There will still be value in equities in 2023, but you’ll need to look hard for it
The monster deal of 2022 sent the loan market scrambling. And then there’s war, inflation and the spectre of recession
Building ties with Iran will be crucial as India seeks to project its rising power status on West and Central Asia
Movement restrictions across state borders, enforcing masking in outdoor spaces, and introducing quarantine measures for international travellers can be very immature, when the economy is limping back to normalcy
Demand for homes is not likely to peak soon given a favourable affordability ratio. But risks may unfold in 2023 leading to some moderation in sales growth
Would Infosys have lost or gained on growth had it allowed the sons and daughters of the five founders to join the business in leadership capacities?
Economies thrive only when there is financial as well as social capital measured in terms of elements like education, health and a liveable environment
Investors should guard against catching a falling knife and given the changed business context, focus on investing in profitable businesses
Various stores and e-commerce platforms in China are pre-selling Indian generics due to lack of stock. There are four kinds of anti-COVID drugs sold in the Chinese market, namely Primovir, Paxista, Molnunat, and Molnatris
Big Bling’s fortunes are inextricably linked to China, especially as high-end spending in the US and Europe comes down from its heady 2022 heights
Longer trading hours will enable retail participants to price in developments in other markets such as the US in real-time just like FIIs
In today’s edition of Moneycontrol Pro Panorama: Foreign investors return to the fold, emerging markets may outperform, scale up for startup is tricky, Rajasthan Congress crisis resurfaces, and more
Budget time brings fears among investors about an increase in tax on tobacco. Other proposed policy moves too may be worrying them
The Bank of Japan reminded the world that forward guidance on monetary policy has become almost obsolete
Many states in India have introduced and then rescinded prohibition after struggling with the aftermath of such an action, including the ravages of death and various instantaneous ailments due to the consumption of illicit liquor
IPL 2023’s mini auction could see interesting scenarios unfold as franchises seek to replace Kieron Pollard and Dwayne Bravo, and bid for Ben Stokes, Cameron Green and Sam Curran
Saying I told you so is not much use, but the market implosion holds some real lessons
The Congress in Rajasthan is back in the news as Ashok Gehlot divulges retirement plans, and Rahul Gandhi claims that there will be ‘good news soon’
Deciding when and how to scale up is tricky. Besides the right product and timely funding, it needs mental toughness and ability of founders to overcome challenges
While foreign investors resumed purchases of Indian equities, markets face a risk of them diverting funds to cheaper emerging markets
Unless we see the return of the capex cycle, credit growth will eventually subside as the global commodity prices cool off with slow economic growth or even recession
Fixed income investing will find favour in 2023 as higher rates offer more yield options for investors. After more than a decade of underperformance, emerging markets may outperform
India should continue to follow the fiscal-monetary strategy of the last two years to curb a further build-up of inflationary expectations and revive the economy
Greater focus on demand creation and a resolution to contradictory regulations are key to boosting manufacturing output when supply-side measures fail to deliver
In today’s edition of Moneycontrol Pro Panorama: Centre to widen the GST tax base, tender buybacks made more efficient, extended trading hours to benefit investors, interest rates to be higher for longer, and more