PRIVATE CORPORATE INVESTMENT GROWTH
Suits & Sayings: Infinite Loop
ET’s roundup of the wackiest whispers and murmurs in corporate corridors & policy parlours.
World Bank arm to invest USD 60 mn to transform sanitation infra in Visakhapatnam
International Finance Corporation has pledged support to Visakhapatnam. They will provide funds for sanitation. The funding amounts to USD 60 million. It will be used for the Madhurawada Sewerage System Project. This project aims to improve sanitation in Visakhapatnam. This is the first direct municipal financing by IFC in India. The project will transform sanitation infrastructure.
Israel FM, Piyush Goyal discuss trade, investment ties, growth avenues
Piyush Goyal met Bezalel Smotrich to boost trade. They aim for mutual growth. India and Israel signed a Bilateral Investment Treaty. They are negotiating a Free Trade Agreement since 2010. Bilateral trade fell in FY24. India has received FDI from Israel. Israel wants to collaborate on the India-Middle East Europe Economic Corridor. Both nations are keen to expand economic cooperation.
Audio player QCY forays into India, to set up manufacturing facility in Haryana
Global audio giant QCY is entering the Indian market, planning a manufacturing plant in Manesar, Haryana, with significant investment. Targeting a USD 75-100 million value share by 2026, QCY aims to boost India's wearable tech growth under the Make in India initiative. Six new flagship products across TWS, headphones, and speakers are launching this festive season.
RBI may cut rates in December; bond market outlook turning positive: Bandhan AMC’s Suyash Choudhary
Amid global trade tensions, India's bond market outlook is improving. Suyash Choudhary anticipates potential RBI rate cuts due to contained inflation and growth uncertainties. He suggests that most negative factors impacting yields have subsided, creating attractive opportunities for fixed-income investors across the yield curve.
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India plans to put large infra projects in fast lane
India is accelerating its infrastructure development with a focus on mega-projects like bullet trains, shipbuilding yards, and access-controlled highways, aligning with the Viksit Bharat 2047 vision. The government aims to boost economic growth through infrastructure creation, encouraging public-private partnerships to moderate spending. Ministries are directed to expedite project approvals, with a high-level committee reevaluating goals for faster clearances.
50% US tariffs are harsh and unsustainable, change certain: Anand Shah, ICICI Prudential AMC
ICICI Prudential’s Anand Shah expects tariff resolution through dialogue. He advises tilting portfolios to 50% equity allocation given current valuations, and favours consumer services and manufacturing over IT and FMCG as bottom-up stock selection becomes key to generating alpha. By Sameer Bhardwaj.
Global capital turns selective, India stays on the investment map: Hines' Steinbach
Hines' Global CIO, David Steinbach, highlights India's growing importance in global real estate investment due to its stability, domestic demand, and policy reforms. Despite global economic uncertainties, India's office, living, and industrial sectors show resilience and potential. Hines focuses on high-quality assets, leveraging local partnerships to capitalize on India's long-term urban and economic growth.
GST done, advisers bat for land, labour reforms
Experts advocate for process reforms, deregulation, and ease of doing business to propel India towards high growth. Key reforms include land and labor reforms, trade liberalization, privatization, and judicial efficiency. The government is prioritizing next-generation reforms to achieve long-term goals, focusing on low-hanging fruits to improve living and business conditions.
Falling NII hurts private banks' profit growth, public peers do better
Private sector banks experienced a decline in net profit for the second consecutive quarter due to dwindling net interest income, while public sector banks continued their double-digit growth. Overall net profit growth for the sampled banks slowed to a four-and-a-half-year low, reflecting a deceleration in net interest income, which saw its first drop in over five years.
GST cut to boost private investment in biogas sector
The Goods and Services Tax on biogas plants is now lower. The new rate is five percent. This change should bring more private investment. The Indian Biogas Association believes projects will become cheaper. They also think this will create jobs. The association hopes for more focus on the supply chain. This move can help biogas projects in India.
GST reforms a growth trigger, dips offer opportunity, says Rahul Shah
He noted that the downside in equities is likely to remain limited, with sentiment gradually improving across sectors. “The clear beneficiaries we saw in the initial round were consumer discretionary companies, FMCG, auto companies, and so on. My sense is we will continue to see more upside in the markets, and any decline in the near term would be a good opportunity to invest.”
Vashishtha Luxury Fashion IPO opens for subscription today. Check GMP, price band and other details
Vashishtha Luxury Fashion, a Mumbai-based export house, launched its IPO on Friday, aiming to raise Rs 8.87 crore. The IPO, priced at Rs 109-111 per share, will fund expansion and debt reduction. The company, specializing in high-fashion hand embroidery and apparel, has shown strong financial growth with a 46% revenue increase in FY25.
L Catterton's India fund raises $200 million in first close
L Catterton's India-dedicated consumer fund, in partnership with Sanjiv Mehta, has achieved its first close at $200 million, aiming for a total of $400 million with a $200 million greenshoe. The fund will concentrate on providing growth capital to mid-market consumer companies, securing commitments from IFC and Kotak Private clients.
Spreading the safety net farther and wider
Waiving GST on health and life insurance premiums, though potentially regressive, could boost insurance penetration and reduce the state's social security burden. This move aims to address affordability issues, attract foreign investment, and stimulate domestic consumption amidst slowing growth. Ultimately, it seeks to improve insurance sector reforms and mitigate external volatility.
US private payrolls miss expectations in August
U.S. private payrolls saw a smaller-than-expected increase in August, signaling a softening labor market. Private employment rose by 54,000 jobs, according to the ADP National Employment Report. Layoff announcements surged, and the number of unemployed people exceeded available positions for the first time since the pandemic.
Market direction depends on earnings recovery, festive season, GST cuts to boost consumption: Dipan Mehta
Indian stock markets are navigating between optimism and caution, supported by retail investor liquidity, according to Dipan Mehta of Elixir Equities. He suggests that a sustained upward movement hinges on earnings growth, which has been sluggish despite tax and rate cuts.
Japan's Daibiru Corp plans to invest in India's data centre biz
Daibiru Corporation, a Mitsui OSK Lines subsidiary, is expanding its Indian real estate investments beyond office buildings. Having already invested ₹2,000 crore in Gurugram and Chennai, the company is now actively exploring opportunities in the data centre sector. While avoiding warehousing, Daibiru is also considering investments in residential projects and greenfield ventures, demonstrating a long-term commitment to India's growth.
New $1 billion alliance formed to strengthen US-India deep tech ties
Eight US and Indian VC and PE firms have formed the India Deep Tech Investment Alliance, pledging over $1 billion to early-stage Indian deep tech startups over the next decade. The alliance supports funding, mentorship, and network access, though US-India trade tensions could complicate long-term cooperation in the sector.
It's raining commissions for mutual fund distributors. See who earned the highest
Mutual fund distributors in India experienced a lucrative FY2025, with commissions surging 40% to ₹21,000 crore. NJ Indiainvest and Prudent Corporate Advisory led the pack, securing ₹2,610 crore and ₹1,060 crore in commissions, respectively. This growth was fueled by a surge in new fund offerings (NFOs), which raised a record ₹89,800 crore.
JPMorgan to boost corporate banking in India on investment jump
JPMorgan's focus is on electric vehicles, data centers and solar energy sectors. These industries are increasing capital spending. JPMorgan sees India and Japan as its fastest-growing Asian markets. The bank expects continued growth despite tariff concerns. They aim to grow revenue by 30% annually. The expansion includes increasing domestic headcount.
Raamdeo Agrawal advocates for bold reforms in India amid US tariff challenges
Raamdeo Agrawal advocates for bold reforms by the government. He notes the current market dynamics of promoters selling and retail investors buying. Agrawal sees opportunities despite pricey valuations, advising investors to buy and hold for long-term growth. He cautions against the risks of investing in unlisted companies. He suggests a SIP approach for lump sum investments.
These 9 banking stocks can give up to 32% returns in 1 year, according to analysts
When it comes to banking sector stocks, learn to deal with two opposite views on the street. Over the next few months, you will hear news of how bank margins have come under pressure. Ignore those headlines, Why? The fact is that, whenever the interest rate cycle turns down, there is a phase when banks see some margin compression. So it is a cyclical phenomenon, and does not change the macro story about why banks should be a part of your portfolio. And the macro story is that banks are the best play when it comes to the growth of the Indian economy.
Vishakha Mulye named Aditya Birla Capital's new MD & CEO for five years
Aditya Birla Capital has appointed Vishakha Mulye as its new MD and CEO, effective September 1, for a five-year term. Mulye's 'One ABC, One P&L' strategy has driven growth and profitability, focusing on digital transformation and simplified finance. Rakesh Singh has also been appointed as Executive Director and CEO (NBFC), expanding the company's lending and wealth management solutions.
India Inc needs to step up investment in order to reach the desired 8% growth rate: RBI's former Deputy governor
Former RBI Deputy Governor Michael Patra urges Corporate India to increase investments to sustain the nation's 8% growth trajectory. He highlighted that while India's GDP surged by 7.8% in Q1 FY26, investment is crucial for continued capital accumulation. Government efforts to boost consumption through GST reforms and income tax reductions are vital in the current economic climate.
Pvt capex likely to rise 21.5% to ₹2.67 lakh crore in FY26: RBI
A Reserve Bank of India article forecasts a 21.5% surge in private sector capital investment, reaching Rs 2.67 lakh crore in 2025-26. This growth is propelled by strong macroeconomic factors and a potential policy rate cut. Indian firms are entering the fiscal year with improved financial health and diversified funding, fostering a conducive environment for investment, particularly in infrastructure.
Low investment optimism among private corporates, total cost of pvt sector project declines 6% in FY25: RBI study
RBI economists' study reveals a 6% decline in private sector project sanctions by banks and financial institutions in FY25, totaling Rs 3.67 lakh crore. Despite lower investment announcements and cautious optimism, greenfield projects dominate, signaling potential capacity expansion. Private sector capital expenditure is projected to rise 21% in FY26.
India's economy likely slowed in April-June ahead of US tariff blow
India's economic growth likely decelerated in the April-June quarter due to weak urban demand and slow private investment. U.S. tariff hikes on Indian goods, including textiles and footwear, are expected to further impact exports. While GDP growth is estimated at 6.7%, concerns remain about the long-term effects of tariffs on key sectors and overall economic expansion.
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