Investors would do well to look beyond the elections.
All manifestos tend to make a lot of promises, but the key failing with this one is the lack of a central idea beyond saying “Vote for us. Else, India has no hope.”
India's FMCG sector may trade at expensive valuations but its growth makes it difficult to ignore
The problem isn’t social media platforms, it is political parties who generate fake news, and nothing can stop them.
For the rate cut to be effective, there needs to be monetary policy transmission by the banks.
The perils of reactive devaluation
Additional one rupee worth of capital expenditure by the central and state governments increases output by Rs 3.25 and Rs 2, respectively.
Why is ‘Vikas’ missing from election speeches?
Ambedkar is hoping that his alliance with AIMIM will bring him substantial chunk of minority votes.
Several commitments in the manifesto can alter the terms of trade in favour of farmers.
Investors are getting increasingly concerned with CEO remuneration levels in corporate India
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A revenue neutral GST for petrol and diesel will be around 40-45 percent, which will not reduce pump prices. Will states agree to a lower GST rate on petrol and diesel, without being assured of other avenues to offset VAT loss on fuels?
For a smoother transmission of policy rates in the economy at this point, liquidity is the key.
While the market did anticipate the move unlike the last policy action, however, what caught the eye was a much more bearish outlook by the central bank for FY20.
Indian economy now needs careful calibration of policy tools if growth-inflation objectives have to be balanced.
Any further rate easing is conditioned on the possible sustenance of current global slowdown.
Interest rates have little impact on the buying of soaps and shampoos, making monetary policy a non-issue for FMCG stocks. But a problem is brewing and its solution lies in the easy availability of money
Small businesses got hurt for the third straight year after demonetisation in 2016-17 and GST in 2017-18.
On balance, it can be argued that this is not the end of the easing cycle. However, the market will be more interested to see if the cuts actually get transmitted into the system.
By pouring in $200 million to fuel its competitor Oyo's fire, Airbnb gets a better hold in India and China -- two markets where Airbnb has had limited luck.
The strength of the new central government – to be known only in end May - would dictate the efficacy of its conflict management and conflict resolution strategies.
When the selection and fee payment of auditors, credit rating firms and independent directors is decided by the management/promoter shareholders, it is obvious that their loyalty will be towards the latter.