23 Jul 2012 | Ashish Sodhani & Ankita Srivastava
With regard to the controversy of GAAR provisions overriding the DTAAs, the AAR ruled that since GAAR provisions were to come into force from April 1, 2013 currently they have no relevance and can be dealt with by the Revenue only when they come into force.
02 Jul 2012 | Anil Talreja
The exit and funding strategies, current investment framework and the holding company jurisdiction structure need to be evaluated by the investors, taking a cue from the draft guidelines.
13 Jun 2012 | Santosh Singh & Nidhesh Jain
The sector has gone through many regulatory changes in the recent past, with life insurance on course to recover from the changes in Q4CY10.
11 Jun 2012 | Aashish Bhinde & Karan Sharma
Several initiatives are underway to unlock and capitalise on the potential digital payments opportunity in India.
08 Jun 2012 | Deepali Bhargava
FII outflows from India debt and a rapid widening of the trade deficit have been partly responsible for the fall in INR.
01 Jun 2012 | Indranil Pan
The message remains that India’s growth story is not reflecting much confidence.
30 May 2012 | Shefali Goradia & Parul Jain
A study of the new regulations highlights certain issues which may need to be appraised by existing funds as well as those contemplated to be set up by various fund houses in the near future.
24 May 2012 | Saurabh Mukherjea
With sellside economists’ GDP estimates being cut regularly (our estimate remains above 7%), with the INR in a free (our target INR/US$56-58), India's star appears to be fading. However, as shown by a series of long term charts in this note, the Indian market is unquestionably ‘cheap’ now. Whilst given the scale of the European crisis and given India's comatose Government, it is easy to be bearish on India, these charts suggest that now is almost as good a time as any to BUY India.
18 May 2012 | Deepali Bhargava & Santosh Singh
A high, rising and productive savings rate was one of the key attractions of India through 2003-2008.