As per its news release of April 03, 2018, Tesla Inc. (“Tesla”, “TSLA” or the “Company”) produced 34,494 vehicles, which was a 40% increase from Q4-17 production of 24,565 cars. More importantly, all eyes and ears were on the production run rate for Model 3. On February 7, 2018, Elon …

The Reserve Bank of India’s (“RBI”) latest release of March 28, 2018, on sectoral deployment of bank credit for the first 11 months of fiscal year 2018, i.e. for April 2017 to February 2018, is at odds with tales of accelerating GDP and a revival in growth emanating from India. …

In our earlier research, we have repeatedly said that the Company showed up at Qualcomm’s door with nothing but chutzpah ( Broadcom Limited – Staring at Defeat ) and that culturally the two companies were unlikely to be compatible given different histories and approach to business development, product design and …

February 26, 2018, was an eventful day in the saga surrounding Qualcomm Inc. (“QCOM”, “Qualcomm” or the “Company”), Broadcom Limited (“Broadcom” or “AVGO”), and the much-ballyhooed 5G wireless technology. Prior to market open, investors were excited by the prospects of the company engaging constructively with AVGO, especially given QCOM’s filing …

Punjab National Bank (“PNB”) gained international notoriety earlier in February 2018, when much to the chagrin of the Government of India (“GOI”) which is its largest shareholder at 57%, and the Reserve Bank of India (“RBI”) which is its primary supervisor, PNB alleged fraud approximating $1.8B committed by a group …

The South African Reserve Bank (“SARB”) issued a media advisory on February 12, 2018, informing South African citizens that the Bank of Baroda South Africa (“BoBSA” or “bank”) was shuttering its operations. The bank issued a curt statement outlining its intent to rationalise international operations, thereby justifying the decision to …

In Part 1 we highlighted multiple challenges facing GE in 2018 and 2019. Adoption of new accounting standards is another one of those wrinkles that will throw investors off-balance. ANTYA maintains its view that given shrinking industrial operations, GE Capital’s inability to pay dividends to the company for the foreseeable …

Managing Indian Inflation a Herculean Task The Reserve Bank of India (“RBI”) issued its Sixth Bi-Monthly Monetary Policy Statement on February 07, 2018 (“MPS”). The Monetary Policy Committee (“MPC”) decided to “keep the policy repo rate under the liquidity adjustment facility (“LAF”) unchanged at 6.0%”. RBI believes that its decision …

Managing Indian Inflation a Herculean Task The Reserve Bank of India (“RBI”) issued its Sixth Bi-Monthly Monetary Policy Statement on February 07, 2018 (“MPS”). The Monetary Policy Committee (“MPC”) decided to “keep the policy repo rate under the liquidity adjustment facility (“LAF”) unchanged at 6.0%”. RBI believes that its decision …

GE Will Surprise to the Downside General Electric Company (“GE” or “company”) had a terrible 2017, with the stock providing a total return of -42.1%, compared to the S&P 500 Index (“S&P”) at 21.8%. Moreover, the company’s streak of dividend growth after the financial crises was interrupted with the dividend …

India 2018 – Caution is the Byword For global investors, 2017 was expected to be a challenging year with a protectionist President Trump in office combined with a more hawkish Federal Reserve. Market participants and the business media left no stone unturned in debating and highlighting the imminent demise of …