Budget is not a magic wand for growth; focus on reforms and fiscal discipline: Swaminathan Aiyar

As India targets GDP growth of 6.8% to 7.2%, questions arise about what it will take to maintain momentum – whether through higher capital expenditure, a boost to consumption, job creation, or a balanced mix of all three.However, Swaminathan Aiyar, Consulting Editor, ET Now, cautioned against viewing the Union Budget as a powerful lever that […]

India’s GDP growth looks stronger on paper; earnings momentum to increase in FY27: GV Giri, IIFL Capital

India’s overall GDP growth may look impressive, but equity markets are likely to focus more on earnings acceleration and valuation comfort going forward, said GV Giri, president and head of research at IIFL Capital.Speaking to ET Now, Giri said India’s reported real GDP growth of 8.2% should be viewed with caution as it is supported […]

The paradox of interest rate cuts: why corporate bond yields are hardening instead of falling

When monetary easing occurs, corporate bond yields are expected to fall as demand for the existing bonds issued at higher coupon rates is likely to rise, causing yields to fall. Furthermore, the issuance of new bonds is expected to accelerate as the liquidity situation improves and financing costs decline.It is striking that it has many […]

India is rapidly developing as a global hub for services exports, says NSE

India is fast emerging as a global hub for services exports, with a compound annual growth rate of 14.8 percent surpassing goods exports, which grew at 9.8 percent, NSE officials said. The National Stock Exchange (NSE) highlights the robust growth in the services sector, structural reforms and demographic advantages that are driving the country’s economic […]