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Shishir Asthana

Principal Analyst, Research

Moneycontrol

The Hire Bill: Taxing efficiency

BUSINESS

The Hire Bill: Taxing efficiency

The proposed HIRE Act would impose a 25 percent tax on US companies' outsourcing payments while eliminating tax deductions for overseas labour expenses, potentially pushing nearly 900,000 Americans into poverty by 2026

What’s playing behind record leveraged bets in Indian markets?

BUSINESS

What’s playing behind record leveraged bets in Indian markets?

Indian investors are doubling down on margin trading as domestic institutional investors overtake foreign counterparts, with leveraged bets surging 13-fold to nearly Rs 1 lakh crore over five years.

Is banning the online money gaming industry justified?

BUSINESS

Is banning the online money gaming industry justified?

The Indian government's Promotion and Regulation of Online Gaming Bill, 2025 represents a regulatory overcorrection that threatens to destroy most of the country's gaming market as well as thousands of jobs.

Primary market gets another boost from SEBI

BUSINESS

Primary market gets another boost from SEBI

SEBI's ground-breaking framework will dramatically improve India's IPO landscape, slashing dilution requirements and extending timelines to attract mega companies to list domestically.

SEBI prioritises ease of doing business in market overhaul

BUSINESS

SEBI prioritises ease of doing business in market overhaul

SEBI has unveiled sweeping regulatory reforms in a consultation paper featuring 20 proposals designed to modernise stock brokerage operations while strengthening investor protection and market oversight

Staying the course: How Indian investors are weathering market volatility

BUSINESS

Staying the course: How Indian investors are weathering market volatility

Indian mutual fund investors are demonstrating unwavering resilience and discipline, with SIPs driving consistent inflows despite global and domestic headwinds.

Why retail investors can't get enough of small-cap stocks

BUSINESS

Why retail investors can't get enough of small-cap stocks

During the April-June 2025 quarter alone, while Nifty delivered a respectable 10.15%, mid-cap indices surged 16.61%, and small-cap indices soared an impressive 19.35%

Trump's potential penalties could impact market more than tariff hike

BUSINESS

Trump's potential penalties could impact market more than tariff hike

Indian markets face mounting pressure as Trump's tariff threats trigger a sharp rupee decline to four-month lows of 87.42 against the dollar. The Gift Nifty's drop signals continued volatility ahead, with analysts warning that uncertainty over additional Russia-related penalties could derail the market's recent upward momentum.

Five reasons why silver will continue to be bullish

BUSINESS

Five reasons why silver will continue to be bullish

Silver has quietly outperformed gold with a 3.5x surge since pandemic lows, driven by industrial demand from electric vehicles and solar panels, tight supply conditions, and growing investment interest.

What's really fuelling the bull run in Bitcoin?

BUSINESS

What's really fuelling the bull run in Bitcoin?

As global markets wobble under tariff tremors, Bitcoin and the broader crypto market are charting a course buoyed by record ETF inflows, rising institutional interest, and landmark US legislation.

IPO corner: Is ICICI Pru AMC a strong bet in the booming mutual fund industry?

BUSINESS

IPO corner: Is ICICI Pru AMC a strong bet in the booming mutual fund industry?

ICICI Prudential AMC is set to become the largest listed asset management company in India, but how does it compare with its peers in profitability, retail reach, and growth potential?

The dark side of derivatives: How young, low-income traders are paying the price

BUSINESS

The dark side of derivatives: How young, low-income traders are paying the price

A damning SEBI study reveals that 91 percent of individual traders lost money in derivatives trading, with retail investors collectively losing Rs1.06 lakh crore in FY25 while sophisticated algorithmic traders profited at their expense

Quick Take: Relief for options traders as SEBI cracks down on Jane Street

MARKETS

Quick Take: Relief for options traders as SEBI cracks down on Jane Street

SEBI's crackdown on Jane Street signals a zero-tolerance approach to market manipulation, but also exposes deeper structural vulnerabilities in India's options market that may require comprehensive reform beyond regulatory enforcement 

From gloom to boom: India's IPO saga

BUSINESS

From gloom to boom: India's IPO saga

India’s capital markets are entering a new phase of exuberance, with IPOs and M&A activity surging despite global headwinds.

Luxury housing crisis hits Mumbai as affordability reaches breaking point

BUSINESS

Luxury housing crisis hits Mumbai as affordability reaches breaking point

Mumbai's luxury property market is experiencing a significant slowdown with a sharp drop in new launches and plummeting sales, as skyrocketing prices have made high-end real estate increasingly unattainable

From coders to bystanders: Is Indian IT missing the GenAI train?

BUSINESS

From coders to bystanders: Is Indian IT missing the GenAI train?

Accenture’s latest results have sent Indian IT stocks into a tailspin, but the real concern lies deeper than just weak outsourcing numbers. The sector’s inability to engage meaningfully with Generative AI poses a far bigger challenge.

IEA report: Is the oil industry in a crisis?

BUSINESS

IEA report: Is the oil industry in a crisis?

Despite ongoing conflicts involving major oil producers, global oil prices have remained surprisingly subdued. Structural shifts in supply, demand, and clean energy adoption are redefining the future of the oil sector.

Can retail investment through GIFT City pick up?

BUSINESS

Can retail investment through GIFT City pick up?

GIFT City’s International Financial Services Centre (IFSC) is emerging as a new gateway for Indian investors eyeing global markets and NRIs seeking exposure to Indian growth stories

Quick Take: Geopolitical tensions to keep risk premium elevated

BUSINESS

Quick Take: Geopolitical tensions to keep risk premium elevated

Markets worldwide are reeling under what analysts are calling "Black Friday" - the financial turmoil triggered by Israel's attack on Iran. While equity markets tumble, oil and gold prices surge as investors brace for a new phase of global uncertainty.

Why are real estate companies making a beeline for the primary market?

BUSINESS

Why are real estate companies making a beeline for the primary market?

India has emerged as a top global destination for cross-border capital in real estate, ranking seventh worldwide in Colliers' June 2025 report. Fuelled by strong economic fundamentals and robust infrastructure growth, the sector is attracting significant investor interest

NHAI's funding dilemma

BUSINESS

NHAI's funding dilemma

Faced with borrowing restrictions, the National Highways Authority of India (NHAI) is tapping into a bold new funding strategy—monetising its highway assets through Infrastructure Investment Trusts (InvITs). This move aims to reduce debt and invite the Indian public to invest directly in the nation's road infrastructure

Despite continued reliefs Vodafone Idea has been unable to stabilise

BUSINESS

Despite continued reliefs Vodafone Idea has been unable to stabilise

Vodafone Idea, born from a high-stakes merger in 2018, was once expected to dominate India’s telecom market. Today, it teeters on the edge of collapse, burdened by mounting debt, subscriber losses, and a harsh Supreme Court ruling

Can stablecoin legislation help dollar regain its supremacy?

BUSINESS

Can stablecoin legislation help dollar regain its supremacy?

Stablecoins are digital currencies designed to maintain a stable value by pegging them to traditional assets, such as the US dollar, the euro, or commodities like gold

Is Trump's tariff flip-flop causing a supply chain meltdown?

BUSINESS

Is Trump's tariff flip-flop causing a supply chain meltdown?

President Trump's shifting trade policies are sending shockwaves through global markets and manufacturing. As port congestion rises and shipping rates spike, the world's supply chains are bracing for more disruption.

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