BUSINESS
Is Indian Auto stuck in the slow lane?
Higher interest rates would effectively increase the capex costs for automakers, as well as financing costs for vehicle buyers. The only sustainable way out of this double whammy would be a pick-up in employment and growth and consequently, demand
BUSINESS
As inflation strikes back, what should investors do?
This is not good inflation—the demand pull kind, but is instead supply-push inflation. The upshot—higher inflation coupled with lower growth
BUSINESS
Watch out! Tech-tonic shifts are taking hold in India
In the current geopolitical environment, it becomes critical to keep track of major geographical revenue contributors
BUSINESS
With FIIs back, their darlings beckon
The phase of FII inflow is still nascent. So, investors who have missed out on the recent rally, still have an opportunity to get on board
BUSINESS
A crude shock and how investors should reset their portfolios
In recent times, whenever crude has spiked above $100 a barrel, Nifty has corrected downwards immediately
BUSINESS
LIC IPO: Looking under the hood
Despite the catch in its recent numbers, LIC has undeniable strengths – an industry with significant scope for an increase in penetration as the country grapples with an enormous protection gap, government-backing, trust in the brand, higher operating efficiency as a result of being a large and mature business, and its large base of agents which compensates the absence of a banking partner
BUSINESS
The cautionary tale of Paytm
The Paytm issue had several red flags that should have warned investors
BUSINESS
Russia-Ukraine war | Looking past the market volatility
When FIIs find their way back to Indian equities, conventional FII favorites which have fallen out of favour, can be expected to pick up momentum again
BUSINESS
Rising costs of India’s growth
To contain inflation, retain foreign investments, arrest the depreciation of rupee, and protect India’s BOP position, the RBI needs to adopt a tighter stance and raise policy rates. But that will have an effect on growth
BUSINESS
Ukraine crisis | How long will it take for stocks to bounce back?
If we look at previous such geopolitical shocks, we would find that the impact usually fades away in a week. There have been exceptions, of course, such as the attack on the US twin towers and the bombing in Madrid when the recovery took relatively longer
BUSINESS
A simplified capital gains tax regime is fine, but don’t kill the golden goose
A capital gains tax overhaul, with fewer tax rates and holding period requirements, is sensible, but it should not pinch investors so much that it hurts the nascent revival in equity market participation
BUSINESS
What to do when the market is going everywhere, but heading nowhere?
The current period of monetary tightening and FII flows is different from similar historical periods. Not only did the market hold up better to tapering and outflows, but we also see a reversal in relative returns of large and mid-caps
BUSINESS
Budget 2022: It’ll be a tough balancing act
The Budget should be cautious in not overspending on populist measures such as direct transfers, subsidies, and other sops ahead of the elections.
BUSINESS
Why India’s forex reserves saw a spike, and what to expect in the near future
The Indian economy is in a seemingly better state now than how it was during the 2013 taper tantrum. But, a few more pieces need to fall in place so as to ensure that India is well-prepared for the impending quantitative easing tapering
BUSINESS
Why a cryptocurrency index is an oxymoron
It is difficult, if not impossible, to bring transparency into cryptocurrencies by way of indices. It is even more difficult for investors to truly understand the risks which come with investing in an index of cryptocurrencies
BUSINESS
Stock Market | What should investors do when it’s raining IPOs?
If one is looking at an IPO as an investment opportunity, the drill stays the same as evaluating any listed entity. If one is looking to make a quick buck out of the listing ‘pop’, the rules of the game change
BUSINESS
Is a $3 trillion market a cause for celebration?
There is a clear dichotomy here — the markets are in a celebratory mood while the economy is struggling
BUSINESS
RBI stress testing model must change with the times
RBI’s GDP assumptions and extrapolations are simplistic; its model underestimates the risk posed to banks from loan segment exposure
BUSINESS
US Presidential Elections – What should Indian equities expect?
At the very least, after the election results are out the number of unknowns would reduce in today’s highly uncertain investing scenario
BUSINESS
A second stimulus: How investors should position themselves
Any stimulus package announced prematurely might lead to short-term optimism, before fading into the background in the ongoing chaos.
MARKETS
Investing in the times of coronavirus
In the previous crises, if one had invested at every dip of the fall, it would have been equivalent to investing at the middle of the fall
MARKETS
US-China trade war. Where do we go from here?
The best solution to the trade war is implementation of structural reforms by the Chinese economy that allows it to move away from its infamous exploitative trade practices.
BUSINESS
Primer | Market anomalies -- Bringing it all together
BUSINESS
Primer | Momentum Investing: The thin line between anomaly and investment philosophy
Momentum, being a price-based signal, tends to be fast-moving and may lead to considerable churn in the portfolio. So, the viability of the strategy must be considered after incorporating the effect of transaction costs.
