Cutting through money jargon, one topic at a time. This week, Sanket Dhanorkar explains why yields on US Treasury bonds matter, and what it means for Indian investors. Rising US bond yields mean investors are demanding a higher return to…
Read More
India’s growth prospects remain strong despite external shocks affecting the economy. Erik Berglof highlights the need for resilience against climate and geopolitical risks. He notes that high US bond yields could impact emerging economies due to higher interest costs. Additionally,…
Read More
Private investment in India is experiencing a revival, with growth in capital formation noted in early financial reports. Economic Affairs Secretary Anuradha Thakur highlighted an increase in corporate project commitments across various key sectors. First-quarter gross Foreign Direct Investment inflows…
Read More
The GST Council is weighing changes to GST enforcement, including ending officials’ arrest powers and shifting to court-ordered arrests. Criminal prosecution may be limited to cases involving more than Rs 5 crore, while routine disputes over GST interpretation could be…
Read More
Consumer brands are turning to tier-2 and smaller cities for festive-season growth as urban consumption weakens. Titan, Nykaa, Biba, Fabindia and Forest Essentials are expanding their reach through sharper marketing, distribution and delivery, while Amazon has widened instant delivery to…
Read More
Given the current market dynamics, investors are encouraged to reassess their asset allocation strategies. The evolving US AI landscape combined with heightened geopolitical tensions presents challenges to global markets. While the short-term earnings outlook is promising, the future growth trajectory…
Read More