The RBI has departed from its usual sober approach in its response to the IMF's annual consultation, responding with unprecedented indignation
Much before it sent Congress reeling earlier this month with three wins in the Hindi heartland, BJP and PM Modi were hard at work packaging a platter for serving out to voters with ingredients ranging from India’s global standing to Hindutva signalling why the Modi government deserves another chance in 2024. The INDIA alliance looks woefully ill-prepared to convince voters that they have a better alternative to offer
Risk appetite towards China is shockingly low as investors believe the economy is heading for a de-rating
Blume Ventures’ Fund I data highlights how the Power Law of VC Returns applies to India as well
CESC is the least valued stock among the large electric utilities
India's economic growth (nominal growth that exceeded 12 percent in 2023, and which could come in at the same level or even higher in 2024) and improvement in currency stability relative to China are the factors in India's favour
Indian Army officers are least hesitant to face the first bullets and are confident of their training and ability to take full control under fire, perhaps one of the most challenging actions in the military profession.
In this edition of Moneycontrol Pro Panorama: High food inflation can play spoilsport, services pull up current account in latest quarter, decline in bond yields an opportunity for investors, 2023 a mega year for SME IPOs, and more
Microsoft, Google and Amazon crowd out traditional Silicon Valley investors in blockbuster deals with AI start-ups in 2023
Operating losses in the initial years may not dampen investor sentiment but any dip in sales volumes could change earnings forecasts
The RBI MPC admitted that inflation remains highly vulnerable to food price hikes. Food inflation in November was as high as 8.7 percent which is close to the higher end of the tolerance range of 6 percent
SEBI aspires to further compress the settlement cycle to T+0, achieving completion by the conclusion of the same day in the initial phase and subsequently progressing towards instant settlement. The successful implementation would establish Indian markets as among the world's safest and most efficient.
Since 2020, all 371 SMEs that have tapped the market have been successful in raising money, highlighting the acceptance of the platform
A shift in the monetary policy focus from inflation to financial stability can be favourable for bonds, making long term bonds attractive for investors
The growth in the services surplus has ensured that the current account deficit remains low.
Expect AI to get bigger, better, more powerful and more expensive following the law of scaling as it feeds on more computational power (read chips), larger datasets, and a trillion or so parameters
In this edition of Moneycontrol Pro Panorama: Elections in Taiwan and the US crucial to China, limited monetary easing to open up in 2024, equity ownership up to record levels, and more
The thorny issue now for investors is the US economy. Equities are anticipating a healthy earnings environment for corporate America while bonds are pointing to a recession
Favourable factors like BJP’s strong standing going into Lok Sabha polls, the US Fed’s anticipated rate cuts, and strong buying by FIIs and domestic mutual funds suggest the party will continue into the first half of 2024. But as usual there are risk factors too
The ownership share of domestic investors in equity markets rose to 36 percent from 25 percent in 2018.
A combination of factors have ignited demand for food being flown in from distant places to consumers willing to pay for it, and businesses are lapping up the opportunity
The recent IMF India country report on India notes that the current broadly neutral monetary policy is appropriate, based on the estimates of natural real interest rate of 1%. Based on that estimate and average inflation estimate of 5% in the next fiscal, Repo rate can be at 6% under a neutral stance – implying a 50 bps easing from the current level of 6.50%
In 2024, forty vested interested parties will try to keep fear levels down and contain bad news as far as humanly manageable, on account of elections. Which is why the financial markets are ignoring the war in Gaza, the elevated geo-political risk in the Red Sea, the Chinese slowdown and food inflation.
China has reasons to worry about the return of a pro-independence political party to power in Taiwan and the increase in anti-China sentiment in the US election. It is also closely watching the 2024 elections in India and Pakistan
Paris Olympics 2024 will test India’s progress as a global sports power but aspiration levels must be modest