Economists underscore the need for Centre’s capex to expand by 65 per cent yoy between December and March to meet the FY25 target of INR 11.1 trillion
Beyond the psychological impact, the US withdrawal from the Paris accord may not make a substantive difference to global climate action
India’s ethanol blending program rollout has outpaced targets. The National Policy on Biofuels is a stellar example of policy-driven success based on a smart mix of incentives. This example should be extended to biofuels other than ethanol to limit forex outflows and carbon emissions
With a median age of 37, the state’s younger voters are less entrenched in traditional Dravidian ideologies, offering fertile ground for fresh narratives and icons. However, Seeman and Vijay are also targeting this demographic. Annamalai’s charisma alone cannot convert voter interest into electoral success. The road ahead demands more than fiery speeches and headline-grabbing protests
Convincing investors that these businesses have long-term sustainability—especially in a market that can sometimes be seen as niche or fringe—can be difficult
The Asia fund manager survey found most participants seeing a further decline in the Indian equity markets
Thinning spreads are making wholesale loans bland and credit risk is keeping retail too hot to handle
The near term outlook remains tough with consumption expected to moderate and EBITDA expected at the lower end of its 23-24 percent guidance
India's insurance sector is poised for growth, driven by rising GDP, proactive regulations, technological advancements, and innovations. Initiatives like Bima Trinity and increased FDI limits are crucial, while technology and hyper-personalisation will enhance customer experience, aiming for 'Insurance for all by 2047.'
The government wants banks to push more credit to underserved segments, but that would mean the RBI’s work on delinquencies becomes challenging
There is concern that the new and cumbersome regulations will lead some RAs to either shut down their operations or make side deals with their clients that fall outside the regulator's oversight.
The demand for a legal right to realise MSP for all the crops for which it is declared by the Union Government may be hard to accept in a hurry, but it may be a good idea to explore other means to reduce fluctuation in prices of major crops. This will help all farmers.
The Union Budget 2024-25 aims to address challenges in infrastructure by boosting private sector participation, enhancing safety, promoting sustainability, and improving integrated planning. Expect the Union Budget to stick to high infrastructure spending
The exit from the Paris Agreement and ending support to EVs risks leaving US auto-makers behind and climate change mitigation-related technology, cementing China’s lead in these markets
President orders officials to draw up retaliatory measures against ‘extraterritorial’ taxes
The rise of autonomous AI agents marks a transformative shift in business processes. India’s combination of technical talent, cost advantages, and a robust IT services legacy positions it to lead in this AI revolution, creating significant opportunities for startups.
The Budget must consider lowering tax rates on other clean technologies, like hybrid vehicles which are taxed at 28 percent. Hybrids could act as a bridge between ICE and EV adoption
With policy continuity expected, the upcoming Budget will be keenly watched for bold announcements on government’s intent for tackling challenging times ahead
Behind all the bombast, behind all the tough talk and aggressive posturing, is the imperative to preserve America’s hegemony and its economic dominance
The RBI rules require banks to maintain a minimum Capital to Risk-Weighted Assets Ratio (CRAR) of 11.50%. This requirement applies to credit risk, market risk, and operational risk. As the chart shows, most PSBs have a CRAR of 16% and above
SSY has the EEE tax benefit available to PPF, which provides attractive post-tax returns in the backdrop of negligible risk. It offers parents a good option to provide a solid investment for their daughter. In its category, SSY is a highly attractive investment product.
Indian manufacturers must contend with stiff competition from global automotive players, demanding continuous innovation and strategic collaborations to maintain a competitive edge
Encouraging a personality cult is the common thread running through Indian political parties, regardless of ideology. CPI-M was a rare exception, opting for a collective framework of decision making. Now, on the verge of near electoral irrelevance, the party has joined the mainstream in its last bastion, Kerala. Pinarayi Vijayan has converted electoral success into the building of a personality cult, reminiscent of a particular era in the Soviet Union
While the middle class hopes for urgent relief, New Delhi wants more people to pay taxes. The new code needs to do a balancing act
Blinkit’s expansion plans signal a race to get to the top in the quick commerce market. Investors seem to be worried it may turn into a race to the bottom instead
