HETEROGENEOUS GOODS
A new IPO frenzy: Why is Bharat making a beeline for bourses?
Retail chains from smaller Indian towns are planning to raise over Rs 7,000 crore through IPOs. These companies see capital markets as a fast route to fund expansion into growing markets beyond metros. This trend reflects a structural shift in consumption patterns, with emerging Bharat becoming a durable engine of growth for organised retail.
No easy contrarian sectoral bets left? SBI MF’s Dinesh Balachandran explains what investors should do now
Dinesh Balachandran, Head–Investments, SBI Funds Management, runs some of SBI Mutual Fund’s (MF) largest schemes, including SBI Contra Fund, SBI Multi Asset Allocation Fund and SBI Balanced Advantage Fund. In this conversation with Sanket Dhanorkar, he shares how he navigated the correction of the last two years, what the fund house’s in-house asset allocation model now reveals, and how his investing approach has changed over the years.
TRAI, network clarity, please?
India's digital future hinges on 5G network slicing. This technology allows for dedicated network segments, promising enhanced services for enterprises. However, concerns arise regarding its impact on regular internet users. Spectrum scarcity and market dynamics could lead to priority tiers, potentially affecting service quality for some. Regulators are urged to ensure fair deployment and prevent congestion-driven revenue generation.
‘The US-Iran war will hurt both food consumers — and producers’
The US-Iran conflict threatens global food supplies. Rising oil prices increase fertilizer and transportation costs. This impacts food production and affordability, especially in developing nations. Climate change and El Nino add further pressure. Experts warn of growing food insecurity worldwide. Diversification and open trade are recommended policies to mitigate these risks.
‘Most Indians retire asset-rich but income poor’: Edelweiss MF’s Radhika Gupta on retirement planning, SIP resilience, lifecycle funds, and simple investing
One of the industry’s most recognisable voices on investing, Radhika Gupta, MD and CEO, Edelweiss Mutual Fund, has helped shape both her fund house and the broader industry conversations around investing. In this conversation with Sanket Dhanorkar, she talks about why she prefers simple investment solutions.
SBI mobilises Rs 6,051 crore from Tier II bonds to fund biz growth
The State Bank of India has achieved a remarkable feat by raising Rs 6,051 crore through its latest venture of issuing Tier II bonds compliant with Basel III standards. Boasting a competitive coupon rate of 7.05 percent, these funds are set to fuel the bank's ongoing growth initiatives.
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Tech an enabler, future success will rely on strong base of trust: Nasscom VP on AI governance
Terming technology as a great enabler, Aggarwal told PTI that AI itself can be leveraged and deployed to minimise and prevent much of the harms generated by its use. Instead of regulations reacting to users' harms, there is an increasing emphasis now on setting 'technology-led guardrails', he noted.
Fund Manager Talk | From BFSI to consumer brands: WhiteOak’s Trupti Agrawal on hunting for durable alphas
WhiteOak Capital AMC’s Trupti Agrawal highlights selective, bottom-up investing in BFSI and consumer discretionary sectors, focusing on governance, scalability, and premiumisation amid macro shifts and valuation concerns. A 360-degree stock evaluation remains central to their strategy.
Rise in trade through Mexico and Vietnam has a Chinese hand: Eco Survey 2023-24
The survey highlighted the changing dynamics of global trade stating how de-globalisation trends are highly heterogeneous across countries.
‘No Hard Feelings’ Box Office: Jennifer Lawrence-starrer movie makes $2.15 million in previews
‘No Hard Feelings’ is out in theaters now. Jennifer Lawrence-starrer film features an R-rated comedy storyline and has been directed by Gene Stupnitsky.
Where should you invest in the pharma pack now? Rohit Agarwal answers
“There are a lot of options in the hospital space. As more and more companies get listed in any space, the valuation of that space tends to derate because the scarcity factor starts to reduce.. Ultimately, companies move on the ROCE they generate and this is not necessarily a space which generates humongous 20% ROC on a sustainable basis. One should be a little cautious on the hospital space.”
Vaccines unlikely to be a silver bullet for the global economy: Moody's
Gross Domestic Product growth will depend on how countries manage the virus through vaccination programmes and other measures, but the longer-term economic impact will depend on how many jobs are lost before activity can resume across different sectors, Moody’s said in a report on Wednesday.
View: Million-plus challenge fund provides an excellent opportunity for states to reimagine metropolitan governance
An urban centre is a relatively large, dense and permanent settlement of heterogenous individuals. Such centres provide a large market for various goods and services. With the availability of many individuals with diverse skills and economies of scale, they also promote industries.
The curious case of investment in education
Empirical evidence suggests that while the overall returns to education are positive, there exists significant heterogeneity. Indian policymakers will need to ensure that they keep these disparities in returns to education in perspective. The focus needs to be shifted from primary level of education to secondary and tertiary education.
Internet can solve problems that have never been solved before: Vidit Aatrey, Founder, Meesho
Once people figure out the right model outside metros, the opportunity is so massive that you will have larger businesses from there than those in metros, says the entrepreneur.
CAIT threatens to move court against Infosys on GSTN glitches
CAIT said GST portal has brought much harassment and mental agony to traders by its non-smooth functioning and has proved a major roadblock in success of a good taxation system like GST.
There is high focus to provide GST support to customers: Shailender Kumar, Oracle's India chief
Companies like Oracle are not charging customers anything to set up a GST solution framework within transactional systems.
Is India ready to bite the bitcoin bullet?
The answer — not yet. Bitcoin mining using Blockchain technology cannot be sustained with the current technology infrastructure.
Analytics in real time: IQLECT has the details
The tech startup will target retail, banking and finance with its new offering
Services trade may play bigger role in GDP numbers
The move is part of the government’s plan to come out with an Annual Survey of Services to gather better data for the sector.
IT and Pharma space have some safety, but cross currency headwinds a worry: Daljeet Singh Kohli
'Therefore, you cannot make a blanket statement that only all export oriented or anything that has to do with rupee will do well.'
Solar panels to be made mandatory for new buildings in Hyderabad
The Telangana government is planning to make installation of roof-top solar panels mandatory for new buildings in Hyderabad.
XXL or XS: What's a good fit? Data on large vs small states is inconclusive on who performs better
Indeed size XXXL or XL may not always be a bad thing if one looks at the evidence. Further distribution of good vs bad governance appears to be evenly spread across small & large states.
Growing data traffic a challenge to Indian telecom industry
There is a significant potential for data usage industry in India as penetration is lower at 11-12 per cent compared to other Asian countries.
Coordinated effort is required for broadband to yield rural benefit
In addition to the bold vision of broadband on demand presented by NTP 2011, we need a strategic approach to building the bridge to broadband.
‘Investor confidence’s very high here’
Media has growth potential and offers huge opportunity for investors, says Vikas Khemani, EVP & co-head of institutional equities, Edelweiss.
Policy response leaves much to be desired
What does the current economic crisis mean for the millions of micro, small and medium enterprises? To answer this question, one must note that the sector is highly heterogeneous with a pyramid-like structure.
Western India's love affiar with luxury brands
India is amidst a huge boom in the luxury retail segment and a closer look reveals that the western region of India is one of the most lucrative destinations for luxury retailers.
Nilekani stresses on technologies' interaction
To ensure enhanced customer productivity in the increasingly heterogeneous technology environment, "interoperability ensuring different technologies that are able to interact with each other", is essential, said Nandan Nilkani, Co-Chairman, Infosys.
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