2 calls and 3 sms in the morning had the same message! No it was not about PONGAL, Sankrant, Lohri…..it was: “Anil Ambani has been banned for doing something on the stock exchanges..what does it mean for our investments in Reliance Mutual fund?” Well I do not think this will impact Reliance Mutual fund in […]
If you are in the financial services industry you would have heard some whispers..that something big happened. Then murmurs..then rumors…but here is the full story… http://www.moneycontrol.com/news/features/what-really-happened-at-aditya-birla-money_500993.html
Many companies are becoming like the film industry. Too much of the people costs are towards the ‘star’ – which leaves very little budget for other costs. Take a movie like Paa. It could NEVER have made money if Amitabh and Abhishek were to be paid market rates. However since it was a family made […]
What sensational results this Auto Giant has produced! Hats off to Ratan Tata. If you want the numbers go to www.myiris.com, moneycontrol…..etc. here is just the philosophical analysis! I have a couple of research reports -saying sell @ 170. No I do not want to name the research houses, but I know exactly what went […]
For readers of my blog this is not a new news. I have not been a fan of any businessman who is more into ‘market capitalisation management‘ rather than business management. When the Reliance Power IPO came at Rs. 450 I did not apply though of course there are many people who applied. I wrote […]
How can we blame Union Carbide for what happened? Obviously the first blame is on the Indian soil – all those people who could not care about the Indian people. Let us face it Anderson had a choice of whether to come to India. He knew he could make a few calls and get away. […]
Well this is not a ‘how to guide’ – just a talk that I had with a ‘turn around’ specialist. I met him at a social function and what he said was interesting. Hence the blog article. Many of the things he told me were intuitive. So I will not dwell on things like cut […]