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2025 in the rearview: A year of tumult and triumphIndia's economy in 2025 faced challenges from US tariffs and foreign investor exits. Despite these, domestic demand and reforms fueled stro...- In case of clear majority for BJP, market may rally 8- 10%: Kunal BothraKunal Bothra suggests an election-proof portfolio with L&T, BHEL, and Amara Raja Battery. He discusses FPI short positioning, VIX jump, and...
- Why this maverick investor is betting on Vodafone IdeaAmerica's GQG Partners, known for successful bets on Adani companies, is now investing $400 million in Vodafone Idea's share sale, a move s...
- SGX Nifty down 170 points; here's what changed for market while you were sleepingAsian stock markets opened lower with sharp fall on Friday, extending falls on Wall Street with investors weighing events this week. China ...
- Why MPC voted for status quo? Full text of RBI Governor's speechRBI Governor Shaktikanta Das said the central bank would remain “watchful for a durable reduction in inflation to use the available space t...
- View: Covid crisis can help correct wealth disparity & income inequalityTo call the Covid-19 crisis a Black Swan or an “unknown unknown” would be inappropriate.
- Impact analysis: Which sectors to take biggest hit from virus crisis & which ones will survive with some bruisesThese businesses would have to take care of both inventory and inventory valuation issues.
- Full text of FM Nirmala Sitharaman's Budget speech"In May 2019, Prime Minister Modi received a massive mandate to form the government again."
- Until economy recovers, midcaps won’t rebound: Deepak ShenoyIf you are bullish on India in the long term, then we will wait. I am not saying that it is not happening overnight, but it is something yo...
- Some ideas on how to aid credit recovery; Acting now’s crucialFor the current year, this has fallen to around Rs 112,000 crore.
- Bottoming out process of the economy has begun: Gautam Chhaochharia, UBSIf India goes back to some growth, good agenda and good hope, then it can do well.
- Expect money to start coming back to India in 7-10 days: Sunil Subramaniam, Sundaram Mutual FundNifty earnings will largely be driven by banks results, says Sundaram MF's MD & CEO
- We are not expecting a V-shaped demand recovery: Deven R ChokseyThe market definitely wants a positive commentary from the government side.
- We need greater stability in policy making right now: Gautam DuggadThere are 3 sectors MOFSL is bullish on now and also turning positive on telecom and pharma.
- Govt needs to wake up and remove surcharge on FPIs: Gautam TrivediThe ministry and the PMO should take significant steps to bring FPIs back into India.
- Not rate cut alone, policy stability must for growth to revive: Nilesh Shah, Kotak AMCThe only silver lining among the dark clouds in automobile sector is the launch of new products.
- Significant rate cut would do a lot of good to the country, says Nirmala SitharamanThe finance minister says CAG’s comments on fiscal deficit are being looked into seriously.
- Life insurance, health top buys for FPIs in March quarterET takes a look at stocks where FPIs raised and reduced stake during the quarter.
- If MSCI rejig triggers FII outflow, these stocks risk taking a big hitUncertainty surrounding FII withdrawal is now casting doubts over some stocks.
- Budget 2016: Full text of Finance Minister Arun Jaitley's speechJaitley presented his third budget which took on the fiscal and physical health of the nation by setting the fiscal deficit target at 3.5% ...
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