Given the increasing SIPs and monthly inflows into mutual funds, AUMs will rise, and more capital will flow towards smaller stocks, likely resulting in outperformance relative to broader indices despite receiving a slightly higher allocation of funds.
An inflation targeting monetary policy and fall in global commodity prices explain the deceleration in core inflation in recent times. This fall in core inflation does not indicate a weakening of demand
The RBI has overhauled NBFC regulations by segregating them based on size and interconnectedness. The final guardrail of self-regulating organisations still remains to be implemented
Report by RBI researchers exhorts the corporate sector to get its act together to relieve the government of heavy lifting on capex and take advantage of lower borrowing costs to increase capital expenditure
The Supreme Court’s prompt intervention and its decision to exercise its inherent power ensured the protection of the democratic mandate. The three weeks that it would have taken the high court to hear the matter would have led to horse-trading, as was already happening
The Abu Dhabi conference is likely to discuss issues on which it could be extremely difficult for WTO members to reach consensus
Can a middle ground between farmers and the government on MSP be reached by reimagining a US ‘New Deal’ Farm programme? The US New Deal in the 1930s saved agriculture in the US from a multi-year slump. It involved production quotas, assured guaranteed incomes through price floors and non-recourse loans
India’s budding scientists and a variety of institutions are poised to benefit from the loosening of purse strings for R&D. More patents can be granted by increasing the number of examiners and other personnel in patent offices. At the current pace, expect the granting of one lakh patents by 2025-26
In today's edition of Moneycontrol Pro Panorama: FMCG falls out of investor favour, IT continues to register weak earnings, market challenge for retail traders in 2025, job creation initiative gets major boost in state budgets, and more
The low risk associated with investing in high-quality government debt only applies in the very specific circumstance of you holding your bonds to maturity. Only then do you benefit from their fixed value at redemption. If you sell before maturity, or worse still, if you’re a distressed seller, the losses can be huge
The British semiconductor designer isn’t directly involved in the hottest business in town unlike Nvidia’s GPUs, whose superior parallel processing capabilities made them perfect for training and maintaining AI models. Arm can still benefit from the AI boom thanks to its business designing chips for data centres, but its path to capitalising will take a longer time
An estimated 11-28% of Russian techies have left since the outbreak of war. Yandex NV, once hailed as the country’s answer to Google and valued at $30 billion before the Ukraine invasion, is selling its domestic business for about $5.2 billion. The pressure is even more acute in scientific research. Russia has lost more than 50,000 researchers in the past five years
Eight-year financial data gives an idea of what may lead to FMCG firms’ profits returning to healthier growth levels
People’s Liberation Army mobilisation units reflect Xi Jinping’s focus on security as economy slows
Detroit can only really defend itself against Chinese EV-makers if it develops products that can compete and undercut them. That’s the lesson it failed to learn when confronted with Japanese rivals half a century ago. The only way to win this race will be to start competing with the next wave of Asian imports, rather than trying to disqualify it
Amazon US announced that Prime Video would no longer be commercial free unless subscribers — even existing ones who had paid for a yearly plan — paid an extra $2.99 a month. The move was part of a mad dash to boost streaming income after years of rampant investment and spiraling blockbuster budgets. You can’t just go stripping away features and expect customers to not speak up just because you need to better balance your books
India's journey towards integrating its fuel prices with global market dynamics involves navigating economic, infrastructural, and socio-political landscapes. While the managed pricing regime has its merits, evolving towards a market-driven model could enhance efficiency and global economic alignment. Integrating with GST framework is key
The Defence Acquisition Council has been promoting the use of Indian-made weapons and supplies, which has led to a significant increase in orders for Indian defence companies
RSSFACTS: The traditions that are today part of the daily RSS shakha meeting like the commands, prayers, the hoisting of a saffron flag, and the exercises – all with the only agenda to train young men to make them physically, mentally and intellectually strong to serve the country – took shape in the initial years of the RSS itself
A tech revolution is sweeping the world and markets are getting affected too, throwing up unusual aftereffects. Retail traders need to skill up to survive
The short term electricity trade business is less profitable than medium term and long term contracts
While EPAM expects revenue to decline in January-March, Capgemini projected a slower revenue growth in 2024 vis-a-vis 2023
Analysts believe that the pressure to raise deposits would continue and that would mean banks have to cough up more interest to get depositors. Also, much of the repricing of the loan book in terms of interest rate hikes is over. The upshot is that drag on NII growth would continue.
In today's edition of Moneycontrol Pro Panorama: PM Modi reaches out to the Muslim world, Russian economy braves Western sanctions, markets ready for a high but investors must be cautious, US and China vie for Bangladesh's attention putting India on backfoot, and more
The end of cheap Russian energy and the rise of Chinese competition have slammed a manufacturing sector that used to drive growth. The country’s storied infrastructure is faltering. A new growth agenda that reduces overreliance on manufacturing demands deregulation of professional services, faster adoption of digital technologies, and a more flexible capital market to direct investment to new and productive uses
