Demand boom drives new home launches from realty firms
Strong pre-sales and timely execution of projects has translated into higher revenue for realty companies
Growth takes priority for retail investors over quality
The smaller indices are hovering near their all-time high levels, while the benchmark Nifty 50 trades closer to its long-term average and significantly below its peak valuation. If earnings fail to improve, we could see frontline stocks begin to catch up, while smaller stocks may experience some profit-taking.
Chart of the day| How Technology has transformed the trading landscape
The contribution of non-algo or manual trading in the derivatives segment has plummeted from 100 percent in FY03 to just 4.7 percent in FY25.
Why India's bank credit to GDP ratio is low when there's no shortage of banks
Despite having close to 2000 banks, the ratio is only at 58 percent for India, even as countries with fewer banks boast of a higher number
Can banks hit the jackpot as private capex heads for Goldilocks zone in FY25?
An article by RBI staff published in the August bulletin projects a significant pick-up in private investments in 2024-25 backed by rising demand and cleaner books of companies, banks. Will banks benefit from this growth?
Economic populism is the antidote to corporate greed
Too many businesses make it so hard for consumers to find low prices that they often give up and pay a higher one
Joe Biden begins a long and necessary goodbye
The president’s appearance at the Democratic National Convention tonight will be a reminder of hard political lessons that public servants and voters alike would do well to absorb
Indian banking faces structural limitations in raising resources but there’s no threat to stability now
The real test, in terms of both funding and asset quality, will come when corporate investment revives or when infrastructure projects shift from government funding to banks
Harnessing AI for India’s Growth: The case for establishing a dedicated AI ministry
India should establish a dedicated AI ministry to unify policies, foster innovation, and address ethical concerns. This move would harness AI’s potential for economic growth, global leadership, and social progress, positioning India as a leader in the AI landscape
Investors pile back into equities amid ‘full recovery’ in market confidence
Deutsche bank data shows rapid recovery in confidence as markets bet on ‘Goldilocks’ scenario for US economy
Eknath Ranade: Architect of unity behind the Vivekananda Rock Memorial
Eknath Ranade played a crucial role in mobilizing national support for the construction of the Vivekananda Rock Memorial. His efforts exemplify a blend of visionary leadership, strategic mobilization, and nationalistic fervor
Why Vietnam is gaining in the FDI sweepstakes and the lessons for India
Vietnam is becoming a key player in global supply chains attracting substantial FDI from China in the process but is also attempting to balance the US-China tensions alongside. There’s a window of opportunity for India
Is a high cash pile by funds a good thing for investors?
Why do asset management companies launch new fund offers (NFOs) when they struggle to deploy funds in their existing schemes? The answer lies in the desire to earn higher commissions from new issues and to compete for greater market share.
Chart of the Day: Earnings upgrade momentum weakens for FY25
June quarter earnings were subdued because of lower sales volumes and volatile input costs
Large hospital chains withstand seasonal slowdown better in June 2024 quarter
Apollo Hospitals, Fortis Healthcare and Max Healthcare clocked decent growth in revenues despite a disruption to international patient flows
Is India’s medical delivery fit enough to take on an Mpox outbreak?
The fresh spread of the Monkeypox virus in Africa triggers concern worldwide, prompting nations to check their readiness to tackle medical emergencies
RBI study puts rate cuts at the mercy of food inflation
Yet again, the RBI’s rate actions depend on factors out of its control, such as the weather.
It’s time for traders to tweak their tools for a market that’s in rude health
A small tweak to the charts you see can help tremendously in not only garnering trading profits but also protecting what you have already earned and exiting trades before markets turn turtle
Chart of the Day | Imports playing bigger role in domestic aluminium consumption
Between FY19 and FY24, the share of imports in domestic aluminium consumption has stepped up and even within imports the share of non-scrap aluminium has risen
Start-up failures up by 60% as founders face hangover from boom years
Private company shutdowns jump compared to last year despite AI funding frenzy, threatening millions of jobs at VC-backed firms
IMF’s take on India’s economic growth should trigger rethink on consumption-driven model
Sanghnomics: India’s indigenous economic models have always emphasized on restrained consumption. However, the Western economic models, especially those following the Keynesian school of thought have led to reckless consumption
A pathway to transform India’s ports
Like the Logistics Policy, where the central government led the way; creating guidelines and states subsequently developing their own aligned versions, India needs to follow the same pattern as far the maritime policies are concerned
US antitrust ruling against Google should be a warning shot for Indian monopolies
The anti-trust ruling against Google is likely to see changes in crucial search engine business, opening up more avenues for competition. Monopolies are bad for consumers and hamper innovation
Why carmakers cannot ignore woeful occupational safety record any longer
Carmakers in India have long under reported workplace accidents to authorities
Public outrage at the Kolkata hospital rape and murder throws a challenge to Mamata Banerjee
The obvious question that comes after this outpouring of non-political protests is: have the women of Bengal lost confidence in Didi, the only female chief minister of the country?
