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Vivek Kaul's Diary | Equitymaster

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Vivek Kaul's Diary

One More Time: The End of Indian Real Estate as We Know It?

The money required to service the accumulated debt of India's real estate companies is much more than what these companies are currently earning.

The Tale of 52 Public Sector Enterprises Which Lose Money Every YearFeb 13, 2019

These companies operate in sectors like biofuel, airlines, telecom, paper, steel, drugs, hotels, watches, machine tools, newsprint, pumps and compressors, bearings, limestone, organic chemicals etc.

5G Is about More than Fast SpeedsFeb 13, 2019

Selva Freigedo talks about the potential in 5G network and how it could spark a whole new data and technology revolution.

What I Talk About When I Talk About Jobs and UnemploymentFeb 12, 2019

Governments don't create jobs. Gujjars are the latest in the long list of communities, who need to realise this.

The Big Hole in the Defence Budget of Piyush GoyalFeb 11, 2019

The capital expenditure as a proportion of the overall defence budget, has gone down dramatically over the years.

How Govts Use Food Corporation of India To Fight ElectionsFeb 6, 2019

Excess procurement of rice and wheat seems to be a norm before elections.

If FCI was Paid What Govt Owes It, Fiscal Deficit Would Have Been 4% of GDPFeb 5, 2019

Or how the government uses FCI to minimise its fiscal deficit.

How to Separate Fact from FictionFeb 5, 2019

Vern Gowdie talks about what happens when there's too much debt in the system.

Budget or Fudget?: Read This and DecideFeb 4, 2019

Too many assumptions in the budget, do not pass the basic-smell test.

What Happens When You Flatten the EarthJan 31, 2019

When you think of emerging markets, don't just think of China. Even with the trade war going on, there are some reasons to be optimistic.

Central Banks Are Running Out of Time...Jan 30, 2019

Central banks are trying to normalize rates...but they could be running out of time.

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