22 results for “Tariff”

Flight to Safety, but on Another Airline

Were the bond markets rattled by Trump or was Trump rattled by the bond markets? Regardless of the answer, there was a recent flight to safety but they're not buying their usual first-class tickets on Air Treasury. And contrary to popular notions, pharmaceuticals are not India's largest export to the US, and the US is not in such a bad shape when it comes to global merchandise exports.

[Podcast] Changing the World Order: Tariff Edition

At this point, you’ve probably read enough about tariffs to last a lifetime. But what if we told you the real story isn’t just about import duties or Donald Trump’s next announcement; it’s about a slow unraveling of the world order we’ve all taken for granted

The Much Awaited Trump Tariffs are Here

Trump has unveiled tariffs on all imports, with different rates for different countries. As arbitrary as the calculations seem, what's the real underlying malaise that has somehow caused the US to suddenly want trade barriers? We explore, with a focus on where India stands (and doesn't) in this picture.

Of Budgets and Tariffs

[Podcast] The fight between the Dollar and the Rupee

Telecom relief package ensures survival but not revival

To save the dire situation of one of the telecom operators, the Government of India announced a slew of reforms today. In a press conference, Ashwini Vaishnaw, Minister for Communications, said that the Cabinet Committee has approved nine structural reforms and five process reforms for the telecom sector. In this post, we dwell upon the important announcements and their impact on the industry. And obviously, try to answer the most frequently asked question: Will Vodafone Idea survive?

Vodafone Idea: Deteriorating hopes of survival

Will Vodafone Idea survive? Has been one of the most frequently asked questions since the Supreme Court's AGR verdict a year ago. Recently, we wrote on what happens if the company shuts shop. Q1FY22 results, which were released on Saturday, reinforce the impending financial crisis at Vodafone Idea that will hurt the Government of India the most.

EP39: Why we run a PMS and how we do it differently

What is a Portfolio Management Service? How does it really work? Do they actually benefit their clients? In this episode, Vashistha and Deepak explore PMS' through their experience of running one at Capitalmind. They explain how the operations work, the pros and cons of different fee structures, quantitative strategies and how PMS' are different from AIFs, Mutual Funds and Smallcases.

What happens if Vodafone Idea goes bankrupt?

An unfavourable verdict of a two-decade-old legal battle between India’s mobile operators and the Government of India has put one of India’s oldest telecom operators in a fix. Yes, we are talking about the merged company – Vodafone Idea Ltd. The share prices of the Vodafone Plc and Kumar Mangalam Birla controlled entity have halved in value since the start of the year while that of its peer – Bharti Airtel Ltd. – has grown 15%. In the ongoing week, the share prices of Vodafone Idea have fallen over 28%. Even before the unfavourable outcome, the company was failing to keep up with its peers. In this post, we dwell upon what led to all this and what lies ahead for the telecom operator.

Indian Telecom Sector: Duopoly Or Hefty Tariff Hikes?

Bharti Airtel Ltd. – India’s second-largest mobile operator has significantly consolidated its position in financial year 2021. The Sunil Bharti Mittal and SingTel controlled company has not only been able to grow its subscriber base but has also been able to outperform its peers in most of the parameters. Here’s a look at how the Q4FY21 and the entire financial year panned out for the telecom operators.

Is Reliance Jio Signalling A Tariff Hike?

Reliance Jio Infocomm Ltd., few days back, did what most telecom companies routinely do – announce new tariff plans. But there was something unusual about these plans introduced by the country's most valued telecom company. Generally, telecom companies experiment with new plans to attract new users. Similarly, Reliance Jio introduced “Jio Freedom Plans” at five different price points. Then what was so different that Jio did?

Adani Group Companies Explained: Adani Transmission

The value of Adani Group stocks has jumped 5x in the last one year. When the entire country was struggling to hold ground, the income of Adani Group companies has managed to increase. In a financial year, when the richest Indian, went on a deleveraging exercise, the Adani group embarked on a debt-fuelled expansion spree. 5x in just a year – is the market having FOMO syndrome when it comes to Adani stocks? Or are the group stocks really not vulnerable to any adversities? In our fifth post on Adani Group stocks, we cover its power distribution arm - Adani Transmission Ltd.

Adani Group Companies Explained: Adani Green

This is first in a series of simple explainers on the businesses of the Adani Group. The value of Adani Group companies has jumped 5x in the last one year. When the entire country was struggling to hold ground, the income of Adani Group companies has grown spectacularly. 5x in just a year – is the market having FOMO syndrome when it comes to Adani stocks? Or are the group stocks really not vulnerable to any adversities? In our first post on Adani Group stocks, we cover its renewable arm - Adani Green Energy Ltd.

Telecom Tariff Hike: Imminent, But When?

Investors of the Indian telecom market have been expecting a tariff hike for the last six months. It has been almost a year since our mobile bills have increased. Will it increase now? If not, then what will happen to the Indian telecom industry? Is the government also pushing for a tariff hike?

Why are Bharti Airtel shares underperforming?

India’s oldest telecom operator – Bharti Airtel Ltd.’s share price has struggling. We there are five reasons why the Airtel share price has been falling in an otherwise euphoric market.

What To Make Of The Much Awaited AGR Outcome

The final outcome of the AGR case from the Supreme Court bench led by Justice Arun Mishra has not only given the Government of India clarity on how and when it will be receiving the balance payment but has also removed an overhang on Bharti Airtel Ltd. and Reliance Jio Infocomm Ltd.

GAIL: Green shoots or one too many overhangs

India’s largest gas distributor – GAIL (India) Ltd. – has been consistent in it's underperformance in the oil & gas space for the last three years. In 2018, the share prices declined by nearly 4%, in 2019 it declined by one-third, while in 2020 so far it has declined by one-fifth. This is despite rising gas consumption and the country’s focus on increasing the share of natural gas in the energy basket. We take a look if the overhangs justify the dismal stock price performance, and if there's reason to be optimistic.

Q4FY20 Earnings: Vodafone Idea’s Liquidity Worsening

Bharti Airtel: Phoenix Rising From The Ashes

Can Vodafone Idea Survive Even With A Favourable AGR Case Outcome

The verdict of a 15-year-old legal battle between India’s mobile operators and the Government of India, has raised serious concerns around the survival of Vodafone Idea Ltd. Even with the best possible/most favourable payment term – which now looks quite possible – the Vodafone Plc and Kumar Mangalam Birla controlled entity will have to revisit its survival plan. Can Vodafone-Idea survive or will Indian telecom become a duopoly?

On Slack: Cash At Home, Collision Course, Massive Move, Taxing FIIs Twice, The First Million, Trump Tariff, Too Much Debt?

Dosa Economics, Avoiding Brazil Steroids, Dissing Tariffs and Letting Banks Revalue Assets: The Raghuram Rajan Speech