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Context is everything.
Detailed stories on technology startups, business and economic current affairs.
Detailed stories on technology startups, business and economic current affairs.
A gung-ho attitude to the market hinges on rate cut expectations, but the risk of tapering earnings growth spoiling the party is a very real prospect.
Last week, Motilal Oswal Financial Services reported that in the first three months of 2024-25, the year-on-year earnings growth of companies in the Nifty 50 was just 4%—the lowest since June 2020.
That should have spooked investor sentiment. But nothing of the sort happened; the frontline index is up over 2% since the brokerage’s report.
If stock investing is about participating in the earnings growth of companies, investors seem to be strangely oblivious to the downward trend. There are a few reasons which explain their optimism. First, is liquidity in the form of foreign inflows and retail participation, which has …
The regulator’s shift to an auction-based close was meant to curb manipulation and mirror global markets. Instead, it has run into thin participation that is only amplifying distortions and volatility.
The drugmaker’s reluctance to part with cash may have given it one of the strongest balance sheets in Indian pharma, but investors are increasingly rewarding risk takers.
TCS CEO Krithivasan’s stunning disclosure lays bare a bind: AI is forcing IT services giants to give away a chunk of renegotiated contract value, even as new revenue remains lumpy and uncertain.
