The Banking and Strategy Initiative

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Category Archives: Indian Stocks

India vs China : ( A likes comparison) Chinese inflation ticks down to 3.4%

While Indian inflation is likely to step out of the sub 7% mark on the wholesale levels to more than 8% following the retail index, Chinese inflation ticked up to … Continue reading

May 10, 2012

Our India Agenda

It is festival week in India, and though results and economic updates can continue to come in fast and furious we want a change in agenda, preferably for the nation, … Continue reading

October 23, 2011

India's growth challenges : Bank Policy Tuesday

A 50 bp hike, addition of a MSF rate 100 points above the repo rate and the removal of the reverse repo rate as a floater. It would be now … Continue reading

May 3, 2011

India Results Season: Banks shine in the last fiscal quarter (ICICI Q4 results)

As the usual year end considerations get into the books, banks in India have a relatively strong showing (details in bank results season at and have made again the … Continue reading

April 28, 2011 · 2 Comments

India's extant FDI policy – Freeing Media | Advantage zyaada

After recommendations on retail and defence sectors, the regulators bit the bullet on the meda and entetainment sectors. TRAI stayed clear of upping the FDI sectoral limits for News and … Continue reading

June 30, 2010 · 2 Comments

KKR defines the new qualifying criteria | Advantage zyaada

zyakaira notes: Since writing, the Dalmias of Dalmia Cements have replaced Jindals as a KKR portfolio acquisition Dalmia Cements has been attempting a long run restructuring and is probably in … Continue reading

June 16, 2010 · 2 Comments

The Private Equity juggernaut needs convertibles | Advantage zyaada

Also, the Infrastructure Financing club under Parekh, separately profiled today.. Sources, Acknowledgements and lingering Paranormal activity [] Please do look out for the next late late post on the Infrastructure … Continue reading

June 9, 2010 · 2 Comments

Capital Thirst for India's Power Infrastructure | GMR, GVK and Powergrid

now that early enthusiasm in the public markets has subsided, these biggies have investment plans of $53 bn with 7GW in Generation, PPP grids in metros. Successful small $500bn QIPs … Continue reading

May 28, 2010

The India NTPC and ONGC advantage | Advantage zyaada

Did RIL really win? Here you are, judgment day came and went by, crowd intelligence treating the split verdict as a victory for KG-D6 and later next year, D9 promoter … Continue reading

May 7, 2010

India's accelerated inflation | Advantage Banking

We have been saying of double digit inflation since October 2009 when the Central Bank started speaking of tightening policy on par course with withdrawal of stimulus. Unfortunately, the politically … Continue reading

March 22, 2010