BUSINESS
The Indian economy needs a growth boost, can the Budget help?
Expectations are high from the Budget. It must bat for growth, alleviate urban stress, encourage private investments and boost exports, but at the same time stay on the path of fiscal consolidation
BUSINESS
Stock markets turn wobbly after holding steady for years, what lies ahead?
Markets had become adept at climbing walls of worry until they could not do it any further. The main questions are what changed that spooked investors and can things get better soon
BUSINESS
HCL Tech: Will Q3 earnings help or harm its halo?
The IT services company’s shares outperformed peers during 2024. Its Q3 results and management commentary should give some idea of whether that can sustain
BUSINESS
The investing themes to keep an eye on in 2025
After a year in which equities see-sawed, the new year could see themes emerge from factors such as consumption revival, capex strengthening, interest rate cuts and government support to industry
BUSINESS
Has the Fed’s hawkish turn changed the Indian stock market outlook?
Despite retail investor support through mutual funds as well as directly in equities, fundamentals will need to show signs of improvement
BUSINESS
Insurers that rely on parent banks for distribution may be in the firing line
Speculation is rife that the IRDAI may consider regulations that curb the role of parent banks as the main distribution channel for insurers due to the risks that poses and creation of a non-level playing field
BUSINESS
Europe’s string of setbacks could result in a knock-on effect on Indian equities
Europe contributes to around a fifth of India’s exports and political crises in countries such as France and Germany threaten to upend its economy in the near to medium term
BUSINESS
Stress builds on the books of microlenders, what should investors do?
Higher delinquencies lead to higher provisioning and credit costs, thereby affecting their bottom line
BUSINESS
NTPC Green Energy IPO: Worth a shot or should we give it a miss?
Renewable energy is one of the key focus areas of the government, and NTPC Green Energy is one of the largest players in the industry
BUSINESS
Is the stock market bottom in sight? Should investors be cautious or brave?
The worst may not be over yet, but valuations are turning reasonable and good opportunities could be available at attractive prices. Here’s an investing playbook
BUSINESS
Has urban demand slowdown altered the investment outlook for consumption stocks?
The rural demand slowdown has handed over the baton to urban demand. While rural has picked up, the hole left by missing middle class demand, unless it revives soon, is too big to ignore
BUSINESS
Will it be Red or Blue in the White House? And what does it mean for Indian equities?
Whether the volatility continues post elections would be determined by the results. A change in leadership typically leads to more volatile stock markets as policy direction becomes unclear
BUSINESS
Markets have slipped, unable to regain lost ground -- What does the future hold for investors?
We can look at the stock markets from three angles – fundamental, technical, and liquidity. And none of them look great at the moment
BUSINESS
Hyundai IPO – What’s the post-listing outlook for investors?
Hyundai’s shares will list in a time when India’s long term economic potential points to a growing car market but IPO investors may have to be a patient lot
BUSINESS
As RBI relents on policy stance, what is the outlook for Indian equities?
In theory, rate cuts may be seen as good for equities but practical experience suggests a different outcome
BUSINESS
China's stimulus casts shadow on Indian stocks — Has the outlook for investors changed?
Given India’s stock market’s lofty valuations, a shift to a positive outlook for China’s economy along with an undervalued economy create conditions for funds to flow from one to the other
BUSINESS
Next on the regulator's radar -- Shady business in SME IPOs
SME IPOs have caught the regulator’s eye and are being investigated
BUSINESS
Even a huge US Fed rate cut did not excite investors, what lies ahead?
The rate cuts are here but a slowing economy while interest rates remain high is a worry. But, for Indian equities a pivot will mean good news for stocks although not across the board
BUSINESS
Is the tide turning for financial services?
A confluence of factors that had clouded the BFSI sector’s growth prospects and dimmed investor interest is giving way to a sunnier outlook
BUSINESS
After a golden phase, what’s next for the yellow metal?
Since the lows of October 2023, gold prices are up by 38 percent beating the Nifty’s 28 percent return, but the past month has seen it take a breather. Does the rally still have legs left?
BUSINESS
Unified Pension Scheme – Two birds with one stone, or a step back in time?
While government employees are getting a better deal, the hit to government finances may turn out to be insignificant, under certain assumptions
BUSINESS
Real Estate: A pause after breathtaking rally or a trend shift?
The long term potential of the real estate sector seems intact but the recent underperformance may reflect some caution needed for those with a shorter horizon
BUSINESS
Inflation is retreating, central banks are waiting and watching
Era of high policy rates could be nearing its end but is it enough to boost equities?
BUSINESS
What's behind the recent stock market correction? The answer lies in Japan
The quantum and duration of the resulting correction in Indian stock markets will depend on how much more unwinding is expected from Yen carry traders, and how much more support can be expected from DIIs during the consequent FII outflows
