https://www.moneycontrol.com/news/business/opinion-strained-finances-of-stressed-thermal-assets-wholl-bell-the-cat-3218511.html
Stressed thermal assets and strained finances
RN Bhaskar -- Nov 26, 2018
On November 12, the government of India received the Report of the High Level Empowered Committee (HLEC) to address the issue of stressed Thermal Power Projects in India. The...
https://www.moneycontrol.com/news/business/companies/opinion-please-leave-msme-interest-rates-alone-3207301.html
It is both stupid and dangerous to tinker with MSME interest rates
Banks are already weakened by bad loans. Concessional interest rates and forcing them to increase their allocation of funds to MSMEs from the existing 20-25 percent is not...
https://www.firstpost.com/business/maharashtra-farmers-agitation-state-worst-performer-in-irrigation-policymakers-deserve-to-be-put-on-trial-5593031.html
The farmers’ long march to further distress
RN Bhaskar -- Nov 22, 2018
The chickens are finally coming home to roost. Thousands of farmers in Maharashtra have started a long march from Thane to Azad Maidan in Mumbai. Included in this...
https://www.moneycontrol.com/news/business/commodities/diamonds-industry-in-trouble-and-it-is-not-because-of-nirav-modi-3193221.html
Diamonds are certainly not forever
While to some it may appear that this is a result of the financial scams involving some of the biggest names in the diamond and jewellery business, the causes go much beyond that
RN Bhaskar --...
https://www.firstpost.com/business/falling-price-of-food-isnt-always-good-news-it-signals-deep-trouble-for-indias-rural-economy-5552731.html
But for oil, inflation is down. But the rural economy is still hurting
RN Bhaskar -- Nov 15, 2018
First the bad news. Inflation continues to climb (see chart). The wholesale price index (WPI) kept climbing since August this year,
But when...
https://www.moneycontrol.com/news/business/the-smoke-signals-about-the-economy-could-be-misleading-3147771.html
Controlled debt, but poor investment climate, is bad news for the economy
RN Bhaskar – Nov 12, 2018
At first blush, the economy appears to be turning the corner.
Government debt is under control. Yields are coming down signaling more confidence in...
https://www.moneycontrol.com/news/india/maharashtras-criminally-reckless-water-management-and-its-industry-unfriendly-moves-3138561.html
Reckless water management in Maharashtra borders on criminality
Water levels underground have fallen by more than a metre during the past few years. That bodes ill for both the quality of groundwater — which could turn saline or toxic or...
https://www.moneycontrol.com/news/business/how-great-eastern-and-shipping-corp-stayed-afloat-amid-global-challenges-3130771.html
The vulnerability of giants – yet Great Eastern and Shipping Corporation have survived
RN Bhaskar -- Nov 05, 2018
Both companies have been astute in the selection of vessels they own, and have shown tremendous resilience in charting their course during...
https://www.moneycontrol.com/news/business/companies/investors-who-have-worked-with-ashoka-buildcon-are-very-happy-satish-parakh-2-3114801.html
Satish Parakh believes that Ashoka Buildcon has a great future
Ashoka Buildcon has survived the financial turbulence of the past four years, and has continued to thrive. Recently, it announced a bonus issue which thrilled shareholders.
November 1, 2018
Five years ago,...
https://www.moneycontrol.com/news/business/markets/opinion-do-the-stock-markets-care-for-economic-growth-3073061.html
Poor HCI rankings and a rising stockmarket
RN Bhaskar -- Oct 23, 2018
One of the best indicators about the capriciousness of markets can be found in the recently introduced ranking of countries - the Human Capital Index.
Common sense would compel...
