MEDIAN DEFINITION
Govt will continue to focus around power & capex themes: Vikash Kumar Jain
This time when the verdict is less strong and there are relatively more doubts whether there is going to be some dilution on the policy path as compared to being unequivocally focused on capex, I think there is even more reason we could be towards the fag end of this index, if I may choose to call it that, that is the Modi index.
Indian senior living segment to grow by 5x by 2030
According to demographic projections, the median age of the country is zexpected to increase from 29 to 38 by 2050, along with a rise in the proportion of aged people (above 60 years) from 11% in 2024 to 21% in 2050. India, in particular, is expected to witness a significant surge in demand for senior care and housing facilities, owing to its 17% share of the 2.1 billion people aged 60 years and above globally, in the next three decades.
What's gone horribly wrong with the US college admission system
Applicants have more anxiety than ever. Elite schools have more power than ever. Something had to give.
States & online gaming regulations; banks tap startups to foil frauds
Happy Monday! In the absence of central government’s self-regulatory mechanisms, states are framing laws for online real money gaming. This and more in today's ETtech Morning Dispatch.
How India can be $55-trillion economy by 2047? KV Subramanian explains
Subramanian envisions India's growth potential, projecting an $55 trillion economy with 8% growth. He emphasizes the significance of policy reforms, formalisation, and digital infrastructure in sustaining economic momentum towards a prosperous future. Subramanian further says: "We cannot afford a lost decade like we had from 2004 to 2014 and we also need to double down on reforms."
Fed to give fresh clues on path of interest-rate cuts
The Federal Open Market Committee is poised to keep rates in a range of 5.25% to 5.5% at its two-day policy meeting, a two-decade high first reached in July. The rate decision and economic forecasts will be released at 2 p.m. in Washington. Chair Jerome Powell will hold a press conference 30 minutes later.
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Stressed asset investing: An alternative investment opportunity for HNIs
ARCs hold specialized expertise in asset valuation, negotiation, and legal procedures, crucial for navigating the complexities of a stressed asset landscape. Often perceived as a niche domain, the stressed assets market currently encompasses the acquisition and resolution of NPLs.
Japan's economy slips into recession, raises BOJ policy uncertainty
Japan's economy slipped into recession on weak domestic demand, raising uncertainty about the central bank's plans. Japan lost its title as the world's third-largest economy. BOJ may sharply downgrade GDP forecasts. Takuji Aida expects further contraction. Reuters poll suggests April for ending negative rates. Marcel Thieliant predicts sluggish growth at BOJ's upcoming meeting in March.
In which sector is risk-reward looking attractive? Kunal Pawaskar answers
You are right in saying that the top line growth is slightly moderated. I think this was not very far from expectations. Previous calendar year was a year when many companies bore the brunt of inflation after the Russia-Ukraine conflict started and commodities rose.
Budget 2024's key task involves taming a wild inflation hurting Indians
Union Budget: The upcoming interim budget holds critical significance for India amid soaring prices, demanding strategies to curb inflation. The government grapples with measures to rein in inflation, which started the year at 6.5%. Policies targeting food supply volatility might stabilise inflation. Finance Minister Nirmala Sitharaman could introduce fiscal measures to counter rising prices and manage inflation.
Budget session of Parliament likely to begin from January 31
Budget 2024: Parliament's Budget Session is set to begin from January 31 and will run till February 9, 2024, according to a report by Times Now. On February 1, 2024, union finance minister Nirmala Sitharaman will present the interim Budget for 2024-25. Sitharaman is expected to propose fiscal measures such as tax reductions to tackle the increase in prices and address the ongoing inflationary trends.
Aveek Mitra on why he trimmed position in EMS stocks like Syrma, Dixon
Aveek Mitra says “as soon as Fed rates go down or inflation comes under check, post Indian election, the foreign money is also going to come. So, we are remaining cautious. We are concerned about the valuation in a few pockets but are okay with investing here and there and trying to make conscious calls where we find that the opportunities are still there.”
Gold ends with weekly gains on dovish FOMC outcome
The US Federal Reserve unexpectedly turned dovish at its December 13 FOMC monetary policy meeting. Although the US Fed left the Fed Fund rate unchanged at 5.25%-5.50% as expected, the Central Bank projected three rate cuts in 2024 as Fed officials did not foresee rates being higher by the end of 2024 than their current levels
Starting out in tech stocks? Start with small tranches within midcap IT, says Mayuresh Joshi
“Anybody who is not invested to answer your questions can start with small tranches within the midcap IT space. We like a couple of names which we hold in our global list. Cyient we continue to like because of its diversified book, expectations of stable revenue growth and Firstsource Solutions meets a lot of our criteria in terms of revenue expectations, capacity utilisations, decent amount of DSO days and a decent amount of diversified book.”
Worst time for a good stock picker; if you wait to do research, you lose out: Samit Vartak
“I guess, people made a lot of money after Covid and they are looking for avenues to invest. Even after this runup, many are sitting on a significant amount of cash. So, even now, the liquidity is not completely exhausted. I guess it is just the money which was probably printed during the Covid times, which is still making rounds.”
Fat CEO salaries come under the gaze of shareholders and boards
Remunerations paid to top bosses in corporate India are increasingly coming under scrutiny, just as the gap between salaries of workers and top bosses widens.
Cheques & Balances: Performance to sign off on CEO pay hikes
Indian corporate boards and their nomination and remuneration committees are closely examining CEO compensation amid challenging economic conditions. With declining revenues and profits for many companies, there is greater emphasis on linking CEO pay to performance, financials, and market valuation.
India to hold top spot for economic growth but risks to downside remain - Reuters poll
India is predicted to be the fastest-growing major economy this fiscal year, driven by government spending ahead of the general election. However, economists warn that growth is still below potential and could be hindered by a weak monsoon season and sluggish private consumption and investment. The Reserve Bank of India is expected to cut rates by at least 25 basis points before July, despite concerns that inflation may be higher than anticipated.
RBI may raise rates in December; US Fed likely to pause this month
The way I would think about it would be what is the range that the central bank is comfortable with? The view on the dollar/rupee is driven by the Reserve Bank's reaction function because they've been intervening aggressively on both sides which is the main reason why the volatility is so low.
We can expect power tariffs to go up over next couple of years: Sabyasachi Majumdar, ICRA
“There will be a slight worsening of the supply demand position but apart from occasional points in time, let us say April, May or September, there may be very sharp mismatches between supply demands. Broadly, the supply demand should remain favourable. We are not seeing too much power cuts or blackouts.”
From Data to Insights: Know all about the Senior Management Programme in Business Analytics from IIM Calcutta
The Indian Institute of Management Calcutta (IIM Calcutta) is offering a Senior Management Programme in Business Analytics certification course. The course aims to challenge misconceptions about business analytics and provide a combination of academic and practical techniques to help participants understand and utilize data analytics for corporate growth. The program covers topics such as statistics, data sources, and experimentation, and includes case studies from various regions around the world. The course is designed for senior managers and professionals in IT and offers a comprehensive understanding of data-driven decision-making and strategies for gaining a competitive advantage.
Nifty IT Index may hit fresh life-time high in next 18 months: Gaurav Bissa
Now it is making a fresh swing high so at the current juncture if it sustains above levels of 970 probably it can head towards 1100 in a short period of time or 1120 for that matter.
ETMarkets Smart Talk | We see Nifty50 crossing 20,000 peak in H2FY24: Anmol Das
With the earnings catching up fast, benchmark indices are back to the long-term median valuation levels (Current Nifty PE at 21.5x). Hence, we are expecting by the H2FY24, we may be on for Nifty 20K levels and beyond.
Not banking contagion, market worried over rate hike issue: Santosh Rao
Manhattan Venture Partner's head of research, Santosh Rao, believes that the primary crisis facing the market is the issue of inflation, and whether or not the Fed will decide to raise interest rates. While the banking crisis continues to be a concern, Rao states that there is enough liquidity and tools to manage it. Following JP Morgan's purchase of First Republic Bank, Rao suggests that the crisis in the banking sector has been contained, pending no other major issues.
The right way of looking at impact investment
ESG merely aims at avoiding, or minimising negative, impact. Also, ESG primarily looks at the track record of the investee. Impact investment, on the other hand, seeks to achieve and measure positive impact in the future - alongside a positive financial return of at least 5-25%.
Broadband definition of minimum download speed raised to 2 Mbps
The recent gazette notification went on to the say that "Broadband is a data connection that is able to support interactive services, including internet access and has the capability of the minimum download speed of 2 Mbps to an individual subscriber from the point of presence (POP) of the service provider intending to provide broadband service."
India's housing market to remain resilient, defying global downtrend: Poll
Average house prices in India were expected to rise 5.0% over each of the next three years, lagging the current consumer price inflation rate, after increasing by 7% in 2022, according to the November 9-December 1 poll of 11 property market experts.
Nifty CEOs’ salary 237 times the median pay at their companies
CEOs got an average annual hike of 49% compared with 7.5% for everybody else, according to the pay ratio data, which non-state cos have to disclose.
July 24, 2014: Mecklai Financial report on Rupee
Re opened gap up at 60.00 vs a close of 60.09 yesterday, appreciating on foreign fund flows into equities and debt. Rupee looks likely to be ranged between 59.90-60.40.
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