BUSINESS
GST 2.0 Reforms: Why markets celebrated, then cooled off on Thursday
India's much-anticipated GST reforms arrived early as a Diwali gift, but sector-specific nuances in the new rate structure created mixed market reactions despite the overall consumer benefits
BUSINESS
India is at a premium over EM peers, but that's hardly a signal to sell
India is at a premium over EM peers, but that is hardly a signal to sell
BUSINESS
Can a fiscal push trump global factors, sustain the stock market recovery?
A fiscal stimulus, a ratings upgrade on one side, facing off against global uncertainty, tepid earnings growth, expensive valuations and selling FIIs. Which side holds the upper hand is the question
BUSINESS
IT layoffs are unfortunate, but will help companies emerge stronger, stay relevant
As the sector struggles to remain relevant through the ongoing phase of transformation, only the nimble and agile players will emerge triumphant
BUSINESS
Trump hits India with a 50% tariff, time for investors to panic or hang on?
The investing climate has turned uncertain as tariffs have clouded the outlook. Whether you are a short-term or a long-term investor will determine the approach you take
BUSINESS
Markets shrug off Trump’s India tariff shocker, are investors making a mistake?
In the run-up to the August 1 tariff deadline, markets were already exhibiting nervousness. Now that they have been announced, what should investors be looking out for?
BUSINESS
Green shoots or false hopes? What headline Q1 IT numbers don’t tell you
The industry has reported disparate earnings, with some reporting record revenue-growth, some posting margin-expansion, and others disappointing on both counts
BUSINESS
Inflation dips further -- good news or a warning sign?
In an economy where patchy demand has been throttling growth for years, is shrinking inflation a harbinger for more demand pain on the way?
BUSINESS
Jane Street under SEBI’s scanner, but is the real problem still lurking?
The other side of the coin is a build-up of huge speculative interest among retail traders, enabling such an event. Why curbing it may be a bitter but life-saving medicine
BUSINESS
As IPOs rain down, is it time to join the crowd or step aside?
More than 50 companies have received SEBI’s approval for their IPOs. They are sitting on the fence, planning to list when market sentiment turns the most favourable
BUSINESS
When markets discount a war, what's the message for investors?
If the ceasefire holds, investors can start looking ahead towards the upcoming earnings season. But selling by one set of institutional investors poses a risk
BUSINESS
India is pushing for rare earth elements — an opportunity for investors too?
The race to secure supplies of rare earths has just begun, which can yield opportunities for investors as long as they don’t lose sight of the uncertainties
BUSINESS
Have mutual funds lost their mojo?
Retail investors have been losing faith. Average monthly inflow into equity mutual funds this year has been merely Rs 27,500 crore
TECHNOLOGY
India’s EV incentive scheme: Incumbents brace for competition
The government’s scheme to incentivise entry of global majors into the electric cars market poses a risk to incumbents, unless they pull up their socks
BUSINESS
IndiGo’s record profits overshadowed by Gangwal’s stake sale, a signal to buy or a red flag?
Lifted by the Mahakumbh in Q4 and an extended wedding season, the airline saw 13% growth in available seat kilometres (ASK) and 21% growth in passengers
BUSINESS
As markets flip-flop, is it time to buy or book profits?
Markets have drifted into uncertain territory, making it tough for investors to decide on the next move. At such times, fundamentals may provide direction
BUSINESS
India’s Capex Crisis: A victim of growing uncertainty
While Trump’s China tariff tantrums may have raised the prospects of a manufacturing-led capex revival, recent events are pouring cold water on those hopes
BUSINESS
Dollar has been sliding even as US yields rise; What does this mean for Indian stock markets?
Trade deals are being pursued by countries amid tariff uncertainty
BUSINESS
IndusInd investors on edge amid management exits; what could the future hold?
The age-old adage, “When someone shows you who they are, believe them”, holds true for investing too
BUSINESS
BFSI catches investor’s eye, but risks linger underneath
BFSI is investors’ favourite currently but some risks must be acknowledged
BUSINESS
RBI proposes new guard rails for gold loans, will they hurt more than help?
While gold prices may be shining bright, gold loans are seeing pockets of stress that has led to the RBI issuing proposals to curb excesses
BUSINESS
Does Trump’s tariff pause signal the end of uncertainty for investors?
While the tariff for most countries has been brought back to the baseline tariff rate of 10%, China is hit with a high 145%, leaving a key risk in the open
BUSINESS
Will India’s companies benefit from being less hurt by reciprocal tariffs?
The relative nature of the reciprocal tariffs and competitiveness of Indian companies, or the lack of it, will play a key role. But the biggest unknown is the end game for tariffs
BUSINESS
Are financial stocks on the cusp of realising their investment potential?
Since September 2024, the sector index has gained 4 percent in contrast to the broad index’s 7 percent decline. Are gathering tailwinds strong enough to push returns higher is the question
