Greed Over Fundamentals: The Investor's Folly
In her address at the fifth SEBI-NISM research conference on March 12, 2024, Securities and Exchange Board of India (SEBI) chief Madhabi Puri Buch expressed her concerns about the valuation froth in the mid- and small-cap space.
Jitendra Gohil - March 27, 2024
Small and Mid-Cap companies Can See More Price Correction in the Coming Quarters: Sunil Koul
Sunil Koul, executive director (Asia Pacific portfolio strategy, global macro research) at Goldman Sachs, in an exclusive interview with Ayaan Kartik and Neeraj Thakur, talks about the valuation situation in India and how foreign investors are looking at increasing their bets in the equity markets
Neeraj Thakur - March 27, 2024
Paytm Continues To Do Well In Merchant Device Deployment, UPI; Analyst Says Valuation Looks Attractive, Growth Will Be Sharper
Paytm recently announced its plans to strengthen its lending business to offer higher ticket personal and merchant loans, targeting lower risk and high credit worthy customers, in partnership with large banks and NBFCs.
December 12, 2023
Get Rid Of The E, S & G Of The ESG: Aswath Damodaran
Aswath Damodaran is a fierce critic of the environmental, social and governance (ESG) concept. The corporate finance and valuation guru at the Stern School of Business at New York University believes that he “can stir the pot” on this issue. In an email interview with Rajiv Tikoo, Damodaran questions the basis of the ESG concept and its “hindsight revisionism” in the context of the Adani episode and the Ukraine war
Rajiv Tikoo - March 28, 2023
Investor's Duty
There seems to be an uncanny lull in the Indian start-up valley. It has been some time since the loud celebrations of funding and dizzy valuations mellowed.
Suchetana Ray - February 27, 2023
Good Governance Lies Between Founders’ Hubris And Overvaluation: Mohandas Pai
The recent blow-ups in many start-ups are a result of the founders’ vanity and their failure to understand the basic obligations of public shareholding
Mohandas Pai - February 27, 2023
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
Why today’s high-fliers are so likely to fall back to Earth
You can protect your equity portfolios by choosing to bias them toward value and away from the most expensive end of growth
Ben Inker - June 04, 2021
Is Zomato priced beyond perfection?
The food delivery major’s IPO is a final attempt to drum up cash in its elusive quest for profitability
Rajesh Padmashali - June 04, 2021
Why is the BSE valued at only $350 million?
The valuation of Asia’s oldest stock exchange is a fraction that of market leader NSE. Is it justified?
Rajesh Padmashali - March 15, 2021