Ronojoy Mazumdar

Feb 2, 2025 | moniify.com | Noorhan Abusamra |Ronojoy Mazumdar |Tim Hume

Market watchers will have a lot to take in this week.  In India, all eyes will be on whether the Reserve Bank makes a long-awaited rate cut. And in the US and the Gulf, there’ll be some big names revealing their earnings info — we’re talking Amazon, Alphabet and Emaar. Here’s what you need to be paying attention to. Alphabet and Amazon have their turn in the earnings spotlight this week, with some big numbers also expected from the AI and chip space, including AMD, Qualcomm and Palantir.

Feb 1, 2025 | moniify.com | Sumit Kumar |Ronojoy Mazumdar |Yuvraj Malik |Ankush Chibber

The 2025 union budget sends one clear message: spend, spend, spend.  With tax cuts fattening wallets, investors piled into stocks of carmakers, FMCG giants, and food delivery firms in a rare Saturday trading session. Short-term demand got a shot in the arm, and investors cheered, but big-ticket reforms? Nowhere to be seen.  That puts the pressure on the Reserve Bank of India — if it slashes rates next week, the markets could finally see off the gloom.

Jan 30, 2025 | moniify.com | Sumit Kumar |Ronojoy Mazumdar |Yuvraj Malik |Tim Hume

Your 50-year-old uncle’s been holding off on big purchases, waiting to see what gets cheaper after India’s budget is presented by the finance minister on Saturday. No pressure, Nirmala Sitharaman — there’s only about 1.5 billion Indian citizens to please. And you can count on a lot of them being glued to their screens come budget day, closely tracking any movement on everything from taxes to levies on goods. Here’s what MONIIFY will be looking out for.

Jan 30, 2025 | moniify.com | Ronojoy Mazumdar |Azar Zaidi

If you were hoping India’s budget will set the markets on fire, you might want to put down that extinguisher. This one’s shaping to be a lukewarm cup of tea: mild, predictable, and unlikely to stir much excitement. Finance Minister Nirmala Sitharaman isn’t likely to pull out any rabbits. No big tax cuts, no stimulus bazooka — just business as usual. Insert expectations vs. reality meme. Sure, the Modi government could use this moment to revive market sentiment, but if history is any guide, it’ll pass.

Jan 28, 2025 | moniify.com | Ronojoy Mazumdar |Yuvraj Malik |Azar Zaidi

Swiggy is floundering after one of India’s biggest internet IPOs in years. Its shares tumbled nearly 9% during Monday’s DeepSeek-triggered global equity sell-off, briefly dipping below its November IPO price of 390 rupees on Tuesday. Zomato wasn’t spared either, sliding 4.4% at the start of the week, and only partially making up losses on Tuesday. And it is all down to valuations.