Three months ago, investors didn't immediately like the transition, but is this the better strategy for the company's future?
The CIO of 3P Investment Managers is overweight on banks and moderately underweight on IT companies. Here's the market maven's sectoral outlook and portfolio strategy for long-term market-beating returns
The Indian economy is on a strong footing and has navigated both geopolitical and inflation risks to return to its pre-pandemic growth path
The right steps are already being taken, experts say. It’s now time to accelerate implementation and improve the outcomes
For India to be globally competitive, it needs to localise components, strengthen design capabilities through R&D investments, and forge strategic partnerships with global technology leaders
The interim budget made several announcements towards building India's non-fossil fuel capacity. However, a lot more needs to be done, particularly in infrastructure and financing, if the country has to meet its energy targets
Beyond tax cuts and incentives, the government could support private enterprises in the sector by becoming a bigger consumer of new space solutions
With a reduced mandate, the government would have to keep its allies happy. How it does that will be keenly watched
As rural growth continues to be a concern, the government may push the pedal to spur spending—through subsidies or new schemes. The upcoming state elections and a coalition government at the Centre may mean an increase in rural spends
Experts warn that India's boost to capex may not necessarily create more jobs as construction has become equipment-intensive. There are factors which impact labour productivity, and while GenAI and PLIs remain buzzwords for employment, they may not be the solution
How companies managed to keep sailing through turbulence in the first quarter of FY25, which saw two major challenges in the form of general elections and brutal heatwaves in many regions of the country