BUSINESS
Union Budget 2026: Ease of doing business over market populism
While focusing on structural reforms and ease of doing business, this year’s Budget consciously avoids short-term market appeasement, leaving investors to navigate volatility as valuations recalibrate
BUSINESS
What should taxpayers, investors expect from the Union Budget?
The key is to raise business confidence in the economy, crank up private capex and bring long term investors into the country. Here’s how
MARKETS
How to position your equity portfolio for the next re-rating
As markets remain volatile and liquidity lifts valuations, selective exits and rotation determine your long term returns
BUSINESS
India-US trade deal: It’s time to seize the moment
As US tariff pressure mounts, India stands poised to transform crisis into opportunity by accelerating long-overdue economic reforms that could make the nation more competitive globally
BUSINESS
War is not spooking markets, but economic realities might soon
War or the tariff tantrums did not shake the Indian equity market confidence. But the trajectory of the domestic economy could spring a real surprise
BUSINESS
Trumping the tariff challenge
With the US shaking up global trade through sweeping tariffs, time is now the biggest factor in determining winners and losers. Nations that move swiftly in negotiations could secure favourable terms, while those that delay risk economic setbacks. How will India fare?
BUSINESS
Markets will recalibrate to the new growth trajectory over time
We will see greater faith in our government's ability to consolidate the fiscal path and global investors will change their India stance, if they see private capex revive
BUSINESS
Personal Finance: 2025 -- a year of promises and challenges
When almost all asset classes, with the exception of debt, generated consistently high returns, changing the asset mix for the next year becomes challenging, given the limited options
BUSINESS
Near-term risks to investing in Indian equities remain
Any market that assumes that the liquidity will take care of investment mistakes, valuation errors and capital allocation risks will always learn old lessons in new ways.
BUSINESS
Markets have a steep wall of fear to climb
BUSINESS
How removal of indexation for homeowners may lead to better returns
Ceasing to view investments primarily through the indexation lens will enable a change in mindset, leading to better investment decisions in superior assets that deliver inflation-beating numbers.
BUSINESS
Capital gains rejig in Budget 2024 strengthens asset allocation framework
The budget's long term capital gains provisions will reduce excess allocation of capital to one particular asset class. Another important long term benefit would be rapid formalisation of real estate investment and better capital flows from real estate into financial assets
BUSINESS
Lok Sabha Elections: Do polls really matter to investors?
The verdict on India’s general elections will be out soon. If the BJP wins, we can expect accelerated reforms, and this could temporarily lead to a spike in the market as new money pours in. But the real game will begin with the Union Budget
BUSINESS
Signalling continuity of reforms in Budget should give investors comfort
The soft assumptions on gross domestic product (GDP) growth, tax growth and revenues gives the economic numbers far more legitimacy than was expected
BUSINESS
Why a gratifying 2023 for markets leaves a tinge of worry for 2024
Everything is in the price and it is not as if the market is attractively valued to actively buy equity
BUSINESS
G20 Summit: India bats for inclusive global growth
The timing and scope of our G20 presidency has shown the world that we are willing to take all nations along in this great journey
BUSINESS
Equity markets are rising rapidly. These winning strategies can help you leave a mark
BUSINESS
Right purposing your portfolio in expensive markets
BUSINESS
As equities rally, should investors follow a game of patience?
BUSINESS
The great Indian equity sale: Are you game for it?
BUSINESS
Budget 2023: Why markets fell despite a well-crafted document
BUSINESS
Personal Finance: Invest through volatility in 2023, instead of playing at prediction
BUSINESS
It’s time for investors to rejig portfolios as macros realign
BUSINESS
How can investors make the best of a falling market?
