What brands can learn from Elections 2024
A great marketing campaign can play an important role in spreading the message but that alone is not sufficient to resonate with the consumer
How a new era of coalition politics can impact stock markets
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
'Most exciting moment' since birth of WiFi: chipmakers hail arrival of AI PCs
Intel, AMD, Qualcomm and Nvidia battle to get their processors into next wave of artificial intelligence-enabled computers
Land Restoration: Moving beyond awareness to action
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
What the new government must do to make public sector banks world-class
The Indian banking system is in a good place and this is the best time for the government to fix niggling issues
Elon Musk isn’t a victim no matter what Tesla says
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
Chart of the Day: FMCG firms could gain from tailwinds to rural sales
A policy boost to consumption should lead to revenue growth as well as a re-rating in FMCG stocks
UK Election: Sunak was right; education is a bright spot in the Tories’ record
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
Election fallout: Maintain overweight on equities, with large-cap tilt
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
Government change in Andhra lifts hopes for United Spirits, alcobev companies
A change in government policy can help United Spirits resume direct sales in the Andhra Pradesh market
Power: We require a fool-proof plan to avoid load shedding
Peak electricity demand and deficits rose in the country
Economic reforms to remain on track: Brokerages
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.
Who will prevail in ChatGPT vs the Sellside?
Generative AI is shown to outperform financial analysts but the computer’s biped peers need not give up just yet
What should be the new government’s priorities on the jobs front?
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
Is higher support for consumption demand a given?
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
Andhra Pradesh and Telangana: Election results and the changing political dynamics
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
Karnataka: Good showing for BJP-led NDA but was this a missed opportunity for INDIA Bloc
BJP-JDS continued its dominance in the state by winning a total of 19 of 28 seats. The Congress failed to capitalize on the momentum generated during Legislative Assembly, securing nine seats
Chart of the Day: The election hangover doesn't last long in the market
Historical data suggests that the market tends to discount election results and align with global market trends over the long term. The time it takes for the market to recover is largely influenced by global factors rather than domestic ones.
India Economy: The uneven policy road ahead
As the new government prepares to assume office, its perfect opportunity to sett the tone for tough policy decisions, and tackle issues of employment generation
Electric vehicles: Miles to go before reaching the EV goalpost
The expiry of FAME II subsidies had seen a drop in EV sales lately. However, the automobile industry has been proactive in its efforts to invest in new electrification technology supported by government initiatives. Will a newly elected government continue these initiatives?
A phase of temporary uncertainty in markets to cause pain
Investors who can survive these tough phases will emerge stronger on the other side as winners
How to pivot trade policy to make India a global export hub
Building a vibrant GVC ecosystem in the country should be high on the agenda of the new government to enhance external trade
The new government must try to better ties with our neighbours
The election results leading to a coalition government have raised questions about whether India would tweak its foreign policy. Though major policy shifts are not expected, the new government may consider improving relations with immediate neighbours
India Market Crash: Today’s correction is just a reminder of how equities work
As the election result has not thrown up a majority for any party, the markets are in a fix. A wait-and-watch game has begun as to what kind of coalition or government formation will we see in the next couple of weeks? Also, who will helm the crucial portfolios?
New Era in Kerala Politics: UDF's dominance and BJP's historic breakthrough
The 2024 Lok Sabha elections have transformed Kerala's political landscape. The UDF's near-sweep, the BJP's historic progress, and the LDF's struggles mark the beginning of a new era
