Situation Reports

Brief analysis of government policy or an important issue

Situation Report

The Interim Budget 2024-25 lays down a comprehensive framework for India’s continued economic progress, balancing fiscal prudence with strategic investments across key sectors. It aims to build on the country’s strengths while addressing critical areas of need, ensuring inclusive and sustainable development.

Situation Report

“Buffett Secrets Revealed” is a guide to disciplined, value-based investing, drawing on the principles of Warren Buffett. It offers practical tools and strategies for individual investors to make better investment decisions, emphasizing long-term growth and stability over short-term speculation.

Situation Report

Kawasaki Heavy Industries is advancing a hydrogen-based society, focusing on production, transportation, and utilization. Their initiatives address global warming, energy storage, and efficient combustion, positioning them as leaders in sustainable energy solutions.

Situation Report

Navigating post-2008, central banks adopted quantitative easing (QE) to boost liquidity and growth. Later, quantitative tightening (QT) aimed to normalize monetary policy. US, ECB, Japan, and India employed varying strategies. QE spurred growth but led to asset inflation, while QT aimed at policy normalization, triggering market volatility and higher interest rates.

Situation Report

Engine No. 1, a private equity firm driven by Charlie Penner and Chris James, is revolutionizing corporate governance. With an ESG-focused strategy, they challenged giants like Vale, prompting safety and environmental reforms, and ExxonMobil, reshaping energy’s climate stance. Their campaign against Apple underscored tech’s responsibility for sustainability. Lessons from their investment in Theranos emphasized due diligence. Collaborating with Perennial Value Management’s Perennial Total Value Fund demonstrated unity in advocating for responsible practices. While victories are celebrated, navigating differing leadership styles and balancing short-term gains with long-term ESG goals remain challenges. Engine No. 1’s journey highlights the transformative power of responsible business, benefiting shareholders and society.

Situation Report

India has ~870 MW installed capacity with Mumbai leading with 371 MW, Bengaluru at 162 MW, Chennai at 100 MW, Delhi NCR at 72 MW, and rest in Pune, Hyderabad, and other small cities. (in 2022). Capacity is expected to double in few years with 12 % annual growth

Situation Report

When comparing Solar and Thermal, we can also look at investment required for both in the plan by National Electricity plan. Solar is now cheaper to build, and operate and faster to build. Why would anyone invest in Thermal if cheap storage is available?  This is a conversation between two Power Sector experts. This part deals with Indian Power Sector Market Demand & Supply

Situation Report

Panel Discussion Host asks Dr Arun Sharma to present his views on how power industry is changing in India. This is a conversation between two Power Sector experts. This part deals with stress in Indian Power Sector

Situation Report

Economic Survey 2022 GDP at current prices – India – For better analysis of economy. In News there is not enough information, it is biased, and it is incomplete. Here we give as it is information from Economic Survey for better analysis.