Moneycontrol Pro Panorama | Budget 2024 and the capex conundrum
In today's edition of Moneycontrol Pro Panorama: India should join the Bitcoin party, foreign investors to drive Indian equities in 2024, catalysing start-ups growth and investment, real test for Shinde Sena-BJP-Ajit Pawar lies in winning elections, and more
The GST story – many hits, few misses
The GST law addressed the issue of tax burden by providing a seamless credit and uniform structure. The simplified tax structure under GST has reduced the compliance burden and facilitated a more business-friendly environment. There are a few creases but they can be ironed out in due course
Bharat Jodo Nyay Yatra: Where’s the bang for the buck for Congress?
The yatra is spending too much time in states that won’t deliver many seats to the Congress. This was the moment for ramping up political campaigning, prepping cadre and mobilising voters. Instead much of the Congress resources and energies will be focussed on magnifying the cult of Rahul Gandhi
Japan’s market rally lacks solid backing
A weak yen makes Japan more of an export play than ever, but saps returns for overseas shareholders
Bitcoin is here to stay, India should join the party
With the SEC clearing Bitcoin ETFs, investors can now safely invest in another asset class
Budget Snapshot: Corporate capex share drops to decadal low
Budget 2024: A large share of investments appears to be coming from government and households, which includes residential real estate
Bangladesh votes for continuity. It needs change
Awami League’s long tenure has created strong domestic interest groups and incumbent firms with no interest in altering the status quo. A more modern policy mix — one that broadens access to capital and encourages innovation — isn’t what these entrenched interests want to see
Byju's: How the world’s most valuable learning app became a trap
Would Byju’s have had a less glamorous but more stable run as a nonprofit like Khan Academy? Raveendran was in too much of a hurry to find out. The founder and his VC backers chose blistering growth over social relevance and have ended up in the deep hole they are in now
Budget 2024: Foreign investors to drive Indian equities in 2024
The budget may not be a big event since it’s an interim one, but even otherwise conditions remain positive for equities. Sectors such as BFSI and IT are due for a re-rating
Real test for Shinde Sena-BJP-Ajit Pawar lies in Lok Sabha and Assembly polls
Maharashtra assembly Speaker Rahul Narvekar’s ruling favours Eknath Shinde. Soon Narvekar will also have to decide on the disqualification motions arising out of the NCP split. But with elections nearing, all sides know that the real test of strength has become the electoral arena
India’s cold chain infra needs to grow swiftly to smoothen food inflation
A perishable product cold chain is only as efficient as every link in its chain. If any link fails to maintain the same level of integrity, it could result in product losses
Start-up Street | Budget 2024: Catalysing start-ups growth and investment
Budget 2024: Start-up entrepreneurs and investors look forward to resolution in certain taxation issues plus more encouragement and support for specific activities
Budget 2024: It's time life insurers were weaned away completely from tax crutches
Tax changes announced in last year’s budget have hurt life insurers but the industry has bounced back. In fact, business growth has been better in recent months with a push for non-participatory products.
Budget 2024: Will it be a populist pre-election Budget?
The interim budget of 2019 was one clinically designed with a beady eye on voters
Moneycontrol Pro Panorama | Expect a dull earnings season
In today's edition of Moneycontrol Pro Panorama: Red Sea attacks have started to hurt, first half of 2024 crucial for financial sector, sugar bends global food inflation curve, with Nifty at record highs should one book profits, and more
Budget 2024: Indian economy in relative comfort, but seize the reform opportunities
Budget 2024 comes at an interesting time when the Indian economy is projected to grow at 7.3 percent in the current year, and future growth projections are reasonably optimistic. India is expected to continue as the fastest growing major economy of the world
Personal Finance: Deciding between buy-and-hold, booking profits
With Nifty at record highs, many investors are weighing the question of holding or booking profits. Here’s an analysis on how to approach this dilemma
Australia: The danger of talking down immigration
The present kerfuffle over immigration is an argument about whether Australians want a country that is big in numbers as well as landmass, and an economy that continues its march up the world tables or just drifts around, ultimately slipping outside the Group of 20, membership of which Australia has often prided itself
A hidden hero will drive South Korean trade closer to the US
The US will also lean on South Korea for batteries, machinery and auto parts as Washington drives new policies aimed at ensuring a greater share of new-energy cars are made on home soil. For long close military and political allies, in the coming decade trade will become an equally important part of the relationship
Strong gains by newly listed stocks raise hopes of IPO market revival
Shares of large companies that floated since the start of 2023 have outperformed the wider equity market
Chart of the Day | Sugar bends down global food inflation curve
A 16.6 percent decline in the global sugar price in December, compared to November, helped push the FAO Food Price Index to its lowest since February 2021
Can Budget 2024 lift demand for affordable housing?
Falling demand for affordable housing bares anomalies in sops and incentives given for affordable housing
What improving border infrastructure says about India's Deterrence Posture
With every new airfield, road and mobile tower, India’s border infrastructure development plans are on the fast lane. The next challenge for our armed forces is to protect these assets from smart weapons in the event of a conflict
Budget Snapshot: More misses than hits in disinvestment target
This year, the budgeted disinvestment target was Rs 51,000 crore, but realisation has so far been only Rs 10,051 crore
Red Sea attacks have started to hurt
While the Red Sea crisis has affected trade for India and Europe, crude oil exports from the US to Europe have benefited
