Seven weeks of losses revive calls to rethink STT and capital gains tax, exposing the strain in India’s equity tax bargain.
Ujval Nanavati
Istock.com
Anup Bagchi’s move to HDFC Bank puts an ICICI veteran in charge of its fiercest rival and brings a wider leadership network across Indian finance into view.
Rishikesh Patel
Krishnadevan V
Bond yields may be returning to old levels, but far higher debt burdens give governments powerful reasons to keep real returns suppressed.
Sanjay Mansabdar
An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them
Dehuti Jani
iStock.com
Lower taxes can improve investors’ returns, but cannot fix weak earnings or create the stocks large foreign funds need.
India’s secondary market is under stress as investors are choosing short-term gains in IPOs over long-term investments in listed stocks.
Chokkalingam G
Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.
Nandinee Keluskar
Via WikiCommons
Receivables that outpace sales can expose the cash demands behind rapid growth, well before rising debt attracts investors’ attention.
Ritesh Kumar Singh
istock.com
SEBI is right about the potential conflict of interest, but the answer should be to regulate it rather than eliminate it.
R. Sridharan
Carry losses, divergent rate expectations and supply pressures leave bond investors weighing more than the next repo move ahead of the MPC.
Yield Scribe
Screengrab
An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.
BasisPoint Insight
AI may ease fiscal pressures, but sovereign debt markets must weigh the promise of higher revenues against the costs of labour-market disruption.
V Thiagarajan
Kagenmi
NSE’s subdued listing, rising OFS share and weaker IPO pops show a primary market still breaking records, even as investors grow more selective and retail risks mount.
Ganga Narayan Rath
Chirayu Sharma
A deadpan field guide to corporate feelings, by an ex-employee who reads the news between thriller and drama series.
Ashutosh Tyagi
Tata.com
Vivek Kaul is a writer and an economic commentator.
Michael Patra is an economist and former RBI Deputy Governor.
Dr Subbarao is a former governor of RBI
Arvind Mayaram, former Finance Secretary, is Chairman of the Institute of Development Studies, Jaipur.
Dr Ashima Goyal is an Economist, Ex MPC Member.
Ajay Srivastava is the founder of the Global Trade Research Initiative.
Abheek is an Independent Economist and the Former Chief Economist at HDFC Bank.
Vijay Singh Chauhan, a former IRS official, is a Senior Visiting Fellow at ICPP, Ashoka University
Gurumurthy is an ex-central banker who handled markets, and later, financial stability for RBI.
Gaura is Chief Economist at IDFC First Bank.
Sharmila Kantha is an industrial policy specialist and author.
Lt Gen Hasnain is Governor, Bihar, and Former Commander of Chinar Corps.
Dhananjay, a D-School alum, is CEO and Co-Head of Equities at Systematix Group.
Ex-civil servant Chavaly held key Railways, Finance roles; specialises in infra & PPPs
Srinath is an author, corporate advisor, and independent director on corporate boards.
Amitabh Tiwari tracks politics with a strategic eye