Yes...Another flip side to it which is being overlooked is that one cannot use options to hedge his positions unless his investment in a SINGLE stock is over this 8-10 lac limit.
Depends on how it is funded. They bid aggressively for Bhushan steel and now Usha Martin. They pared down some of their debt by selling 50% stake in Tata Corus but it seems its also adding debt in the Indian market by these acquisitions.
YES. I posted that ICRA re-affirmed good ratings for all of DHFL's paper. Posted a while ago. please go through.
EDIT: On second thought, its not that a this rating was needed as it was already in place last week as well. This is not a re-rating but only a re-affirmation of an existing rating. Market knew this but still sold the stock off. May be there are other deeper things we do not know.