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
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
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
Markets are showing signs of polarity with bull and bear consensus equally strong. Liquidate expensive stocks and be cautious in chasing growth stocks
BUSINESS
As equities rally, should investors follow a game of patience?
Macro headwinds globally and locally, predictions about the upcoming weak monsoon and the looming scarcity of capital make one feel that patience may not be a bad thing
BUSINESS
The great Indian equity sale: Are you game for it?
The stage is set for a de-rating of valuations in Indian equities. This may well be the time for investors to pick up stocks from distressed sellers
BUSINESS
Budget 2023: Why markets fell despite a well-crafted document
The emphasis on new income tax regime seems to have spoiled the market mood
BUSINESS
It’s time for investors to rejig portfolios as macros realign
If commodity prices remain high, it will test all three indices- Nifty (large-cap),mid-cap and small-cap. The impact would, however, vary
BUSINESS
How can investors make the best of a falling market?
Corrections based on global flows, rapidly changing global sentiment and fast-moving basket selling trades are unlikely to give too much time to buy fundamentally sound stocks we wish to own
BUSINESS
Will Indian markets decouple this time?
The fact that the Indian economy is far better placed than most other major economies is likely to entice investors to its markets
BUSINESS
Growth or Value? This is the time for style agnostic investing
With inflation, interest rates and global uncertainty making prediction a difficult business, investing is only getting tougher. This is what makes it a better approach to take a nuanced stance rather than take sides between growth and value. Blindly buying any one genre may not work well
BUSINESS
The many investing styles of the Big Bull
In life as well as in investing, it’s impossible to put Rakesh Jhunjhunwala in any one bucket. But, there’s much to learn from his success, about being your own person, learning from mistakes and big-picture thinking
BUSINESS
RBI’s upbeat assessment of growth good for the stock market
Going forward, companies will benefit as inflation gradually comes under control. The markets are also taking confidence from the way Corporate India handled the tough inflationary challenge in the June quarter
BUSINESS
Why defensive sectors may not be safe havens for investors
The current volatility we see in the markets are testing every safe haven and exposing its vulnerability
BUSINESS
Time to turn conviction into investment decisions and act on them
Extending current pessimism into a long term trend is not necessary for domestic investing. Our markets will recover from the current bearish phase at the first signs of easing inflation
