BUSINESS
Sensex At a New Peak: Signs of irrational exuberance are now conspicuous
Most of the good news such as policy rate and inflation peaking, earnings upgrades and financial stability is already well known and exploited while the fragility in the global economy and markets has increased and hence the present risk-reward ratio for traders may be adverse
BUSINESS
Is the tide turning for e-commerce stocks?
The regulatory environment for ecommerce business is still at a nascent stage and could have material implications for these businesses, similar to what we saw in the case of telecom and private mining during the past two decades. Investors need to factor in this risk also while deciding to invest in these businesses
BUSINESS
Why is an infringement of intellectual property acceptable but not royalty payments?
To develop a strong innovation ecosystem in the country, it is important that a concerted effort is made to develop respect for the IPRs of others amongst citizens and develop consciousness amongst entrepreneurs to protect and develop their IPRs
MARKETS
A quick budget guide for stock market investors
Most market participants appear to be praying that the finance minister skips the investment and capital markets from her Budget provisions altogether. No change in capital gains taxation is all they would wish for
BUSINESS
Budget 2023: Rationalise capital gains tax
In Budget 2023, the capital gains taxation criteria should be “assumption of risk” and “significant contribution to the Indian economy” to incentivise investors who take risks
BUSINESS
Yearender 2022: Global crises to keep markets volatile in 2023
Sustainable resolution to conflicts of 2022 look unlikely in 2023 and so investors should maintain a balanced stance
BUSINESS
View: Wait for the right entry points in the stock market
It is likely that the Indian economy might grow at less than 5 percent for the next four quarters. This will be the period that may see a very high decibel drama in the global theatre.
BUSINESS
As Nifty soars, has market 'adequately' considered all risk factors?
Largely the equity market returns have been reasonable, considering the challenging environment.
MARKETS
Why investors shouldn't get carried away by the recent market recovery
A close watch is warranted on the foreign flows, both portfolio and capital account. In the first nine months of the calendar year 2022, RBI has drained over $100 billion from the forex reserves.
BUSINESS
Samvat 2079 | Follow a three-pronged investment strategy
Stay defensive till the dark clouds of uncertainty begin to blow over. Avoid leverage of any kind
BUSINESS
Economic impact and geopolitical undertones in OPEC+ production cuts
It is probable that we may actually not see material production cuts, and the global prices do not change much
BUSINESS
Markets will call central bankers' bluff
Expect the equity markets to stay volatile and range bound. This market is for swing traders to make money
BUSINESS
Time for investors to change market position as per new emerging global order
The global order is perhaps undergoing a major reset and the picture of emerging global order is incomplete. Consequently, the present global economic, geopolitical and financial conditions are quite uncertain and challenging
BUSINESS
Three points on which LIC IPO needs to be evaluated
LIC deserves to be valued cheaply than professionally-managed, well-regulated, and transparent insurers -- just like public sector enterprises, including banks
BUSINESS
Next year will be nothing like 2021 for investors
The two themes that will stand out in 2022 are survival – living with COVID-19 – and sustainability, with greater focus on Climate Change
TRENDS
Cryptocurrencies a bad omen for gold
Some argue that gold has an ‘intrinsic’ value whereas cryptocurrencies have none. The intrinsic value of gold developed over many centuries of wider acceptance by the State and religion. This intrinsic value has been in decline for the past few decades
BUSINESS
How investors can navigate uncertainties in Samvat 2078
There is little margin for error in the market as evident from the recent episodes of violent market reactions to marginally below expectation results and adverse policy decisions
BUSINESS
Seven challenges before the Indian economy fully recovers
The challenges before the government are multi-fold, and so are the opportunities. A successful resolution of these could trigger a virtuous cycle of growth, and catapult the economy to the higher orbit
BUSINESS
Taper Tantrums | Much ado about nothing
There is little evidence to highlight any strong correlation between QE and foreign flows, market showing and economic growth
MARKETS
Stock Market | Nifty crosses 16,000 — so, what’s the big deal
It is mostly ignored that Nifty, like any other statistical number, is meaningless in isolation. If the idea is just to celebrate, like drunk dancing at the wedding of a distant relative, a statistical number may be used in isolation
BUSINESS
Three decades of reforms and still miles to go
The progress made so far appears patchy and reluctant. Comprehensive and constitutionally-enforceable policies for sustainable development and digital commerce need to be evolved and implemented earnestly, at the earliest
BUSINESS
Zomato IPO | Stock market valuation benchmarks might have to change
The PE ratio indicator and the ‘Warren Buffett’ indicator may soon lose their relevance, especially in the context of the Indian markets
BUSINESS
Is Nifty at 15,500 a bubble?
Though markets may rise sharply and some stocks may be trading at unsustainable levels, the overall market is far from the bubble territory due to the four factors outlined below
