• Union Budget 2017: Push for consumption, a more transparent India and a brave front for global protectionism
    Feb 09, 2017,Ashok Wadhwa, Group CEO, Ambit
    On the heels of declining growth rate and disruption due to demonetization, the finance minister has provided for a balanced budget. This is one amongst the least volatile budgets that we have had. Both the benchmark indices remained flat throughout the speech of the finance minister which has been largely unprecedented.
  • The decadal drop in India’s RoE
    Nov 22, 2016,Saurabh Mukherjea, Chief Executive Officer, Institutional Equities
    Even as India is marked out as a ‘bright spot’ in the global economy, India’s RoE has actually been declining since FY07. After attaining a peak of 24 per cent in FY07, the Sensex’s RoE declined rapidly to 17 per cent in FY10. Post FY10, the Sensex’s RoE briefly improved to 19 per cent in FY12 after which the slide continued to its current level of 14 per cent. RoE for a broader measure of the market, i.e. the BSE100, has also been trending downwards after attaining a peak of 23 per cent in FY07.
  • Palliatives for dodgy state level data
    Nov 22, 2016,Saurabh Mukherjea, Chief Executive Officer, Institutional Equities
    India’s Central Statistics Office (CSO) has been churning out some very counterintuitive data over the past two years. For example, according to CSO data, GDP growth ‘accelerated’ in FY16 vs FY15. However, this makes little sense as the majority of real economy indicators (eg. non-oil bank credit, coal production, passenger vehicle production, Government revenue expenditure) decelerated in FY16.
  • Changing the Narrative on India Inc
    Aug 30, 2016,Saurabh Mukherjea, Chief Executive Officer, Institutional Equities

    As a society, we are fascinated by wealth and power. I remember growing up in suburban Delhi on a diet of Amar Chitra Katha comics in which alongside the martial prowess of the great kings of ancient India, we would also learn how wealthy they were and how beautiful were the princess’ that they married. In fact, India’s two greatest mythological epics are essentially narratives which hinge around the tussle for property, power and women.

  • The rise of the three speed economy
    Mar 02, 2016,Saurabh Mukherjea, Chief Executive Officer, Institutional Equities
    For almost a year now my colleagues and I have been of the view that the Indian economy has been steadily losing steam. With a battery of metrics – such as credit offtake, cement demand, rural wage growth, corporate profit margins, banking system stress – now behaving exactly as they should in a steady economic slowdown, it is now time to delve deeper into the economy and understand which parts of our economy are more exposed to the slowdown than others.

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