"I stick with the Nifty as I feel governance is still a big issue in India"

Alternative Investment Fund True Beacon's CIO on why he does not invest in mid-caps and his investing approach

N Mahalakshmi - February 18, 2021

Why the ‘bad bank’ will solve the problem of bankers but not that of banks

The ARC-AMC looks like an attempt to do the impossible, as a distraction away from what really needs to be done  

N Mahalakshmi - February 18, 2021

Has the Nifty topped out or will it head higher?

Powered by private banks, the benchmark is trading near its all-time high 

November 21, 2020

"Banks and NBFCs are approaching us to take over real estate projects and are willing to take 40-50% haircut"

An exclusive roundtable with India's leading private wealth advisors at Outlook Business Upper Crest

N Mahalakshmi - November 13, 2020

Will the MFI sector survive the acts of god and man?

It has been put through the wringer over the past decade, with each battering more damaging than the earlier one 

V Keshavdev - October 09, 2020

Market goes crazy over a few and ignores the ‘core’

A self-fulfilling prophecy has been playing out with quality companies attracting more inflows 

N Mahalakshmi - September 30, 2020

Welcome to the Mad Hatters Party a.k.a investors going overboard on 'quality' companies

The market has been behaving erratically but amid the insanity here are some sane observations 

N Mahalakshmi - September 30, 2020

Will private sector bank valuations correct further?

With uncertainty over the magnitude of bad loans due to the moratorium, banks may face a rude shock in the coming months 

July 30, 2020

Tulsi Tanti built his empire on 'soojh-boojh', loans and one other secret ingredient

Through thick, thin and terrible, the Suzlon Energy promoter has displayed the ability to charm banks and retain control 

Krishna Gopalan - July 17, 2020