MARKETING DEFINITION
Netflix CEO is ‘Dumb’, says Anurag Kashyap after Ted Sarandos makes critical comment about 'Sacred Games'
Netflix CEO Ted Sarandos recently expressed doubts about whether launching with the show Sacred Games was the right move for Netflix in India, suggesting a more populist show might have worked better initially. This comment did not sit well with Sacred Games co-creator Anurag Kashyap, who strongly criticized Sarandos on social media, calling him "dumb" and sarcastically suggesting Netflix should have started with traditional saas-bahu dramas.
Popular urban bikes lose traction on slowdown hit
Sales of 150-200 cc motorcycles in India's metros experienced a 9% decline in FY25, mirroring the slowdown in urban consumption seen in FMCG sales. Factors such as macro uncertainties, inflationary pressures, and a lack of new model launches have contributed to this downturn.
RBI throws a surprise party with big rate cut and Rs 2.5 lakh crore boost
The Reserve Bank of India surprised investors with a significant policy rate cut. This action aims to stimulate economic growth amid receding inflation concerns. The RBI also released substantial liquidity to encourage lending. Governor Sanjay Malhotra emphasized the need for proactive measures. The rate cut is expected to lower borrowing costs for home loans and small businesses.
RBI's 'unanticipated surprise' move to cut repo rate will boost credit growth: Bankers
Bankers in Mumbai welcome the RBI's rate cut and reduced cash reserve ratio. They believe these actions will boost credit growth. SBI Chairman CS Setty calls the policy innovative and a surprise. PNB's Ashok Chandra sees it as forward-looking, supporting growth and stability.
Tesla shares gain 5% as Trump-Musk feud appears to cool
Tesla shares clawed back from steep losses as a war of words between CEO Elon Musk and U.S. President Donald Trump appeared to cool, easing investor worries about the likely political fallout on the electric automaker.
Why did RBI move from an accommodative to neutral stance? R Gandhi answers
Reserve Bank of India has used monetary policy to encourage growth. Inflation is under control. Fiscal policy will be important now. The Monetary Policy Committee is neutral. Further monetary action is limited. The committee will react if inflation increases. Future economic support depends on fiscal measures. Experts believe RBI has exhausted rate cuts.
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How dragon knife is becoming a new terror weapon in Delhi
Delhi police are grappling with the increasing use of easily accessible "dragon knives" in violent crimes, particularly among young individuals. These knives, characterized by their curved blades and etched designs, have become a popular choice for both criminals and teenagers.
Zomato poised for smart rebound post capex cycle: Mayuresh Joshi
Quick commerce companies are investing heavily in dark stores, impacting earnings and cash flow. Competition is intensifying with JioMart and others entering the space. The EV sector faces headwinds due to China's control of rare earth materials and slowing global demand, potentially affecting Indian EV production despite government incentives.
Pramod Amthe on 3 stock ideas for June and 2 stocks where they booked profit
InCred Capital booked profits in Adani Port and exited Cipla due to margin concerns, while introducing Camlin Life Science, anticipating stabilization and benefits from anti-dumping duties. They remain neutral on IT and consumer staples, favoring autos and high-end consumption plays like Ethos and TCPL Packaging. Despite tepid Nifty 50 earnings growth, mid and smallcaps show promise.
Green Investing: How Indian investors can drive real change on World Environment Day
Sustainability is no longer just a corporate or policy trend in India. From choosing electric vehicles and reusable products to supporting responsible brands, individuals today, especially the younger generation, are aligning daily decisions with environmental impact.
Towards Net Zero: Rethinking business for a sustainable future
Indian businesses are increasingly focused on achieving net-zero emissions by 2070, integrating sustainability into their core strategies. Companies are measuring their environmental impact, reducing carbon footprints, and adopting renewable energy sources. Embracing energy efficiency, digitalization, and regulatory compliance is crucial for driving sustainable practices and contributing to India's broader environmental goals.
RCB’s IPL 2025 victory mirrors a classic market breakout. Here’s how
Following years of underperformance despite a star-studded lineup, RCB's title run is now seen as a model for sustained success—driven by patience, resilience, and well-timed momentum. Similar to a fundamentally strong stock caught in a prolonged sideways phase, the team remained overlooked and underrated, steadily working toward its breakout moment.
Wealth management firms poised for structural bull run, consolidation seen: Hemang Jani
Hemang Jani highlights Bosch's stable performance and diversification into EV components as appealing in the MNC space. He favors wealth management companies like 360 One or Nuvama, anticipating a structural bull run and potential consolidation. In the auto sector, Jani prefers Mahindra & Mahindra and TVS, expecting positive impact from a normal monsoon and potential rate cuts.
Hemang Jani sees 15-25% upside for Swiggy, 18-22% for Eternal on strong cash position
Hemang Jani discusses the rising valuations of exchanges like NSE, highlighting its dominant position in options and potential growth post-IPO clearance, despite recent regulatory impacts. He favors NSE and MCX over BSE, citing stretched valuations for BSE.
Lululemon’s new maxi dress goes viral — Why TikTok can’t stop talking about its design and price
Lululemon's new dress has gone viral, sparking debate on TikTok. While some hail it as versatile and elegant, others question the hype, price, and its "thneed" status.
Bullish on market but near-term consolidation can’t be ruled out: Pankaj Pandey
Market sentiment is positive, but banking may face initial hurdles. Recovery is expected later, potentially leading to depository pricing. Domestic liquidity is strong, supported by mutual funds. Near-term consolidation is possible. Ola's future depends on its cell technology. Mahindra and Mahindra excels, Tata Motors gains favor, and Eicher Motors is preferred in two-wheelers.
YES Bank shares in focus after board clears plan to raise Rs 16,000 crore in equity and debt
YES Bank's board has approved a fundraising plan of up to Rs 16,000 crore for FY26, involving both equity and debt instruments across domestic and international markets. As part of its partnership with SMBC, YES Bank will amend its Articles of Association to facilitate SMBC's increased stake.
Yes Bank secures board approval to raise Rs 15,000 crore in equity and debt capital
Yes Bank's board has approved a plan to raise funds. The bank aims to secure ₹7,500 crore through equity and ₹8,500 crore via debt instruments in fiscal year 2026. This fundraising will occur in stages, both domestically and internationally. Sumitomo Mitsui Banking Corporation will increase its stake in Yes Bank.
Weaker dollar and emerging market flows support a bullish case for India: Matt Orton
Companies are managing inventories amidst tariff uncertainties, with potential consumer impact and margin compression. A weaker dollar benefits emerging markets like India, supported by stable commodity prices. ICICI Bank remains a compelling investment due to its growth and private banking sector, while private banks are generally favored over state-owned enterprises for efficiency and growth prospects.
India a top growth market but still underowned globally: Matt Orton
Matt Orton from Raymond James Investment visited India for an investor conference. He finds Indian infrastructure development exciting. Orton is looking deeper into L&T due to its clean balance sheet and exposure to Indian and GCC infrastructure. He notes India is underpenetrated from an investment perspective. Orton sees long-term growth opportunities in India, especially compared to Europe.
Nischal Maheshwari sees no long-term impact on Zomato, Swiggy from Zepto’s regulatory issues
Market expert Nischal Maheshwari views the reduction in palm oil duty as positive for the FMCG sector. However, weak volume growth remains a concern. Zepto faces regulatory hurdles amidst fierce competition in the quick commerce space. Maheshwari believes this is a temporary setback for Zepto. He emphasizes the need for Zepto to strengthen its systems and procedures for future growth.
Tariff jitters temporary, long-term upside intact for India Inc.: Deepak Shenoy
Deepak Shenoy suggests a domestic focus in fund flows, influenced by tariff uncertainties and strong results. Despite potential short-term tariff impacts, manufacturing, financialization, and defense sectors show promise. India's under-financialized market presents significant growth potential for organized financial industries, driven by increasing inflows and regulatory fortification, making it a structurally sound investment.
Tariff war will weigh on capital investment & diminish demand: ADB President Masato Kanda
The Asian Development Bank (ADB) is set to invest $10 billion over five years to upgrade India's urban infrastructure, including metro extensions and rapid transit systems. ADB expects India's GDP to grow at 6.7% in FY26 and 6.8% in FY27, surpassing other developing Asian economies. The bank supports India's reforms, particularly in manufacturing and skills development, and encourages trade diversification.
Is the trend of chasing themes in the market over? Shreyash Devalkar explains
Shreyash Devalkar of Axis Mutual Fund suggests a shift in investment strategy. Broad investment themes are less effective now. He recommends focusing on individual stock selection. Public Sector Undertakings or PSUs have performed well. However, thematic investing may not be wise. He highlights financial services and select pharma as areas of interest. Digital space growth is strong, but valuations vary.
Valuations higher than what growth warrants; pick stocks carefully in this market: Shreyash Devalkar
Fund Manager Shreyash Devalkar notes that while macro factors like US flows and controlled inflation support the market, valuations, especially in the IT sector, appear high relative to growth. He emphasizes careful stock picking, highlighting that large caps are reasonably valued if GDP growth accelerates, while mid and small caps exhibit higher growth but elevated valuations.
Sudip Bandyopadhyay flags valuation risks in defence stocks after Mazagon Dock miss
The Q4 earnings season concluded with positive results. Many companies exceeded market expectations. Cement, FMCG, construction, and engineering sectors performed well. Defence companies like Mazagon Dock disappointed due to valuation concerns. Suzlon, a wind energy company, showed strong performance. UltraTech Cement's results were better than expected. Bharat Electronics is expected to have a re-rating soon.
Fund Manager Talk | Why Kotak MF believes that India's manufacturing boom is just getting started
Kotak Manufacture in India Fund is capitalizing on India's industrial growth, fueled by supportive policies and rising capital expenditure. The fund, employing a diversified, market cap-agnostic approach, has delivered a CAGR of around 22% in the last three years.
FIEO worried over US tariff hikes on steel, aluminium
Federation of Indian Export Organisations raised concerns about US tariff hikes. These hikes could disrupt India's steel and aluminium exports. The US plans to double import tariffs to 50%. Indian exporters fear a loss of price competitiveness. They urge govt intervention at a bilateral level.
Global sentiment shift reflects depth of tariff war fatigue: Seth R Freeman
Seth R Freeman from GlassRatner Advisory suggests that long-dated bond yields might slightly decline, offering temporary relief amidst ongoing uncertainty. The US court's tariff setback, now heading to appeals, injects volatility into business planning and global markets. Freeman emphasizes the global positive sentiment's significance, cautioning investors to closely monitor its impact on logistics, imports, and profit projections.
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