If you did a casual search for “Indian pharma companies” on Google, then there will be a typically depressing story that will be underlying these search results. Consider a few of them… Offshore transfer of IP assets by pharma companies under RBI radar… 5 Reasons why Pharma Stocks could still come under pressure… Pricing pressure …
Stocks/Share Market - Angel One

How About Boosting Banks With Issue of Recapitalization Bonds?
21 July 2017As Indian PSU banks face the big challenge of expanding their asset books without expanding the NPAs, the question of bank capital is back again. If Indian banks are to adhere to the Basel III norms by 2019, they will require billions of dollars in capital. The question is; where will the money come from? …

10 Points to Remember When Selling Options
5 August 2017Ok, just as an option has a buyer, it also has a seller. Is that not what any market is all about? Unlike the option buyer who has unlimited profit potential and limited risk, the option seller is in a converse situation. An option seller has unlimited loss potential but his profits are limited to …

Big churn at Infosys, but the show must go on…
19 August 2017There was little by way of surprise when Vishal Sikka resigned on the 18th of August 2017. Like the man Sikka admires immensely, Steve Jobs of Apple, there was a sense of drama surrounding whatever Vishal Sikka did. There was a sense of drama in his arrival, there was a sense of drama when the …

Why is Banking Stocks Sustainable?
17 August 2017The recent special bulletin brought out by the NSE on the occasion of the index touching 10,000 had an interesting comparison over the last 12 years time frame. Back in 2005, the weightage of banking and financial services in the overall Nifty was just about 12%, with automobiles, oil and IT having around the same …

SBI Cuts Deposits Rates For Small Savings Accounts
2 August 2017On the 31st of July SBI announced a cut in deposit rates for small savings accounts up to a deposit value of Rs.1 crore. Currently, all savings accounts of SBI pay an annual interest of 4% on the minimum average balance between the 1st and the 10th of the month. Effective immediately, SBI has decided …

NASSCOM projects a digital future for Indian IT sector…
23 June 2017At a time when the Indian IT industry finds itself in the crossfire of stringent visa regulations and a dwindling market, the latest NASSCOM projections on the IT industry for the fiscal year 2017-18 do come in as a ray of hope. While the projections may not be too rosy from the point of view …

Auto Sales Seem to Have Clearly Beaten the GST blues
9 August 2017Across the board, the auto sales numbers for the month of July 2017 had one little story. The spectre of GST which was being feared by most analysts almost seems to be missing. Almost, across the board, the domestic auto sales numbers have been extremely flattering. What does this mean and what does it hold …

Key Challenges of RERA Act
21 July 2017The Real Estate Regulation Act (RERA) went live on May 01st, at least officially. Conceptually, it is a great idea. Empowering the home buyer with greater transparency and protection is definitely a great idea for the long term health of the real estate industry. RERA is supposed to handle practical problems like cost overruns, time …

Why the Proposed Change to Option Expiry Rules Are Important?
1 September 2017The regulator has been consulting the exchanges about a proposed tweak to our existing equity and index options expiry rules. When a trader buys an option, he will be required to choose whether the option is for excise on expiry or not. This case specifically pertains to in-the-money options and the entire anomaly arises due …

