Enam Holdings’ Sridhar Sivaram expects India’s earnings growth to rebound in 2026 as the government pivots from investment to consumption, GST cuts take effect and RBI begins rate reductions. He warns low nominal GDP and flawed inflation readings have suppressed earnings this year but sees financials, NBFCs, consumption and gold outperforming as domestic demand strengthens...Read More
India’s foreign exchange reserves stood at $692.6 billion as of the week ended November 14, per central bank data. The Reserve Bank of India’s net short position in FX forwards and futures, meanwhile, stood at $59.4 billion at the end of SeptemberRead More
Renewable energy’s quiet phase may end, with opportunities in power producers and equipment makers. Private banks are range-bound as rate cuts loom. IT stocks are poised for gains from AI adoption and currency shifts. Luxury real estate is booming, while affordable housing lags. Housing finance companies offer an alternative investment path.Read More
Evonith Steel, a Maharashtra-based flat steel producer, is seeking to raise Rs 500 crore from private equity and family offices in South Asia over the next 9-10 months. The company, backed by Nithia Capital, is aiming for a valuation of 10-11 times its Ebitda ahead of a planned IPO.Read More
Japanese Prime Minister Sanae Takaichi received a supportive call from former U.S. President Donald Trump amid a diplomatic spat with China over Taiwan. Takaichi’s remarks on potential Japanese military action if China attacked Taiwan angered Beijing, leading to a travel boycott. Analysts express concern over Trump’s silence on the dispute, while Tokyo seeks to de-escalate...Read More
ASK Property Fund and India Sotheby’s International Realty have launched a Rs 500 crore equity platform with Amavi by Clarks to invest in luxury housing. This collaboration will focus on developing branded second homes in scenic and spiritual locations, catering to the growing demand from ultra-high net worth individuals seeking high-value investment opportunities and experiential...Read More
As a result, India Inc.’s credit metrics are poised for a marginal improvement, with the interest coverage ratio estimated at 5.3-5.5 times in Q3, up from 5 times in the previous quarter.Hospitals in some regions reported cancellations of planned surgeries, reflecting the broad impact of extended rainsRead More
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