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Markets

Your handy guide to a post-Budget portfolio rejig

The proposals in the union Budget 2024 have major implications for many sectors, from auto and banking to infrastructure and defence. It is probably time for stock market investors to review their financial strategy. But some principles never change. Ask Henry Davis.

9 min read30 Jul 2024
Companies

In pubs and homes, Bira’s craft beers were the toast of one and all. Then this happened...

Beer maker Bira wants to beat its bigger rivals—United Breweries, AB InBev and Carlsberg—in innovation. Ever had its ‘Mango Lassi’ beer or a ‘Kokum Sour’ variant? The problem: Bira is beginning to stutter. What can founder Ankur Jain do?

11 min read29 Jul 2024
AI

It’s swallowed billions of dollars, but has AI lived up to the hype?

The ‘magnificent 7’—Microsoft, Apple, Tesla, Amazon, Meta, Alphabet & Nvidia—steered the AI-fuelled rally on Wall Street over the past year. But the initial hype is now giving way to uncomfortable questions. “What $1 trillion problem will AI solve?” an analyst recently asked. We have some answers.

11 min read28 Jul 2024
Lounge

Why does the accusing finger always turn towards the oppressed?

When a fraud gets revealed, instead of it being seen as a fraud on the marginalised community, the oppressor sees it as a revelation that they have been cheated

5 min read28 Jul 2024
Companies

A new Patanjali: The monk who sold toothpaste is at it again

Riding on his yoga prowess, Baba Ramdev made his way into Indian households in the early 2000s. But of late, Patanjali’s brands have struggled to resonate with consumers. Can the company ever make it to the top league of FMCG players dominated by the likes of HUL and Dabur?

11 min read25 Jul 2024
Budget

Budget 2024-25: The ultimate explainer

You may be suffering from budget fatigue—too many schemes, tax proposals and numbers. Above all, too many opinions. Well, we have distilled everything for you in this explainer. Reading this will make you smarter than your next-door neighbour. Or even your boss.

9 min read24 Jul 2024
Budget

A for agri, B for Bihar: The A-Z of Modi 3.0’s first Budget

O for Oh My God on capital gains taxes, and other quick budget takeaways. Read on to know more

9 min read24 Jul 2024
Economy

Economic Survey: The government’s recipe for growth, in 12 charts

In the Economic Survey for 2023-24, tabled in the Parliament on Monday, the govt identified several ingredients to ensure significant growth that will also have a trickle-down effect. The priorities range from job creation to firing up foreign trade. Here’s what 6 of those key ingredients look like.

3 min read22 Jul 2024
Companies

Retail therapy: Inside the business shift at L&T Finance

Despite being in business for three decades, L&T Finance is still playing catch-up. Mahindra Finance, for instance, is well ahead in assets under management. Bajaj Finance is even bigger. Can Sudipta Roy, L&T Finance’s new CEO, put the NBFC on a high-growth trajectory?

10 min read21 Jul 2024
Industry

Finding jobs: What surveys tell us about India’s biggest puzzle

Budget 2024: Many have blamed the BJP’s underwhelming performance in the general elections to India not creating enough well-paying jobs. Particularly, the informal sector, which acts as a key buffer between agriculture and the formal sector, is struggling. What can the budget signal?

9 min read18 Jul 2024
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Budget

The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared

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