Sandip Sabharwal analyzes mixed auto sales data and positive retail sales, particularly focussing on Avenue Supermarts’ growth. The valuation of D-Mart remains expensive but shows potential for revival. Contrarian opportunities in NBFCs are highlighted, and the impact of ITC Hotels’…
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India’s rural and urban consumption gap is reducing significantly, thanks to government initiatives like direct benefit transfers and improved rural infrastructure. The report indicates decreasing inequality and poverty rates, with states such as Bihar showing notable progress. However, challenges remain…
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India’s IPO boom in renewable energy and other sectors has skyrocketed several entrepreneurs to billionaire status, with strong domestic equity inflows and upcoming significant listings like Flipkart and PayU, despite anticipated market corrections due to global tensions and economic headwinds.
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Global capability centres (GCCs) are expected to offer higher salary increases compared to Indian IT service companies in FY26. GCCs are providing better pay and hiring more swiftly, especially in high-demand roles like AI/ML and cloud, with salary hikes between…
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The travel industry expects 2025 to be a significant year, driven by events like the Maha Kumbh Mela and strong summer bookings. Increased connectivity and the popularity of domestic and international destinations are boosting demand. Technological advancements and easing visa…
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Adani Group’s chairperson Gautam Adani emphasized capital deployment as the primary challenge and highlighted technology and talent as vital for sustainable growth. Adani Group plans to utilize capital from recent fundraises by focusing on technological advancements and talent development. The…
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