Why Indian boards should understand power and influence of GEMZ?
GEMZ — Gig Economy, Millennials, and Gen Z — form a powerful consumer base. They not only consume but are also a large workforce, both in the formal and informal sector
2024 may pave the path for a decadal breakout of Indian economy and markets
Crude oil price volatility does remain an intermittent spoiler. Policy support with multiple multilateral agreements backed by the Indian currency might help too. One needs to watch out for regulators' priorities in multiple sectors which can partly cap pricing power in select sectors
Needed, an industrial policy that spurs manufacturing and jobs too
While the policy must plug gaps such as land, infrastructure and skills, it must also focus on those industries that create jobs at scale
Looking back on 2023 as we step into the new year
It is only when all segments of the economy – broad-based domestic demand, export demand, government expenditure, and private investments – are poised for growth, that the expectations-based rally seen in the second half of 2023 can transform into a fundamentals-based rally in 2024
Chart of the Day: NBFCs went higher, faster and stronger in loans but not safer
NBFCs have grown their loan portfolio based on quick unsecured loans of short-term tenure to borrower categories known for higher delinquencies compared with other segments.
Why never-better bank balance sheets aren’t enough for the RBI
The RBI has said that while a closely linked financial system is efficient and desirable, such links must be monitored as they can also become sources of stress at best and of instability at worst.
Qatar commutes ex-Naval officers' death sentence, India’s blooming ties with Arab nations hailed
The Indian government played its cards well. It maintained a low profile and did the behind-the-doors background work of negotiation and persuasion, and without giving the impression of exerting pressure
Vijayakanth: 'Black' MGR who dared to take a plunge in TN politics & made a difference
Vijayakanth achieved commercial success comparable to MGR and Sivaji and stayed afloat despite the emergence of superstar Rajinikanth and Kamal Hasan. He made his way into politics because he wanted to do something to fight poverty and corruption, which he did as an action hero in his films
Moneycontrol Pro Panorama | Debunking the myth of a close correlation between the economy and the market
in this edition of Moneycontrol Pro Panorama: RBI warns on growing bank-NBFC linkage, will CESC’s pivot resolve valuation woes?, will startups take wing in 2024, long-term investments a safer bet, and more
Foreign investors unwind $33bn bet on China growth rebound
Almost 90% of money that flowed into Chinese stocks in 2023 has left amid concern about economy
Should a central bank let its emotions show?
The RBI has departed from its usual sober approach in its response to the IMF's annual consultation, responding with unprecedented indignation
From G20 to Chandrayaan-3, Article 370 to Ram Mandir, BJP well set for the 2024 grand finale
Much before it sent Congress reeling earlier this month with three wins in the Hindi heartland, BJP and PM Modi were hard at work packaging a platter for serving out to voters with ingredients ranging from India’s global standing to Hindutva signalling why the Modi government deserves another chance in 2024. The INDIA alliance looks woefully ill-prepared to convince voters that they have a better alternative to offer
Chart of the Day: Investors overweight on India, shows BofA Fund Manager Survey
Risk appetite towards China is shockingly low as investors believe the economy is heading for a de-rating
Start-up Street: Will 2024 see more Dragons take wing?
Blume Ventures’ Fund I data highlights how the Power Law of VC Returns applies to India as well
Will CESC’s pivot towards green energy resolve its valuation woes?
CESC is the least valued stock among the large electric utilities
Why India can likely outperform China for a fourth straight year in 2024
India's economic growth (nominal growth that exceeded 12 percent in 2023, and which could come in at the same level or even higher in 2024) and improvement in currency stability relative to China are the factors in India's favour
Indian Army's high officer casualty rate: Is it a worry?
Indian Army officers are least hesitant to face the first bullets and are confident of their training and ability to take full control under fire, perhaps one of the most challenging actions in the military profession.
Moneycontrol Pro Panorama | Rising passive investment
In this edition of Moneycontrol Pro Panorama: High food inflation can play spoilsport, services pull up current account in latest quarter, decline in bond yields an opportunity for investors, 2023 a mega year for SME IPOs, and more
Big Tech outspends venture capital firms in AI investment frenzy
Microsoft, Google and Amazon crowd out traditional Silicon Valley investors in blockbuster deals with AI start-ups in 2023
Will lower incentives play spoilsport for Ola Electric’s IPO?
Operating losses in the initial years may not dampen investor sentiment but any dip in sales volumes could change earnings forecasts
High food inflation can upset the applecart
The RBI MPC admitted that inflation remains highly vulnerable to food price hikes. Food inflation in November was as high as 8.7 percent which is close to the higher end of the tolerance range of 6 percent
SEBI's shortening of the settlement cycle will take a toll on the market
SEBI aspires to further compress the settlement cycle to T+0, achieving completion by the conclusion of the same day in the initial phase and subsequently progressing towards instant settlement. The successful implementation would establish Indian markets as among the world's safest and most efficient.
Chart of the Day: 2023 a year to remember for SME IPOs
Since 2020, all 371 SMEs that have tapped the market have been successful in raising money, highlighting the acceptance of the platform
Expected decline in bond yields creates an opportunity for investors
A shift in the monetary policy focus from inflation to financial stability can be favourable for bonds, making long term bonds attractive for investors
Resilient services buoy current account in September quarter
The growth in the services surplus has ensured that the current account deficit remains low.
