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Vatsala Kamat

Senior Journalist

The Green Pivot: Auto PLI aims at driving the sector for new-age technology

BUSINESS

The Green Pivot: Auto PLI aims at driving the sector for new-age technology

The overarching principle of the auto PLI is to support innovation and new auto technologies, where India needs to compete against countries such as Taiwan and China

PLI scheme is a stitch in time for India's textile industry

BUSINESS

PLI scheme is a stitch in time for India's textile industry

The PLI scheme seeks to restore India's eminent market position in the global textile exporter rankings. The onus is now on companies to rise to the occasion

CV makers have heavy lifting to do amid mounting headwinds to growth

BUSINESS

CV makers have heavy lifting to do amid mounting headwinds to growth

CV sales are still below the August 2019 levels. Industry experts state that FY2022 sales would at best touch FY2015 levels, hardly a reason for celebration

First-time investors should opt for balanced advantage schemes, says Kotak MF’s Harish Krishnan

BUSINESS

First-time investors should opt for balanced advantage schemes, says Kotak MF’s Harish Krishnan

Balanced advantage funds (BAFs) have been popular with investors so far this year, especially with those who came in when markets were on a high. Since BAFs switch between equities and debt, they offer comfort to investors.

Sale of insurance business sparks a re-rating in Exide’s stock

BUSINESS

Sale of insurance business sparks a re-rating in Exide’s stock

The sale will help fund the huge capital requirement for investing in lithium-ion cell manufacturing 

National Monetisation Pipeline: Timely resolve, but challenges along the way

BUSINESS

National Monetisation Pipeline: Timely resolve, but challenges along the way

The asset monetisation pipeline shows the political will to privatise which will enthuse investors

CEO Vinod Dasari’s untimely exit is only one of Eicher Motors’ many challenges

BUSINESS

CEO Vinod Dasari’s untimely exit is only one of Eicher Motors’ many challenges

The company is grappling with many uncertainties, including weak sales growth and the semiconductor chip shortage

Will Ola Electric’s aggressive pricing be a game changer in 2Ws?

BUSINESS

Will Ola Electric’s aggressive pricing be a game changer in 2Ws?

From a customer point of view, the cost of ownership is critical in two-wheelers. Note that there was traction in e2W sales after the government increased subsidies for EVs under FAME II policies

The Green Pivot | Scrappage policy: road to a new automotive ecosystem

BUSINESS

The Green Pivot | Scrappage policy: road to a new automotive ecosystem

Scrapping vehicles requires huge investments in infrastructure for evaluation, testing, scrappage and reuse

This vintage infrastructure fund looks to gain from the renewed focus on the sector

BUSINESS

This vintage infrastructure fund looks to gain from the renewed focus on the sector

DSP TIGER’s fund manager Rohit Singhania is bullish on the economic recovery, aided by structural reforms. He is positive on new-age infrastructure segments such as data centre development

SWAMIH’s lifeline to Amrapali shows way for other stranded housing projects

BUSINESS

SWAMIH’s lifeline to Amrapali shows way for other stranded housing projects

Success can bring relief to lakhs of homebuyers stuck in many housing projects across the country

How a tiny chip is holding the auto industry to ransom

BUSINESS

How a tiny chip is holding the auto industry to ransom

A report by Jefferies India Pvt Ltd says leading chipmakers are hopeful of supply constraints for autos easing in the second half of 2021, though the overall semiconductor market will remain tight into 2022 as well

A multi-year capex cycle in India looks convincing this time

BUSINESS

A multi-year capex cycle in India looks convincing this time

Investor expectations from the capital goods sector are already high 

Maruti Suzuki: On a slippery road to recovery

BUSINESS

Maruti Suzuki: On a slippery road to recovery

With competition mounting in the passenger vehicle market, Maruti’s retail market share has been shaky

Why Roshan Chutkey of ICICI Prudential MF thinks a K-shaped economic recovery will benefit banks

BUSINESS

Why Roshan Chutkey of ICICI Prudential MF thinks a K-shaped economic recovery will benefit banks

The fund manager of the ICICI Prudential Banking and Financial Services scheme says small investors must take the SIP route while deploying money in cyclical themes

Should India alter its Make-in-India playbook to suit Elon Musk?

BUSINESS

Should India alter its Make-in-India playbook to suit Elon Musk?

Lowering import duty on electric vehicles would go against the underlying ethos of encouraging manufacturing in India and the aim to build global champions

The Green Pivot | Cement companies’ energy saving efforts pave the way for sustainable profits

BUSINESS

The Green Pivot | Cement companies’ energy saving efforts pave the way for sustainable profits

Cement companies have used Waste Heat Recovery Systems to good effect in keeping costs down

Why Raunak Onkar of PPFAS Mutual Fund prefers US stocks

BUSINESS

Why Raunak Onkar of PPFAS Mutual Fund prefers US stocks

The Co-fund manager and research head says the approach helps find attractive valuations globally within a preferred theme or sector

Road sector on a roll, but rising competition is a key risk

BUSINESS

Road sector on a roll, but rising competition is a key risk

The concern is that rising competition would lure smaller companies into the fray that may not have the financial muscle to tide over rough patches 

Real Estate: COVID-19 has dealt a big blow to affordable housing

BUSINESS

Real Estate: COVID-19 has dealt a big blow to affordable housing

Higher priced homes are back in demand, but the real estate sector and the government’s thrust to push sales of affordable housing has hit a rough patch 

The Green Pivot | Ola Electric: Charged to compete, but will it be a disruptor in 2Ws?

BUSINESS

The Green Pivot | Ola Electric: Charged to compete, but will it be a disruptor in 2Ws?

Ola’s biggest challenge would be rising competition. New entrants such as Ather, Okinawa and Prevail Electric and traditional 2W makers such as Bajaj Auto, Hero Motocorp and TVS Motor Company are already testing the waters

Why UTI Mutual Fund’s Amandeep Chopra feels that credit risk funds would be back

BUSINESS

Why UTI Mutual Fund’s Amandeep Chopra feels that credit risk funds would be back

As stability returns to markets, the head of fixed income says credit risk funds would be back. For now though, he advises investors should allocate about 70-80 per cent of their debt portfolio to the ultra-short term and low duration funds.

What the chip shock at JLR means for Tata Motors’ investors

BUSINESS

What the chip shock at JLR means for Tata Motors’ investors

Brokerages have cut full year consolidated earnings estimates of Tata Motors by 40-65 per cent

The Green Pivot | Opportunities and risks in Amara Raja’s new energy gamble

BUSINESS

The Green Pivot | Opportunities and risks in Amara Raja’s new energy gamble

The dilemma for the auto OEMs and components makers presently is “to do or die” amid the sure shift towards green technologies.

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