overseas investment funds, have poured record sums into Indian financial services shares in December, particularly in banking, insurance, and NBFCs. The NSDL depository

Securities Appellate Tribunal Faces Delays with One Member Remaining Source and Citation: Original reporting from unnamed author via ET Bureau, published January 5, 2024. Analysis for a Layman The Securities Appellate Tribunal (SAT), responsible for overseeing appeals against orders by SEBI, India’s securities and markets regulator, is currently grappling with a shortage of members. Typically comprising

Impact of RBI’s New Rules on AIF Investments: Analysis for Retail Investors Source: Reserve Bank of India (RBI), Indian Venture and Alternate Capital Association (IVCA) (January 5, 2024) Retail Investors’ Perspective The RBI’s stringent one-month deadline for banks and NBFCs to exit AIF investments could curtail lending to specific sectors, impacting small businesses and startups.

Analysis of the Plunging Dealmaking Activity in India and Its Impacts on Industries, Stocks, and Retail Investors Source: According to a report by LSEG Deals Intelligence (January 5, 2024) Retail Investors’ Perspective The sharp 51% decline in deal values involving Indian companies in 2023, reaching a three-year low of $83.8 billion, signals subdued business sentiment