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| 20 January, 2021, 06:19 PM IST | E-Paper
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    Staying contrarian has worked for LIC; IPO process is in the fast lane

    Insurance behemoth Life Insurance Corporation touches more lives in India when it comes to financial security than any other ...

    4 reasons why GST collections hit record high in December

    While we are going into the recovery zone, we should not lower our guards down, says the finance secretary.

    Govt should loosen fiscal strings more in 2021 Budget: D Subbarao

    RBI should think about when to exit from easing, how to exit and what forward guidance to give in order to prepare the market...

    Expect Budget to have severe measures to put fiscal house in order: Madan Sabnavis

    It is going to be tough for us when the budget comes out next year in February.

    If you think macros & news flow, you make less money in India

    This entire discretionary consumption gamut will have an immensely profitable run over the next 10 years, as they formalise t...

    Govt shouldn’t strip assets before privatising: Anil Agarwal, Vedanta

    “Major growth will come when privatisation and corporatisation of the public sector happen, because that would increase produ...

    Budget proposals will have negative impact on insurance sector

    The Budget has failed to boost the insurance sector.

    Budget has not changed prospects of midcaps & smallcaps

    The pool of domestic financial savings is not enough to meet the investment needs of the country and the government needs to ...

    LIC IPO a bigger privatisation agenda than piecemeal share sales

    The global overhang is not supportive of Indian markets in the short term. In a day or two, the focus will shift away from Bu...

    Don’t see enough measures to boost consumption

    Aspirational India, Economic Development For All and Caring Society; these are three very good themes, says Pawan Goenka, MD ...

    Budget has sent a very positive signal to India Inc

    Budget has sent a very positive signal to India Inc

    Statement on bringing an end to tax terrorism and making the whole tax environment much more business friendly augur well for...

    Budget didn’t have measures to boost auto demand

    Budget didn’t have measures to boost auto demand

    The auto sector constitutes 10-15% of our steel consumption, and we did not see much on that in Budget, says TV Narendran, CE...

    Budget a big bang miss, but packed with right intent and ingredients

    Budget a big bang miss, but packed with right intent and ingredients

    The FM did well to utilise the fiscal headroom to stretch the FY20 fiscal deficit to 3.8%.

    Budget breathes new life into domestic industries

    Budget breathes new life into domestic industries

    FM has followed the emerging trend of protecting the domestic industry to achieve self-reliance .

    Dalal Street, India Inc no better or worse than before: Raamdeo

    Dalal Street, India Inc no better or worse than before: Raamdeo

    The budget was very realistic with respect to GDP growth estimates and FY21 fiscal deficit.

    Not trying to catch anyone, we want NRIs to be here and pay tax: FM

    Not trying to catch anyone, we want NRIs to be here and pay tax: FM

    Finance Minister Sitharaman says the big drop in Sensex should not be seen as a reaction to the Budget, as the market was no...

    Govt and FM giving highest priority to infrastructure development: Nitin Gadkari

    Govt and FM giving highest priority to infrastructure development: Nitin Gadkari

    Already 6,000 projects costing Rs 100 lakh crore are in the pipeline and the government has already sanctioned Rs 22,000 cror...

    We will end up with a choppy market and we better be prepared: S Naren

    We will end up with a choppy market and we better be prepared: S Naren

    We are in for a choppy period with high valuations in polarised stocks and reasonable valuations in the non-polarised stock c...

    This Budget has something for everyone: Ashishkumar Chauhan, BSE

    This Budget has something for everyone: Ashishkumar Chauhan, BSE

    If LIC has come into the markets, you will see a significant increase in the overall market capitalisation of the country as ...

    Dear FM, never mind the stocks crash; you can’t please everyone all of the time

    Dear FM, never mind the stocks crash; you can’t please everyone all of the time

    Market sentiment was already weak in the country due to the ongoing protests.

    Fiscal deficit target easing not surprising given challenging economic situation: Gene Fang, Moody’s

    Fiscal deficit target easing not surprising given challenging economic situation: Gene Fang, Moody’s

    Fiscal target for next year will be challenging to achieve and given the fact that the growth trajectory for India’s economy ...

    LIC listing is going to be a huge event, like Aramco IPO: Raamdeo

    LIC listing is going to be a huge event, like Aramco IPO: Raamdeo

    DDT has been abolished at a company level. That has a far reaching effect. For a minority shareholder, it is a very good move...

    Benefits for sovereign wealth funds to bring quality money to infra sector: Nilesh Shah, Envision Capital

    Benefits for sovereign wealth funds to bring quality money to infra sector: Nilesh Shah, Envision Capital

    The easing of concerns of sovereign wealth funds is very positive. We will get quality investors and quality money is now goi...

    LTCG disappointment, high divestment target making market nervous: A Balasubramanian

    LTCG disappointment, high divestment target making market nervous: A Balasubramanian

    Giving an option to the taxpayers to choose either exemption related tax paying structures or a structure without availing th...

    A reasonable Budget but still unclear on fiscal deficit front: Swaminathan Aiyar

    A reasonable Budget but still unclear on fiscal deficit front: Swaminathan Aiyar

    It is a reasonable budget, a pretty good budget but I would like to see the off-budget borrowing figures before I come to a f...

    This is the slog over, Budget must deliver growth: Nilesh Shah

    This is the slog over, Budget must deliver growth: Nilesh Shah

    In DDT, if taxation burden shifts from corporates to shareholders, the companies which are paying higher dividends will defin...

    A positive Budget will see mid and smallcaps continuing to outperform: Punita Kumar Sinha

    A positive Budget will see mid and smallcaps continuing to outperform: Punita Kumar Sinha

    The government must spend more on infrastructure, create more jobs and that is what the government is looking to do because t...

    There is a trust deficit with govt, Budget must revive investor sentiments: Vijay Kedia

    There is a trust deficit with govt, Budget must revive investor sentiments: Vijay Kedia

    People would like to wait. They are not sure what the government can deliver. So, until and unless that surety is there, mark...

    Rs 1,10,000-1,20,000-crore disinvestment target likely this Budget: Saurabh Mukherjea

    Rs 1,10,000-1,20,000-crore disinvestment target likely this Budget: Saurabh Mukherjea

    The markets have broadly factored on a 3.7-3.8% fiscal deficit for the current year. The market also knows the fiscal deficit...

    When trying to balance growth and fisc, it’s better to lean on growth, says CEA

    When trying to balance growth and fisc, it’s better to lean on growth, says CEA

    If we lean on growth now, it will also help to balance the fisc, says Subramanian.

    Let’s not pretend Budget can solve our deep structural problems: Swaminathan Aiyar

    Let’s not pretend Budget can solve our deep structural problems: Swaminathan Aiyar

    If the world economy recovers next year, then we can do 6-6.5%, though it is a low base. But if the global economy continues ...

    Market wants respect & a confident govt : Sunil Subramaniam, Sundaram MF

    Market wants respect & a confident govt : Sunil Subramaniam, Sundaram MF

    Things are not going to recover right from tomorrow but over the next three to six months, one can definitely see the underpi...

    Markets want to know what happens to DDT, LTCG and tax on buybacks: Madhusudan Kela

    Markets want to know what happens to DDT, LTCG and tax on buybacks: Madhusudan Kela

    As the markets have amply proven in the last four, six months, the loose ball is coming. Meanwhile, pharma could provide grea...

    All hell will break loose if Budget disappoints D-St: Market veteran

    All hell will break loose if Budget disappoints D-St: Market veteran

    Analysts expect FM Nirmala Sitharaman to deliver a few favorable decisions.

    No need for TARP like mechanisms for NBFCs, HFCs: Rajesh Sharma, Capri Clobal

    No need for TARP like mechanisms for NBFCs, HFCs: Rajesh Sharma, Capri Clobal

    The government is required to boost consumption by spending, more particularly, in areas where it has a multiplier effect -- ...

    No more handouts, focus on reviving investments and creating jobs: Arvind Sanger, Geosphere

    No more handouts, focus on reviving investments and creating jobs: Arvind Sanger, Geosphere

    I am not sure that the Budget offers any panacea. But at least a statement with a philosophical underpinning of a medium term...

    Ten expectations of capital markets from Budget 2020

    Ten expectations of capital markets from Budget 2020

    Government may temporarily deviate from its stated plan of maintaining fiscal discipline.

    Will Budget 2020 be the inflection point for indices to take off?

    Will Budget 2020 be the inflection point for indices to take off?

    In this backdrop, investors would keenly track the Union Budget on Saturday.

    India’s macro picture weak for now... We’re in a vicious cycle: Ashhish Vaidya, DBS Bank India

    India’s macro picture weak for now... We’re in a vicious cycle: Ashhish Vaidya, DBS Bank India

    The Union Budget 2020 is crucial as it will clarify the government’s stance on fiscal management and test its resolve to kick...

    Wouldn’t expect a large fiscal stimulus in Budget: Ramiz Chelat, Vontobel

    Wouldn’t expect a large fiscal stimulus in Budget: Ramiz Chelat, Vontobel

    Ramiz Chelat, portfolio manager at Vontobel Asset Management, believes a large stimulus in the budget is unlikely as the gove...

    Big gap between personal tax and corporate tax will stay for some time: Ridham Desai

    Big gap between personal tax and corporate tax will stay for some time: Ridham Desai

    Ridham Desai, Managing Director of Morgan Stanley India, says more than caffeine shots that can fade away quickly, he expects...

    If you’re in FM’s shoes, this is how trapped you would feel this Budget

    If you’re in FM’s shoes, this is how trapped you would feel this Budget

    Out-of-the-box thinking is required this Budget, but the chances of this coming are limited.

    Legalise betting on cricket, tax bidis and FM’s fiscal problems will be over: Swaminathan Aiyar

    Legalise betting on cricket, tax bidis and FM’s fiscal problems will be over: Swaminathan Aiyar

    Going on a huge spending spree to revive the economy would be extremely dangerous.

    Market won’t see selloff if it’s a 5 on 10 Budget: S Krishna Kumar of Sundaram Mutual

    Market won’t see selloff if it’s a 5 on 10 Budget: S Krishna Kumar of Sundaram Mutual

    S Krishna Kumar, CIO, Sundaram Mutual says the market has been very realistic in its expectations and knows that it will be a...

    Govt investment needed to bring about a multiplier impact: Dilip Bhat, Prabhudas Lilladher

    Govt investment needed to bring about a multiplier impact: Dilip Bhat, Prabhudas Lilladher

    Unless and until that picture is clear, the market will continue to be very tentative and apprehensive and a “sell-on-the-ris...

    Create more confidence, we don’t need out-of-the-box thinking in Budget: Keki Mistry, HDFC

    Create more confidence, we don’t need out-of-the-box thinking in Budget: Keki Mistry, HDFC

    Keki Mistry, VC and CEO of HDFC, says confidence is created when jobs get created.

    Auto sector needs sops to reverse structured degrowth: SIAM president

    Auto sector needs sops to reverse structured degrowth: SIAM president

    Rajan Wadhera, President, SIAM points out that in the past also, the government has extended support in 2009 and 2014 at time...

    View from New York: World waits to see if FM takes a short cut in Budget

    View from New York: World waits to see if FM takes a short cut in Budget

    Taking a front lens to Budget instead of evaluating the past from an accounting standpoint would be a good step.

    Cues on growth to come from fiscal deficit numbers: Nilesh Shah, Envision Capital

    Cues on growth to come from fiscal deficit numbers: Nilesh Shah, Envision Capital

    Nilesh Shah, MD & CEO, Envision Capital, says just saying that we will probably grow 6-7% may not satisfy the market and it i...

    Budget could set the ball rolling and reset economy for next round of growth: A Balasubramanian

    Budget could set the ball rolling and reset economy for next round of growth: A Balasubramanian

    A Balasubramanian, CEO, Aditya Birla Sun Life AMC, says the Prime Minister talking to market participants a big clue for a Bu...

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