Summary: The Gensol Engineering saga traces the rise and fall of a promising solar energy company, from its 2019 IPO and peak stock price of Rs. 2,300 to a 91% crash by April 2025, triggered by crippling debt, credit downgrades, and SEBI’s fraud allegations against founders Anmol and Puneet Singh Jaggi, who misused funds, dragging…
Summary Points: I explored crypto stocks in India. No listed crypto exchanges or crypto mining companies exist. Regulatory uncertainty limits listings. WazirX and CoinDCX are unlisted. Some listed IT companies do offer blockchain based business to their clients (check this list). Investors can buy crypto directly instead of a crypto stock. Introduction I tried to…
Summary Points: ODIs let foreign investors bet on Indian stocks.See the flow chart #1 FPIs used derivatives to create and hedge ODIs. See the flow chart #2 SEBI’s new rule bans derivative-based ODIs for FPIs. FPIs must now use actual stocks, not derivatives. Big ODI users need to disclose more details. This might reduce FPI…
Summary Points: Jio Financial Services’ stock jumped 5.61% today. Jio Finance launched digital loans against shares. Loans up to Rs.1 crore disbursed in 10 minutes. It’s faster than competitors like Bajaj Finserv. Reliance’s tech edge drives this bold move. Market sees growth potential in this service. Aims at investors needing cash without selling shares. Introduction…
Summary Points: Let’s understand how re-baselining is shaking up big IT deals as clients demand cheaper, AI-driven solutions. Self-cannibalisation is another twist. Our companies are building new tech that’s eating into their old business. The global economy, especially U.S. tariffs, is making things more complicated. It ispushing our IT companies to rethink their business strategies….
Summary Points: Indian IT stocks like TCS and Infosys crashed hard after Trump’s Reciprocal Tariff announcement on April 2, 2025. These stocks were already down 15-31% in the last 3 months due to a global slowdown and a weak rupee. The tariff could hurt profits since 60-70% of their revenue comes from the U.S. Long-term…
Summary Points: Jio Financial is backed by Reliance Industries. It is diving into finance with a massive 400M+ customer base from Jio telecom and Reliance Retail. The BlackRock JV, with SEBI’s nod for mutual funds, adds global muscle to Jio Finance’s ambitions. They’re targeting loans, insurance, wealth management, and mutual funds with a digital-first approach….
Summary Points: India’s manufacturing PMI jumped to 58.1. It the highest in the last eight months. Sign of a strong growth. New orders and production grew at the fastest pace since July 2024. The growth was driven by domestic demand. Export growth is a bit slower. Finished goods stocks dropped at the quickest rate in…
Summary Points: US tariffs on Indian goods might jump from 1% to 25%, targeting our $2.8 billion exports, while India’s 9.7% duty on US imports sparked this retaliation. Pharma (Sun Pharma, Cipla), auto (Tata Motors), and jewellery (Titan) stocks could crash as US markets get pricier for them. IT giants (TCS, Infosys) and domestic players…
Summary Points: Vodafone Idea’s massive debt, once Rs 2.12 lakh crore, gets a trim as the government converts Rs 36,950 crore of spectrum dues into equity, taking a 49% stake. Total liabilities drop by 17.5% to Rs 1.75 lakh crore, but AGR dues and competition from Jio and Airtel still loom large. The government’s move…
Summary Points: The Indian Cabinet approved a Rs 25,000 crore PLI scheme on March 28, 2025, to boost electronic component manufacturing, focusing on EMS companies. PLI offers cash incentives (4-6% on extra sales) to help EMS firms like Dixon or Kaynes set up factories and cover startup costs. It fuels scaling by rewarding increased production,…
Summary Points: L&T will build new offshore platforms in Qatar’s North Field to boost gas pressure, supporting LNG production growth from 77 to 142 million tonnes by 2030. The project involves engineering, fabricating, and installing compression complexes, power generators, flare systems, and bridges, integrating with existing infrastructure. With a 12% profit margin, L&T could earn…
