Category: Opinion

Reliance Jio 4G Plan Tariffs – How disruptive would it be for Airtel & Idea?
in Opinion

Reliance Industries today announced the tariffs of its 4G services during its Annual General Meeting (AGM) in Mumbai. The services, which are to be carried out in the name of Reliance Jio, would be commercially launched on September 5th. Whatever got announced today during this AGM with respect to Reliance Jio, its tariffs and the
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Modi’s India – How will the next few years fare?
in Opinion

In the past few days whenever I’ve thought of PM Modi’s first year – the thought of President Obama’s two terms have also come to mind. The strong parallels between the two are inheriting a really bad economy, and coming to power with a lot of fan fare, hope and optimism. The other parallel is that both
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One income tax change that the Narendra Modi government needs to bring
in Opinion

I don’t know how many readers will recognize this headline, but it is just one word changed from a recent headline in an ET article. The article in question talks about six changes they’d like to see and going through that article reminded of the very first draft of the Direct Tax Code which came out
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Thoughts on retrospective taxation
in Opinion

The market has been doing quite well the past few months, and the hope is that the new government brings out policies, and clears roadblocks that further encourage investment, and in turn encourages FII money in the country, and help the overall economy as well. With today’s globalized economy, it is no surprise that foreign governments and
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There is a tide in the affairs of men
in Opinion

The extent and comprehensiveness of Mr. Modi and BJP’s victory has surprised everyone, and raised the hopes from his government even more than they already were. Indeed, when one party gets a clear majority in 30 years — hopes and expectations are bound to be high, and when that majority is driven by a leader who appears
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The mind boggling valuation of WhatsApp
in Opinion

I was dumbfounded by the incredible price that Facebook paid for WhatsApp earlier in the day today.  For those of you who still haven’t heard the news, Facebook paid an incredible $19 billion for WhatsApp today!  Those are American Dollars, not Zimbabwean! It is hard to fathom how big this number is and even harder
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Great Online Shopping Festival (GOSF) 2013 – A Google Initiative
in Opinion

This post is written by Shiv Kukreja, who is a Certified Financial Planner and runs a financial planning firm, Ojas Capital in Delhi/NCR. He can be reached at [email protected] I was in South Extension market of South Delhi this weekend and as the winter season has started gathering pace here in North India, I was
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Nifty highs – sustainable or another crash coming soon?
in Opinion

As the Nifty makes new life time highs, the consensus view is disbelief and incredulity that these numbers will sustain. There are a few voices that are predicting higher highs, but I think for the most part, the consensus view is that these numbers aren’t sustainable. This reminds me of the US markets from a
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On doing nothing
in Opinion

The US government shutdown has finally ended and it was interesting to see that the S&P 500 was actually up by about 3% in October which roughly overlaps the time this circus lasted. I was watching these events closely from an investment perspective because I have a lot more money invested in the American markets
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Buffett’s six criteria for business acquisition
in Opinion

I’ve been reading all of Warren Buffett’s letter to shareholders these days, and beginning with the 1982 letter, Buffett lays out five simple criteria for buying businesses or stocks. This appears for the next few years, and I think presents a useful guide to retail investors to evaluate stocks as well. Here are the six
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