#MCProOpinion | India’s economic outperformance has attracted global funds to our markets, but some of them come with strings attached 🌎

Read on 👇
https://www.moneycontrol.com/news/opinion/indias-higher-rankings-in-msci-em-index-could-import-volatility-12019661.htmlutm_medium=social&utm_source=telegram&utm_campaign=regular-editorial

#MCProOpinion | 💻 India’s IT firms have cut headcount and how. While they grapple with AI and its opportunities, firms need the supply of skilled personnel for AI.

Read here ⤵️
https://moneycontrol.com/news/opinion/amid-slowdown-and-headcount-cuts-it-firm-investors-look-to-ai-with-hope-12052251.htmlutm_medium=social&utm_source=telegram&utm_campaign=regular-editorial

#MCProOpinion | The IIP numbers show that the slowdown in the production of consumer durables is really alarming. 🔴

Read on 👇
https://moneycontrol.com/news/opinion/what-does-the-index-of-industrial-production-say-about-consumption-12051691.htmlutm_medium=social&utm_source=telegram&utm_campaign=regular-editorial

#MCProOpinion | How has Corporate India benefited from the lower tax regime, albeit with fewer exemptions?

Data shows the benefits have been significant, but the larger companies have managed to squeeze more benefits than the smaller ones. Read on ⤵️
https://www.moneycontrol.com/news/opinion/budget-snapshot-corporate-india-benefits-from-falling-tax-rates-12052611.htmlutm_medium=social&utm_source=telegram&utm_campaign=regular-editorial

#MCProOpinion | Global credit rating agencies are doing India a disservice when they rate it as barely making investment grade. Our growth and low debt levels do call for an upgrade.

Read on ⤵️
https://www.moneycontrol.com/news/opinion/indias-sovereign-credit-rating-we-deserve-much-better-12090241.htmlutm_medium=social&utm_source=telegram&utm_campaign=regular-editorial

#MCProOpinion | A Niti Aayog research report makes significant claims about India’s conquest of poverty. A deep dive into the data shows that the methodology and numbers don’t quite add up.

Do read this incisive analysis ✍️
https://www.moneycontrol.com/news/opinion/niti-aayogs-claim-of-a-steep-fall-in-poverty-doesnt-pass-the-smell-test-12106021.htmlutm_medium=social&utm_source=telegram&utm_campaign=regular-editorial

#MCProOpinion | Badla financing is not dead and has merely shifted to the futures and options segment. What is their modus operandi? 🤔

Read on 👇
https://www.moneycontrol.com/news/opinion/badla-financiers-are-very-much-alive-and-flourishing-12106621.htmlutm_medium=social&utm_source=telegram&utm_campaign=regular-editorial

#MCProOpinion | The crisis in the Red Sea, which has disrupted sea lanes, is the result of the ongoing massacre in Gaza. A political, rather than a military solution, is called for

Read on 👇
https://www.moneycontrol.com/news/opinion/the-eastern-window-the-middle-east-is-now-a-powder-keg-waiting-to-explode-12106591.htmlutm_medium=social&utm_source=telegram&utm_campaign=regular-editorial

#MCProOpinion | Chinese government's frantic efforts to support its stock markets are unlikely to work, until the underlying reasons for the fall are addressed. 🇨🇳

More here ⏬
https://www.moneycontrol.com/news/opinion/the-eastern-window-will-the-chinese-governments-desperate-efforts-to-prop-up-its-free-falling-stock-markets-succeed-12139401.htmlutm_medium=social&utm_source=telegram&utm_campaign=regular-editorial

#MCProOpinion | What would it take for India’s SMEs to become global tigers and a key in global value chains?

A policy reorientation would be a good start, here's why ⏬
https://www.moneycontrol.com/news/opinion/a-made-in-india-policy-needed-to-create-global-smes-12148781.htmlutm_medium=social&utm_source=telegram&utm_campaign=regular-editorial

#MCProOpinion | Once the budget and elections are done and dusted, savvy traders will watch the Indian 10-year bond yields keenly. 👀
As Indian investors have matured, the budget is seen as one of many triggers for the stock market 📈📉

Read on ⏬
https://www.moneycontrol.com/news/opinion/mature-indian-investors-know-that-budget-2024-is-but-one-of-many-stock-market-triggers-12158851.htmlutm_medium=social&utm_source=telegram&utm_campaign=regular-editorial

#MCProOpinion | IndiGo beats supply-chain challenges to post stellar numbers and is set to gain altitude on the back of strong demand ✈️

Read on 👇
https://moneycontrol.com/news/business/moneycontrol-research/indigo-continues-to-soar-high-an-investment-for-long-haul-12192301.html?utm_source=telegram&utm_medium=social

#MCProOpinion | The Purchasing Managers Index for January shows the private sector gaining momentum while selling price inflation is muted.

👀 All eyes are on the RBI next. Read on ⤵️
https://moneycontrol.com/news/opinion/saare-jahaan-se-achcha-pmi-hamara-12193721.html?utm_source=telegram&utm_medium=social

#MCProOpinion | The BSE Sensex crossing 80,000 so soon was a surprise that has pleased the bulls and challenged bears.

What must you as a retail investor do? Larrisa Fernand writes👇
https://www.moneycontrol.com/news/business/personal-finance/personal-finance-how-should-you-invest-at-80000-levels-12762655.html?telegram