Tag: globalgrowthforum
The recent Lok Sabha election in India yielded a result that diverged from the patterns seen in 2014 and 2019. What was particularly striking about this outcome was the widespread celebration among all major political parties. The NDA (National Democratic Alliance) rejoiced in its return to power, while the...
In recent weeks, the behavior of retail investors in the Indian stock market has captured significant attention. Observations indicate that these investors have often outsmarted professional asset managers. On June 3rd, the first trading day after exit polls suggested a strong showing for the ruling BJP, the market surged...
In recent times, the Indian markets—both equities and bonds—have been influenced significantly by discussions surrounding the formation of the next political leadership at the Centre. Beyond political developments, benchmark interest rates have played a crucial role in shaping market dynamics. Central banks, which use interest rates as a key...
Alibaba once symbolized the meteoric rise of Chinese e-commerce, a behemoth that dominated the landscape with unparalleled success. Today, it represents the struggles of China's tech giants in the face of regulatory crackdowns and fierce competition. In 2021, Alibaba was at the center of an intense government campaign aimed...
The new government, which assumed office on Monday, is poised to carry forward critical information technology (IT) policies initiated or proposed during its previous term. This continuation is crucial as India seeks to modernize its legal frameworks to accommodate a rapidly evolving digital ecosystem. With significant reforms on the...
In the glittering world of non-banking financial companies (NBFCs) specializing in gold loans, Muthoot Finance Ltd and Manappuram Finance Ltd have stood out. However, their performance and market reception tell a tale of selective shine. High gold prices and moderating competitive pressures have fueled the sector's growth, but the...
The new government embarks on its term on a seemingly robust economic foundation, buoyed by three years of strong growth and a restrained fiscal position. However, the unexpected election outcome reveals a deeper issue: a disconnect between headline growth rates and the ground realities experienced by the populace. This...
As Prime Minister Narendra Modi embarks on his third term, the latest cabinet reshuffle reveals a clear message: continuity. The portfolios assigned under Modi 3.0 heavily favor the incumbents of Modi 2.0, signaling a commitment to the strategies and policies that have defined the previous administration. The Centre’s four...
n a stunning display of financial muscle and strategic prowess, Nvidia briefly overtook Apple last week to become the second most valuable company in the world, valued at an astonishing $3.01 trillion. This milestone was met with jubilation by Nvidia shareholders and its charismatic CEO, Jensen Huang, who has...
The Reserve Bank of India (RBI) recently concluded its monetary policy committee (MPC) meeting, marking the eighth consecutive time the central bank has left key policy rates unchanged. With the stance maintained as 'withdrawal of accommodation', the policy decision and the subsequent statements by the RBI governor appeared to...
