Macro, the Mightiest: Why India’s biggest macro variable still falls from the skyThe 2026 monsoon comes with a clear warning: Rainfall is forecast at 92% of the long-period average, with higher-than-usual probability of ...
24 May, 2026, 06.11 PM IST
Indians may be roaming closer to home because of a war far awayIndia Tourism Sector and Iran War: Prime Minister Modi's call to curb foreign travel for a year aims to boost domestic tourism, conserve fo...
19 May, 2026, 10.46 AM IST
What should you do with your gold investments after PM Modi urges people to postpone gold purchases?Prime Minister Modi urged citizens to postpone gold purchases to curb India's import bill amidst West Asia tensions. While the intention is...
13 May, 2026, 12.31 PM IST
As Modi urges restraint on gold buying, jewellers’ body pitches mobilisation & recycling frameworkThe All India Jewellers & Goldsmith Federation proposes mobilising India's idle gold stocks. This approach aims to save foreign exchange wi...
11 May, 2026, 08.49 PM IST
The true cost of PMS returns: Disclosing the hidden gap between headline numbers and real investor gainsFrom glossy returns to tax drag, what an equity PMS earns investors often trails what is advertised.
11 May, 2026, 12.42 PM IST
Digital platforms, autos, and a shifting consumption story: Ashi Anand maps the market’s next phaseIndia's equity markets are seeing a leadership shift, with digital platforms and select auto segments driving growth. Ashi Anand of IME Cap...
06 May, 2026, 10.53 AM IST
Election cash doles may trigger short-term consumption boost in apparel, smartphones, liquor: CEOsCash handouts from recent state elections are expected to boost spending on items like apparel, smartphones, and electronics. Consumers, es...
06 May, 2026, 12.29 AM IST
HUL to take calibrated price hikes amid cost pressures; demand situation stable: CEO Priya NairHindustan Unilever will implement calibrated price increases to counter rising input costs, focusing on volume-led growth. The company rema...
30 Apr, 2026, 06.19 PM IST
Market remains stock-specific as earnings divergence widens across sectors: Dharmesh KantMarket expert Dharmesh Kant highlighted strong numbers for Bajaj Finance, though macro headwinds may impact near-term performance. He expre...
30 Apr, 2026, 01.05 PM IST
Asset allocation: Buy smallcap banks, avoid largecap IT, bet on power, consumption: Rakesh VyasRakesh Vyas of Quest Investment Managers sees market volatility as a buying chance. He favors smallcap stocks benefiting from government st...
28 Apr, 2026, 09.00 AM IST
Why smallcap funds are still a buy: A long-term strategy from Aditya KhemaniSmallcap valuations seem high but underlying fundamentals have improved. Aditya Khemani of Invesco Mutual Fund sees this as a structural sh...
22 Apr, 2026, 09.00 AM IST
Sector rotation underway: 3 themes to watch for your portfolio, says Devang MehtaIndia's stock markets are experiencing a sector rotation, with consumption stocks like tobacco and alcobev surging after years of quiet. In...
20 Apr, 2026, 10.37 AM IST
India's consumer discretionary firms set for strong growth, demand recovery in Q4: ReportConsumer discretionary companies anticipate robust revenue and earnings growth in the March quarter of FY26. Demand is recovering across va...
18 Apr, 2026, 06.42 PM IST
Coming soon: Price hike round 3 in four months for durablesConsumers face another price hike on electronics like ACs, TVs, and smartphones by end April. This marks the third increase in four months....
18 Apr, 2026, 11.41 AM IST
Ecommerce sees 25% growth in Q1 CY2026, says joint report by Flipkart, Bain & CoThe report titled How India Shops Online, 2026, says the growth has come on the back of improved consumer sentiment supported by policy-led...
09 Apr, 2026, 10.12 PM IST
Consumption slowdown in Q4 to spoil full year's sales showConsumer electronics and smartphone sales in India experienced a significant slowdown in the March quarter. This trend impacted the overall...
01 Apr, 2026, 12.47 AM IST
Discretionary spending slips with price rise“The increase in prices has made entry-level products unaffordable and hence a lot of consumers are either postponing or cancelling their p...
02 Jul, 2018, 09.10 AM IST