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1 month ago | 
thehindubusinessline.com | Raghuvir Srinivasan |Aarati Krishnan |Siddharth Mathew Cherian |Rowan Barnett
Nearly 600 orders and 200 consultation papers. All in a span of three years. Madhabi Puri Buch’s tenure as SEBI chief may have ruffled a few feathers but the frenetic pace of directives is sure to leave a lasting imprint on the regulatory terrain. All along, the first woman and non-bureaucrat to lead the capital markets regulator has tried to inculcate a culture that is more closely aligned with the corporate world, with a data-driven approach and thrust on technology.
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2 months ago | 
thehindubusinessline.com | Raghuvir Srinivasan |Aarati Krishnan |Bijoy Ghosh |Renil S Varghese
In this latest video Raghuvir Srinivasan, Editor, businessline, gets into a conversation with Aarati Krishnan, Counsulting Editor, businessline, on the recent RBI MPC meeting. SHARE Copy linkEmailFacebookTelegramLinkedInWhatsAppRedditPublished on February 7, 2025
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2 months ago | 
thehindubusinessline.com | Raghuvir Srinivasan |Aarati Krishnan |Bijoy Ghosh |Renil S Varghese
Raghuvir Srinivasan and Aarati Krishnan discuss the 2025-2026 Union Budget. Raghuvir notes a shift in strategy from public expenditure to boosting consumption via tax breaks for the middle class. Aarati questions assumptions behind the Budget numbers, citing a projected 14% personal tax growth compared with the previous year’s 5.89%. Raghuvir acknowledges concerns but points to non-tax revenues and RBI dividends as potential shock absorbers.
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Jan 10, 2025 | 
thehindubusinessline.com | Aarati Krishnan
With mutual fund houses running out of mainstream equity categories for new funds, they have been rolling out many sector and thematic funds. Such funds take concentrated bets on a single sector or on a theme consisting of a few sectors. In end-November 2024, 190 of 481 open-end equity schemes open for business were thematic funds and this was the most popular category of equity funds. Sector and thematic funds can deliver a big kicker to your equity portfolio when they click.
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Dec 6, 2024 | 
thehindubusinessline.com | Aarati Krishnan
With some consumer companies reporting poor September quarter numbers, stock market investors are being fed many interesting theories about the state of the Indian economy and consumers. Are rising rents prompting folks to skimp on their daily bread and cookies? Are sluggish Maggi and Kitkat sales a sign of a middle-class squeeze? Should patchy sales of salt and tea be laid at the doors of a late-staying monsoon? Some FMCG companies would have us believe so.
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Nov 29, 2024 | 
thehindubusinessline.com | Aarati Krishnan
In India, one of the favourite investment avenues for high-net worth investors is buying up commercial buildings and letting them out for rent. With rental yields of 7-8 per cent, commercial real estate investments have proved far more lucrative for rental income seekers than residential homes, where you are lucky if you get a rental yield of 3 per cent. In the last few years, a bunch of fractional ownership platforms had sprung up to rope retail investors into such deals.
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Nov 22, 2024 | 
thehindubusinessline.com | Aarati Krishnan
Recently, macro indicators have been signalling that the Indian economy has gone from racing like a Vande Bharat Express to crawling like a goods train. What has triggered this slowdown? There are umpteen theories, but here are six possible reasons suggested by the macro data. Euphoric spending endsWhen the World War II ended, it is believed, the US saw a surge in baby boomers who propelled the economy with an orgy of spending.
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Nov 10, 2024 | 
thehindubusinessline.com | Aarati Krishnan
There are some policy ideas that look great on paper but throw up umpteen challenges on implementation. The notion that India can do a Brazil and transform 90 per cent of its fleet into flex-fuel vehicles seems to be one such instance. businessline reported this week that, to reduce dependence on China, the government is looking to promote flex-fuel vehicles powered by ethanol. Parleys are on as to whether these vehicles should be granted concessional GST and subsidies.
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Nov 8, 2024 | 
thehindubusinessline.com | Aarati Krishnan
The Indian stock market has seen a correction in the past month on weak earnings and a barrage of foreign investor selling. While the Nifty50 or Sensex30 have corrected only 6-7 per cent, there are several stocks in the broader market that have declined over 20-30 per cent. Long-term investors looking to buy equities now, can take two approaches. They could look for stocks trading at low valuations based on price-earnings, price-book value, dividend yield and so on.
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Oct 25, 2024 | 
thehindubusinessline.com | Aarati Krishnan
If India wants to make the most of its demographic dividend or aspire to a developed status, it needs to nudge its women to take up paid employment. Or so economists have told us for a long time. Official data now show that Indian women are doing precisely this in the last five years, without much nudging. Data from the latest annual report of the Periodic Labour Force Survey (PLFS) show nothing short of a revolution underway in women joining the workforce.
