Uttam Ghosh offers his take on politics post the air strikes.
Indian corporate are increasingly shifting away from bank funding towards alternative sources, such as equity and bond markets, as their deleveraged balance sheets have improved their ability to raise equity at better valuations. Moreover, the 100 basis points (bps) rate cut by the Reserve Bank of India (RBI) has enabled them to access long-term funds from the debt capital market at cheaper rates.
Uttam Ghosh offers his take on Vikas Dubey's arrest and mysterious death in a police encounter.
Uttam Ghosh salutes the Myanmarese People's resistance to Tyranny.
Uttam Ghosh offers his take on Modi's jibe and Mamata's retort.
'An asset must generate income. Equities yield dividends, bonds pay coupons, deposits give interest, and real estate earns rent.' 'Gold, silver, and even Bitcoin produce no income, they merely store value. So, they should not be compared to productive assets.'
Uttam Ghosh on how Indian politics may play out in 2018.
State-owned Bank of Baroda (BoB) on Sunday said it has cut its benchmark lending rate linked to repo rate by 50 basis points in line with the RBI's rate reduction. Meanwhile, private sector HDFC Bank reduced its Marginal Cost of Funds-based Lending Rates (MCLR) by 10 basis points across tenure, which will benefit borrowers whose loans are linked to this benchmark.
India's 18 largest states, accounting for over 90 per cent of the country's gross state domestic product (GSDP), are likely to record a marginal uptick in revenue growth to 7-9 per cent this year, from 6.6 per cent clocked in 2024-25 (FY25), rating agency Crisil said in a report on Tuesday. This growth, slower than the decadal average of about 10 per cent, would lift these states' cumulative revenue to around Rs 40 trillion in FY26 from Rs 37.26 trillion in FY25.
Uttam Ghosh wonders if the farmers's concerns will be addressed now that the BJP has embarked on Mission Bengal.
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.
Uttam Ghosh pays homage to these martrys for India.
Uttam Ghosh offers his take on the Election Commission finally taking action against hate election speeches.
Private equity and venture capital investments dropped to $4.7 billion in April this year on heightened uncertainty and high valuation expectations of sellers, a report said on Monday. The overall amount invested is 6 per cent lower than the $4.9 billion recorded in April 2024, and 20 per cent lower than the $5.9 billion in March 2025, the report by industry body IVCA and consultancy firm EY, said.
India's merchandise exports in November dipped by 4.85 per cent to $32.11 billion against $33.75 billion a year ago, according to government data released on Monday. Imports increased by 27 per cent to $69.95 billion in November compared to $55.06 billion in the year-ago month.
The factor fund launch spree by mutual funds (MFs) is moving from the passive to the active space. Two new fund offerings (NFOs) - ICICI Pru Active Momentum Fund and Bandhan Multi-Factor Fund - are currently open for subscription. Sundaram MF's multi-factor fund NFO closed this Wednesday.
Uttam Ghosh offers his take on how Trump -- who wants to build a wall between his country and Mexico -- may react to the Gujarat wall on his visit to Ahmedabad on Monday.
Equity investors are up for an eventful trading week ahead as the 90-day suspension period of the reciprocal tariffs announced by US President Donald Trump ends on July 9, analysts said, adding that a positive outcome from the trade negotiations could further lift market sentiment, particularly benefiting trade-sensitive sectors.
Uttam Ghosh asks why the PM Cares fund could not have paid for the train tickets of migrant workers on their way home when the government flew Indians stranded in different parts of the world for free!
Uttam Ghosh offers his take on how Greta Thunberg, the teenage Swedish environmental activist, blasts world leaders at the UN over climate change.
Uttam Ghosh offers his take on Rs 1.76 lakh crore being transferred by the Reserve Bank of India to the government.
The 13th-month persistency rate of life insurers - an important metric indicating the retention of new policies - declined in the first quarter of 2025-26 (Q1FY26). This fall was primarily driven by a lower share of high-value policies, following taxation changes implemented in April 2023.
With demand for information-technology (IT) services in North America still sluggish, Europe has become a source of optimism for Indian companies because it is delivering steady gains over the past two years and continuing to outperform in the latest quarter. Yet analysts caution a full-scale revival will require a rebound in the United States (US), particularly in manufacturing, retail, and BFSI (banking, financial services, and insurance), because Europe contributes only about a third of the revenues.
Uttam Ghosh offers his take on Donald J Trump's comment on Narendra Damodardas Modi: 'They love this gentleman to my right. People went crazy, he is like an American version of Elvis', referring to the Howdy Modi event.
Uttam Ghosh offers his take on India slipping 10 places to the 51st position in the 2019 Global Democracy Index.
Young investors with a higher risk appetite are better off with a combination of term insurance and equity funds.
Uttam Ghosh offers his take on this week's election violence in Bengal.
Uttam Ghosh offers his take on DeMo: A Year On.
Uttam Ghosh offers his take on the Delhi election results.
Non-resident Indians (NRIs) haven't gone big on the Indian stock market story despite the post-pandemic boom. While domestic participation through mutual funds (MFs) and dematerialised accounts has soared, NRI participation figures show limited signs of a similar rise.
A parliamentary panel has sought details from two key government ministries on actions planned against social media platforms and influencers who "seem to be working against national interest" following a recent terror attack in Pahalgam. The panel, headed by BJP MP Nishikant Dubey, has asked the ministries of Information and Broadcasting, and Electronics and Information Technology to provide details of any contemplated action to ban such platforms under the IT Act 2000 and the Information Technology (Intermediary Guidelines and Digital Media Ethics Code) Rules, 2021. However, a member of the panel, Trinamool Congress MP Saket Gokhale, has denied receiving any communication related to the issue and claims that the chairperson cannot issue a statement without the approval of the committee.
Uttam Ghosh offers his take on US President Donald J Trump's tweet 'All is Well' after Iran launched missile strikes on US bases in Iraq, on January 9, 2020.
Is the 'caged parrot' at work again, asks Uttam Ghosh.
'Active funds have the ability to manage downside risk.'
India Inc, which is sitting on cash balances of 13.5 trillion, is using the funds to meet capital expenditure as well as brownfield expansion, resulting in 'anaemic' demand for bank loans, State Bank of India (SBI) chairman CS Setty said at an event on Monday. He added that a slowdown in corporate credit is mainly due to lack of demand.
Will it be "Donald" and "Narendra" when the American president and Indian prime minister speak on Tuesday evening?
'Indian markets may underperform global peers for the next two quarters.' 'But beyond that, India should catch up and resume its long-term growth path.'
Uttam Ghosh offers his perspective on India's contrasts -- the government's ambitious economic agenda vis-a-vis farmers' woes and social unrest.
Uttam Ghosh offers his take on this Theatre of the Bizarre.