Beyond Market - May, 2024

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Foreign direct investment into Indian markets has fallen drastically in recent times. The cover story in this issue explores the reasons behind the decline, including the global slowdown in FDI and rising protectionist measures. We also check out potential government actions to reverse this trend when necessary.

Also featured in this issue are articles on the recent performance of the Indian economy, including record GST collections and persistent inflation; the anticipated IPO market for 2024 and investor reception; the Reserve Bank of India’s proposed changes to project financing and their likely consequences. Plus, we analyze the impact of JioCinema’s groundbreaking new Rs 29 subscription plan on the online streaming landscape and its competitors.

Moving on, the issue also explores the slowdown in the awarding of highway projects; the outlook for India’s tyre industry in the coming year; an introduction to India’s growing podcast industry and its future; and the rising demand for silver, a precious metal, across various industries.

Also, if you’re thinking about switching health insurance, we’ve got you covered with some basics, explaining the process and outlining key considerations.

Finally, the article in the Beyond Learning section shows how Howard Marks’ investment approach can be applied to the Indian market, enabling investors to discover how this strategy could help them make smarter investment choices.

OFFSETTING GAINS

India's GST collections hit a record high, but inflation gobbles up the gains for consumers

5 mins

INDIA'S FDI FLUX

After a stellar run since 2014, FDI flows into India are declining due to repatriation and global funding slowdown

6 mins

HOT OR HYPE?

India's 2024 IPO market sizzles with investor cash, but will it be a blockbuster or a box office flop? Valuation worries linger

4 mins

CAUGHT BETWEEN CAUTION AND GROWTH

RBI's draft on project financing seems to be a pre-emptive measure to prevent large defaults on infrastructure loans. However, in their current form, the requirements look onerous for banks

4 mins

CONTENT CONQUEST

JIOCINEMA'S ULTRA-LOW PLAN SHAKES INDIA'S STREAMING SCENE, AIMING FOR AD REVENUE AND LEVERAGING STRENGTHS TO BECOME A BIG PLAYER

4 mins

HIGHWAY HICCUPS?

Slowdown in awarding highway projects, driven by industry factors and project complexities, pushes NHAI towards debt reduction and private partnerships for sustainable development

4 mins

BOUNCING BACK WITH DOMESTIC FOCUS

Despite challenges, India's tyre industry remains optimistic about doubling revenue by 2032

4 mins

A PODCASTING FUTURE

India's podcast scene explodes with formats and listeners, primed for digital growth, with high-quality content reigning supreme

6 mins

SILVER SQUEEZE

Green tech boom strains supply, propelling silver as a sustainable investment

6 mins

FINDING A BETTER FIT

Switch health insurers at renewal to keep benefits such as waiting period and bonus, but weigh drawbacks

6 mins

NAVIGATING INDIA'S MARKET WITH HOWARD MARKS

Howard Marks' focus on cycles and capital preservation translates to a defensive strategy for India's frothy market: prioritize cash, target undervalued sectors, and diversify

5 mins

IMPORTANT JARGON

TRANSITIONING SFBs TO UBs: RBI’s NEW GUIDELINES - The Reserve Bank of India recently issued new guidelines outlining the transition process for Small Finance Banks (SFBs) to become Universal Banks (UBs).

4 mins

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Beyond Market Magazine Description:

‘Beyond Market’, a financial magazine that provides readers with insightful articles and in-depth news stories. It offers useful tips on investing apart from capturing current trends in the market and latest developments in the economy.

Beyond Market is a financial magazine published by Nirmal Bang, one of the most trusted retail broking houses in India.