How to play India’s capex story
An economy thrives when there is spending across the board. In a consumption-led economy like India, you need private and public consumption to grow every year. That is expected to…
Freebies and Bank write-offs
Political analysts seem to agree that the recent Karnataka State elections in May 2023 were won decisively based on the “four guarantees” by the winning party. These promise a monthly…
How to play India’s e-economy boom
Zomato, a listed player in the food delivery space, saw its share price jump above the initial public offering or IPO price of Rs 76 on Tuesday for the first…
Why companies with FDI are good for you
Stock picking is an art. You must know the right time to get in or out. It is a skill you can acquire after years of practice. For most of…
How to play Budget 2023-24
Expectations drive financial markets. Credit markets look forward to the cues on interest rates and inflation, while equity markets look to those about corporate profits. It is the final full…
Investing in India’s digital economy
It was supposed to help realise dreams. India's consumer technology unicorns were riding on India's aspirational middle class. There was an overall downward trend in the technology sector around the…
Where to invest in 2023
A lot of literature is published at this time of the year. Not the type that goes for the Booker prize. It is about your money and how you should…
The India Poverty Debate
It all started with a news report in April 2022 stating that a study published as an IMF working paper and authored by three reputed economists has concluded that India…
What to expect in 2023
When financial markets witness high inflation episodes, they are usually followed by a recession. Online conversations and data intensify as high inflation triggers a chain of interest rate action by…
How can you play on India’s resilience
When a storm hits, it spares no one. The storm will sweep the winners and the losers, the good and the bad. India is touted as the bright spot in…