Big tech shares lose lustre as US market rocked by violent rotation
Small-cap stocks surge in expectation they will benefit disproportionately from a Fed interest rate cut
Union Budget 2024 expected to focus on India’s manufacturing boom through tax incentives
India needs to present itself as the next big manufacturing hub and to that effect its essential that the tax structure should be stable and simpler
The $230 million crypto theft at Wazirx a wake-up call for Indian regulators, government
Time and again, the RBI has been cautioning investors on crypto currencies, calling it gambling. This market has been drawing more investors, despite India not having a regulatory framework on crypto. This scenario can’t continue
Boosting Agricultural Exports: Budgeting for infrastructure, high-value crops, and ag-tech
India has to address its domestic needs and also intensify its efforts on boosting agricultural exports. As India prepares for its upcoming budget, a prime opportunity emerges to elevate its agricultural exports to new heights
Will Union Budget 2024 up the stakes in the global value chain gamble?
Lowering import tariffs and a host of other measures can help enhance India’s GVC participation
Union Budget 2024: A look at the potential market movers
Budget 2024-25: Investors should keep a hawk’s eye on Budget beneficiaries which have been lagging so far, because the next leg of the rally is likely to be driven by these sectors playing catch-up
Budget Snapshot | A long view of India’s central government budgets
Budget 2024-25: This time, the big question is: will the government increase revenue spending because of all the worries about demand being tepid, or will it go back to its original blueprint of curtailing government spending in accordance with its "less government, more governance" slogan?
Union Budget 2024: The myth of central government neglect of social sectors
Budget 2024-25: Budgetary allocations to agriculture, housing and rural development have all increased, as a percentage of GDP
Global Fund manager survey: The shape of things to come
More than a fifth of the participants in the Bank of America Asian fund manager survey are looking to forego China equities altogether and pursue opportunities elsewhere. The Japanese, Indian and Taiwan markets are big beneficiaries
Chart of the Day: India’s growing LAP market underscores need for easy capital to small businesses
Loan against property is a popular source of funding for small businesses.
Federal Reserve’s critics on inflation should now champion July cut
Policymakers were roasted for delaying interest rate increases in 2021 and 2022 as prices surged. Now, they risk falling behind the curve with cuts, too
US: Robert Menendez conviction is a rare win against public corruption
The Supreme Court has spent years chipping away at the laws that hold public officials in check
Investors grapple with the Trump trade
A second term for the former president would probably reverberate more in markets outside the US
What Asian Paints' results say about its tryst with competition
The paint major’s volume sales growth disappointed and margins shrank, but competition was not to blame, said its management. The festival season should give more robust answers to how it is faring in the face of competition
India Budget 2024: Shorter budget cycle can make the exercise more efficient
The budgetary cycle was preponed which means now it is passed well before March 31. But the budget cycle rules are still quite comprehensive and time consuming. Let’s look at a few policy recommendations to reduce this stretched out budget cycle
Karnataka's Job Reservation Scheme: A recipe for Balkanization?
The proposal by Karnataka puts the state at a risk of becoming an inward-looking island, stifling national integration. Here are five compelling reasons why the reservation scheme is anti-Karnataka
SEBI fills the vacuum by creating a much-needed asset class
SEBI-approved strategies can be launched under the new asset class, such as Long-Short Equity Funds and Inverse ETFs/Funds for inverse index returns
Will the Russia factor mar India’s acquisition of key US military technologies?
India has a delicate balancing act to play, in maintaining good relations with Russia even as it needs access to key US military technology and equipment to strengthen its defence capabilities
Union Budget 2024: Rural India needs policy support to become resilient
Budget 2024-25 needs to address rural distress in the short term and provide a solid statement on long-term economic policy that strengthens the sector
Budget Snapshot | Will IBC reforms get a push from FM Sitharaman?
IBC process needs to be lot quicker. Timeframe needs to be cut to improve recovery percentage for creditors
Union Budget 2024: Will this year be affordable housing’s big comeback?
Budget 2024-25: Affordable housing is on the cusp of sustained growth and all it needs is continued government push.
How Tata Power’s improved balance sheet is fuelling its capex
The net debt to equity ratio declined from 3 times in FY17 to less than one in FY24
India’s digital payments system needs simpler KYC process to reach newer heights
Two challenges that need to be addressed to build on the initial success is to make it easier for more people to enter the ecosystem. At the same time, protecting privacy and safeguarding users from cyberattacks are essential to retain trust
Union Budget 2024: Needed, measures to reform indirect tax framework
A mix of compliance reforms, expansion of existing schemes, imparting clarity to old announcements and digitalisation of administration will be transformative
Karnataka’s domicile-based reservation is a bad idea that will fail in court
Similar reservation by Haryana was struck down. Skilling mismatch in the job market is a challenge. But reservations are not the solution
