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
BUSINESS
Macrotech Developers IPO: Will it get third time lucky?
The leading residential developer in the Mumbai Metropolitan Region looks to raise nearly Rs 2,500 crore through the public issue
BUSINESS
Bharat Forge looks beyond the auto upcycle at new growth levers
While the current upward trend in autos is welcome, in the long run, it will be Bharat Forge's foray into new areas that will provide support
BUSINESS
Disinvestment a tall task as lights dim at BHEL
BHEL's failures seem structural rather than cyclical
BUSINESS
M&M leaves Ssangyong behind, but has a rocky road ahead
M&M faces twin challenges of supply chain disruptions and capital allocation
BUSINESS
Fund Manager Insights | Inflationary signs not encouraging for equity markets: Rahul Baijal of Sundaram Mutual Fund
Challenging times call for some readjustments. The recent rally has also seen a shift (rotation) globally from growth to value-investing.
BUSINESS
Why the Budget sidelined realty with some tweaks in affordable housing and REITs
The budgetary allocation under Pradhan Mantri Awas Yojana (rural and urban) although revised from original estimates for FY2021, showed no increase for FY2022 at Rs27500 crore
BUSINESS
Vehicle scrappage policy at last, but the devil is in the detail
A voluntary scheme is unlikely to work unless incentives are really high
BUSINESS
How demand for utility vehicles is revving up the auto sector
One reason for sales growth is the flurry of new launches in 2020, especially in the compact UV segment
BUSINESS
Home advantage for hotels, but earnings show it’s a small room to view
Foreign tourism has to improve to push occupancy and room rates higher from the current levels
BUSINESS
Tata Motors: Investors buy into hope of cyclical recovery, ignore structural challenges
The China business turnaround remains elusive, with continued market share losses
BUSINESS
Home sales: A case for sustained upcycle ahead
With real rates turning negative and a steep drop in bond yields and bank deposit rates, the attractiveness of owning physical assets has improved
BUSINESS
DLF: Gearing up to ride the next realty wave in residential segment
Tailwinds from the government’s incentives towards affordable housing, property price correction in key metro cities, lowest interest rates and ample liquidity in the system are factors that point to improving sales prospects in the quarters ahead
BUSINESS
Life stage financial planning: Money management in your 50s, the last decade of active work life
The 50s age group is your last chance to maximising your return on investments. Invest in equities, but also start planning your retirement
BUSINESS
How the pandemic will power battery makers’ fortunes in the industrial segment
The digital push has recharged the prospects for industrial batteries
