'The future of BRICS is under stress as Chinese attempts to expand the platform are being resisted by India and Brazil.' 'Beijing is focused on a quick expansion with the aim of giving the platform a distinctly anti-Western orientation, which New Delhi and Brasilia seem to have no interest in,' notes Harsh V Pant.
The Indian equity market valuation has been moving in tandem with the US 10-year treasury yield. While the benchmark US bond yield has witnessed a nearly 70 basis point decline since the end of October this year, dropping from 4.93 per cent to 4.23 per cent on Friday, the Sensex earnings yield has slipped by nearly 45 basis points - from 4.5 per cent to 4.05 per cent. Previously, Indian equities' earnings yields rose in sync with the US bond yields.
'Investors need to be stock specific and should not rush to buy stocks at the current levels.'
Apart from the human body, human food will bear direct repercussions. From staples such as wheat, to coffee, dairy, and even the great Hilsa face the threat of reduced supply due to the extreme heat.
The top 100 companies have accounted for 63% of the gains (Rs 51 trillion out of Rs 81 trillion), while firms beyond the top 100 have contributed 37 per cent (Rs 30 trillion).
'If equities perform well in a year, withdraw money from equities. If the equity market is down, shift withdrawal to the debt portion.'
Concerned over the development, the security agencies reworked their strategy, especially keeping in mind the Amarnath Yatra beginning June 30.
'There is a huge wait in Kashmir for compassion from the prime minister of India.'
According to reports, Dravid, granted an extension after his contract ended on November 19, attributed the loss to the pitch at Ahmedabad's Narendra Modi Stadium.
'it's not just youth in India who are left behind because of their inability to find jobs; nearly two-thirds of Indian women of working ages do not participate at all in the paid labour force.'
Even as Srini Pallia, a Wipro veteran, is set to take charge as the chief executive officer (CEO) of the company, analysts expect the stock's underperformance to continue in the near-future. This, they believe, will be on the back of likely loss of market share, and difficult business environment. "We expect Wipro to underperform peers on growth once again in FY25 as channel checks and media reports suggest Wipro is losing share with select clients across multiple verticals.
16 Indian Army divisions face China, 20 face Pakistan and two divisions are reserves. This powerful signal can hardly be missed in China or Pakistan, notes Ajai Shukla.
'Like every Budget, this time, too, there is chatter around tinkering with the long-term capital gains tax.' 'Investors may not want to jump into the markets until there is clarity on this front.'
Siemens delivered a strong margin performance and also reported high other income to beat consensus in the January-March quarter (Q2) of FY24 (the company's year-end is September 30). In addition, it has opted to demerge the energy vertical with a 1:1 award of shares in the newly demerged entity which will be listed by the end of this year (CY25).
Global fund managers remain bullish on the Japanese stock markets, which is now their most preferred destination in the Asian region. Both Morgan Stanley and Jefferies in their recent reports, have cited their preference for the Land Of The Rising Sun, which is fast becoming the land of the rising equities, too.
rediffGURU Ramalingam Kalirajan answers your personal finance queries.
Nikam has replaced two-time MP Poonam Mahajan, who is the daughter of the late BJP stalwart Pramod Mahajan.
The SP chief said, "If the Congress behaves like this, who will stand with them."
The interim Budget proposals that will be presented on February 1 in the backdrop of the general elections scheduled in April/May 2024 are likely to have a hint of populism, believe analysts, but are unlikely to derail the government from its path of fiscal prudence.
A full-fledged training, intelligence and combat module on Taliban, its leadership and their modus operandi is being prepared apart from specific case studies that have taken place in that country and the region, he said.
'More than investors, fund houses, and advisors have raised caution and limited flows on small-and mid-caps.'
Despite India being bowled out for 80, England faced a tough battle during the chase
While tenants can't escape the impact of rising rentals entirely, they can adopt a few strategies to reduce the impact.
"We value our partnership with India, and we've been increasing it and doing a lot more, over time. They have the same security challenge, primary security challenger that we do, and it's real on their northern border," Admiral John Christopher Aquilino, commander of United States Indo-Pacific Command, told members of the House Armed Services Committee during a hearing on Indo-Pacific National Security Challenges.
'While other parties generally need support directly from their central leadership to get influencers or celebrities to endorse their party, the work of identifying and contacting such influencers has been decentralised to state and district level IT cells to get more engagement in the BJP.'
'For experienced and risk-taking investors, now may be the time to go all in.' 'By 'experienced and risk-taking', I refer to those who remained net buyers in equities during the early stages of the 2020 pandemic.' 'On the other hand, those who exited the markets during the pandemic may go the SIP way.'
With all 29 under its belt, the BJP became the first political party to achieve such a feat after 40 years in Madhya Pradesh.
Congress leader Rahul Gandhi had recently blamed unemployment and price rise for the Parliament breach on December 13, when two protesters jumped into the lower house chamber and opened smoke cans.
India's negotiating posture at the multilateral negotiations should be aligned with a significantly transformed development strategy domestically.' 'The positions the country takes at the negotiations will then carry credibility, says Shyam Saran, former foreign secretary and India's chief negotiator on Climate Change 2007-2010.
Zee Entertainment Enterprises Ltd (ZEEL) is seeking rapprochement with Sony Group as it makes a last-ditch effort to resurrect a $10 billion merger, according to industry sources. After the Japanese multinational firm pulled the plug on its $10 billion merger deal in January, the Indian company reached out again to Sony to reconsider the termination and offered for talks this month, a source said. On the other hand, Sony is understood to be evaluating the proposal from Zee.
As the world celebrated International Day of Persons with Disabilities (PwD) on December 3, corporate India has kept up with efforts to make workplaces more inclusive and accessible. Organisations across sectors are taking initiatives such as equipping offices with practical work tools like Braille-friendly and voice-enabled lifts and screen readers. While inclusion has gained pace, only 11.3 per cent (or 3.4 million out of 30 million) Indians with disabilities have jobs.
'The inauguration of the Ram temple was the pinnacle of the BJP's religious politics.' 'Politics is dynamic. What goes up has to come down.'
Neither the BJP, nor the Congress before it, made any manifesto commitments on defence spending, even though allocations have plummeted from 4 per cent of gross domestic product (GDP) in the late 1980s to less than 2 per cent today, points out Ajai Shukla.
The arrests were made from different districts of Tripura by teams of Assam police's special task force, he said.
There are several welcome standalone reforms, but these do not add up to a coherent strategy to achieve a $5 trillion economy or secure Aatmanirbharta, observes Rathin Roy.
The recent surge in crude oil prices could shave off the gains made by India Inc in profit margins in the past few quarters. Worse, it comes at a time when consumer demand in the country is slipping and major global economies are witnessing a slowdown. A back-of-the-envelope calculation suggests that the margin expansion accounted for three-fourths of the rise in the listed firms' operating profit between the April-June quarter (Q1) of FY23 and Q1FY24, and only a quarter of profits gains came from revenue growth.
It is time the new government, unencumbered with the burden of past, initiates a wide ranging review and open debate on the security issues to rectify our short term and long term shortcomings. It has taken some wise steps but has to go beyond this to identify the structural weakness and create systems, says Colonel (retd) Anil Athale.
Hardik Pandya appreciated the advice given by Virat Kohli
The world needs to wake up to this new dimension of war at sea and be prepared to face the 'unknown enemy' who have the advantage of attacking at their choice of location and time, cautions Commodore Venugopal Menon (retd).
The country's six largest smallcap schemes would require more than 20 days to liquidate half of their holdings, despite most of them maintaining high cash levels and having considerable exposure to more liquid largecap stocks, stress tests conducted by fund houses reveal. For midcap funds, the time required to sell half of the assets of the top six schemes varies between seven and 34 days, according to disclosures made by asset management companies. The Securities and Exchange Board of India (Sebi) had called for such tests in the face of strong inflows into smallcap and midcap funds, despite concerns over high valuations, to keep investors better informed.
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