ELECTION CYCLE

In the Netherlands, Mark Rutte departs after 14 years as Prime Minister, handing over to Dick Schoof, who assumes office without party ties. Rutte moves on to NATO, while a new far-right government under Geert Wilders promises change after a pivotal...

Nomura's bullish stance on Indian IT credits G2000 data stabilization, benefiting midcaps like Persistent, Coforge, and Birlasoft. Wipro's new CEO Srini stabilizes leadership and growth. Discretionary cuts stabilize; US rate cuts expected. Coforge-C...

So, we will have to also think about how we channel the energies towards more advanced and more modern techniques and technology, because that is what we need right now.

We expect the Government to remain focussed on infra investment even during the third term. Since FY21, the government has focussed on building infrastructure with central government expenditure rising from 1.7% of GDP in FY21 to 3.3% of GDP in FY24.

​Sensex I think compounds at 12% to 15%, but it will not go linearly up and there will be ups and downs, so there will be periods when the Sensex returns a lot more and then there will be a few occasions when the Sensex is not doing so well.

In fact, with the RBI dividend being significantly better than what was budgeted, I would not be surprised if in the July budget, the government chooses to bring down its FY25 fiscal deficit target from 5.1% to 4.9% because that money is there.

​Remember, we have not even yet seen a rate cycle decline as well, so those are the levers which come through late in the year from a support point of view for macro.

National elections can create market anxiety due to policy uncertainties, impacting market and economy. Understanding election results' relation to equities market performance is crucial for investors' long-term outlook.

The Election Commission of India has issued a protocol allowing the first two losers to seek verification of burnt memory in EVM microcontroller after June 4. Candidates can seek verification for alleged tampering as per SOP issued following Supreme...

Ludhiana, India's largest knitwear and bicycle manufacturing hub, is a battleground in the Lok Sabha elections. Punjab Congress leader Amrinder Singh Raja Warring faces off against BJP's Ravneet Singh Bittu in a high-stakes contest.

​Of course, if an outcome where this current government is not able to form the government, then I think there will be serious questioning about the pace of the reforms and potential disruption of the growth, all those things, so I think that is the...

Mark Mobius, Chairman of Mobius Emerging Opportunities Fund, discusses the growth opportunities in India, particularly in the telecom, infrastructure, and power sectors. He emphasizes transparency concerns in avoiding bank stocks and highlights the ...

​Where the results are good, we are seeing those companies getting very well rewarded, especially in the industrial, capital goods sector, the real estate sector. But in sectors where there have been some disappointments like in the consumer space t...

Mahesh Nandurkar, MD at Jefferies, discusses investment opportunities in sectors like real estate and the auto sector. He emphasizes the potential for earnings growth and the impact of global economic factors on India's market prospects. Nadurkar sa...

Jefferies' Mahesh Nandurkar sees near-term potential in FMCG, IT, pharma due to under-ownership. Longer-term outlook remains positive on capex, infrastructure and real estate sectors. Retail and foreign investor sentiments sway markets amid election...

The Election Commission of India (ECI) launched an awareness program with two cyclists to boost voter turnout in Himachal Pradesh. The program targets young voters. The awareness program, led by the Chief Electoral Officer, flagged off from Shimla t...

Maldivian Foreign Minister Moosa Zameer, who is on his first official visit to India, has distanced his government from the derogatory remarks made by some of its ministers against Prime Minister Narendra Modi and said that it was not the stand of t...

In the upcoming bull run, NBFCs are anticipated to excel with a 15-20% upside potential, driven by potential interest rate changes in FY2024 Q2. Equity markets have shown recovery post dip, supported by positive macro-economic indicators and forecas...

BJP, which has never triumphed in Mainpuri, made considerable inroads in the 2022 assembly elections by winning two of the five assembly segments — Mainpuri and Bhongaon. SP had its say in the other three – Karhal, Jaswantnagar and Kishni.