India-Pakistan Tensions: Despite India’s retaliatory strikes, markets remain steady as experts view the situation as contained and largely priced in
Jio Platforms Ltd has partnered with SpaceX to bring Starlink's internet services to India, contingent on regulatory approvals. The collaboration will allow Jio to offer Starlink solutions via its retail outlets and online platforms, with plans to provide equipment and customer service for installation. This partnership leverages Jio’s position as the largest mobile operator globally by data traffic and SpaceX's leadership in low Earth orbit (LEO) satellite operations. Together, they aim to deliver reliable broadband services to even the most remote and rural areas of India, enhancing Jio's existing broadband services like JioFiber and JioAirFiber. The partnership also explores other ways to strengthen India’s digital ecosystem. However, regulatory approvals from the Indian government and agencies such as IN-SPACe and DoT are still pending. The Indian space economy is expected to grow to $44 billion by 2033, contributing significantly to global market share.
The company has gained a share in markets, including India, in savoury snacks and beverages, said PepsiCo's earning statement for the fourth quarter of 2024.
The Securities and Exchange Board of India (SEBI) is looking to introduce simpler customer identification rules and lower costs as it aims to popularise small-ticket investments via mutual funds, four sources familiar with the discussions said.
"The mantra is patience, patience and more patience" - Peter Cundill
Analysts attribute this situation to the high valuations of the Indian stock markets, significant selling by foreign investors, and economic challenges
After their bull run in the past year, PSU stocks may see a near-term cool down as they come off extremely overbought zones. In such times, other sectors like banking, information technology and others may take the lead to lift the market, said Rohit Srivastava of Indiacharts.com.
AI will change and amplify the work being done, creating new opportunities, Hicks noted. The Red Hat CEO cautioned against complacency in the face of AI advancements, suggesting that those who resist technological change risk redundancy.
India is increasingly becoming a logical choice for investors globally amid a slowdown in China, says Mark Mobius. However, markets are yet to witness a significant shift in investment flows from China to India, he said
Nomura is cautious on the tech sector, as it sees a low probability of a significant turnaround in discretionary demand for IT services
The last two years have witnessed a leap in investor interest in India. How did India capture the world’s attention as an investment destination. What’s driving the investor interest. An insight into what India got right.
Jonathan Garner says India's bull market is underpinned by both earnings and GDP growth
The 'India Research Chapter' will draw on the expertise of analysts and professionals from various S&P Global divisions worldwide, pooling their knowledge and insights based on their specific understanding of the Indian market.
The price action over the last few weeks indicates that buyers are in no mood to double down even if they are sitting on tidy profits
China will have to do a lot more in terms of policy decisions to provide comfort to foreign investors. Therefore, India may continue to stand out as a more appealing opportunity, the Marcellus Investment Managers co-founder says
Prominent figures such as Deepak Parekh, Narayana Murthy, Uday Kotak, and Kiran Mazumdar, among others, expressed their unwavering optimism about India's trajectory and future prospects.
With the national elections nearing, a push for completing infrastructure projects is likely which should help to drive the spending growth for remainder of the year, writes Jefferies
Honasa block deal likely today and IRCTC closes in on 52-week high, while Delta Corp battles to regain investor support
Vedanta, Mankind Pharma in focus, Nykaa on a rally, as market harps on capex story
Contrary to expectations of more aggressive rate cuts in 2024, the Fed may go for just two rate cuts next year, the first of which may only come after six-nine months.
Kim mentioned that he has observed a surge in midcap stocks, especially in the Indian financial sector. However, large-cap financial stocks, especially private ones, still have some distance to cover, he added.
As cocoa consumption reaches a saturation point in the west, India is seeing a rising consumption of the commodity, not in the chocolate industry, but in the rising use of cocoa in dairy products and biscuits.
The Global Trade Research Initiative (GTRI) also said that global firms may feel uncomfortable about import restrictions, as it will compel them to invest in India to maintain their current level of business.
Sifting through all the information and competing with others racing in the mad scramble will require a deeper understanding of the industry and the company, says Jatin Khemani.
Zomato shares closed higher, despite Tiger Global exiting the company. Is it a sign that the Street is confident about the glide path to profitability?