For BJP to add more seats to its 2019 tally, it needs more alliances and needs to contest more of the seats that the prospective allies have their eyes on. Will the likes of Akali Dal, RLD, Telugu Desam and AIADMK cede more seats in their pocket boroughs to BJP for the sake of BJP’s Mission 370 and NDA’s Mission 400?
While small cap stocks may not be in the overvalued territory, the growing size of small cap MF schemes and the low liquidity in these stocks are risks that can blow up in a selloff
At a time when India’s domestic market appears increasingly attractive, the eventual success of global forays by some Indian conglomerates proves that going overseas has gains beyond the immediate
The existing system of school education is broken. Several fixes have been tried, by the government, the private sector but nothing has really worked, as learning outcomes show
The market regulator wants mutual funds to ensure their small cap schemes are capable of handling a selloff in these frothy stocks. Depending on the measures, stocks could feel some heat. What should investors do?
India's GVA growth slowed in Q3 FY2024 to 6.5 percent from a revised 8.2 percent in Q1 FY2024 and 7.7 percent in Q2 FY2024. However, GDP growth rose to a robust 8.4 percent in Q3 FY2024 from an upward revised 8.2 percent in Q1 FY2024 and 8.1 percent in Q2 FY2024
Investment driven by public sector capex remains the dominant source of growth. Close to half of the headline real GDP growth is coming from growth in gross capital formation
The revival of growth in the manufacturing sector during the second and third quarters of FY24 is truly encouraging, as the sector had stayed in a low growth trap for almost seven-eight quarters before Q2, FY24.
Gross fixed capital formation (GFCF), a proxy to measure investment activity in the broader economy and accounting for about a third of India’s GDP (32.4 percent), grew 10.5 percent during October-December this year, standing shoulder-to-shoulder with the previous quarter’s growth of 11.6 percent, and sharply higher than the 5 percent growth in GFCF in the third quarter of 2022-23.
The Sukhu government can breathe a sigh of relief for now, but it will face the Lok Sabha elections and the six bypolls on a weaker wicket. Congress has sent a strong message to its 34 remaining MLAs by not wooing the six rebels back. The mother-son duo of Pratibha and Vikramaditya Singh will be stung by the six disqualifications. Unless a Congress Jodo ensues, BJP will be dangling more baits
In today's edition of Moneycontrol Pro Panorama: What Q3 GDP numbers fortell, a billion-dollar boost to the pharma stocks, India could lead the way in AI technology, slump in iron ore prices concerns steel makers, and more
The success of David Cameron and Nick Clegg and so many other middle-of-the-road politicians suggests the emergence of an unstable political order: one in which the global establishment continues to pursue its old policies as if populism doesn’t exist and the masses then have no alternative but to engage in periodic Brexit- or Trump-style revolts against the status quo
There is a growing trend of risk-transfer deals mainly by European banks to shore up their balance sheets and capital ratios. Risk-transfer trades like Barclays’ involve selling the risk of losses on a portfolio of loans to an investor that is typically a credit specialist or hedge fund. The investor wants the nice yields available from credit cards or other loans without having to do the nitty gritty of managing customers
With the Lok Sabha polls round the corner, prioritising public safety during outdoor engagements is crucial. To achieve this, bold and collaborative efforts aimed at safeguarding public health and enhancing resilience is needed
The company began selling on the continent a little over a year ago and is already making inroads
China’s property sector needs a more robust stimulus, barring which a shadow over iron ore prices may continue as steel-makers will taper output
We know about Gemini’s diversity bug because of all the tweets on X, but the AI model may have other problems we don’t know about — issues that may not trigger Elon Musk but are no less insidious. The female popes and Black founding fathers are products of a deeper, years-long problem of putting growth and market dominance before safety
Hundreds of records fell across the US this week in a bizarre winter heat wave in Texas and St Louis and sparked a handful of wildfires. In Chicago, there was uncharacteristic spring weather, torrential summer-like rainfall and tornadoes, and then a steep drop to freezing temperatures, all in 24
McConnell is not blameless for the Trump takeover. His ruthless approach to the Obama presidency set the stage for Trump. While he fought to crush the proto-MAGA tea party, he also let their outlandish birtherism claims fester, never offering a strong rebuke to the otherization of America’s first Black president. In denying Obama an opportunity to make a Supreme Court pick, McConnell treated Obama as if he was a different kind of president, one without the full privileges of the office
A team of technical experts that New Delhi recently flew into Herat to inspect the Salma dam that Indian painstakingly built is suggestive of India’s intent to constructively engage with Afghanistan to protect national interests
PSBs are expected to report robust profit growth in spite of the drop in market share in loan portfolio
As AI makes rapid progress in being integrated across industries, India has a supportive ecosystem to be able to lead with pathbreaking innovations in the field
The Companies Act 2013 says independent directors can have two terms of five years each, a deadline which may end in 2024
The quarterly US sales run rate of 13 listed pharma companies increased to $2.4 billion in FY24 from $2.1 billion in FY23
The most important thing to look for is whether there has been an improvement in private consumption
