India's retail inflation hit a 5-year low of 3.3% in March, driven by significantly lower food prices. This development is expected to prompt the RBI to cut interest rates to bolster growth amid global economic uncertainties. Experts anticipate retail inflation to remain stable, although geopolitical tensions and weather events require monitoring.
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Bollywood luminaries, including Amitabh Bachchan, Shah Rukh Khan, and Hrithik Roshan, have acquired stakes in Sri Lotus Developers & Real Estate ahead of its anticipated IPO. The Mumbai-based luxury real estate developer recently raised approximately ₹407.6 crore through a private placement of shares, with prominent figures from the financial sector also participating.
High attrition rates in private sector and small finance banks are a significant risk factor, causing operational disruptions and increased recruitment costs. The Reserve Bank of India highlights the importance of strategic measures, including improved onboarding, training, and competitive benefits, to retain talent and ensure stability within the banking sector.
The Finance Ministry has informed the Parliament about the risks tied to households moving deposits to market-linked instruments, highlighting potential financial losses and liquidity issues for banks.
Union finance minister Nirmala Sitharaman's eighth budget speech highlights agriculture as a growth engine, launching various initiatives like the Prime Minister Dhan-Dhaanya Krishi Yojana and missions for pulses and cotton self-sufficiency. Despite this, the budget's focus on incremental changes and reduced agriculture allocation raises concerns about addressing deeper sectoral challenges.
Jefferies and other brokerages provide optimistic recommendations on companies like Reliance Industries, Nuvoco Vistas Corp, Star Health & Allied Insurance, IndusInd Bank, and Macrotech Developers. The positive outlook is based on growth prospects, operational improvements, and strategic plans, highlighting potential gains for investors despite some near-term challenges.
Stock markets in 2025 are set to be influenced by corporate earnings, FPI trends, and key economic indicators like GDP Growth and IIP. Expectations are high for IT major TCS's Q3 results, and the US National Security Adviser's visit to bolster strategic ties and technology advancements in India will be closely monitored.
Razorpay has extended Rs 1 lakh worth of ESOPs to each of its 3,000+ employees for the first time, reflecting its commitment to an employee-first ethos. Previously, Razorpay’s ESOP buybacks have benefited numerous employees, with the latest $75 million buyback in 2022 impacting 650 employees.
US stocks dropped significantly after President Trump announced tariffs on Canada and Mexico. The S&P 500, Dow Jones, and Nasdaq saw big falls amid concerns over economic growth and trade tensions. Certain sectors were hit hard, including Nvidia, Tesla, and Kroger. Investors are wary of economic uncertainties as future Federal Reserve actions remain in focus.
Tata Motors' shares have dropped 44%, losing Rs 1.9 lakh crore in market value. This decline is mainly due to weak demand for Jaguar Land Rover, especially in China, the UK, and the EU. Analysts suggest this correction could be a buying opportunity, urging long-term investors to consider potential recovery despite ongoing macroeconomic challenges.
The 2020 tax deferment policy for ESOPs aims to address immediate tax liabilities and financial strain on startups. Despite its potential, applicability is limited to only 3,605 IMB-certified startups. NASSCOM recommends expanding eligibility to all DPIIT-recognized startups to attract talent and reduce employee attrition.