@ETPrime_com

A members-only offering from the house of @economictimes, India's most trusted business news brand. Read. Lead. Succeed.

etprime.com
Joined September 2017
  • Tweets11.9K
  • Following34
  • Followers10.2K
2KMedia
India’s biggest IPOs may grab headlines, but history says size alone doesn’t create wealth. With NSE and Jio eyeing premium valuations, investors should focus on whether the price leaves room for future returns. bit.ly/4xTeLZC #jioipo #nseipo @lonelycrowd

NSE, Jio mega IPOs: Why size doesn’t matter, valuations do

NSE and Jio IPOs are coming at an expected valuation of 2. 2x the Nifty value. The valuations are largely fair, but historically many large IPOs in the Indian market have struggled to give returns to...

economictimes.indiatimes.com
1,279
India’s Hormuz worries are no longer about temporary oil spikes. With ships stranded, fertilizer flows hit and freight soaring, experts now fear a deeper, structural disruption to trade and energy security. #Hormuz #oil #war bit.ly/4dn0Vp5

Iran war impact: Oil prices may be just one among many to pinch you

The biggest fear in the trade circle is that the Strait of Hormuz disruption is becoming structural rather than temporary. Even a partial reopening of the Strait may not bring immediate relief.

economictimes.indiatimes.com
290
As IT hiring slows, Info Edge’s future is increasingly tied to Zomato. Naukri remains steady, but investors now see the company more as a digital holdings play. #Zomato #Naukri #jobs @lonelycrowd bit.ly/4tn5QMx

Why Sanjeev Bikhchandani now depends more on Zomato than on jobs

As IT hiring slows, the recruitment business is taking a backseat at Info Edge for the first time. The fortunes of Info Edge, which owns 12.24% of Zomato, are now more tied to the valuation of the...

economictimes.indiatimes.com
316
Jio BlackRock started with a direct-only approach but is now opening up to distributors. What drove this shift in strategy? @lonelycrowd decodes the move. #MutualFunds #JioBlackRock #Markets bit.ly/4dcJpUt

Why Jio BlackRock is taking a U-turn to reach investors

Mutual funds in India largely rely on distributors to sell their products. But Jio BlackRock opted for direct selling when it launched around a year ago. Now it has decided to sell through regular...

economictimes.indiatimes.com
232
India’s aircraft leasing credibility rebounds after Go First fallout. AWG upgrade signals stronger legal framework, boosting lessor confidence and paving the way for cheaper financing as aviation growth accelerates. @shukla_tarun #airlines #leasing bit.ly/4t8Qjjv

3 years on, India rebuilds aircraft lessors’ trust that Go First broke

The sourness in Indias relationship with global lessors is finally becoming a thing of the past, with the Aviation Working Group upgrading the country's ratings to the highest level in recent years.

economictimes.indiatimes.com
256
FII outflows and BoP pressures are rising, prompting a shift toward long-term “patient capital.” Can it stabilise the external balance? @1_SunnyVerma decodes the strategy. #FII #BoP #India bit.ly/4cUfGzu

Amid FII flight and BoP strain, India bets on ‘patient capital’

The finance ministry is working with RBI to roll out measures to attract long-term flows to stabilise balance of payments.

economictimes.indiatimes.com
1
418
Rising crude near USD100 is boosting upstream economics, turning the Hormuz crisis into a windfall for ONGC and OIL. How big can the gains get? #PrashantMukherjee decodes the upside. #CrudeOil #ONGC #Markets bit.ly/4ujNFbH

INR35k-cr windfall: What Hormuz crisis, rising crude mean for ONGC, OIL

Ever since the conflict broke out on February 28, crude oil prices have been hovering around USD100 per barrel. This completely changes the economics in upstream sectors favour.

economictimes.indiatimes.com
250
Auto sales are booming, but gaps in entry-level demand still linger. Is India’s auto growth missing a key driver? @shukla_tarun decodes the imbalance. #Auto #India #Markets bit.ly/3OoIqIs

First-time buyers, entry cars: The missing links in India’s auto boom

The jump in overall auto sales is strong enough to drive decent profits for automakers, but weak spots remain.

economictimes.indiatimes.com
1
2
739
Banks spend heavily on IT, yet fraud prevention still feels outdated. Are they doing enough as cases rise? #MilindPendse decodes the gap. #Banking #Fraud #India bit.ly/4u1kQ3l

As fraud cases rise, are banks doing enough to stop them?

Banks have massive IT budgets to support their operations. Still, their use in preventing frauds seems a little primitive.

economictimes.indiatimes.com
107
From a quixotic idea to a multi-million dollar ecosystem, this marathon got India running. What sparked the shift and built the movement? @lonelycrowd decodes the journey. #Marathon #India #Sports bit.ly/4u5Om8k

They couldn't make Indians play squash or rugby, but made them run

What began as a quixotic proposal by two sport-loving brothers has grown into one of Asias largest marathons over two decades and a USD450 million ecosystem.

economictimes.indiatimes.com
123
SIP inflows remain strong even as markets fall, but patience may not last forever. What happens if 98 million investors start pulling back? @lonelycrowd decodes the risk. #SIP #Markets #Investing bit.ly/41LlSog

98 million SIP accounts power Indian equities. What if they stop?

In March, SIP inflows saw a record high of around INR32,000 crore even though the markets were down 10%. But fund managers say if retail investors dont see returns for another 18 months, most of them...

economictimes.indiatimes.com
146
A USD1 per barrel toll via Hormuz could add thousands of crores to India’s import bill. Can India navigate the diplomatic and legal maze to ease the pressure? @1_SunnyVerma and #PrashantMukherjee decode the options. #CrudeOil #India #Geopolitics bit.ly/4tVRinN

Close, open, close again: Can India find a way out of Hormuz logjam?

Irans USD1 war toll on each barrel of oil passing through the Strait of Hormuz could add nearly INR10,000 crore to Indias annual import bill. While the toll is a direct breach of ‘transit passage...

economictimes.indiatimes.com
1
139
Indian airlines are staring at a massive loss despite strong travel demand earlier. Is the sector headed for deeper financial stress? @shukla_tarun decodes the outlook. #Aviation #Airlines #India bit.ly/4cwJT7k

Kumbh boom to Iran blues: IndiGo, Air India et al. face INR30k-cr hit

The just-concluded March quarter is likely to be sharply loss-making for Indian airlines. For the full fiscal, IndiGo, Air India, SpiceJet, and Akasa are expected to report significant losses,...

economictimes.indiatimes.com
114
After two decades, PNG has reached only a fraction of households while most still rely on LPG. Why does piped gas for every kitchen remain a distant goal? #PrashantMukherjee decodes the gap. #PNG #LPG #India bit.ly/4tiDuUy

Why PNG for every kitchen remains a pipe dream amid LPG crunch

Even after two decades of effort, only about 16 million households are connected to the PNG network. More than 330 million homes are still dependent on LPG for cooking.

economictimes.indiatimes.com
129
India mandates corruption disclosure under BRSR, but private-to-private bribery isn’t even a criminal offence. Is the system missing the real problem? #SridharRamachandran decodes the gap. #Governance #India #Policy bit.ly/4vLnJqW

Is private sector corruption free? Here's the reality...

India asks listed companies to disclose corruption under BRSR. But when private-to-private bribery is not even a criminal offence, the disclosure is meaningless. The UK, Singapore, and Hong Kong...

economictimes.indiatimes.com
1
288
Soaring jet fuel costs have pushed air ambulance fares sharply higher, straining critical care and organ transport. When flight costs more than cure, what gives? @shukla_tarun decodes the impact. #Aviation #Healthcare #India bit.ly/4t0GEfs

When flight costs more than cure: Air ambulance becomes an Iran war casualty

Jet fuel prices for non-scheduled operators have skyrocketed from INR96 a litre to about INR217. This is distorting the economics of critical care and organ transport for transplant, as air ambulance...

economictimes.indiatimes.com
127
Global diamond prices have plunged, but India’s wedding demand is holding up the shine. Is this a temporary cushion or a lasting trend? @1_SunnyVerma decodes the shift. #Diamonds #India #Markets bit.ly/3QbmXTB

Natural diamonds lose sheen globally, in India they’re still ‘forever’

Global natural diamond prices have plunged 46%. The stock price of Russian diamond mining giant Alrosa has fallen 77%. Anglo American has announced a fresh USD2.3 billion impairment on De Beers. But...

economictimes.indiatimes.com
2
1
114
SpiceJet faces mounting stress with staff cuts, delayed salaries and rising dues. Can the airline find a lifeline this time? @shukla_tarun decodes the crisis. #SpiceJet #Aviation #India bit.ly/4t1HZTq

SpiceJet desperately hunts for lifeline, starts job cuts

Things are getting worse at Indias oldest private airline. As its operational capacity has reduced significantly, people are being furloughed, salaries are delayed by up to two months or more and...

economictimes.indiatimes.com
212
India hit 20% ethanol blending, yet crude import dependence has risen above 90%. Are the promised savings falling short? #PrashantMukherjee decodes the gap. #Ethanol #CrudeOil #Economy bit.ly/41lB62Y

How the promised gains from ethanol blending of petrol evaporated

India has achieved 20% ethanol blending of petrol. Yet, the countrys crude oil import dependence has climbed to more than 90% from 84% earlier. Ethanol blending is saving just about USD3 billion...

economictimes.indiatimes.com
141
Retail investors keep buying Infosys and HDFC Bank despite muted returns, seeing the dip as an opportunity. Smart value play or least-regret strategy? @lonelycrowd decodes the behaviour. #Infosys #HDFCBank #Markets bit.ly/41jcPdS

Why retail investors love Infy, HDFC Bank despite meagre returns

Many retail investors feel that the present fall in the prices of these two banking and IT stocks is a good opportunity to buy. A classic value strategy or a satisficing behaviour to ensure the least...

economictimes.indiatimes.com
146
Load more