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
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
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
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
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
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
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
BUSINESS
A multi-year capex cycle in India looks convincing this time
Investor expectations from the capital goods sector are already high
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
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
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
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
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
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
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
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
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.
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
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.
BUSINESS
Many sectors will benefit from the emerging data centre boom
These assets can also provide good opportunity and yields for large investors in real estate, perhaps even better than commercial property
BUSINESS
Not just fiscal relief, a blend of many ingredients needed to spice up hotel sector
The fiscal sops doled out are also too paltry to make a difference
BUSINESS
The Green Pivot | How Hero, Bajaj and TVS are preparing for EV competition
From barely 150,000 units sold until FY2021, analysts expect the electric two-wheeler market to grow exponentially to 15 million units annually by FY2026
BUSINESS
How IDFC Mutual Fund managed credits risks in debt schemes by putting safety first
Senior Vice-president Arvind Subramanian says that G-Secs provide adequate safety and liquidity to the portfolio
BUSINESS
Yarn mills set to spin a robust tale, but surging cotton prices could play spoilsport
Although the second wave of the pandemic snapped the uptrend, mill owners are now confident of a resurgence in export demand
