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Transfin. Podcast E3: A Rumour, A Mess, A Plan

Professor of Financial Economics and Part-time Value Investor, Transfin.
Sep 20, 2018 11:30 AM 1 min read
Editorial

 

We like to talk Business and Finance. Figured we should do it for a living. 

 

Today's discussion centers around:

 

The Alleged Flipkart-Hotstar Deal

 

Recent reports suggest rumours of Flipkart investing in Hotstar. While this may make some sense for Flipkart, it doesn't fit a bit for Hotstar. Today we discuss why such a deal may be a hard sell.

 

What's Wrong with IL&FS?

 

IL&FS is a RBI-regulated investment company. On 29th August they announced a rights issue of INR4,500cr to shore up capital, a INR5,000cr recap plan for group companies, and deleveraging up to INR 30,000cr. With a highly leveraged balance sheet and a severe crisis of liquidity, IL&FS's immediate future looks dark. 

 

 

The Five Plus One Point Economic Review

 

On Friday, 14th September, the PM, Finance Minister, and RBI Governor came out to take heed of the multifarious headwinds facing the Indian economy, the effects of which are evidenced by the sliding INR. What came out of it was an incremental 'five-point economic action plan'. Here's a discussion on what this plan means for the Indian economy?

 

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