Global capability centres (GCCs) are expected to offer higher salary increases compared to Indian IT service companies in FY26. GCCs are providing better pay and hiring more swiftly, especially in high-demand roles like AI/ML and cloud, with salary hikes between 10-20% for top performers.
Heading into 2025, the fintech sector is expected to emphasise B2B infrastructure solutions, AI-driven compliance automation, and secured credit products. Despite a slowdown in consumer lending, venture investors are eyeing business lending and digital public infrastructure innovations, with AI increasing efficiency in compliance and fraud detection.
Loans to industry rose by 8.1% YoY as of the fortnight ended November 29, 2024, compared to 5.5% for the corresponding fortnight of the previous year. Among the major industries, credit to 'chemicals and chemical products', 'infrastructure', 'petroleum, coal products and nuclear fuels', and 'all engineering' recorded a higher growth, the RBI said in a release.
The recent race of 5 minutes EV charging is being led by China now while the competition of China is with the US and Tesla as well.
At home, most sectors and themes are expensive compared to their recent historical averages. Banks and other lenders are considered the cheapest following their recent underperformance.
He recommends using any correction in gold prices in the short term as an opportunity to buy, and following a staggered approach to accumulate gold over the next few months.
According to the latest ETIG analysis of the ET 500 list, there were 20 companies that reported higher net profit in the first-half of FY25 compared with the profit for the entire previous year. The list includes companies across sectors including Vedanta, Bharti Airtel, Tata Chemicals, Zomato, Dilip Buildcon, Ashoka Buildcon, Aster DM, Jubilant Pharmova, Voltas, and Texmaco Rail among others.
In a pretty recent development it has been known that there were specific reasons why Apple has not taken on Google and then eventually building its own search engine. The senior vice president of Apple reportedly listed out 3 big reasons behind such a decision from Apple.
Vodafone Idea (Vi) aims to launch 5G mobile broadband service in March 2025 with competitively priced plans. Vi will initially roll out 5G in India's top 75 cities, focusing on industrial hubs and high data usage zones. The company plans to enhance 4G coverage and invest in dealer commissions to attract customers from Reliance Jio and Bharti Airtel.
India's GST collections rose 7.3% to `1.77 lakh crore in December compared to the previous year. This growth slowed from an 8.5% increase in November. The post-festive season slump and consumption slowdown are factors. Experts expect a pickup in the March quarter. The government's budget may include measures to boost consumption.
Housing & Urban Development Corporation (HUDCO) is showing signs of recovery after a 30% drop from its peak. Experts advise high-risk traders to consider buying the stock with a target of Rs 247-265 in three to four weeks. The stock has broken out from a downtrend and is showing positive market sentiment.
Select stocks gain momentum even in volatile markets.
Sales of smartphones, laptops, washing machines, and TVs are rising in smaller Indian towns, bridging the gap with larger cities. The trend is driven by urbanization, nuclear families, and consumer finance. Increased rural market consumption and solar panel savings also contribute. Government schemes and SUV demand further boost rural spending.
In the short term, stock prices are impacted by events and the narratives built around them. Over the next few weeks, it would be all about Trump and the noise created over his statements. However, stock prices and the absolute value of stocks depend on the fundamentals of the sector as well as valuations, which are still high despite the correction and volatile markets. But, at the same time, fundamentals are improving for several industries. So, analysts are bullish about specific sectors and stocks. Читать дальше...
In a pretty recent development it has been known that US President- elect Donald Trump is eventually going to get a state visit to the United Kingdom soon which will make him the very first elected politician in the whole world.
Gold in 2025 is likely to trade in positive even though Donald Trump's policies and multiple factors will play pivotal role.
The US stock market is currently in the best of its form over the past couple of years, and it has been largely due to the fact that a bull run, accelerated by the AI boom has been ruling the entirety of Wall Street in the last couple of years. However, a particular fund is warning US investors of some dark days ahead. Here's what we know
Donald Trump is reportedly annoyed with Tesla CEO Elon Musk after their dream run during the US Presidential election campaign, when the duo virtually appeared inseparable. Is something bad cooking up at the Republican camp before Trump's inauguration ceremony?
