shobhana subramanian Columns, Leading Columnist

shobhana subramanian The Indian Express Group

shobhana subramanian-

column-learning-to-live-with-smaller-margins
Wednesday 13 Feb '13Don’t go by the BSE Bankex which is distorted by private banks doing well—in general, banks are in deep trouble.
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Monday 10 Dec '12It was in early December 2007 that the GMR Infra stock hit its lifetime high of Rs.134.35.
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Friday 05 Oct '12Tata Power wants to increase tariffs at Mundra to cover rising coal prices but that is unfair to bidders who lost out.
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Monday 24 Sep '12Market leader Bharti Airtel looks stressed, worse is to come, and we haven’t even seen the Reliance impact as yet.
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Friday 14 Sep '12Back in 2008, and even in early 2009, Bharti Airtel was on a roll, signing on subscribers by the minute.
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Monday 27 Aug '12A glance at the balance sheets of corporate India shows an alarming increase in the levels of borrowings.

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Tuesday 21 Aug '12KC Chakrabarty, deputy governor of the Reserve Bank of India, has, in a recent lecture, more than hinted that all may not be well with the manner in which loans are being restructured.
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Friday 20 Apr '12As banks respond to government pressure, bank deposits are all set to further slow, leaving less to lend.
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Friday 13 Apr '12New project announcements by private sector up 60% q-o-q in Q4 FY12, and they were up 39% in Q3.
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Wednesday 04 Apr '12If Aditya Birla group is shutting its smaller More stores, it’s because Big Retail has yet to get the equation right.
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Thursday 29 Mar '12Raising interest rates on small savings forced banks to raise deposit rates, dampening any chances of lowered rates.
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Friday 17 Feb '12One year into his term, the Sebi chief seems to have been of more help to the govt than his predecessor.
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Wednesday 08 Feb '12Expectations were always tempered but even the subdued earnings estimates, for the three months to December 2011, seem to have been a challenge for India Inc.
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Wednesday 11 Jan '12The big jump in India’s manufacturing PMI for December to 54.2 from just 51 in November was a nice surprise and in sync with the data coming out of the US.
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Thursday 05 Jan '12The June 2013 deadline isn’t really approaching but Sebi’s decided to make it easier for promoters, who hold more than a 75% stake in their companies, to shed enough of it so as to be able to comply with the listing guidelines under the Securities Contracts Regulation, 1957.
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Thursday 29 Dec '11Ten years after the acronym BRIC was coined, Goldman Sachs’ Jim O’Neill says, of the lot, India has been the biggest disappointment.
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Saturday 24 Dec '11Lokpal BillRBI’s fairly candid assessment of the economic outlook, for both the global and home markets, leaves one with the feeling that while all may not be well, there’s no reason to panic.
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Wednesday 14 Dec '11It’s bad news. A McKinsey report says that, by 2020, investors around the world may allocate just 22% of their financial assets to equities, down from 28% today.
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Saturday 26 Nov '11The Walmarts and Tescos of the world must be excited at the thought of setting up shop in India; they’ve been cooling their heels for a long time now, making the most of the cash and carry opportunity in the country.
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Friday 25 Nov '11Few in Indian industry thought much of Ratan Tata when he first took over the reins of the Tata empire way back in March 1991.
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Wednesday 23 Nov '11The government deserves some black marks for what’s being called the white paper on disinvestment.
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Friday 18 Nov '11It’s true that much of the damage to corporate bottom lines in the three months to September 2011 has been caused by the sharp depreciation of the rupee, which lost nearly 10% in a month.
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Wednesday 16 Nov '11This is not the first time that the Reserve Bank of India Governor Duvvuri Subbarao has suggested that banks trim loan rates while offering more to their customers; at a Bancon conference in early 2010, the government had recommended much the same thing.
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Thursday 10 Nov '11Provisions seem to be dogging the State Bank of India; either there’s too much of it or too little.
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Thursday 03 Nov '11As Aditya Puri is so fond of reminding us: there’s no free lunch. The managing director of HDFC Bank is right, and if savers believe they’re suddenly going to be making fistfuls of money simply because interest rates on savings bank accounts have been freed, that’s not about to happen.