HOUSEHOLD INCOME INDIA
City city, bang bang: Revamping city boundaries will reveal true growth, aid economies and enable smarter planning
NITI Aayog is developing a framework to redefine city boundaries using economic indicators and land use. India's current urbanisation definition is restrictive compared to global standards. Studies suggest India's urbanisation rate could be significantly higher with relaxed criteria, impacting economic growth and requiring focused infrastructure development based on cities' specialisations.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 30%
True, there’s no guessing President Trump's next statement or move. But global markets now seem to sense that the US might find it tough to maintain its high pitch in the tariff war for much longer, resulting in some sort of a rally. As far as the Indian markets are concerned, there is a clear change in trend, with bulls in control on most days. Our assumption is that, with the Q4 earnings season being better in many cases, the chances are that bulls will be on a firmer footing. But do continue to be cautious and selective. In fact, that should guide all investing in emerging markets like India.
Vigil over unsecured loans may weigh on credit growth: Binod Kumar, MD, Indian Bank
The Indian retail credit industry remains far from saturation due to several factors. The country continues to add many working-age citizens, particularly millennials and Gen Z, who have better incomes and changing spending habits. Increased global integration and upward social mobility have significantly influenced consumer behaviour, creating new demand for credit, says Indian Bank managing director Binod Kumar.
RJD MP Manoj Kumar Jha questions govt on Hunger Index, income inequality amidst economic growth
RJD MP Manoj Kumar Jha has cast doubt on whether India's rise to the world's fourth-largest economy will benefit all citizens, citing persistent hunger and income inequality. His statement followed NITI Aayog CEO BVR Subrahmanyam's announcement that India had surpassed Japan in economic ranking. Jha also criticized Assam CM Himanta Biswa Sarma's remarks about Jawaharlal Nehru's historical decisions.
Small cars likely to drive growth as entry-level sales decline, says Vivek Srivatsa, CCO, Tata Passenger Electric Mobility
Despite an overall decline in small car sales, premium hatchbacks are expected to gain traction due to increased demand for feature-rich models. While entry-level hatchbacks struggle with affordability and regulatory compliance, premium options priced between ₹7.5-13.5 lakh are growing in popularity.
PL Capital highlights 21 stocks with upside potential up to 35% as market digests geopolitical risks
Indian equities have rebounded sharply, driven by easing global tensions and strong earnings. PL Capital has identified 21 stocks with up to 35% upside, citing improving demand, favorable monsoon, and supportive macro trends despite global risks.
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One Big Beautiful Bull@$#!: Trump’s move challenges foundations of remittance flows, affecting India’s economy and diaspora
Donald Trump's proposed 'One, Big, Beautiful Bill' introduces a 5% tax on remittances from the US, significantly impacting countries like India, which receives substantial funds from its diaspora. This policy raises concerns about reduced financial flows, potential economic instability, and a shift towards informal remittance channels. India is exploring countermeasures like bilateral exemptions and diaspora funds to mitigate the impact.
India's middle class is bleeding quietly: Bengaluru CEO says, 'EMIs, inflation, no savings are crushing them'
Indian Middle Class Salary Crisis (Google Trends): A Bengaluru CEO's viral LinkedIn post has thrown fresh light on India’s middle-class crisis. Highlighting stagnant wages, rising living costs, and mounting debt, Ashish Singhal called middle-class salaries “the biggest scam no one talks about.” His post sparked strong reactions online—some backed his concerns, others questioned the data or urged accountability. As India’s middle class quietly bears economic shocks with no bailouts or safety nets, many wonder if the nation is ignoring the slow decline of its economic backbone.
India on track to exceed key 2030 climate target: Analysis
India is poised to surpass its 2030 climate target for emissions intensity reduction, potentially achieving a 48-57% decrease compared to 2005 levels. However, reaching net-zero by 2070 necessitates further policy interventions, including carbon pricing and energy efficiency measures. Enhanced NDCs for 2035 could target a 55-66% emissions intensity reduction and a 60-68% non-fossil fuel share in power capacity.
Fund Manager Talk | Discretionary consumption sector set to outpace staples: Mirae’s Siddhant Chhabria
Mirae Asset's Siddhant Chhabria anticipates a multi-year consumption upcycle in India, fueled by easing inflation, tax reliefs, and a rural rebound. The fund is overweight on consumer discretionary stocks, expecting them to outpace staples due to faster growth potential and margin recovery. He highlights the potential impact of the 8th Pay Commission and tax benefits on discretionary spending.
India story: Time for a basket of stocks? 26 stocks which probably have highest correlation with India’s growth
If probability is the most important thing in the stock market, then possibility is a close second. And a combination of the two reflects the reality of returns. That said, if you are in the market as an investor, you have to be a believer in the India story. As an economy, India is bound to grow. And as it grows, which are the stocks that will reflect that growth story? A whole basket of them. Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks, along with detailed company analysis focusing on five key components – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardized scores. SR+ Reports is a complimentary offering to ETPrime members.
10 years ago he dreamt of participating in MasterChef India. Today he sponsors it. Shark Tank judge Viraj Bahl's journey will inspire you
Viraj Bahl, once a Merchant Navy engineer, traded stability for his culinary passion, facing initial restaurant failure before founding Veeba. Identifying a gap in the Indian market for high-quality sauces, he secured crucial deals with major brands like Domino's. Veeba's revenue reached Rs 811 crore, establishing it as a leading homegrown brand after overcoming initial hurdles and family business sale.
Why property may not be the best thing to leave behind for your children
Those who want to give something to someone often view the transaction from their own perspective. Being the giver, they believe they must have a say in what to give and how; they expect children to graciously accept it. However, the children may not truly need what is being offered.
US remittance tax plan may hit Indian households, rupee: GTRI
A proposed 5% US tax on remittances from non-citizens is alarming India, potentially impacting households and the rupee. With India receiving $120 billion in remittances in 2023-24, a significant portion from the US, the tax could cause a $12-18 billion annual shortfall and weaken the rupee, affecting states reliant on these funds.
Stock picks of the week: 5 stocks with consistent score improvement and an upside potential of up to 37%
There is a recovery playing out in the market. And, given that a number of mid-cap stocks are participating in the recovery, it should be given some weightage. But before making any significant commitment of capital, it would be prudent to be cautious and selective. Our stand stems from the fact that even after the recent correction, valuations are not yet in cheap territory. Our selected stocks today depict a strong upward trajectory in their overall average score, which is based on five key pillars – earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Zerodha's Nithin Kamath shares simple tips to prevent India’s scariest health problem affecting 21 cr people
Zerodha CEO Nithin Kamath has raised an urgent warning about India’s rising soft drink consumption and its link to the country’s escalating diabetes crisis. With 210 million Indians affected, diabetes is no longer confined to the wealthy. Urban youth face particularly high risks, while awareness and treatment remain low. Kamath stresses there is no single fix and calls for collective action involving public awareness, insurance expansion, early detection, and lifestyle changes to tackle this growing health emergency.
Atal Pension Yojana gets record 7.65 crore subscribers: Know what has really worked and how it helps subscriber in retirement
Primarily aimed at low-income and unorganised sector workers, Atal Pension Yojana has become one of the country’s most accessible and inclusive social security initiatives. With a growing subscriber base and an expanding pension fund, the scheme has become an important component of India’s retirement savings framework.
Affording to age better: How India must prepare for its rapidly ageing population
India's aging population is set to surge by 2050, revealing stark consumption disparities across economic groups and regions. Healthcare access, nutrition, tech adoption, housing, and financial security vary significantly between the rich, middle class, and poor. Addressing these inequalities through inclusive policies is crucial for a sustainable future for all senior citizens.
Safe haven status takes a bit of a dent
Indian corporate earnings remain under pressure, but expectations of tax-induced consumption revival and interest rate cuts are rising. While geopolitical concerns and stretched valuations pose challenges, improved exports and rural spending offer some optimism. The revival of domestic consumption is crucial for a significant market upside, contingent on monsoon progress and the impact of the 8th Pay Commission.
SUVs drive April auto sales up 4% as entry-level buyers hold back
India's auto sector saw mixed results in April, with overall vehicle dispatches rising 3.9%. Passenger vehicle sales hit a record high, driven by SUV demand, while two-wheeler sales declined significantly due to a high base effect from the previous year.
Zerodha CEO Nithin Kamath spots worrying trend from a recent earnings call
Zerodha CEO Nithin Kamath raised concern over surging soft drink consumption in India, citing Coca-Cola's strong Q1 growth and linking it to India’s escalating diabetes epidemic. He warned of the public health and financial risks this trend poses.
This South Indian state records highest inflation in April at 5.9%
Kerala recorded the highest retail inflation in April at 5.9%, while Telangana had the lowest at 1.3%, government data showed. Kerala also led in both rural (6.5%) and urban (4.9%) inflation. Thirteen states saw inflation below the national average of 3.2%. A Crisil analysis noted that wealthier households face higher inflation due to their spending on core goods, unlike lower-income groups.
Fund Manager Talk | Mid & smallcaps will consolidate till earnings recover, says Shridatta Bhandwaldar
Indian household’s equity allocation through SIP has been resilient. If corporate earnings revive in FY26 from the current low single digit in FY25; this trend might continue for a longer period. These flows help in increasing our markets’ resilience against global events.
We need to move a lot faster in this slow market, says Godrej Consumer Products chairperson Nisaba Godrej
Godrej Consumer Products acknowledges underperformance in the last fiscal year. Nisaba Godrej mentioned about not meeting the expectations. The company plans investments in existing factories and a new Indonesian plant. They anticipate growth driven by factors like lower inflation and tax relief. Godrej expects growth in soaps and household insecticides.
Empowering the Global South through sustainable innovation
Across the Global South, communities are embracing innovative, decentralized renewable energy solutions to combat climate change and energy poverty. Entrepreneurs are developing microgrids and solar-powered systems to improve living standards and expand energy access. International collaboration and strategic investments are crucial to scaling these initiatives, fostering a more equitable and sustainable future for developing nations.
I-Sec maintains Add on Godrej Consumer Products, raises target price to Rs 1,380
ICICI Securities is positive on Godrej Consumer Products. It has set a new target price of Rs 1,380. The firm anticipates strong revenue and profit growth for Godrej Consumer Products. They project significant CAGR for revenue, EBITDA and PAT over the next few years. Key risks include competition and slowdown in specific product categories.
Fund Manager Talk | From BFSI to consumer brands: WhiteOak’s Trupti Agrawal on hunting for durable alphas
WhiteOak Capital AMC’s Trupti Agrawal highlights selective, bottom-up investing in BFSI and consumer discretionary sectors, focusing on governance, scalability, and premiumisation amid macro shifts and valuation concerns. A 360-degree stock evaluation remains central to their strategy.
Is China's economic growth sustainable amid uncertain trade relations and domestic challenges?
China's Q1 2025 GDP grew by 5.4% despite trade war challenges, driven by exports and manufacturing. Stimulus measures aim to counter trade tensions, but concerns remain about weak domestic demand and a strained property market. The focus shifts to boosting internal consumption, attracting foreign investment, and expanding ties with the 'global south'.
BSE shares jump 5% after Q4 profit jumps 362%, board declares Rs 23 per share dividend
BSE shares surged 5% following a remarkable 362% YoY jump in Q4 net profit, reaching Rs 494 crore, fueled by increased transaction charges and strong operating leverage. The bourse's revenue from operations rose 75% to Rs 847 crore. Commemorating its 150th year, BSE declared a total dividend of Rs 23 per share, including a special dividend of Rs 5.
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