Within UPI, Phone Pe and Google Pay bite off a major chunk of the market with 51 and 35 per cent share, respectively
The recovery track record of banks in the insolvency process has been poor. Losses incurred in corporate lending imply big sacrifices made by shareholders.
If the BJP, with NDA partners like the Apni Party and People’s Conference, can form the government in J&K, that will be seen as a mandate in favour of the revocation of Article 370
The academic and research ecosystem is significantly below global standards and access to cutting edge research is a major barrier
Climate-related finance risks are making their presence felt even as they are relatively new and unquantifiable. Regulators are alert to the risks but the steps taken so far don't go far enough
Bajaj Housing Finance would need a steady growth rate and consistently pristine asset quality to become the most valued HFC
Profit margins of Sun Pharma, Dr Reddy’s Laboratories, Cipla and Zydus Lifesciences rose significantly from FY20 levels
The MPC's inflation-targeting framework has to be reviewed by Parliament every five years. With the next review scheduled for March 2025, the CEA and the government possibly want a national debate on this.
In view of the September 9 deadline, one would hope that the pending applications would be disposed of expeditiously in accordance with law. There are significant costs and hardship involved in winding-down a structure and to recreate a fresh structure
Devina Mehra finds 'high risk' in several parts of the market, but she is not negative on mainstream stocks or indices on a two-year basis.
Evidence shows groups that get dumped from the S&P 500 tend to outperform
A new sugar control order is in the making, even as the govt has removed caps on sugar diversion for ethanol in the new season but is it all hunky-dory?
India's private sector lags in military production despite reforms and opportunities. To lead the domestic MIC, it must adopt an entrepreneurial mindset, compete effectively with defence PSUs, and capitalize on new public policy initiatives
A new system to help farmers and small businesses access credit would be welcome, as long as it doesn’t also fuel household debt
The Chinese currency’s gains are notable because economic prospects have deteriorated
A significant portion of the rally in mid-caps can be attributed to the substantial inflows of mid-cap, small-cap, and sectoral/thematic funds. Mid-cap funds, which attracted just Rs 500 crore in 2020, saw inflows of Rs 1,600 crore in July 2024 alone and a total of Rs 22,900 crore in 2023
If institutional investors, equipped with extensive research capabilities and resources, behave similarly to retail investors and sell their IPO holdings rapidly, are they truly maximising the potential of their investments?
Large shocks are likely to recur in the future, bringing significant challenges for policymakers
ExxonMobil believes that oil will continue to play a key role in the energy demand mix even as late as 2050, but current planned investments could mean oil production could fall short. What the numbers say
The World Bank says that while geopolitics has increased the opportunities for India’s growth, India’s trade policies need to change to be able to seize those opportunities
Cabinet nod for one more chip-making unit underlines India’s hardware drive, but the rebooting has to be smooth
Despite growing ties, India must address protectionist policies, enhance service sector access, and explore broader Southeast Asian trade opportunities to fully leverage regional economic integration
Slowing global auto sales and cautious management commentary hint at moderation in India’s auto component exports in the near term
The RBI needs to adapt flexibility and focus not just on headline inflation but on core too
Couche-Tard’s approach to the owner of 7-Eleven could kick-start a wave of M&A activity in a country that has tended to avoid it
