RELIANCE PRIVATE CAR PACKAGE POLICY
Minister & Policy Continuity: Will it lead to re-rating getting sustained ? 7 stocks of railway’s ecosystem.
While it became clear on the day of the election result only that the same government is going to continue. Some doubts were raised as to whether there would be a shift in policy focus. A part of the answer has come in the form of portfolio allocation. Some of the key sectors which mattered to the street because they had seen a re-rating and valuations are high, the continuation with the same minister is an indication that government is clearly focussed on continuation not only with a policy focus but it also does not want to waste time in getting a new minister and spending time in him/ her understanding the core work. Now this should bring relief to some companies as their projected plans and workflow will continue. Which means that expected growth which the market has put in its estimates of earning has a high probability of continuing.
CEOs got hefty pay raises in 2023, widening the gap with the workers they oversee
Top paid female CEOs in 2023 include Lisa Su, Mary Barra, Jane Fraser, Kathy Warden, and Carol Tome. Lisa Su of Advanced Micro Devices led with USD30.3 million. Female CEO median pay rose 21% to USD17.6 million, outperforming male counterparts.
Industrial policy is back. Is this what India needs for an ‘atmanirbhar’ economy?
Mere rise in GDP growth numbers are not enough. What India needs to become a global manufacturing powerhouse is a well-outlined policy that gets the wheel spinning on job creation, skills and holistic growth — especially as the world tilts towards protectionism.
Railways stocks: Stay bullish, just hedge a bit to avoid mistake of selling in haste: 7 outperforming railways stocks across different segments
Even the best of the rational brain can make wrong decisions when there is too much noise which gets created due to a narrative. Now for the last few days a narrative has been created that due to polls, FPI are selling. These kinds of narratives tend to hit the sector and stocks which are sitting with big gains and are dependent on government policy push. Railways was among the last sectors to get re-rated due to the policy focus. Whether it was companies which are financing the expansion of railways or private sector companies which are making coaches, all of them have done extremely well. Given the fact the railways is likely to be the focus area, the long term story remains intact. Only thing is that one might end up selling the long term winner early because of the narrative. Rather than getting jittery, it would be better to create a hedge and stay with the stocks where there has been a big change in the fundamental ways things operate and the sector has a long runway.
Transformative policy initiative
For startups spearheading indigenous EV solutions, this presents an invaluable opportunity to leverage global expertise and expedite technological advancements toward localised production under the Make in India initiative. Nevertheless, while the new EV policy marks a significant stride forward, challenges persist on the road ahead.
EVs, renewables, semiconductors: Triple engine to power transition
As India aspires to become a $5 trillion economy by 2025, sunrise sectors like Electric Vehicles (EVs), renewable energy, semiconductors, electronics manufacturing and more - which have the potential to transform the country's economic landscape -- have been given a renewed focus by the government.
Fab dream: Government and private players have to come together for made in India semiconductors
To leapfrog in the semiconductor products business, the process of setting up business needs to be swift, and the logistics process needs to be expedited. The government has to play a bigger role directly.
When valuations are expensive, stick with sector leaders: 5 stocks with right PEG ratio
It pays to be the leader and there is a good logical reason for it. It is not easy to become a leader of a particular sector. Right from the quality of the management and its ability to allocate capital correctly over a long term period of time and many economic cycles that makes a leader. Why is the issue of staying with the leader at this time ? Simple; valuations are not high and given the current sentiments, it is very likely that valuation may stay stretched before correction.
If I got a blank check, I will go and buy Reliance Industries: Sudip Bandyopadhyay
“There is an exponential growth potential in Reliance. While both retail and telecom are well established, green energy is a new business where things are improving and looking up. It deserves a much better valuation. I will definitely go and buy Reliance Industries if I am given a blank cheque.”
Unlock the road to secure celebrations: A comprehensive guide to motor insurance this festive season
As the festive season approaches, whether you're welcoming a new vehicle into your life or your motor insurance renewal is due, don't delay this prudent decision.
Tata and Vedanta offer India lessons in industrial policy
Business diversification and revitalization is the right direction for Indian business. But industrial policy needs to be based on what makes sense, not what makes headlines.
Provide insurance cover to staff travelling in employers' vehicle: Irdai tells insurers
Insurance Regulatory and Development Authority of India (Irdai) further said the compulsory cover of IMT-29 should be provided as an in-built coverage under the Compulsory Motor Third Party Liability Section of Private Car Package/ Bundled Policies and under standalone policies insuring Compulsory Motor Third Party Liability.
Health is wealth: Here's why investing in a health insurance plan is a smart choice this festive season
The COVID-19 pandemic has led to increased awareness and importance of health insurance. Consumers are now prioritizing individual and family health and well-being, leading to a surge in demand for health insurance.
DE(FAME)D: How the subsidy fiasco is short circuiting the FAME II policy
The government's decision to withhold subsidies, threats of retrospective penalties on close to a dozen “erring” companies have also exposed the fault lines of overestimating India’s true manufacturing prowess while simultaneously giving out a warning signal to all private players who have been relying on various ongoing subsidy schemes that one may receive funds only to be asked to give it back by those very risk averse bureaucrats who had handed over the cheques to them in the first place.
Pakistan’s flawed external debt policy
It is a pertinent question to enquire whether Pakistan's external debt of USD 126.3 billion (by the end of December 2022) is unsustainable against the size of the economy of USD 350 billion. In fact, it is not the quantum of external debt that is a problem, but a flawed debt policy being pursued since long.
As US races head, Europe frets about battery factory subsidies
European carmakers are frantically trying to build the supply chains they need to churn out electric vehicles.
Rhyme & Reason: India isn't said to be a bright spot in the global economy for nothing
India's claim to 'bright spot' fame at the moment is juxtaposed with growth estimate cuts and forecast of weaker growth in the next fiscal year starting April 1. "The growth rates are much higher than what you have for the EMDEs as a group (and for any other country or regional grouping around the world), which is why we have said that India is a relative bright spot. We should not downplay this achievement," Krishna Srinivasan, director of the Asia and Pacific Department at IMF, said in a media round table.
Is your car more than 15 year old? Here's what you need to know about scrapping
If your vehicle is more than 15 years old, it makes sense to discard it.
Jio-bp dealers seek changes to Co's policies, form association
Reliance Industries (RIL) and BP's fuel and mobility joint venture, Reliance BP Mobility (RBML), operates its fuel stations under the Jio-bp brand. Jio-bp fuel retailers in the west and the south have formed associations in their respective regions, and have demanded an increase in their commission, regular fuel supply, fuel price parity with PSU retailers, and a clean exit policy.
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