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
Welcome to the Mad Hatters Party a.k.a investors going overboard on 'quality' companies
The market has been behaving erratically but amid the insanity here are some sane observations
N Mahalakshmi - September 30, 2020
Building a future-ready, innovative healthcare industry
India’s scientific excellence provides us the opportunity to achieve self-reliance in pharmaceuticals, biopharma and holistic care
Kiran Mazumdar-Shaw - August 28, 2020
How Kishore Biyani's maverick moves pushed him to breaking point
The pioneer of India’s modern retail built an empire but created little value for shareholders
Krishna Gopalan - July 10, 2020
Kishore Biyani's quest for scale has let him down
The maverick retail pioneer bet it all on his overarching ambition
N Mahalakshmi - July 30, 2020
The leader is dead. Long live the leader
Vodafone Idea’s financial stress makes it extremely vulnerable, but the timing of its death will be dictated by the crusader Reliance Jio
N Mahalakshmi - March 13, 2020
Conservative optimist
Asit Bhandarkar, fund manager, JM Financial Asset Management, knows the value of cautious and contrary plays. He has aced both
Shruti Venkatesh - February 19, 2020
Telecom companies face crushing debt thanks to irregular policies
The next inescapable step for the telecom department might be a demand notice running into multi-billion dollars to the country’s largest corporation Reliance Industries
N Mahalakshmi - January 28, 2020
What next for IndusInd Bank?
Grappling with bad loans, weak loan growth and leadership uncertainty, its valuation is under pressure
Prathamesh Mulye - January 15, 2020
Flavour of the season
As venture capital rushes into B2B start-ups, is the euphoria around this space justified or is it yet another bubble waiting to burst?
N Mahalakshmi - January 14, 2020
