Insight | VCCircle

Crystal gazing GAAR – Cues to watch out for

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.

Financial services regulation: Is there a future for NBFCs?

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.

Digital Payments: Pursuit of the Holy Grail

11 Jun 2012 | Aashish Bhinde & Karan Sharma

Several initiatives are underway to unlock and capitalise on the potential digital payments opportunity in India.

INR: Oversold, but no quick resolution

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.

India’s growth pangs hit tipping point

01 Jun 2012 | Indranil Pan

The message remains that India’s growth story is not reflecting much confidence.

Top 5 issues to watch out for: AIFs regulations deciphered!

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.

India looks oversold

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.