budget expectations: Navigating Union Budget impact: Opportunities amidst overheated market

budget expectations: Navigating Union Budget impact: Opportunities amidst overheated market

This year’s Budget, set against the backdrop of a coalition government and the Modi administration’s reduced majority, promises to be particularly impactful. Here’s an in-depth look at which industries might gain or lose from the upcoming budget, along with practical advice for investors. Coalition Government’s Influence on the Budget The nature of coalition politics often … Read more

narendra modi: Modi premium for Indian stocks gets a hard look after elections

narendra modi: Modi premium for Indian stocks gets a hard look after elections

In recent years, investors bullish on Indian equities have cited the promise of policy reforms and rapid economic growth under Prime Minister Narendra Modi to justify its record premium over emerging-market peers. Now, with the leader facing coalition politics after a weaker-than-expected mandate in this week’s national election, the so-called Modi premium is under scrutiny. … Read more