Closing Bell: Sensex surges 676 pts, Nifty above 22,400; M&M, Bharti Airtel, Tech Mahindra top gainers
Sensex Today | Closing Bell: Top gainers in sectors: Nifty Consumer Durables led, up 1.7%, followed by Nifty IT and Nifty Realty, both up 1.7% too. Nifty FMCG rose 0.8%, while Nifty Bank and Auto each climbed 0.6%. Among losers, Nifty PSU Bank index dropped 0.88%.
Maldives’ new pro-China tilt is worrisome but India hopes for pragmatism
India has been understanding of the Maldivian government’s new policy, but it expects the island nation to respect Indian sensitivities and equally uphold its commitment to bilateral ties
Investing is not always a logical decision, the mind has its own bias
While making investment decisions it’s not all data and analysis, human emotions too play a crucial role. This blog highlights some of the biases and ways to tackle them
Private equity’s capitulation is delayed, not cancelled
Efforts to delay exits may help firms avoid worst of a crunch, but the day of reckoning still beckons
Lok Sabha Polls: Stock market slump doesn’t mean Modi is in trouble
Slumping share prices have fueled speculation the prime minister’s re-election bid is struggling. In fact, traders are as clueless as everyone else
Surging Dollar: It’s on a rampage, not on the attack
A surging US currency, and weakening counterparts in Asia, aren’t signs that the world is entering a new FX war
The importance of ChatGPT 4o
For OpenAI, it was important to show potential enterprise clients as well as potential funders that it was still in the lead in the GenAI race
Local, regional factors take centre-stage in waveless election
Unlike the last two general elections which were like referenda, this time it’s very different
US Presidential Elections: Trump's economic outlook is more inflation, less sanity
If the former president’s stated agenda is any indication, inflation is likely to make a roaring comeback
Kotak raises a red flag - market in 'riskless' mode
Identifying value within the market has become a formidable task, says the Kotak report, with numerous sectors and stocks trading at levels of valuation ranging from full-to-rich to outright outlandish, divorced from fundamental anchors
Chart of the day | End of the American dream for Indian techies?
There has been a sharp 56 percent decrease in the issuance of H-1B visas over the past eight years. Data from the National Foundation for American Policy (NFAP) indicates that approved H-1B visas for the top seven companies plummeted from 15,166 in FY15 to 6,732 in FY23
The emissions challenge to India’s energy exercise
Excessive reliance on coal is making India a big power sector emitter even as it makes progress in RE production
A slowing affordable housing market is finding new money
Affordable housing market’s share in total housing loans has shrunk over the years and financiers to this segment have seen tepid growth in assets under management. That said, non-housing loans have been a big growth driver for them
Decoding Economics: Who gains, who loses from building roads?
A World Bank paper that studied the impact of the Golden Quadrilateral on the growth of firms shows that while survival rates increase for all plants as a result of their proximity to the road network, it is the younger plants who fare better. Older plants, in contrast, stagnate or contract, because of the increased competition
Closing Bell | Sensex ends 118 points lower, Nifty holds 22200; BSE MidCap up 0.6%, Smallcap gains 1%
Sensex Today | Stock Market LIVE Updates: Nifty PSU Bank Index led gainers, up 1.4%, followed by Nifty Realty and oil & gas, both up 1%. Nifty FMCG Index was the top loser, down 1%, with Nifty auto down 0.5%. Nifty Bank and Nifty Private Bank indices slipped 0.3% each.
Putin's preparing for a long war better than we are
The Kremlin’s appointment of an economist to run the defense ministry is a sign of grandiose intent
Higher for longer? Rates could be higher forever
If borrowing costs remain elevated, there will be greater downside risk for investments. But it's not all bad
Emmanuel Macron wants more European megafirms. Good luck with that
National resistance to cross-border champions is worth fighting, but the odds of victory are long
Moneycontrol Pro Panorama | Summer products are flying off the shelves
In today's edition of Moneycontrol Pro Panorama: Chabahar port gives India the edge, SC judgement in DMRC could have big repercussion, the math behind index trading, Indian pharma fares better is US, and more
The Trial of RSS Founder Keshav Baliram Hedgewar: When the defence was more seditious than the speech
RSSFACTS: The RSS founder was arrested on charges of ‘sedition’ for his alleged objectionable speeches. Here we take a look at the proceedings of this trial which hasn’t been discussed much. It provides interesting insights into the persona of Dr Keshav Baliram Hedgewar
Martin Wolf: Increased longevity will bring profound social change
People will have to work longer and pension systems will need to be transformed
Are quant funds worth the hype?
Quant funds offer inherent advantages, including reduced human bias, robust risk management, process-driven methodologies, and cost-efficiency for mutual fund investors. Despite these advantages, consistent outperformance by Quant-based funds in the Indian market is yet to be seen.
Tata Motors: Risks to growth mar euphoria over zero debt
The management narrative of moderation in sales for some geographies and auto segments along with rise in costs suggests that earnings growth has peaked for the near term
Know the maths behind index trading
There can be no broad-based rally in the markets unless banking and finance stocks rise
DMRC vs DAMEPL: The fallout of Supreme Court’s judgement
The recent judgement by SC stunned the legal world. The judgement is a great loss to India as an arbitration centre but it may yet prove to be a blessing in disguise
