Trumponomics, poor growth, and high valuation certainly don't make a bullish recipe for Indian markets, warns Debashis Basu.
'A long-term investor with a 4 to 5 year horizon could invest in this theme via SIPs.'
'Some of the astounding proposals, if translated into statutory provisions, would be suicidal.' 'This would not be a wonder cure for increasing insurance penetration and only result in mushrooming growth of players like paan kiosks with deleterious consequences.'
The narrative on China is changing post the recent stimulus measures, and it will be hard for global investors to ignore the Chinese markets.
'For politicians, winning the next election has become more important than economic stability of the country and broader national interest.'
Much drama is likely to continue in the coming year, within the Sangh Parivar as well as involving the Opposition parties and, of course the BJP's allies, predicts Modi biographer Nilanjan Mukhopadhyay.
'Is the Agniveer scheme or their post-retirement re-employment in paramilitary forces or in the state governments the BJP's answer to the crying need on the job front?' 'Or, even Finance Minister Sitharaman's one-year internship scheme in the public and private sector, is it a permanent solution, either?', asks N Sathiya Moorthy.
The Supreme Court is all set to live-stream its Constitution bench proceedings from Tuesday, and the hearing of pleas challenging reservations for the economically weaker sections and the row over control of services between the Centre and the Delhi government will be the first regular webcast.
'I don't believe there is an international conspiracy to swamp tribals in India or in Jharkhand.'
'A country that hosts and even celebrates UNSC-sanctioned terrorists, commenting on India whose pluralistic ethos and democratic credentials are exemplars for the world, is a contrast for everyone to see'
New investors should gradually build a 5 to 10 per cent allocation to gold.
What is most troubling is that not a single party that is part of INDIA has talked about any kind of reform and economic sense, argues R Jagannathan.
Economic criteria to ensure that the benefits of government policies reach the target group is not "proscribed" and a "recognised" basis of classification, the Supreme Court orally observed Wednesday while hearing pleas challenging the Centre's decision to grant a 10 per cent quota for the EWS category in admissions and jobs.
'Don't be surprised if the Census forms come with a caste box.' 'I will be surprised if it doesn't. It will be a point conceded to Rahul Gandhi and his allies,' asserts Shekhar Gupta. The BJP machine could take all 3 in its stride, but this election has changed that, notes Shekhar Gupta.
MNC funds invest in companies where foreign promoters have more than 50 per cent shareholding.
Better protection for depositors and investors was one of the chief considerations in Union Finance Minister Nirmala Sitharaman introducing, on Friday, the Banking Laws (Amendment) Bill, 2024, in the Lok Sabha to amend four pieces of legislation. This amendment is also to improve audit quality in public-sector banks (PSBs), offer consistency in reporting by banks to the Reserve Bank of India (RBI), and provide for an increase in the tenure of directors in cooperative banks.
'Any earnings, regardless of location, will be subject to Indian income tax.'
Invest with a 5 to 7 year horizon so that you are able to ride out price volatility and benefit from the long-term trends of demand and macroeconomic shifts.
There is an acute imbalance of power between the various organs of the State, including the executive, the legislature, the judiciary, and the ultimate sovereign -- the people, argues R Jagannathan.
'The Indian government is better prepared this time and has reached out to all contenders and not putting all eggs in one basket.'
President Droupadi Murmu on Wednesday emphasised the need to strengthen affirmative action as a tool for inclusion while urging the rejection of divisive tendencies rooted in perceived social hierarchies.
Is it is necessary to play divisive politics to succeed in the next general elections? asks Dr Sudhir Bisht.
A unanimous decision was taken by the 30 judges of the apex court in the full court meeting headed by Chief Justice of India U U Lalit held on Tuesday evening to implement an apex court verdict of 2018 in the Swapnil Tripathi case.
There are reports that the government will soon cut income taxes by about Rs 50,000 crore to boost consumption.
Prime Minister Modi, I suggest that, instead, you distribute about one lakh crore rupees per year to the 80 crore poor, which will boost both consumption and economic growth, suggests Kalyan Singhal, McCurdy Professor of Business at the University of Baltimore.
This is the full text of the address to the nation by President Droupadi Murmu on the eve of India's 78th Independence Day.
'There are many things we need to work on.' 'At the heart of it is, one, the extent of inequality, which is not good for democracy and nation; two, a structural decline on how a country ought to function, how people should be held accountable, whose role is what.'
'In Western UP, last time a lot of Dalits voted for the BJP.' 'This time, there is a rethink among Dalits about the extent of their support for the BJP.'
This will be the first time that the Congress, since its ouster from power in 2014, will get the post of Leader of Opposition in the Lok Sabha. It failed to get the position in the past 10 years as its tally was below the requisite 10 per cent of total seats in the House, both in 2014 and 2019.
'Kamal has surfed and navigated a lot of tidal waves, manoeuvring the peaks and troughs, combining rare intelligence and commonly available intuitions to overcome unimaginable crises all his life.' 'There is no looking back at the past, for his only motto has been 'Tomorrow belongs to us'!'
"There was complete clarity in my mind that taking the public in Jammu and Kashmir into confidence was absolutely essential for the execution of the decision," Prime Minister Narendra Modi says about his government's decision to abrogate Article 370 in Jammu and Kashmir.
The Supreme Court on Thursday agreed to list for hearing a PIL filed by former Rajya Sabha lawmaker Subramanian Swamy seeking a direction to the Centre to declare the Ram Setu as a national heritage monument.
'More than 9.5% new voters have been added to the electoral voters' list compared to the 2024 Lok Sabha election.' 'This led to an increase in about 5% to 6% in total votes polled for this assembly election.' 'That has tilted hugely in our favour because we worked hard for registration of these voters and concentrated on bringing out these new voters out during this assembly election.'
Markets regulator Securities and Exchange Board of India (Sebi) is stepping up efforts to ease the onboarding of foreign portfolio investors (FPIs) and has constituted a cell for consultations with offshore investors and custodians, said whole-time member Ananth Narayan. Sebi is also working to make regulations more "light-touch" for FPIs that invest exclusively in government securities or are sovereign funds. The regulator is trying to make the registration process easier for such FPIs, the Sebi official said at the CII Financing 3.0 Summit in Mumbai.
First things first: For those wondering if they need to reapply, the answer is no.
'A 10 to 15 per cent allocation to gold in portfolios reduces risk without compromising on potential returns.'
For India to view the new Sri Lankan leadership only through the prism of the past or through their narrow view on China, is fraught with possibilities that should be avoided, asserts N Sathiya Moorthy.
India's three-wheeler exports, which have been on a downhill trajectory over the past few years, are showing no signs of recovery in FY25, with key markets like Sri Lanka, Bangladesh, Nigeria, and Egypt witnessing subdued demand. In May, the country's exports plummeted 11.3 per cent year-on-year (Y-o-Y).
Long-term tax-saving FDs can also be considered after the PPF limit has been exhausted.
Quant funds are a unique offering in the MF space as the investment decisions are driven by a blend of active and passive strategies.
'The PM who is first among equals, who has to listen to others, take their point of view into account and who would have to be a good manager'