Why growth in travel and tourism doesn't make India’s luggage industry an automatic winner
The unorganised market still has a big share in the domestic market and India’s luggage makers have not made a dent in the global market yet
NSE's governance woes are behind it, but regulatory thaw with Sebi remains elusive
NSE has improved immensely in its conduct post Ashish Chauhan taking the helm. But its relationship with SEBI still lacks the warmth expected of the country’s largest exchange and its market regulator
Market Volatility: How to navigate in uncertain environment
A key to navigating an uncertain environment, is to build a well-diversified portfolio across a range of asset classes, with varying characteristics and performance under diverse market conditions
Chart of the Day: The forces behind the RBI’s record dividend to the government
The boost for the RBI to give a large dividend was from the sharp fall in expenditure and the biggest part of the central bank’s expenditure is provisions.
RBI’s crackdown on Edelweiss ARC reveals a worrying governance landscape
India’s ARCs have an abysmal track record when it comes to recoveries and many are struggling to stay afloat. The RBI’s concern is serious governance lapses, something that it has warned in the case of Edelweiss ARC.
Markets turn jittery ahead of election results; What should investors do?
Policy continuity, global monetary easing, rising wholesale inflation, and a positive turn to FII sentiment could favour large-caps more than mid- and small-caps, especially since the latter have already run up significantly
Lok Sabha Elections: Do polls really matter to investors?
The verdict on India’s general elections will be out soon. If the BJP wins, we can expect accelerated reforms, and this could temporarily lead to a spike in the market as new money pours in. But the real game will begin with the Union Budget
Federal Reserve’s inflation fight might be a miscalculation
Even at more than 5.25 percent, the central bank’s short-term interest-rate target might not be high enough to cool the economy
Markets cannot keep ignoring Trump’s bid for re-election
The stakes of US fiscal policy are too high
Chart of the Day | India among preferred destinations in global supply chain rejig
India has received the most interest from firms who are to set up or expand production facilities, followed by Vietnam, Mexico, Thailand and Indonesia
FPI stampede from financial sector stocks points to looming risks
Foreign portfolio investors are heading to the exit when it comes to stocks in the financial services sector. But there are two sources of worry for the sector that could also explain why investors have turned skittish
Banning futures contracts on elections outcomes is shortsighted
Ballot outcomes have serious financial implications. Markets should be allowed to gauge whether futures contracts offer effective protection
High rates forever is now the consensus. Be skeptical
The economy has been largely unresponsive to Fed policy moves, but that doesn’t mean the US will be permanently rate-insensitive
To defeat Putin in Ukraine, NATO needs a new strategy. Here’s a start
Stop talking about ‘liberal’ democracy and the ‘rules-based international order
Oil price rises ahead of OPEC meet, but can the rally be sustained?
Regardless of OPEC+ decisions, the oil market will likely remain within a $15 range until the next disturbance pushes prices higher or lower
Eight years on, recoveries through insolvency code remain disappointing
The IBC process is considerably slowed due to litigating promoters, dissenting creditors, and poor infrastructure. Unless these issues are fixed, it is unlikely that recoveries from the insolvency process would improve.
Start-up Street: Is the India consumption story picking up for start-ups?
Consumer companies with drivers such as premiumisation, personalisation, digital inclusion and omnichannel retail are likely to bring back investor confidence in start-ups
S&P holds out a carrot for India, but with conditions
The rating agency says continued policy stability, deepening economic reforms, high infrastructure investment, high growth, along with cautious fiscal and monetary policy could lead to a higher rating over the next 24 months
What Novelis's IPO pricing means for Hindalco’s valuations
The IPO will lead to a cash inflow of Rs 6700-7800 crore that could go up if the issue is oversubscribed. The eventual IPO price and its post-listing trend could play a bigger role in valuations
From the baby boom to the baby bust
Falling fertility rates are one of the biggest challenges facing our world
India Elections: Markets must account for strain on household budgets
Strain is growing on household budgets. They need rebuilding before a fresh investment spree
Private credit and mini-millionaires don’t mix
The push to fundraise from wealthy individuals is turning managers into high-end concierge services
New EPR provisioning adds to cost pressures of tyre makers
The need to provide for EPR is an added pressure on profit margins of tyre companies at a time when input costs are also inching up
What are the tricks of the trade to clinch FTAs?
The government should take cues from the recent two-day deliberations to formulate the standard procedures for trade talks
Decoding Economics: Do umpires play with a straight bat?
Did the temporary introduction of home umpires in international test matches during the pandemic lead to a bias in favour of home teams? A research paper from the IZA Institute of Labour Economics comes to some surprising conclusions
