Take One: Big story of the day
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Govt's divestment plans likely to flop in FY24, once again
As the government is likely to miss its divestment target for the fifth consecutive year in FY24 by a wide margin, expectations for the new fiscal in the interim budget is not high as previous stake sale plans are yet to materialise
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Budget 2024: What India's tech startups want
Apart from the perennial ask for lower taxes and customs duties, deep-tech startups want more R&D spend, greater public-private collaboration
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Budget 2024: Expect moderation in pace of government capex growth
The government has done the heavy lifting of spending on infrastructure projects in recent years. It could well moderate the pace of growth for capex in this budget, while focusing on social infrastructure and welfare projects in the election year
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Budget 2024: The long road to fiscal consolidation
The government is likely to walk the fiscal tightrope as it aims to achieve its commitment of lowering the fiscal deficit to 4.5 percent of GDP in FY26
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Paytm moderates Buy Now, Pay Later lending, but overall impact marginal
The demand for big-ticket lending, onboarding of new lending partners will be watched closely. Analysts forecast a path towards profitability by FY26
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Electric vehicles are taking off steadily. How can the Budget help?
The government will need to do some more handholding before the EV sector finds a firm footing. With the upcoming Budget, the industry hopes for an equitable landscape with subsidies and incentives, across states and the Centre, and a focus on long-term policy measures
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How Rashmi Verma's MapmyIndia is going up against Google, Apple Maps
An early mover in India's digital mapping ecosystem, MapmyIndia has mapped nearly 18 million locations in the country, six million km of roads, and captured nearly 15 million addresses
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Will elections make interim budget 2024 inflationary
The possibility of some populist schemes can't be ruled out in the interim budget as general elections are due in April-May 2024, but the government has limited fiscal room due to uncertainties amid volatile inflation
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Interest rates key for equities but investors must crave opportunities in every crisis: Kenneth Andrade
As markets go through multiple cycles of lows and highs, veteran investor Kenneth Andrade, founder director of Old Bridge Capital Management, spills his secret sauce on how to stay risk averse and create alpha even in times of crisis
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Beyond banks' Q3 earnings: Concerns over deposits, margins and credit growth
While the financial health of India's banks might be strong, there are challenges each one faces to build deposit growth and try and lend aggressively to improve net margins
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Delayed snowfall, forest fires, migration, and reduced tourism—India's mountains are crying for help
Less snow means more problems such as a water crisis, power cuts, unseasonal rains, an unpredictable farming pattern, say locals