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
BUSINESS
India's largest small cap fund's manager believes there is more juice left in small-cap stocks
His scheme's size is close to Rs 15,000 crore. And over the past year, it has given over 100% return. Yet, he believes that a 15 per cent allocation to small-caps within equities is ideal
TRENDS
EV industry has got higher sops from FAME II, now it’s time to crank up the numbers
EV sales have been dismal compared to expectations. Higher incentives should help, but the industry needs to do more to spur sales
BUSINESS
Sona Comstar IPO: A well-crafted global auto play at rich valuations
Healthy interest of anchor investors could help the public flotation pick up speed
BUSINESS
Why SBI Mutual’s Dinesh Balachandran is betting big on PSUs, energy and real estate
SBI Contra Fund invests in sectors and stocks that are out of favour currently, but could rally smartly in the future. The fund delivered a robust 94 percent over the last one year.
BUSINESS
COVID second wave will widen the divide between large and small realty developers
The big developers are gaining market share and their management commentary has been bullish while the pandemic could mean the end of the road for smaller realty companies
BUSINESS
Exports go full throttle for auto component makers, but revenue needs a spark
Apart from a handful of large companies that have made a mark in OEM and after-sales in international markets, the industry is dotted with medium and small enterprises, which thrive on the domestic supplies and after-sales market for business
BUSINESS
Will Healthcare mutual funds survive beyond Covid-19? Chirag Dagli of DSP Mutual Fund says yes
About 8-10 percent exposure to a healthcare scheme, within your overall equity funds portfolio, is enough says Chirag Dagli, who manages the DSP Healthcare Fund
BUSINESS
Interview | Second wave might bring temporary pause in activity, but will not derail growth trajectory: Kejriwal of KEC
While the first quarter of the current fiscal will be impacted by the second surge, Kejriwal is optimistic that the second half will be a lot better
BUSINESS
Investors repose faith in road sector as orders and execution stay on course
Investor confidence in the road sector stems from two key factors- the steady rise in per day road construction year after year, including in COVID-hit FY2021 and the strong bump up in orders, especially on national highways
BUSINESS
Atleast 60% in mid and small caps and rest in large-caps can be an optimal allocation now: Taher Badshah
The CIO-Equities of Invesco Mutual Fund says that there's a risk of corporate earnings falling if second wave continues. Focus on value has paid off.
