Take One: Big story of the day
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We're seeing green shoots of recovery in China: Nicholas Chui
As hurdles for sustainable recovery in China equity markets continue, with mounting macro pressure on earnings amid currency weakness, will fund managers rejig their China equity-focussed portfolio and look somewhere else in 2024? Chui, portfolio manager, Franklin Templeton Emerging Markets Equity, shares his thoughts
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Rigid or biased: How global rating agencies missed India's growth pulse
India may be the world's bright spot but, even after fifteen years, global rating agencies have not upgraded their low ratings for the fastest-growing economy. Will the big three agencies adjust their lens for a clearer picture in 2024?
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India M&A deal activity slides but 2024 outlook better: Experts
The funding winter, still high interest rates and sustained geo-political tensions due to wars impacted mergers and raising of fresh capital across the globe. In India, the 2023 data showed that companies are moving towards smaller deals. Healthcare, BFSI and green energy are likely to emerge as winners in 2024
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India's dream of becoming the 'new factory of the world' gets a boost in 2023
Production-linked incentives (PLIs) and the Semicon India Programme are providing a push for global investments, while focus on MSMEs, smaller companies and domestic investments can help drive growth further
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Global growth resilience in 2023 has been a positive surprise: Sonal Varma
But Nomura's chief economist is sceptical about a real recovery in China due to structural challenges and predicts weak global demand to weigh on India's growth in the second half of 2024. Here's why
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Business of Entertainment: Some post-Covid recovery in 2023, but choppy waters ahead
This year saw a bright light shining over Indian cinema and OTT in terms of content, and box office revenue was led by big-budget Hindi films. But theatre occupancy levels remain a concern, and consolidation in the industry stands to change the way the game is played
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Will stock markets stay high in 2024?
As stock markets will navigate through general elections, inflation and various economic conditions, where will investors park their money in 2024? Will markets snap the gaining streak?
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Post ZestMoney closure: Finding peace with BNPL credit
Stringent RBI regulations have forced fintechs, which once experimented with buy now pay later (BNPL), to pivot into more robust business models. BNPL will continue to survive but only with guardrails
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Sky high: Despite hurdles, the travel and hospitality industry soars in 2023
Outbound travel surged, Indian travellers embraced spiritual journeys and fuelled sustainable trends this year. However, experts hope for a better revival for inbound tourism in 2024
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India tech startup funding in 2023: Takeaways from a five-year low
It was a year in which the slowdown that started the previous year hit a new low, and making money became important again, versus burning it
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2023: Bye bye birdy, hello chatbots
Elon Musk's takeover of Twitter defined much of the year for social media, including the rushed launch of its microblogging competitor, Meta's Threads. At the other end of the spectrum, we began conversing with increasingly intelligent and fascinating chatbots, which will likely change the way we use social media forever