There's a case for change in stance to neutral depending on the progress of monsoon, Union Budget and global rate movements.
The continent hasn’t emerged from its energy crisis yet
RBI's Monetary Policy Committee decided to keep the policy repo rate steady at 6.5 percent in its June meeting. Despite concerns over volatile food inflation, economic activity showed resilience and GDP projection was revised upwards to 7.2 percent
With regular asset classes increasingly correlated, wealthy investors look to some esoteric choices
Coalition governments were the norm for 25 years before Narendra Modi’s arrival. Investors need to get used to them again
The long-term phasing out of production cuts is intended to signal that the prices will remain high next year, though the market may have read a different meaning in the short run
India needs to replicate China who has successfully implemented the framework of industry-specific manufacturing parks with fiscal incentives
The aggregate net debt to EBITDA ratio dropped to 1.2 times in FY24
Research shows that adopting diversity in advertising can be a good selling point but is that enough for brands to pivot
A great marketing campaign can play an important role in spreading the message but that alone is not sufficient to resonate with the consumer
After a decade of a single-party majority that led to speedy decision-making, while continuity is a positive, the reality of coalition politics could cast a shadow
Intel, AMD, Qualcomm and Nvidia battle to get their processors into next wave of artificial intelligence-enabled computers
With over 75% of the Earth's land already degraded, the global ecosystem faces severe pressure. Urgent action is needed to address this crisis, with governments, businesses, and individuals playing key roles
The Indian banking system is in a good place and this is the best time for the government to fix niggling issues
Giving an even bigger chunk of the world's largest EV maker to the CEO won’t serve institutional shareholders or their constituents, nor will allowing the board to get away with its failings
A policy boost to consumption should lead to revenue growth as well as a re-rating in FMCG stocks
When it comes to schools, there is plenty for the next government to improve upon. But Conservatives’ focus on literacy and numeracy is paying dividends
While more challenging reforms are less likely, a strong opposition is good for India’s structural reform outlook. The outlook for Indian equities and government bonds remains bullish
A change in government policy can help United Spirits resume direct sales in the Andhra Pradesh market
Peak electricity demand and deficits rose in the country
Analysts expect the NDA coalition to hold firm as it was formed before the elections, with consensus on policies and no contentious issues to cause a rift among partners.
Generative AI is shown to outperform financial analysts but the computer’s biped peers need not give up just yet
Steps to create formal sector employment, support domestic manufacturing and services and provide interim work opportunities are essential to keep India’s workforce in good humour
The NDA’s weak showing in the polls has made investors wonder if weakened household budgets were a reason and if that means a boost to consumption will be forthcoming
In Andhra, Chandrababu Naidu’s TDP made a remarkable comeback, while in Telangana, the Congress and BJP each secured eight seats out of the 17, and BRS failed to win a single seat. The political dynamics in these two states has seen a marked transformation
