But rally for Sweetgreen and Cava may not stay fresh and valuations may prove too rich
Data from NielsenIQ on growing preference for premium brands across categories, driven by new channels such as Quick Commerce, poses tough questions for listed FMCG companies and their investors
Civil disobedience movement led by junior doctors rattled the state government. However, it won’t impact the election outcome significantly for three reasons. The movement refused to let political parties piggyback on them. It’s largely an urban middle class protest which expects the chief minister to deliver on their demands, indicating its aim is not to politically damage the government. Finally, most by-elections are in constituencies which are predominantly rural that were unaffected by the long drawn protest
Sanghnomics: FTAs have become popular among developing countries as alternatives to multilateral deals, which often favour developed nations. A cautious approach, highlighted by the RCEP withdrawal, is recommended for future negotiations
While there is speculation that funds are moving from India to China, the data don't support this hypothesis.
Recent developments have made fixed income investors anxious about the market outlook. But the structural shift forecast for the bond market is not at risk
At the regional level, the fight is about which faction of the Shiv Sena will carry on Balasaheb’s legacy
The recent BRICS meeting exposed the limits to US power as the group challenged the economic sanctions regime and pushed for the de-dollarisation agenda. The next US president would have to decide whether it would confront the group as a geopolitical rival or resolve pending issues through dialogue
For years, banks and NBFCs were engaged in an intense rivalry to grow their loan books, perhaps forgetting the cardinal rule of lending—assessing a borrower's creditworthiness. Probably, they are having to pay a price for it now
Donald Trump’s championing of protectionism represents prioritising cultural identities over economic ideology. Uneven benefits of globalisation have led to nationalism leading a pushback. Even India hasn’t been insulated from it. Traditional categorisations of left and right in politics do not explain this dynamic
A person with direct knowledge of the matter said, the four companies charged highest interest rate to microfinance customers. A few of them had issues on operational and procedural fronts with two lenders facing the greatest concerns regarding operational aspects. If repeated warnings were not adhered, the regulator’s action to ask these entities to stop business till they mend their ways is logically the right thing to do
The long-running animated series recently teased a final episode that wasn’t what it seemed. Its creators should let it end — because it lives on elsewhere
Sectors like semiconductors and AI can reshape — or, in some cases, conjure up entirely new — markets
IMF projections suggest rapid price increases are yesterday’s problem. So why are central banks not embracing the win?
Copper’s demand is expected to shoot up but its supply through mines is another story
We can look at the stock markets from three angles – fundamental, technical, and liquidity. And none of them look great at the moment
Maharashtra has introduced an ordinance raising stamp duty rates to enhance government revenue. Notably, the stamp duty on arbitral awards has significantly increased, marking the first adjustment since 2015, when it rose from Rs 100 to Rs 500
Protection business fell during the September quarter, which could weigh on profitability prospects.
Monetising road assets through TOT and the rising FASTag collections could help garner funds for NHAI’s new projects
The pan-India increase in average room rate has gone up in the last two years in US dollar terms, but it is still 50 per cent lower than that of FY2008
German Chancellor Olaf Scholz and PM Modi will today co-chair the 7th Intergovernmental Consultations. India’s largest trade partner in Europe is upbeat about cooperation with India in the backdrop of its goal of reducing economic dependence on China. An institutional framework to enhance cooperation built over two decades offers an ideal platform to take ties to the next level
Suzlon’s wind turbine generator emerges as one of the most in demand models
Power asymmetry between the two countries and the likelihood of just a limited easing in the trade relationship make going back to pre-2020 phase impossible. Moreover, there’s no evidence of a dialogue yet on next step towards de-escalation. Keep your fingers crossed and expectations contained
The meet in Kazan was high on symbolism but sparse on content on the path forward. It’s unclear if China will accept status quo ante in the negotiations going forward. The mistrust between the two Asian powers is deep and the summer of 2025 along the LAC will be crucial for future ties
Rural demand may be recovering but its bigger counterpart in cities appears to be under pressure. What are the likely reasons and should investors be worried?
