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        • India’s Maharatnas On ESG Path

          A sound environment, social and governance performance of public sector undertakings is not only necessary for business reasons but also for India to achieve its national climate targets

          Rajiv Tikoo - June 29, 2022
        • “The issue with unwinding of low interest rates is well understood but the outcome is not"

          When everyone seems to be watching new economy rising stars, HDFC AMC's Prashant Jain is betting his money on old economy strong businesses 

          N Mahalakshmi - August 04, 2021
        • How long can this loony financing continue?

          Generous central bank intervention continues to distort the valuation of all financial assets

          Chaitanya Dalmia - August 02, 2021
        • “India is at the cusp of multi-year revival in earnings”

          Mirae Asset's Neelesh Surana on how he has positioned his portfolio and the risk factors that he is tracking closely 

          N Mahalakshmi - March 01, 2021
        • RITES is a great play on railways. Fund managers feel not much can go wrong

          With a diversified asset-light model and an attractive valuation, this PSU is loved by mutual funds   

          Shruti Venkatesh - October 10, 2020
        • Cochin Shipyard has been sailing at full steam. Now, the weather is turning rough

          The PSU is navigating a rough sea, and time will prove if it is the sturdiest sailor around  

          V Keshavdev - October 08, 2020
        • Market goes crazy over a few and ignores the ‘core’

          A self-fulfilling prophecy has been playing out with quality companies attracting more inflows 

          N Mahalakshmi - September 30, 2020
        • Is the current ‘polarized’ market, the new normal?

          In a liquidity fueled environment, the textbook definition of ‘value’ has long ceased to exist 

          September 30, 2020
        • Why LIC, the country’s largest insurer may never live up to its potential

          Its legacy way of doing things could just see it lose market share to aggressive private insurers

          September 08, 2020
        • This is what the government needs to do to maximize the value of its PSU holdings

          Many good PSUs are undervalued because investors are wary about the government's ill-timed selling

          Chaitanya Dalmia - September 07, 2020