Page 14 - BS Premium
Strengthening panchayats: Building fiscal autonomy, institutional capacity
The problem is not merely a lack of revenue sources but also weak capacity to utilise existing powers
 "Strengthening panchayats: Building fiscal autonomy, institutional capacity")
Momentum factor funds: Invest only with 5-yr horizon, high risk tolerance
Use them as part of a portfolio containing multiple factor strategies
 "Momentum factor funds: Invest only with 5-yr horizon, high risk tolerance")
Margin pressures offset robust topline performance of Havells in Q1
Havells posted robust Q1 revenue growth led by cable and wires, but higher input and advertising costs squeezed margins, with recovery expected from the September quarter
 "Margin pressures offset robust topline performance of Havells in Q1")
Industry urges Centre to allow depreciation benefit on imported machinery
Industry bodies have sought depreciation benefits on imported machinery under the MOOWR scheme and eligibility for RoDTEP, saying the current framework raises costs for manufacturers
 "Industry urges Centre to allow depreciation benefit on imported machinery")
Aditya Birla Capital bets on AI-led growth, aims 25% loan CAGR in 3 years
ABCL is embedding generative and agentic AI across key functions while targeting 25 per cent loan growth over the next three years, backed by retail and MSME lending
 "Aditya Birla Capital bets on AI-led growth, aims 25% loan CAGR in 3 years")
Datanomics: India sees over half of South Asia's protest demonstrations
India accounted for more than half of South Asia's protest demonstrations in recent years, with movements ranging from student agitations to farmers' protests
 "Datanomics: India sees over half of South Asia's protest demonstrations")
Business Standard poll: Crude prices, exports improve CAD outlook
Economists have sharply lowered India's FY27 current account deficit forecast as softer crude oil prices, resilient exports and remittances improve the external outlook
 "Business Standard poll: Crude prices, exports improve CAD outlook")
Momentum funds can see sharp reversals; limit satellite portfolio exposure
Check the underlying index and concentration, and invest for at least five years
 "Momentum funds can see sharp reversals; limit satellite portfolio exposure")
Banks post modest treasury gains in Q1 despite softer bond yields
Banks booked modest treasury gains in Q1FY27 despite softer bond yields as they pared excess SLR holdings and sold government securities to support credit growth
 "Banks post modest treasury gains in Q1 despite softer bond yields")
The World Cup's business divide: FIFA cashes in, host cities pay the price
The first-ever 48-team World Cup has rewritten the commercial playbook. Expanded from 64 to 104 matches, the tournament has created more broadcast hours and sponsorship inventory
 "The World Cup's business divide: FIFA cashes in, host cities pay the price")
Plazza secures $15 million to expand AI-powered medicine delivery
Accel, Elevation Capital and Nexus Venture Partners co-led the Series A round as Plazza expands its AI-powered pharmacy network and inventory intelligence platform
 "Plazza secures $15 million to expand AI-powered medicine delivery")
Divi's Labs MD's payout tops ₹100 cr on commissions, leads industry peers
Divi's Laboratories MD Murali K Divi topped India's pharma executive pay chart in FY26 with ₹100.26 crore, driven almost entirely by profit-linked commission
 "Divi's Labs MD's payout tops ₹100 cr on commissions, leads industry peers")
Banks pare FCNR (B) inflow expectations amid leverage and tax hurdles
Banks expect strong NRI interest in RBI's FCNR(B) scheme but say leverage limits, overseas regulations and tax issues could curb fund mobilisation
 "Banks pare FCNR (B) inflow expectations amid leverage and tax hurdles")
Early birds set a strong Q1 tone as earnings growth hits an 11-quarter high
Early Q1FY27 results show corporate profit growth at an 11-quarter high, led by banks, Reliance Industries, IT services and metal companies
 "Early birds set a strong Q1 tone as earnings growth hits an 11-quarter high")
Data centres to drive exponential increase in server demand: Lenovo
Lenovo India expects rising data centre investments and AI infrastructure demand to double or triple the country's enterprise server market over the next few years
 "Data centres to drive exponential increase in server demand: Lenovo")
Banks align on Vodafone Idea's projections, seek promoter promise
Banks have largely agreed on Vodafone Idea's financial projections but want stronger promoter guarantees before approving ₹35,000 crore in fresh funding
 "Banks align on Vodafone Idea's projections, seek promoter promise")
Equities fairly valued, expect avg 5-7% real returns in 3-5 years: Gunwani
Bandhan AMC CIO Manish Gunwani says India's macro fundamentals remain strong, with financials, insurance and real estate best placed to drive FY27 earnings growth
 "Equities fairly valued, expect avg 5-7% real returns in 3-5 years: Gunwani")
Gopalpur special economic zone emerges as eastern India's green energy hub
Driven by Tata Steel SEZ, Gopalpur industrial park has attracted over Rs 65,000 crore of investments across green hydrogen, solar, specialty chemicals and advanced manufacturing
 "Gopalpur special economic zone emerges as eastern India's green energy hub")
Gross equity MF flows hit ₹4 trillion in H1CY26 despite slump in NFOs
Investors opted for proven schemes as the market turmoil continued, say experts
 "Gross equity MF flows hit ₹4 trillion in H1CY26 despite slump in NFOs")
IFSCA plans wider distribution of funds, to expand eligible jurisdictions
IFSCA proposes widening eligible jurisdictions for fund distribution in GIFT IFSC, allowing retail investors access to a broader range of global investment products
 "IFSCA plans wider distribution of funds, to expand eligible jurisdictions")