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The Nifty 500 market breadth is at a 10-year low. Here’s an analysis of which stocks investors should focus on and why they should await positive corporate earnings signals
Traders are switching to options from futures, to cope with higher capital allocation requirements. But that’s the wrong solution for the problem they are seeking to solve
An excessive punitive approach not only risks stifling the microfinance sector but also threatens to undermine the very credit ecosystem that sustains the state's most vulnerable populations
Given that over the last two years, the Budget did little to rev up allocations in infrastructure the EPC sector may continue to face sluggish order flows, unless private capex takes over
India’s contract research (CRO), development and manufacturing (CDMO) services markets doubled between 2019 and 2023
Tighter regulations are now deferred but relief on margins won’t be quick for banks
The US intends to impose a 25 percent tariff on steel and aluminium and also levy reciprocal tariffs on all imports, posing risks to metal producers in particular and industry in general
Sanghnomics: The newly elected BJP government in Delhi faces long-term challenges of managing migration and job creation, while addressing short-term issues like financial mismanagement, infrastructure neglect, and significant cuts in the capital outlay for key sectors.
Something even bigger than AI and the Trump effect is at work
Against the backdrop of the introduction of a new tax bill, the Union Budget 2025 brings a series of tax amendments. While some changes benefit startups and foreign investors, others could make mergers and restructurings less tax-friendly.
Despite the rate cut, RBI has maintained a neutral stance due to risks from global financial markets, trade policies, and weather events
Newly listed companies that continue to demonstrate strong fundamentals and operational performance may represent some of the safest bets for investors looking to capitalize on the current market conditions
The adversarial competition between the United States and China in quantum technology is an underappreciated and often overlooked facet of their ongoing rivalry.
The defeat in Delhi puts a question mark over the future, not only of AAP, but of the INDIA political bloc
RBI said it will look to use the flexibility embedded in the flexible inflation- targeting (FIT) framework. This suggests that the RBI could start to gradually move away from its fixed 4 percent CPI inflation target and instead embrace a range, especially when faced with CPI shocks, such as those from volatile vegetable prices
Gujarat, Haryana and Odisha joined Kerala and Tamil Nadu in asking the Finance Commission for a 50 percent devolution in central taxes. It shows that the fiscal pressure states experience is structural in nature and has nothing much to do with the political colour of the chief minister
Despite intense pressures from Donald Trump, India is asserting its strategic autonomy by trying to enter into defence deals with France. PM Modi would emphasise the value India can bring to the table during his negotiations with the US President
The company is selling shares at significantly higher valuation than its exit price in 2020
For cricket administrators, India-Pakistan matches are a commercial necessity. That’s on account of their complex history of political engagement which cannot be disentangled from cricket, making for one of sport’s greatest rivalries. A Netflix docu-series explores the many-layered rivalry without eliciting a consensus on the larger question of can sport overcome deep-rooted distrust
At the press conference after the monetary policy announcement, a clearly worried RBI governor said that the pervasive uncertainty in global trade and economic policies is weighing weigh on consumption, investment and economic growth. That goes for markets too
A hard fought victory in Delhi and a resounding one in UP’s Milkipur bypoll have wholly overturned the political mood of June 2024. Three successive state assembly victories have increased BJP’s relative strength in Indian politics and diminished the bargaining capacity of its NDA allies
Governor Malhotra highlights the trade-offs between regulations aimed at enhancing consumer protection and stability, and efficiency. Also, the underlying message is that there may be a greater weightage placed on economic growth
RSSFACTS: BJP didn’t experiment with a high-octane campaign on national issues, nor did it thrust a chief ministerial candidate at the last moment. These two factors have been its undoing in the past. RSS provided the force multiplier by identifying 10 broad categories around which all the meetings were held with locals across Delhi.
Indranil Pan expects the RBI to cut the repo rate again in April by 25 bps, armed with two more inflation prints of 4.4% and 4.2%.
Global disinflation is stalling due to service inflation. Expectations on the size and pace of rate cuts in the US have receded and the US dollar has strengthened. Any unanticipated increase in energy prices could also impact future stance
