In this issue

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.

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

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

FINDING A BETTER FIT

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

6 mins

SILVER SQUEEZE

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

6 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

BOUNCING BACK WITH DOMESTIC FOCUS

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

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

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

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

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

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

OFFSETTING GAINS

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

5 mins

Young Or Old? Find Your Ideal Health Plan

Age doesn't define you: find your ideal health coverage at any stage! Choose individual or family plans that fit your needs

4 mins

IMPORTANT JARGON

The phase-wise voting in India for general elections began on 19th April.

4 mins

BACK IN BUSINESS

Buoyed by post-pandemic travel trends and rising disposable incomes, India's hotel industry is expected to maintain its growth momentum, going forward

5 mins

SCOOPING UP SUCCESS

Investments are hot, but innovation and competition are the next scoops to conquer for ice cream companies

5 mins

DIG DEEPER

Investors chasing high-growth should prioritize near-term EPS explosion to justify high PE ratios, but also verify long-term business health and management before taking the plunge

6 mins

SOARING AMBITIONS

Bolstered by cost advantages and government support, India's Electronics Manufacturing Services industry sets its sights on a $100 billion slice of the global market by 2026

5 mins

TARGET IN SIGHT

Government policies and private sector involvement have propelled India's defence exports to new heights, putting the seemingly ambitious $5 billion target firmly within reach

6 mins

PLAYING THE LONG GAME

Small and mid-cap surge in India raises regulatory concerns, but long-term investors with risk strategies may benefit from these volatile stocks given positive economic and interest rate forecasts

5 mins

MAGNIFIED PRESSURE

While the asset quality of banks is anticipated to remain largely stable, challenges persist in the form of mobilizing deposits and peaking profitability

4 mins

OPPORTUNITY KNOCKS, BUT CHALLENGES AWAIT

INDIA'S BOOMING PE MARKET ATTRACTS INVESTMENTS IN CONSUMER AND INFRASTRUCTURE, BUT CHALLENGES LOOM. CAN FIRMS PRIORITIZE VALUE CREATION TO NAVIGATE THE RISKS?

5 mins

Regulator's Ire

The RBI's action on Paytm Bank underscores the need for fintechs and other regulated entities to not lose sight of compliance while pursuing innovation and growth

7 mins

CHARLIE MUNGER BEYOND THE MONEY, A LEGACY OF WISDOM

Charlie Munger's principles - overcoming adversity, patience, and lifelong learning - are success cornerstones for investors and followers

6 mins

SUNSHINE AFTER THE STORM?

Favourable policies, strong crop yields, and prospects of improved rains could help navigate the challenges in rural FMCG demand

5 mins

FROM PAUSE TO PLAY

India's media and entertainment industry stages a comeback after the pandemic, propelled by a digital boom

6 mins

GREEN MAKES A CLEAN SWEEP

India's cleantech sector soars on strong government backing, plunging renewable energy costs, and surging investor interest

5 mins

SEEKING SWEETER RELIEF

Higher production eases sugar worries, but industry eyes relaxed ethanol curbs to fuel future growth

5 mins

RISKS BENEATH THE SURGE

The surge surge in PSU stocks may hide potential valuation concerns. Investors need to be selective and focus on PSUs with strong earnings

4 mins

GREEN SHOOTS FOR GLOBAL GROWTH

Global growth surges on US strength, upgrades, and India's rise, but China's shadow looms

5 mins

Read all stories from Beyond Market

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.