Does India Inc really care about corruption?
According to Transparency International’s Global Corruption Perception Index, India stood 93rd among the 180 countries included in the 2023 index
A growth-investing strategy for investors seeking consistent returns
As markets evolve, the CANSLIM strategy’s disciplined approach to identifying market leaders and minimising risk ensures its continued relevance
HCL Tech: Will Q3 earnings help or harm its halo?
The IT services company’s shares outperformed peers during 2024. Its Q3 results and management commentary should give some idea of whether that can sustain
Kejriwal is fighting more than an election. His political future is at stake
Delhi’s assembly election finds AAP and its chief Arvind Kejriwal in an anomalous position. In Punjab, the party is successfully filling the space vacated by Akali Dal, thereby hitching its wagon to regional dynamics. In Delhi, however, AAP and Kejriwal are synonymous, which could make the coming election an inflection point in his political career
UK market selloff deepens with Pound falling to lowest in year
The pound dropped to a more than one-year low, stocks fell and gilts extended a fourth day of losses on concern the Labour government will struggle to keep the deficit in check as borrowing costs surge
Private sector stakes claim to Moon’s airwaves
Increased share of commercial radio spectrum filings shows bet on future lunar economy, FT research finds
NVIDIA CES 2025: Transforming AI, gaming, robotics, and more
At CES 2025, NVIDIA introduced ground-breaking innovations like the GeForce RTX 50 GPUs, NVIDIA Cosmos, and Project DIGITS. These advancements are set to revolutionise AI, gaming, robotics, and autonomous vehicles, accelerating development and empowering creators across industries
Budget Snapshot | Will Budget 2025 see higher focus on government capex?
In the current fiscal year, the government has had the tough task of balancing subsidies to alleviate the impact of rural distress on the one hand and capex for economic growth on the other
Improving cancer care in India - challenges and path forward
India's cancer care faces challenges in affordability, accessibility, and infrastructure. Key solutions include reducing import duties, promoting local manufacturing, enhancing awareness, and strengthening prevention and rehabilitation efforts. The upcoming Union Budget offers an opportunity to address these pressing issues
India's family offices are transforming domestic private markets
Patient family office money is transforming India’s funding dynamics
Chart of the Day | What are the drivers of economic growth in 2024-25?
Private consumption is expected to account for 4.1 percentage points of the 6.4 percent GDP growth this fiscal year
Focus on new products at pharma companies as generic Revlimid opportunity draws to a close
The current market restrictions that are powering generic Revlimid revenues will end in January 2026
Chart of the Day: Why is manufacturing's share in total GVA in FY25 same as in FY07?
The schemes being rolled out to boost India’s manufacturing sector don’t seem to be working
Union Budget 2025: Key expectations for GIFT IFSC growth
Stakeholders anticipate crucial reforms in the Union Budget 2025 to enhance GIFT IFSC’s appeal. Key expectations include tax parity for resident investors, inclusion of non-residents in OTC transactions, green bond incentives, and clarity on post-tax holiday taxability.
The fight over robots threatening American jobs
As automation becomes a reality everywhere from retail warehouses to restaurant kitchens, the use of robots is increasingly controversial
An economically dynamic India is Manmohan Singh’s greatest legacy
He drove radical reform of an anti-market policy regime that was strangling growth
High costs and low volumes: The challenges facing India's options market in 2025
With rising trading costs and the Indian market currently in correction mode, this is an unfavourable time to engage in options trading in India.
How a $2.6 trillion fund was taken for a ride in India
A front-running scandal shows how tough it is for large investors to trade Indian stocks without tipping their hand
Meta’s fact-checking reversal lets Mark Zuckerberg drop the charade
The company’s decision to abandon fact-checking lets the CEO walk away from a responsibility he never wanted in the first place
RBI’s financial stability review spots two risks from Trump 2.0
Human Metapneumovirus in India: Separating fact from fear
Human Metapneumovirus (hMPV) cases in India spark anxiety, but officials assure the situation is under control, with existing surveillance systems and preventive measures in place to mitigate its spread
Domestic rubber prices fall, but it is early for tyre firms to rejoice
In the current fiscal year, tyre makers took price hikes of about 5-6 percent in replacement markets mainly, which is hardly sufficient to offset the pain from raw material price increases
Infrastructure: Need to ensure consistent growth, over to Budget 2025-26
A late final budget for FY2024-25 due to the General Assembly elections may have resulted in a 14 percent YoY decline in the central government’s capital expenditure until October 2024
Q3 to be a quarter of slowdown for banks as asset quality becomes a test
Big banks would be a drag in Q3 while smaller peers may surprise
Eight wishes for Indian banking in 2025
Both economic and geopolitical contexts have deteriorated since the beginning of the previous year. After a robust performance in FY24, banks have begun experiencing challenges. In this backdrop, here’s a wish list to navigate a challenging year safely
