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Amber Pabreja

  • Analysis & Comment

Amber Pabreja's Comment & Analysis
A complete archive of Amber Pabreja's articles, including current analysis & comment.

Is The Indian Market In For An Extended Good Run?
By Amber Pabreja - Apr 03, 2017
Indian share markets have been notorious for their short-termism, with bull runs that rarely extended themselves - the last bull run was pre-2008, and since 2009 we have yet to see a multi-year,...
Bharat Petroleum Corporation (NS:BPCL) had posted strong results in its latest quarter ending December 2016. The company showed its revenues increasing 13.6% QoQ, beating estimates, and EBITDA...
Headwinds For Larsen & Toubro
By Amber Pabreja - Mar 14, 2017
India's construction and engineering company Larsen & Toubro Limited (NS:LART) foresees some headwinds - overcapacity in India's domestic markets, and overseas markets favoring their own local...
In recent days as Infosys (NS:INFY) founder N R Narayana Murthy has ramped up his criticism of Infy board decisions, the media has begun to compare this to the Ratan Tata - Cyrus Mistry spat, and...
After Indian IT, Trump Now Targets Indian Pharma
By Amber Pabreja - Jan 16, 2017
On Wednesday, during Donald Trump's first news conference in a while, the incoming US President targeted the international pharma industry, with specific attention given to pharma imports into the US....
Biocon's $7 Billion Bet
By Amber Pabreja - Jan 10, 2017
Last week, Biocon (NS:BION) and Mylan announced successful trials for their biosimilar trastuzumab. The two companies have been working together to jointly develop a biosimilar trastuzumab, which...
Before Reliance Jio made its announcement today, commentators were expecting that the company would end the free introductory service for users. But Jio has sprung a surprise and announced that the...
Is The Board Of Directors Compromised In India?
By Amber Pabreja - Nov 29, 2016
In the past weeks, the crisis at a high profile Indian conglomerate has resulted in plenty of coverage surrounding board decisions, and battles for control. Company boards are rarely in focus in...
One noticeable trend that has emerged since demonetization has been the frustration of ordinary people in finding willing takers for the new Rs.2,000 note. At this point, it is almost as unpopular as...
Winners And Losers In This Unusual Week
By Amber Pabreja - Nov 16, 2016
Across the country, the queues are long and tempers are short. The overall consensus emerging among analysts is that the economy will be boosted overall, but some sectors will see blips downward due...