Take One: Big story of the day
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The banking sector is one of the few spaces with some upside for market investors: Prashant Jain
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
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Stable growth with prices under control: Economic Survey
The Indian economy is on a strong footing and has navigated both geopolitical and inflation risks to return to its pre-pandemic growth path
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How Budget 2024 can help India's nascent deeptech sector
The right steps are already being taken, experts say. It’s now time to accelerate implementation and improve the outcomes
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Budget 2024: Electronics manufacturing seeks incentives to build a robust component ecosystem
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
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What will Union Budget 2024 do for the renewable energy sector?
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
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How the Budget can help India's nascent space tech startups
Beyond tax cuts and incentives, the government could support private enterprises in the sector by becoming a bigger consumer of new space solutions
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Budget 2024: Fiscal prudence or loosening the purse strings?
With a reduced mandate, the government would have to keep its allies happy. How it does that will be keenly watched
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Budget 2024: Can the government handle rural distress only through subsidies and schemes?
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
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Budget 2024: Few jobs. Poor labour productivity. And no quick fixes
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
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Has India Inc survived brutal heatwaves and election-related uncertainty in the April-June quarter?
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
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There isn't room for current market multiples to move up: Prashant Jain
In part two of the interview, the market maven talks about three investing mistakes he made and why investors need to temper expectations of high equity returns in the coming months