News | inves4: Indian Equity Investing

Insurance costs under lens: RBI flags high-cost distribution driving premium growth, warns of medium-term pressure

The Reserve Bank of India has flagged emerging structural pressures in the insurance sector, warning that premium growth is increasingly being driven by high-cost, distribution-led strategies rather than improvements in operating efficiency, even as the sector remains stable in the near term, according to its latest Financial Stability Report.“While posing no near-term systemic risks, the … Read more

Telcos accuse Adani-run Navi Mumbai airport of blocking mobile infra, allege monopoly arrangements

The airport operator has countered charges from telcos and said as the airport was a sensitive zone, frequent servicing, maintenance and upkeep of the infrastructure was best managed by it, and, therefore, it had opted for In Building Solution (IBS) infrastructure. File photo: Special arrangement Telecom companies are sparring with the Adani Group and have … Read more

Musk is worried. Can new tech prick silver price bubble?

A few days ago, Tesla CEO Elon Musk reacted on X to silver price surge, “This is not good. Silver is needed in many industrial processes.” It was a warning that silver is a critical industrial input and that rising prices pose risks to manufacturing costs. While expectations of U.S. Federal Reserve rate cuts in … Read more

Industrial production at two-year high! IIP records 6.7% growth in November; fueled by mining, manufacturing sectors

The country’s industrial output reached a two-year high, growing by 6.7 per cent in November, according to the official Index of Industrial Production (IIP) data released Monday.This marks an improvement from the 5 per cent growth recorded in November last year, according to data released by the National Statistics Office (NSO). The surge was largely … Read more

RIL denies report on govt seeking $30 billion compensation

RIL denied a Reuters news report that said the government had sought compensation of $30 billion from the company for producing gas at below estimated reserves from its KG-D6 block. “There is no claim of $ 30 billion against Reliance and BP,” RIL, the operator of the KG-D6 field, said in a statement on Monday. … Read more

Vijay Shekhar Sharma, Kunal Bahl, Varun Berry: Meet the mentors of Nikhil Kamath and Kishore Biyani’s The Foundery

Zerodha co-founder Nikhil Kamath and Future Group co-founder Kishore Biyani have come together to introduce The Foundery, a residential business launchpad designed to back early-stage startups. The programme, aimed at helping Indian startups to gain momentum, promises to turn aspiring entrepreneurs into co-founders of funded, launch-ready businesses within three months. The Foundery is a 90-day … Read more

EY, Deloitte, PwC, KPMG lock horns with tech companies in age of AI

The Big Four—EY, Deloitte, PwC, KPMG—are locked in an intensifying battle with global technology majors such as Accenture and Capgemini, as well as Indian IT players, as leading companies are rushing to adopt artificial intelligence (AI) in their technology stacks, revving up growth in their technology consulting business that is expected to bring in more … Read more

India to miss $1 trillion exports target? Exports struggle despite the FTA push

India’s ambition of exporting goods and services worth $1 trillion by the end of FY26 is likely to remain out of reach, Global Trade Research Initiative (GTRI) predicted in its latest report on Thursday, pointing to weak merchandise shipments due to weak global demand and increasing protectionist trends.Ajay Shrivastava, founder of the economic think tank, … Read more

‘Too low an inflation a cause for concern’

Although low inflation rate and high growth led the Monetary Policy Committee (MPC) to reduce repo rate by 25 basis points (bps) earlier this month to support growth, the drastic fall in inflation numbers remained a cause for concern, the minutes of the MPC released by the Reserve Bank of India (RBI) on Friday indicate. … Read more