Uttam Ghosh offers his take on the BJP's poll promises in Bihar.
Analysts are warning of growing risks to the market's sustained momentum, and even to the possibility of consolidation at current levels. Domestically, markets are grappling with several challenges, including a slowing economy, as indicated by the latest GDP data for the July-September (Q2) quarter of 2024-25 (FY25), sticky inflation, fluctuations in the rupee, waning consumption, and high interest rates.
NCP (SP) chief Sharad Pawar has thrown his weight behind villagers in Solapur, Maharashtra, who are demanding a repoll using ballot papers after raising doubts about the accuracy of Electronic Voting Machines (EVMs). Pawar met with villagers in Markadwadi, where a police case was filed against over 200 people for attempting to conduct an unauthorized re-election. He expressed support for their concerns, claiming that the villagers were "the ones who thought of conducting polls using ballot papers." Pawar criticized the police action, calling it a restriction on the villagers' right to assemble and vowing to raise the issue with the Chief Minister, the state Chief Electoral Officer, the Prime Minister, and the Election Commission of India.
Trading activity of foreign investors and global trends will be the major driving factors for the equity markets in a holiday-shortened week ahead, according to analysts. Leading stock exchanges BSE and NSE have declared a trading holiday on November 20 for assembly elections in Maharashtra. Elections to the 288-member state legislative assembly will be held on November 20, and votes will be counted on November 23.
Uttam Ghosh offers his take on the decisions by the governments of Uttar Pradesh and Madhya Pradesh to file cases against several senior journalists and asks what happened to Narendra Damodardas Modi's commitment to free speech.
'Before you work on your business plan, before you build your team, you should have a clear idea about what your product is, who your customer is, how valuable the product is, and whether the market is deep and wide.'
Uttam Ghosh offers his take on the unusual events that have occurred within Modi-Shah's BJP.
Uttam Ghosh offers his take on this Theatre of the Bizarre.
While liquidity in the banking system has turned surplus in the last few weeks, it could go back to deficit again, mainly due to corporate advance tax outflows. The net liquidity surplus of the banking system rose to touch Rs 1 trillion on Tuesday on the back of government spending, according to the data released by the Reserve Bank of India.
Infrastructure bond issuances by commercial banks in the current financial year (FY25) are likely to surpass Rs 1 trillion, almost double that of FY24, market participants said. So far this financial year, banks have raised Rs 74,256 crore via infra bonds. In FY24, the total issuances stood at around Rs 51,081 crore.
The Indian market remains an attractive place to do business for the nation's entrepreneurs, with 75 per cent of them operating domestically.
Uttam Ghosh offers his take on US President Donald J Trump's startling suggestion to study the possibility of injecting disinfectants into COVID-19 patients.
Finance ministers of states demanded an increase in allocation under 50-year interest-free loan scheme, while fiscally stressed states like Punjab and Kerala pitched for a special package and borrowing flexibility, sources said on Friday. In a pre-budget meeting with Union Finance Minister Nirmala Sitharaman, states have also urged for higher borrowing limits to support fiscal activities, besides additional funds for Jal Jeevan Mission.
Uttam Ghosh offers his unique take on the No Jobs-Agrarian Distress state of the economy.
Public sector banks (PSBs) have proposed the Finance Ministry their plan to raise Rs 54,800 crore through Additional Tier-1 (AT-1) and Tier-2 bonds in the current financial year (FY25), 37 per cent more than the Rs 39,880 crore raised in FY24
Uttam Ghosh offers his take on the election result in Jharkhand where the ruling Bharatiya Janata Party failed to recpture power.
Global factors and FII activity will dictate trends in domestic equity markets this week while assembly poll results of Maharashtra and Jharkhand may impact stocks on Monday, say analysts. Stock markets witnessed a spirited recovery on Friday with benchmark Sensex and Nifty notching the best single-day gains in more than five months and offering relief after weeks of correction.
Dalal Street minnows stole the show in 2024, giving handsome returns to investors, helped by a largely optimistic trend in the stock market and impressive retail investors' participation. Analysts attributed the positive trend in the equity markets, where the benchmark indices shattered many records this year, to robust domestic liquidity, strong fundamentals of the Indian economy, and policy continuity.
Uttam Ghosh offers his take on the protests that have swept across America and President Trump's bizarre responses after George Floyd, an African American died in Minneapolis on May 25 after a white police officer pinned him to the ground.
Flipkart-backed super.money is on an expansion spree and plans to expand its range of offerings in credit and wealth management after launching its operations in July this year. The Bengaluru-based fintech company is on track to roll out credit products such as credit on Unified Payments Interface (UPI), unsecured credit cards, and personal loans within the first half of the next calendar year (2025).
rediffGURU Ulhas Joshi answers your mutual fund queries.
Bank credit growth is expected to moderate this financial year after a robust 16 per cent estimated for last financial year, driven by strong economic activity and retail credit demand. There are three reasons for this: a statistical high-base effect given the strong growth seen last financial year, revision in risk weights by the Reserve Bank of India (RBI), and relatively slower economic activity.
Credit card spending reached Rs 2 trillion in October, a 14.5 per cent rise from September, largely driven by festival season purchases. However, the volume of outstanding credit cards increased only marginally during the same period. The spike in spending comes at a time when nearly all major credit card issuers are calibrating their growth in the segment due to visible signs of stress.
Uttam Ghosh offers his take on the Delhi police's brutal crackdown on Jamia Millia Islamia students on Sunday during a protest against the Citizenship (Amendment) Act.
The gig economy market is expected to grow at a compound annual growth rate (CAGR) of 17 per cent to reach a gross volume of $455 billion by the end of 2024, according to a white paper by The Forum for Progressive Gig Workers. Estimates suggest the gig economy has the potential to create 90 million jobs and add 1.25 per cent to India's GDP (gross domestic product) over time.
Uttam Ghosh's unique take on the Citizenship Bill.
'Obesity, especially central obesity and increased visceral fat due to physical inactivity, along with the consumption of high-calorie, high-fat, and high-sugar diets, are major contributing factors.'
Uttam Ghosh compares the two events -- the labour ministry's ignorance and a young intellectual's incarceration -- and is mystified as many Indians are by what occurred.
A billion of them could fit on a pinhead, yet this tiny coronavirus has pulverised life on our planet.
Alternative investment funds (AIFs) have crossed Rs 5 trillion in terms of funds raised, while the investment commitments have surpassed Rs 12 trillion for the first time as of September, according to data released by the Securities and Exchange Board of India (Sebi).
Uttam Ghosh asks if the hasty manner in which the farm bills were passed means another strike against democracy in a nation which prides itself as the most populous democracy in the world.
'Consider your household's financial health and all your other goals.' 'Buying a house might seem like an urgent goal, but it is rarely the only one.'
The Fintech Association for Consumer Empowerment (FACE), the only self-regulatory organisation for financial technology/fintech (SRO-FT) companies, is aiming to secure membership from at least 75 per cent of players across all key fintech categories within the next three years, according to a senior executive. The total number of members in the organisation has increased to 110, up from around 60 when it received approval from the Reserve Bank of India (RBI) to operate as an SRO-FT in August.
ICICI Bank, Tata Motors, Tata Steel, NTPC, JSW Steel, State Bank of India and Adani Ports were the other big gainers. Asian Paints, Nestle, Tech Mahindra, HCL Technologies, Hindustan Unilever, Infosys and ITC were the other big laggards.
The advance/decline ratio (ADR) - a gauge of market breadth - has remained negative (below 1) for a second consecutive month. In other words, the number of stocks declining is outpacing those rising, as a brutal selloff by overseas investors and lofty valuations weigh on sentiment. According to BSE data, the ADR for October stands at 0.98 for the second month in a row.
A group of villagers in Maharashtra's Malshiras assembly segment, who had insisted on a "re-election" with ballot papers, have relented after police intervention. The villagers, who claimed the NCP (SP) candidate, Uttam Jankar, had polled less votes in their village than the BJP candidate, Ram Satpute, had planned to hold their own "repoll" on December 3. However, police warned them of legal action, and Jankar, along with police officials, had a meeting with the villagers, who ultimately decided to drop their plan. Despite this, they plan to continue their protest by other means.
Uttam Ghosh offers his unique take on the 10% quotas proclaimed by Narendra Damodardas Modi's government.
Uttam Ghosh offers his take on Defence Minister Rajnath Singh's accusing the Congress of internationalising the Kashmir issue.
As regards mid-caps and small-caps, analysts suggest investors buy only those stocks of those companies where there is earnings visibility for at least a few quarters and where the valuations have become reasonable.
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