Start-up Street: Venture debt options for start-ups on the rise
There’s good news for start-ups which are seeking debt financing without having to offer collateral and dilute equity stake at the outset
RBI’s investment rule rejig has a little freedom, lots of discipline for banks
In a nutshell, the new rules would instil more treasury discipline on banks and greater transparency through disclosures that show how banks are managing their portfolios.
How a Bengaluru-based start-up is making ‘rent as a service’ a popular concept
Kots offers landlords nine-year assured rental for customised buildings. For a landlord who invests Rs 50 lakh per apartment, with a 6 percent rental yield and 4 percent annual hike, and a compounded annual growth rate of 11 percent in asset value, the return on investment after 10 years can be 2.5 or 3x
The Karnataka assembly poll defeat is forcing BJP, JD(S) into a risky alliance
The electoral verdict has triggered an existential crisis for JD(S) and a leadership crisis in the BJP. Congress had tied up with JD(S) for the 2019 Lok Sabha polls and was routed. Now BJP isn’t confident heading into the 2024 polls and is hoping the votes JD(S) brings in can help preserve its 26 seat tally of 2019
Why NMC’s proposal on generic drugs, professional conduct of doctors was a wrong prescription
Doctors claimed that prescribing generic drugs without ensuring their quality and safety could compromise patient care and outcomes, and expose them to legal and ethical risks
LPG price cut was aimed at realigning with market dynamics
In the complex interplay of political and economic factors that govern LPG consumption in India, the recent reduction in domestic LPG prices, coupled with supplementary support for the PMUY segment, is unlikely to exert any additional fiscal burden on the government or OMCs.
A reality check on the India Middle East Europe Economic Corridor
The corridor deserves India’s full-fledged support as it shows there are alternatives to China’s Belt and Road Initiative. Nevertheless, the building of the corridor and its operationalisation will benefit China to some extent because of its competitive advantages. So India mustn’t be under any illusion that the project will selectively boost Indian exports
IEA: Backlashes mean oil and gas demand may not peak so soon
Governments need to step up efforts to hit the milestones the watchdog is proposing
Corporate investments don't support capex revival theme
Lower corporate investment is mirrored in demand contraction for bank credit from industrial sectors
Why the Indian market is in a sweet spot
Just like asset management companies (AMCs) launched Asia-ex-Japan funds and indices at the turn of the century, there is an emerging trend of launching Emerging market-ex-China funds. This raises the odds of more inflows into India.
Chart of the Day: A rising RoE indicates a market rally
The RoE expansion expected in the index will be led by capital intensive and cyclical sectors such as auto, capital goods, infrastructure, utilities, telecom, commodities and financials
L&T ups buyback price, will investors bite now?
A higher buyback price is aimed at ensuring higher shareholder participation but given L&T’s robust earnings prospects, will it sail through?
How changing news consumption behaviour has impacted news platforms, publishers and advertisers
More than 80 percent of digital India consumes its news from YouTube and social media. Instant news apps have become ubiquitous and Indians have increasingly lost their appetite for traditional media like newspapers and magazines. The changes in news consumption behaviour has forced the digital news ecosystem to constantly innovate
Global investors ditch China, flee to Japan and the US
Behold what the mighty Xi Jinping hath wrought. No fund manager now expects a stronger Chinese economy in the next 12 months, compared to a massive 78 percent in February this year. Optimism about economic growth in China among investors is lower than what it was back in September 2022, before the country came out of the lockdown
Sound and fury in vegetable prices
Vegetables are the stars of the Great Indian Inflation Circus. In August, month-on-month prices fell dramatically for tomatoes, parwal, green chillies, lady’s finger, beans, lemons, while they rose for onions and garlic, among others
Which manufacturing industries are seeing high growth, which ones are shrinking?
As many as 14 out of 23 manufacturing industry groups have grown in the past one year, according to Index of Industrial Production data
G20 fails to lift the cloud over climate course
New Delhi declaration is rich in intent but lacks a targeted action plan to tackle the global environmental challenge
India needs to fix its farm infrastructure urgently to avoid another tomato burst
India’s storage capacity for food grains is 790 million tonnes. But its cold storage facilities at 37.5 million tonnes are largely limited to four states and do not cater to large sections of agri-produce, each of which has distinct storage characteristics
Howard Marks: What tennis can teach investors about risk, return
Neither seeking to maximise winners nor minimise losers is necessarily enough. It’s all in the balance
G20: Multilateral development banks need governance reforms in addition to capital adequacy
The New Delhi declaration endorsed the roadmap for ambitious implementation which could lead to additional lending of $200 billion over the next decade. It has also called for accelerating progress towards Sustainable Development Goals
What happened to Africa rising? It’s been another lost decade
The continent’s social and political malaise are symptoms of economic distress — not the causes
Worried about the American consumer? Don’t be
Households are still reaping the benefits of a surge in home equity and aren’t in the mood to save. That’s good news for the economy
Will consumers ditch cash and UPI to embrace e-rupee?
To make the e-rupee popular, the RBI needs to address the deep-seated preference for cash, the ubiquity of UPI, and the need to strike a balance between innovation and familiarity
Moneycontrol Pro Panorama | Indian investors are getting cosy with risk
In this edition of Moneycontrol Pro Panorama: India’s power demand ramps up dramatically, delayed NHAI projects cause for concern, mastering AI tools a useful skill, markets find RBI’s liquidity policy difficult, and more
Is the slack in NHAI road projects a cause for concern?
Order flows year-till-date in fiscal 2024 are weak especially given that the year will mark the run up to the general elections
