Taste The Truth – Bite by Bite
How Fractional Ownership Real Estate India Balances Returns and Challenges Fractional ownership real estate in India allows small investors to pool funds via special purpose vehicles to own high-value properties, reducing capital barriers. Offering rental yields and potential capital gains, it appeals to those seeking portfolio diversification. However, risks persist, including opaque pricing, legal complexities,…
Waaree Energies Future Threatened by US Solar Tax Incentive Rollback The US House’s passage of a bill accelerating the withdrawal of solar tax incentives, reported on May 26, 2025, threatens Waaree Energies’ future, given its Rs 47,000 crore order book heavily tied to the US market. The potential Senate approval could reduce US solar demand,…
Trump Tariffs Create Uncertainty for Apple’s India Operations President Donald Trump’s threat of a 25% tariff on iPhones assembled in India and sold in the US, announced on May 26, 2025, poses a challenge to Apple’s supply chain strategy. The unpredictability of Trump tariffs, which can shift rapidly, complicates planning for multinationals like Apple, reliant…
RBI Dividend Fuels Fiscal Flexibility Amid Global Trade Uncertainties The Reserve Bank of India’s record Rs 2.69 lakh crore dividend transfer for FY25, announced on May 23, 2025, provides a significant fiscal boost, surpassing the government’s budgeted Rs 2.56 lakh crore. Fueled by forex gains from $69.66 billion in dollar sales, interest income from rupee…
Indian Workforce Faces Skilling Crisis, Says upGrad Report The upGrad Enterprise report, released on May 22, 2025, reveals that 50% of the Indian workforce remained unskilled in FY24-25, with 75% training only when mandated. Based on insights from 12,300+ professionals, the report highlights a lack of formal skilling strategies in nearly half of Indian workplaces,…
What’s Driving Changes in Stocks in Sensex? The BSE Sensex, a 30-stock benchmark, will see a significant rejig effective June 23, 2025, with Trent Ltd. and Bharat Electronics Ltd. (BEL) replacing IndusInd Bank Ltd. and Nestle India Ltd., as announced on May 22, 2025. This reshuffle, managed by Asia Index Pvt., reflects India’s evolving market…
What Drove Indigo Performance in Q4 FY25? Indigo Performance in Q4 FY25, reported on May 22, 2025, was exceptional, with a 58% YoY EBITDAR increase to Rs 5,461 crore, driven by a record unit passenger rate. A 110 bps YoY load factor rise, fueled by Mahakumbh and extended wedding season, boosted the EBITDAR margin by…
What Caused IndusInd Bank Financial Statements’ Q4 Loss? IndusInd Bank financial statements for Q4 FY25, reported on May 22, 2025, showed a Rs 2,329 crore loss due to accounting irregularities in derivatives and microfinance (MFI) operations. A Rs 1,960 crore reversal in other income stemmed from derivative discrepancies, while MFI audits revealed Rs 1,885 crore…
The Role of Competition Law in India’s Economic Ascent The Supreme Court has cautioned that overzealous enforcement of competition law could derail India’s economic growth and its rise as a global manufacturing hub. In a judgment on an 11-year-old appeal by the Competition Commission of India (CCI) against Schott India, the court ruled that competition…
Opportunities in India’s Orange Economy: Media, Gaming, and More India is poised to harness its orange economy as a driver of sustainable growth, with the government committing $1 billion to a creative economy fund and establishing the Indian Institute of Creative Technology (IICT) in Mumbai. Announced by PM Narendra Modi at the WAVES summit in…