TOP UP POLICY
Top startup and tech stories this week
Welcome to a brand new edition of ETtech Unwrapped – our weekend newsletter packed with the most important stories that we covered this week. Here’s a recap if you missed them.
Chorus grows for angel tax repeal; policy push for EVs
Startup Inc’s calls to do away with angel tax have found support from the government. This and more in today’s ETtech Top 5.
Central banks should have independence to deliver on price stability: John C Williams
Central banks ought to own up for delivering on price stability and must be given the independence to act for achieving it, a top official from the Federal Reserve Bank of New York said on Friday.
Weekly Top mid and smallcap picks: These mid and smallcap stocks scored 10 on 10 on Stock Reports Plus
Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analysis, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools - earnings, fundamentals, relative valuation, risk and price momentum.
Government to soon come out with a new shipbuilding, repair policy
The Ministry of Ports, Shipping, and Waterways is set to introduce a new Shipbuilding and Repair Policy under the 100-day action plan. Ambitious goals have outlined in Maritime India Vision 2030 and Amrit Kaal Vision 2047 to elevate India's shipbuilding industry globally. The initiative aims to revitalise the industry, increase the share of Indian-owned vessels in cargo transport, and seize a significant market opportunity by 2047.
India Inc now picks its C-level champions from indoor pool
Indian companies like Mahindra and Aditya Birla Group are increasingly focusing on internal talent pipelines for leadership roles, showcasing a shift towards nurturing seasoned professionals for longer tenures within the organization.
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Here's a two-pronged approach to navigate an ever-rising stock market
Despite the Modi regime's progressive policies ensuring macro-stability, the 2019 super-rich surcharge raises doubts, especially in view of the poor election show of the BJP. Markets however defied election outcome pullback expectations, hitting new highs. In such a scenario, investors should monitor policy changes and consider phased investments.
Ecommerce space heats up; and other top tech, startup stories this week
Welcome to another edition of ETtech Unwrapped – our weekend newsletter. It has been a packed week for ecommerce and quick commerce news. The previous weekend began with Zepto scooping up $665 million in funding, at more than double its last valuation in 2023, which is a pivotal moment for the sector.
Weekly Top Picks: These mid and small cap stocks scored 10 on 10 on Stock Reports Plus
Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analysis, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools - earnings, fundamentals, relative valuation, risk and price momentum.
Fiscal discipline key to India's growth prospects: Sanjay Nayar
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.
Dollar edges higher, buoyed by monetary policy imbalance
The dollar strengthened against major currencies on positive U.S. economic data. U.S. business activity surged in June, easing inflation concerns. Dollar index rose to 105.81, erasing weekly declines. Thierry Wizman predicts continued dollar strength amid European political uncertainty.
Weekly Top Picks: These mid and small cap stocks scored 10 on 10 on Stock Reports Plus
Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analysis, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools - earnings, fundamentals, relative valuation, risk and price momentum.
Job creation is India's top economic challenge, policy experts say
According to a poll of policy experts by Reuters, tackling India's chronic joblessness will be the biggest challenge for the government over the next five years, despite the country's status as the world's fastest-growing major economy. The economy grew more than 8% last fiscal year, but this growth has not translated into sufficient job creation, particularly for young people. The recent parliamentary elections saw Prime Minister Narendra Modi's BJP losing its majority, partly due to issues such as widening inequality, inflation pressure, and a lack of well-paying jobs.
ETMarkets Smart Talk: Rural consumption could top priority in Modi 3.0’s final Budget in July: Vinay Jaising
The BJP led NDA alliance is confident of forming the government for the third time consecutively which has not happened in India since 1962 when the Nehru led Congress was in Power; and an extremely spectacular event.
I am a retired person; I have a health insurance cover of Rs 5 lakh. Should I get a super top-up health insurance plan?
Our panel of experts will answer questions related to any aspect of personal finance. If you have a query, mail it to us right away.
Chakri Lokapriya's top midcap stock picks for near term
I think defence, semiconductor, industrial, infra are easy reforms for the current government in the current shape to continue because even the allies, for instance, Naidu is a very reform-oriented person.
Sensex hits fresh all-time high, surges 1,619 points; rate-sensitive stocks surge up to 9% post RBI policy decision
The market capitalisation of all listed companies on BSE surged by Rs 7.38 lakh crore to Rs 423.27 lakh crore. Post RBI policy decision, realty indices surged up to 9.5%, with Sunteck Realty, Sobha, Brigade, and Lodha rising between 3% and 9.5%. Nifty Bank stocks such as Bandhan Bank, SBI, Axis Bank, AU Small Finance Bank, and Kotak Bank rose by 1-2%.
Tech stocks lift Nasdaq, S&P 500 as rate-cut expectations tick up
Nasdaq hits record intra-day high on tech rally, fueled by gains in Microsoft and Amazon. Investors remain cautious, weighing economic concerns against the possibility of earlier Fed rate cuts.
IIT-Delhi joins IIT-B among top 150 in QS World University Rankings
India has achieved the fastest growth in university representation among all G20 nations in terms of its performance over the last decade. The number of Indian universities rose more than fourfold from 11 in the QS World University Rankings 2015 to 46 in the 2025 edition featuring 1,500 institutions.
Expect 13-15% earnings growth in FY-25 driven by topline growth, margin expansion: Venugopal Garre
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.
Infrastructure stocks: With more clarity a stronger round of re-rating in Modi 3.0? 7 infra stock with upside potential of up to 33%
Couple of months back PM Modi had mentioned his priorities of Modi 3.0. The first word which was used was infrastructure and then subsequently others. There should not be any surprise given the fact that even in the last ten years, infrastructure has been a priority. What has changed is that in the first five years, it was the clean up of the books and debt which was taking place. In the next five it was both, lowering debt, higher order book and now with books much better placed, much less litigation, now when the order book gets bigger as the focus on infrastructure continues the increase is likely to be more visible in margins and that increases the probability of even a strong and sustained rating. We take a look at infrastructure makers, which is very different from infrastructure owners. Though in some cases, these companies also have some projects where they have stakes.
Percentage of women in senior leadership roles increases to 18% in 2023 from 16% in 2016: Report
The report by LinkedIn and The Quantum Hub highlights that while there has been an increase in women joining the workforce, leadership positions still lack gender parity. The representation of women across the workforce rose to 26.8% in 2024, but senior leadership roles only account for 18.3%, showing a decline from the previous year. Industries like education and government administration have higher female leadership representation, while sectors like construction and utilities lag behind.
Infra mutual funds among top winners in last 5 years of Modi government
Infrastructure sector-based mutual funds, including Quant Infrastructure Fund, Invesco India PSU Equity Fund, and Nippon India Power & Infra Fund, have been top winners in the last five years of the Modi government, offering impressive absolute returns up to 380%.
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 44%
After a short phase where bears were seen on the street, at least on the index level bulls were back in control as they touched a new high. Given the event risk in terms of election results, the market breadth might remain probably in equilibrium territory till the time exit polls come. In this short period if one is not a trader and knows how to hedge, it would be better to be cautious before investing. If one is taking fresh exposure to equity, ensure that there is some level of quality as far as the business and fundamentals are concerned.These selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Top Russian military officials are being arrested. Why is it happening?
Following the arrest of a Russian deputy defense minister last month, a series of detentions of senior military officials on corruption charges has unfolded. These arrests coincided with President Vladimir Putin's fifth term and a reshuffle of Defense Minister Sergei Shoigu. The detentions have sparked speculation about Putin's control over the Defense Ministry, potential turf battles, or other internal power plays. Corruption has long been entrenched in Russia's system, but the recent crackdown, especially amid the war in Ukraine, suggests a significant shift in handling graft within the defense sector.
Foreign-themed mutual funds rally up to 80% in a year. Should you go international?
International funds, including top performers like Mirae Asset NYSE FANG+ETF FoF, showed strong growth. However, concerns arise with Sebi's restrictions on overseas ETF investments and varying earnings growth in indices like Hang Seng and CSI 300.
PSU Banks stocks: Stay bullish, hedge a bit to avoid narrative induced selling; top 7 PSU banks with upside potential of up to 36 %
While every sector has witnessed a re-rating in the last couple of years. The re-rating can be due to two reasons. whether headwinds have gone away because of government policy push and clean up or the sector has recovered due cyclical reasons. In the case of PSU banks,which have seen strong re-rating in the last one year, there is a mix of both reasons. The government cleaned up and strengthened the regulatory system. Also that overall economic growth has seen a sharp recovery which has helped in credit off take. Now comes the question that after this rally, should one sell, should one hold, should one increase the exposure. The answer lies in hedging for the banks you own and just avoid listening to noise which will remain high till election results are announced.
Sanjiv Bajaj on right way to go in getting health insurance, rising premia & more
Sanjiv Bajaj elaborates on the factors contributing to premium increases, including health inflation and GST. He also provides insights on the health insurance porting process, emphasizing the importance of policy porting and health declarations.
India can't, in the name of open economy, open up its national security to work with China: S Jaishankar
From the big shifts in foreign policy under the Modi government, the China challenge to CAA and the heat and dust of electoral politics, External Affairs Minister S Jaishankar touched on a range of topics in a freewheeling discussion at the ET Roundtable.
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