As the quick commerce (qcom) race hots up, a new model - vertical qcom - is gaining investor attention. Unlike horizontal players such as Blinkit, Zepto, and Swiggy Instamart, which stock everything from groceries to gifts and gadgets, vertical platforms focus on depth over breadth.
'We sent just 500 people from India to the US on H-1B visas. There is no dependence on H-1B visas.'
'What we see now is a much stronger need for data sovereignty.'
'Such stocks may be useful for aggressive portfolios, but should not be part of the core holdings.'
Larsen & Toubro Ltd (L&T) is deepening its push into data centres and defence manufacturing while keeping an eye on emerging opportunities in nuclear and thermal power, chairman and managing director SN Subrahmanyan said. The engineering and construction conglomerate has invested around Rs 2,200 crore in data centres, with 32 megawatts (Mw) already operational.
Some of the key names include: Maruti, M&M, Ashok Leyland, Britannia, Ultratech, JK Cement, Havells, Voltas, Amber, Metro, Trent, LemonTree, Indian Hotels, Niva Bupa, HDFC Life, IGL, Acme Solar, Suzlon, Swiggy, Delhivery, ICICI Bank, HDFC Bank, Bajaj Finance, Shriram Finance," according to a report by Motilal Oswal Financial Services.
The Insurance Regulatory and Development Authority of India's (Irdai's) decision to allow insurers to hedge risks through equity derivatives will help them manage market volatility and protect policyholder returns. However, this move is unlikely to alter their investment strategies.
Investigators seeking to arrest South Korea's impeached President Yoon Suk Yeol over his attempted martial law declaration faced a standoff with the Presidential Security Service (PSS) outside the presidential residence in Seoul on Friday, Yonhap News Agency reported.
Several multinational medical device makers are focusing on deepening their presence in India by expanding their local manufacturing footprint and research capabilities, a move that can catapult India into a strategic hub for the medical technology (medtech) industry. Among those increasing their reach in the country are Siemens Healthineers and Philips, signalling a broader shift from India being only a sales destination to becoming a global production and innovation base.
On December 14, Yoon was impeached by the National Assembly over his attempt to impose martial law in the country.
While Angel One and Unifi Capital have obtained the final licence, Jio BlackRock, Capitalmind, Choice International and Cosmea Financial Holdings have received in-principle approvals.
Buying makes sense for those planning to stay in a city for at least 7 to 10 years. Financial preparedness is crucial.
'The problem is that the bubble may not only be in valuations, but also in investors' minds.'
As the Indian stock markets tumble under the panic set off by US President Donald Trump's tariff tantrums, three market experts weigh in on the reasons behind this fall, how much pain is left and how should investors adapt their strategies to invest in markets.
Indian Chief Information Officers appear to be more progressive as compared with their global counterparts and are looking to 'make innovation real' and 'expand business impact' for their respective organisations.A study conducted by IBM based on a survey of 100 Indian CIOs says that 70 per cent of Indian CIOs are integrating business and technology to promote innovation for the entire organisation, as compared to 47 per cent of global CIOs.
'Investors may have made money in mid and smallcaps due to market momentum, but now they need to focus on fundamentals.'
What a difference a year makes! Last year, the G20 Summit was in New Delhi and Prime Minister Narendra D Modi was the host, here, there and everywhere. This year, he is just another guest among a galaxy of world leaders at the G20 Summit in Rio de Janeiro.
With constant pressure to reduce IT costs, these executives have a lot on their plate.
Foreign investors have pulled out Rs 22,420 crore from the Indian equity market so far this month, owing to high domestic stock valuations, increasing allocations to China, and the rising US dollar as well as Treasury yields. With this sell-off, Foreign Portfolio Investors (FPIs) have recorded a total outflow of Rs 15,827 crore in 2024 so far. As liquidity tightens, FPI inflows are expected to remain subdued in the short term.
SBI Mutual Fund recently launched the SBI Quant Fund. Its new fund offer (NFO) opened on December 4, 2024, and will close on December 18, 2024. Currently, 11 fund houses manage quant funds with assets worth Rs 9,013.6 crore.
IT executives who have the best relationships with employees and business partner make the best CIOs.
For Lori Beer, chief information officer, JPMorgan Chase & Co, largest banker in the US, India is a big part of the organisation's global technology footprint and is core to its products and services. This is evident from the fact that in less than two months since JPMorgan & Chase chief executive officer Jamie Dimon visited India, Beer has come here to see the recently opened centres in Mumbai and Bengaluru. "What is different for me this year are our new centres and to be able to come and see the vibrancy, and connectedness is great.
Foreign investors have continued selling in the Indian market, pulling out a massive Rs 85,790 crore (around $10.2 billion) from equities this month due to Chinese stimulus measures, attractive stock valuations, and the elevated pricing of domestic equities. October is turning into the worst-ever month in terms of foreign fund outflows. In March 2020, FPIs withdrew Rs 61,973 crore from equities.
Indian chief information officers would be mainly concerned with the issue of IT infrastructure during the year 2004, Gartner Inc, the research and advisory firm, said on Tuesday.
Sixty-six per cent of 467 chief information officers surveyed by IDC India revealed that they expect the economic slowdown to end by October-December 2009.
Shyam's appointment was announced by Washington Governor Chris Gregoire on Monday.
Foreign investors have adopted a cautious stance and infused Rs 7,320 crore in the Indian equities in August owing to high valuation of stocks and the unwinding of the Yen carry trade after Bank of Japan raised interest rates. This investment was way lower than Rs 32,365 crore in July and Rs 26,565 crore in June, according to data with the depositories. While September is likely to see continued interest from FPIs, the flows would be shaped by a combination of domestic political stability, economic indicators, global interest rate movements, market valuations, sectoral preferences, and the attractiveness of the debt market, Vipul Bhowar, Director Listed Investments, Waterfield Advisors, said.
Among the 30 Sensex firms, Asian Paints, Infosys, JSW Steel, UltraTech Cement, Power Grid, Larsen & Toubro, HCL Technologies and Tata Steel were the biggest laggards. Tata Motors, HDFC Bank, Bharti Airtel, ITC, IndusInd Bank and Axis Bank were the gainers.
From the 30 Sensex pack, State Bank of India, Mahindra & Mahindra, Bharti Airtel, Titan, HDFC Bank, IndusInd Bank, Axis Bank and Bajaj Finance were the biggest laggards. JSW Steel, Tech Mahindra, Larsen & Toubro, Hindustan Unilever, HCL Technologies and Reliance Industries were among the gainers from the pack.
The Securities and Exchange Board of India (Sebi) has permitted 100 per cent contribution from non-resident Indians (NRIs) and overseas citizens of India (OCIs) in the corpus of foreign portfolio investors (FPIs) based out of Gujarat International Finance Tec-City (GIFT City), the country's international financial services centre (IFSC). However, the Indian diaspora is yet to fully embrace this new route. The regulator allowed this route to enhance the fund ecosystem at GIFT City and attract genuine investments from overseas Indians.
Both these roles were handled by Laxman K Badiga, who took 'voluntary retirement' earlier this month after over three decades of service.
The cash pile within smallcap mutual fund (MF) schemes has grown over the past few months amid a relentless rally in stocks in this space. While fund managers usually don't make cash calls, incessant inflows and valuation discomfort have forced their hand. At the end of January, the top 10 schemes had over Rs 12,160 crore in cash, compared to Rs 8,700 crore in August 2023.
Pratham Barot, CEO and co-founder, Zell Education, explains how specialised courses in finance can help you earn a cushy six-figure salary.
To minimise risk, invest in a debt fund whose duration matches your investment timeframe.
Lula da Silva congratulated Modi and thanked India for its efforts to give voice to the topics of interest to emerging economies.
They are realising unstructured data generated from social media and mobiles is vital for business decisions.
'The structural story of India is a multi-decadal story.' 'One should stay invested in that story and avoid reacting to what is happening globally.'
Equity supply may hit Rs 6 trillion soon.
While the minimum holding period for LTCG taxation has now been lowered, the tax outgo could be a bit higher under the new structure.
India's largest asset manager SBI Funds Management on Tuesday said they are negative on equities from a shorter-term perspective as valuations have risen above the comfort zone. "We are not positive on equities. We think valuations are expensive. "The market has gone up a lot more than the earnings have grown," said R Srinivasan, Chief Investment Officer (CIO) - Equity at SBI Mutual Fund, at the launch of asset management companies' (AMC) yearly report on the market outlook.
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