Samie Modak, Ishita Ayan Dutt

Stories by Samie Modak, Ishita Ayan Dutt

'I Hope We Don't Get A Bubble Too Soon'

'I Hope We Don't Get A Bubble Too Soon'

Rediff.com   21 Jun 2024

'China is struggling to get out of its property bubble.' 'Japan took 35 years to walk out of its equity bubble.' 'Bubbles can be difficult to forecast.'

'For Tata Steel, It Will Be Better Than Last Year'

'For Tata Steel, It Will Be Better Than Last Year'

Rediff.com   19 Jun 2024

'When you look at reviving private sector capex, I don't think there's a better story than steel.'

'Demand will come back after the elections'

'Demand will come back after the elections'

Rediff.com   16 Jun 2024

'The Budget will be positive, continuing on the path of growth taken so far.'

Did Lakshmir Bhandar Help Mamata Win?

Did Lakshmir Bhandar Help Mamata Win?

Rediff.com   6 Jun 2024

The welfare schemes of the government, particularly Lakshmir Bhandar, have had a major impact on the electoral outcome.

Why MamataDi Won Bengal

Why MamataDi Won Bengal

Rediff.com   5 Jun 2024

'Women are likely to have voted because of the numerous welfare schemes. The CAA consolidated minority votes and the BJP's booth-level organisation in Bengal is weak.'

Voting advisory firms divided over FMCG major ITC's hotel demerger move

Voting advisory firms divided over FMCG major ITC's hotel demerger move

Rediff.com   4 Jun 2024

Three leading domestic voting advisory firms are not on the same page over the proposed demerger and separate listing of ITC's hotel business, ITC Hotels. Institutional Investor Advisory Services (IiAS) has recommended a vote "against" the resolution, while InGovern and Stakeholders Empowerment Services (SES) have advised their clients to vote in favour. Voting on the resolution is currently underway.

'Market Assumes Modi's Easy Re-Election'

'Market Assumes Modi's Easy Re-Election'

Rediff.com   29 May 2024

'We emphasise the importance of not basing investment decisions solely on electoral outcomes.' 'Instead, focusing on investing in high-quality businesses capable of prospering regardless of the political landscape is paramount.'

Suvendu's Career Hinges On Tamluk

Suvendu's Career Hinges On Tamluk

Rediff.com   25 May 2024

'The life of his political career is dependent on success in this constituency.'

Recharge Zones To Cool Clothing: Indian Companies' Summer Strategies

Recharge Zones To Cool Clothing: Indian Companies' Summer Strategies

Rediff.com   23 May 2024

Several firms are stepping up to help their workforce cope with soaring temperatures

Bluechips Drive Markets To $5 Trillion

Bluechips Drive Markets To $5 Trillion

Rediff.com   23 May 2024

The top 100 companies have accounted for 63% of the gains (Rs 51 trillion out of Rs 81 trillion), while firms beyond the top 100 have contributed 37 per cent (Rs 30 trillion).

In Mahua vs Amrita Roy battle, don't forget the CPM

In Mahua vs Amrita Roy battle, don't forget the CPM

Rediff.com   13 May 2024

The curious onlookers that greet the candidates are, however, unaware about the importance of history. They are just there to catch a glimpse of 'Rani Ma' Amrita Roy or Mahua Moitra.

BSE now corners a fifth of derivatives market share

BSE now corners a fifth of derivatives market share

Rediff.com   9 May 2024

BSE (formerly Bombay Stock Exchange) has seen its market share go past the critical 20 per cent mark in the derivatives segment, intensifying its battle with bigger rival - the National Stock Exchange (NSE) - which, less than a year ago, had a monopoly in this space. In April, the average daily trading volume (ADTV) for BSE stood at Rs 89 trillion, accounting for 20.6 per cent of the overall ADTV of Rs 432 trillion (based on notional volumes for options).

Fund houses' ticker-tape parade of fiscal success on the D-Street

Fund houses' ticker-tape parade of fiscal success on the D-Street

Rediff.com   6 May 2024

The financial numbers for 2023-24 (FY24) of the four pure-play listed asset management companies (AMCs) have enthused the Street. All firms listed robust growth in net profit and revenue both during the January-March quarter (Q4) of FY24, as well as in full FY24. The strong performance comes amid a positive growth environment for the sector, led by tailwinds such as sharp growth in assets under management (AUM) and robust performance in equity offerings.

Bourses eye index derivatives with new stock additions in limbo

Bourses eye index derivatives with new stock additions in limbo

Rediff.com   3 May 2024

Stock exchanges are expanding the buffet of index derivatives even as the number of stocks permitted to trade in this space, generating an average daily turnover of Rs 450 trillion, is shrinking. This week, the National Stock Exchange (NSE) started issuing futures and options (F&O) contracts based on the Nifty Next 50 Index, bringing the total count of index derivatives to five.

Godrej Split Handled With Admirable Dignity

Godrej Split Handled With Admirable Dignity

Rediff.com   2 May 2024

'Business families like the Godrej group are increasingly realising that an amicable settlement is better.' 'Else, the wealth of all shareholders gets destroyed.'

Bengal's tea industry seeks a new flavour

Bengal's tea industry seeks a new flavour

Rediff.com   1 May 2024

The alpona (artwork) on the steep, winding road leading to Makaibari bears testimony to the visit of G20 delegates for the second tourism working group meeting in April last year. The lush tea bushes, the delegates joining in for the moonlight plucking of Silver Tips Imperial first flush, a favourite of late Queen Elizabeth II, cut a picture of mystical magic. But it's not the Kurseong tea garden's only shining moment - the last few years have been busy for the estate and its bungalow.

'I Don't Know What I Am Going To Do'

'I Don't Know What I Am Going To Do'

Rediff.com   25 Apr 2024

The political heat in West Bengal has been giving the rising mercury levels serious competition since the high court order.

Changing complexion: Adani stocks now have prominent investor base

Changing complexion: Adani stocks now have prominent investor base

Rediff.com   24 Apr 2024

Amid intense scrutiny from short-sellers and regulators, Adani group stocks have seen a significant shift in their shareholder base: Relatively opaque foreign portfolio investors (FPIs) have given way to more recognisable investors and broad-based funds. The list of large public shareholders - those directly holding at least 1 per cent - is now dominated by entities, such as the state-owned Life Insurance Corporation (LIC), US-based GQG Partners, Abu Dhabi-based International Holding Company, and Qatar Investment Authority's INQ Holding.

Why Election 2024 Is So Subdued...

Why Election 2024 Is So Subdued...

Rediff.com   22 Apr 2024

'It's dull because this time the election is spread over such a long period.'

'ITC aspires to double its business in five years'

'ITC aspires to double its business in five years'

Rediff.com   21 Apr 2024

'While every year presents new challenges, it also provides opportunities for better growth and performance.'