What were the key drivers of the equity market rally in CY 2024, and how do you see the investment landscape evolving in CY 2025? As CY 2024 concludes, concerns about rich valuations in Indian markets linger. The Indian economy's growth potential offers grounds for optimism regarding the equity market's performance.
The Indian corporate sector underperformed in the first half (H1) of FY25 due to the electoral process, which disrupted government spending and impacted key industries such as infrastructure, banking, and cement. With the elections now behind, capital expenditure is expected to rise, spurring growth in the second half of FY25. Geopolitical tensions, such as the Russia-Ukraine conflict, will continue to impact global markets. The upcoming US administration shift and its policy announcements will influence capital markets appreciably.
The performance of Indian equities in CY 2024 closely mirrored global trends, liquidity inflows from foreign portfolio investors, and domestic liquidity.
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Esta historia es de la edición December 30, 2024 de Business Standard.
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NPS FUND RETURNS Equity-debt allocation: Let risk appetite, not past-yr returns, decide
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Index AUM criteria to limit MF Lite's ambit
The strict product launch conditions under the MF Lite framework leaves little room for innovation by asset managers opting for this newly introduced route to enter the mutual fund (MF) business, experts said.
Mumbai realty firms to build on demand, robust pipeline
The outlook for Mumbai-based real estate players remains strong given the launch pipeline and demand outlook reflected in the registration data for December.
Mkts open in green for 7th year running
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Sebi simplifies disclosure norms for listed entities with integrated filing
The Securities and Exchange Board of India (Sebi) has made integrated filing for Listing Obligations and Disclosure Requirements (LODR) effective for all disclosures starting with the quarter ending December 2024.
Stock Consolidates, Outlook Bright
With just two trading sessions to go before the ITC-ITC Hotels demerger record date, shares of ITC continue to consolidate in a thin range of ₹460-485 in an otherwise volatile equity market.
NSE enforces mechanism for brokers to curb market abuse
The National Stock Exchange (NSE) has issued a guidance note for stock brokers to ensure prevention and detection of fraud or market abuse.
ITC Hotels to go the Jio Fin way
ITC's move to hive off its hotel business will have implications for passive funds and exchange traded funds (ETFs) similar to that seen during the Reliance Industries-Jio Financial demerger.
Air India Becomes 1st Indian Airline to Offer Wi-Fi on Domestic Flights
The in-flight Wi-Fi will allow flyers to connect multiple devices simultaneously when above 10,000 feet in the air
2024 Warmest Year in India Since 1901: IMD
The year 2024 was the warmest on record in India since 1901, with the average minimum temperature settling 0.90 degrees Celsius above the long-period average, the India Meteorological Department (IMD) said on Wednesday.
