BUSINESS
Equity fund outflows reducing, investors slowly coming back: Franklin Templeton India
Anand Radhakrishnan, MD and CIO-Equity, elaborates on the effect the debt fund debacle had on the AMC’s equity flows, the corrective actions taken to address underperformance of schemes and more
TRENDS
Second wave casts a shadow on towering office realty market
The office leasing market had been hit hard by COVID-19, and the second wave is set to prolong the suffering
TRENDS
The auto industry recovery is at risk from COVID-19's second wave
The auto sector was already combating supply chain hiccups and rising costs. But the second wave of the pandemic is a bigger threat to its recovery
BUSINESS
Market volatility due to COVID second wave, an investment opportunity: Neelesh Surana
The CIO of Mirae Asset Investment Managers India says that the pandemic may affect corporate earnings, but offer opportunities to investors for adjusting their asset allocation
BUSINESS
COVID-19 second wave will sour fortunes of a recovering hotel sector
With revenue expansion hitting a road bump in the near term and profitability at risk, the debt metrics are a cause for concern
BUSINESS
Will Maruti Suzuki succeed in its effort to claw back lost ground?
The auto company appears to have lost its way, with nimbler rivals eating into its share
BUSINESS
ESG is a nascent concept in India, but it has already begun impacting stock prices and valuations, says Harsha Upadhyaya, President & CIO-Equity, Kotak Mahindra Asset Management Company
ESG investing is taking off slowly and steadily in India, but we’re still a long way to go before all existing schemes invest in only ESG compliant companies. But fund houses, like Kotak AMC, have begun investing in ESG-focussed research
BUSINESS
How long do we have to wait for a revival of the residential housing sector?
UBS says a property price revival is at least two years away
BUSINESS
Strong earnings growth outlook will drive markets, with brief adjustments: Mahesh Patil
The CIO-Equity of Aditya Birla Sun Life AMC expects inflation and interest rates to to remain under control
AUTO
Component makers craft EV strategies, but there is not enough spark yet
Several milestones have been achieved by home-bred global auto component champions in EVs and exports
BUSINESS
Will turn cautious if US bond yields cross 2.5%: PGIM India Mutual Fund
Higher yields in the US will dampen foreign flows into Indian bonds, says Senior Fund Manager, Aniruddha Naha
BUSINESS
Interview | Our aim is to become a pan-India cement company, says N Srinivasan of India Cements
With demand rising, improved utilisation could soften the impact of rising input costs, says India Cements MD
BUSINESS
NHAI’s asset monetisation needs to be ramped up to allay fears on rising debt
A parliamentary standing committee report has raised concerns on NHAI's rising debt burden and delayed projects. Resolving these issues are critical to sustaining growth in infrastructure development
BUSINESS
India’s EV ambitions show a spark, but there’s much ground to cover
Should the government just define lower emission norms and allow industry to chart its own technology-agnostic path?
BUSINESS
We must gear up for an interest rate hike this year: Axis Mutual Fund
R Sivakumar, Head-Fixed Income Assets, outlines the challenges for debt funds due to the current rise in yields and dispels fears of credit rating downgrades on bonds
BUSINESS
Tyres: Demand holds up, but soaring input costs spook industry
The question is: can tyre makers pass on these input cost increases to the consumer, mainly in the replacement market, without puncturing demand?
BUSINESS
Women money managers: Sridevi Ganesh on being gender-agnostic when it comes to financial planning
In the early 2000s, clients weren't willing to pay for financial advice. But Ganesh was sure that she would only be a fee-based advisor
BUSINESS
Entry level two-wheeler sales hit a bump, a sign of K-shaped recovery?
With vaccination progressing at a rapid clip, the desire for personal mobility may be reverting to normal
BUSINESS
Women Money Managers: Sangeeta Jhaveri on putting safety ahead of returns for investors
From selling liquid funds to corporates through her MF distribution firm, she started offering other financial products to retail customers as well
BUSINESS
Tailwinds gather momentum to make CV upcycle more convincing
Sales of tippers and long haul trucks indicate that infrastructure projects are gaining traction
BUSINESS
Stay invested in companies that can deliver strong earnings recovery: ICICI Mutual Fund
Senior Fund Manager Anish Tawakley says that it is better to invest in companies on the verge of earnings recovery, rather than take exposure to firms hoping for an expansion in valuation multiples
BUSINESS
Women money managers: Sapna Narang on the need for forging long-term relationships between investors and advisors
Narang’s entrepreneurial spirit was kindled during her 10-year banking career. She founded Capital League, a wealth management firm.
BUSINESS
Lithium ion technology could challenge battery duopoly of Exide, Amara Raja
The disruption comes at a time when the price of lead is shooting through the roof
BUSINESS
Credit risk funds aren’t adequately rewarding for investors: Mirae Asset
The fund house’s CIO-Fixed Income, Mahendra Kumar Jajoo says that interest rates are bottoming out. He also says investors must focus more on their goals instead of worrying about interest rate cycles
