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Rajeev Agarwal, Fund Manager & Managing Partner, DoorDarshi India Fund, says many times, it is not about whether the business is a good business, but if the price is good enough? It is more of trying to be very careful with where the price is versus what we think the value is. And being conservative, many times they have to exclude some of the market darlings. Agarwal also says Indian markets have experienced significant gains, and we are beginning to observe a phase of consolidation. He anticipates that capital expenditure will start to increase, and the Indian economy to perform well, leading to a resurgence in earnings growth. All the action seems to be happening in the US right now and it is really the dollar which is pulling the reins for emerging markets also? Rajeev Agarwal: Trump inauguration is next week and it will be interesting to see how the policy measures that everybody has been talking about start showing up. In fact, Trump is talking about a weaker dollar. The fact that the dollar is running up and yet Trump is trying to encourage more exports out of the US, it will be interesting to see whether Trump policies impact the dollar strength that we have been seeing for the last few months.

Subscribe to enjoy similar stories. Former US president Bill Clinton’s aide James Carville once said, “I used to think that if there was reincarnation, I wanted to come back as the president or the Pope or as a .400 baseball hitter.

President-elect Trump met with Apple CEO Tim Cook, which he announced at his Make America Great Again Victory Rally on Sunday, saying Cook is planning to make an investment in the U.S., following DAMAC and SoftBank.

Subscribe to enjoy similar stories. Indian equities are “not overly expensive, contrary to market consensus relying on traditional valuation metrics", according to Ben Powell of BlackRock Investment Institute. While India's large-cap stocks trade at 23 times their forward earnings, above historical averages, “we think this high P/E ratio reflects strong growth prospects", said Powell, chief Middle East, and APAC investment strategist at the research arm of the world's largest asset manager.

climate action and paucity of financial flows should inform Budget 2025. India must resist prioritising growth that disregards environmental, and thereby human, well-being. Instead of greening the economy within limits, this year's budget must turbo-charge efforts to decarbonise while making the economy resilient.

Subscribe to enjoy similar stories. In 2017, Nathan Anderson established Hindenburg Research with a purpose as pointed as its name: to uncover corporate disasters of human making and hold them accountable. Over the years, Hindenburg became a lightning rod for controversy, dissecting companies and exposing everything from accounting fraud to undisclosed conflicts of interest.

production-linked incentive scheme for them in the Union Budget. The sector has put forward its demand ahead of the Union Budget for 2025-26 on February 1.

Union Budget 2025 Expectations Live Updates: Anticipation is running high among industry stakeholders and citizens as we get nearer to Finance Minister Nirmala Sitharaman's Budget announcement. From ordinary taxpayers, to tech, healthcare, insurance, and finance sectors, hopes are high for income tax cuts, GST sops and other initiatives.

Tharman Shanmugaratnam on Saturday said his country was trying to contribute to the semiconductor ecosystem and the air connectivity sector. «India aspires to be a pole in its own right, in a multipolar world that is true geopolitically, but it is also true economically. India is emerging as a major pole of the global economy. India is a nation with which we would like to collaborate,» he said, while briefing the media at the end of his two-day tour to Odisha.

Subscribe to enjoy similar stories. The disappearance of TikTok threatens to erase billions of dollars from the U.S. economy and remove an important platform used by millions of American businesses and social-media entrepreneurs to connect with customers.

India growth story, you cannot ignore rural India. As the urban-rural consumption gap narrows, rural India is a strong driver in propelling the country’s growth.

Jamie Dimon has been rather bang-on with his certain predictions around the US economy and the stock market for the better part of 2024, and his concerns around Wall Street have occasionally been seen to be true. The JPMorgan Chase CEO has been relaying his concerns about an incoming US inflation based on various market factors, and he has reiterated the same in the latest cautionary statement.

Reserve Bank of India (RBI) economists said on Friday in their latest assessment of the economy.

Remember the “new normal” after the great financial crisis? One analyst thinks it’s over and we’re heading back to the “old normal,” which ultimately means a world with more volatility and higher interest rates and a lower Canadian dollar, but with some silver linings, suggests Karl Schamotta, chief market strategist at Corpay Inc.

Retaliation against United States tariffs could hold the key to Bank of Canada‘s moves on interest rates, says a prominent economist.

Subscribe to enjoy similar stories. Sometimes the order in which you do things makes all the difference. That could prove to be the case with President-elect Donald Trump’s economic policies.

According to the January 2025 update to the IMF Global Economic Outlook, the UK economy is expected to grow by 1.6% this year and 1.5% in 2026. IMF backs Rachel Reeves' 'sustainable' £40bn tax hikes This compares to the previous outlook in October 2024, when the IMF forecast growth of 1.5% for the current year. Chancellor Rachel Reeves said that, apart from the US, the UK was the only G7 economy to have its growth forecast upgraded for the year. Additionally, she noted that the IMF's revised economic outlook meant the UK is «forecast to be the fastest growing major European econ...

Donald Trump's economic plans risk reigniting US inflation, International Monetary Fund (IMF) chief economist Pierre-Olivier Gourinchas told AFP, a few days before the president-elect returns to the White House.

According to data from the Office for National Statistics today (17 January), the 0.3% monthly fall in December followed a downwardly-revised 0.1% increase in sales in November 2024, and came below economists' predictions, who expected a 0.4% rise last month, according to a poll by Reuters. Food stores sales fell 1.9% in December, with the strongest decline recorded by supermarkets. Services uplift UK economy as it swings back to 0.1% growth in November 2024 The ONS noted that sales in specialist food stores, such as butchers and bakers also dropped, followed by alcohol and to...

Making Money host Charles Payne explains the significance of a phenomenal new small business report.