Musings on Markets
FEBRUARY 8, 2025
In the first five posts, I have looked at the macro numbers that drive global markets, from interest rates to risk premiums, but it is not my preferred habitat. I spend most of my time in the far less rarefied air of corporate finance and valuation, where businesses try to decide what projects to invest in, and investors attempt to estimate business value.
CFO News
FEBRUARY 8, 2025
UBI stated, "MPC revised FY25 growth projection to 6.4 per cent from 6.6 per cent previously even as it projects recovery to 6.7 per cent in FY26. We see downside risk to 6.4 per cent growth forecast for FY25 as it assumes Dec'24 quarter growth above 6.5 per cent while its tracking close to 6 per cent as of now.
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Barry Ritholtz
FEBRUARY 8, 2025
The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: The LA Fires Burned Thousands of Homes. The Data Show Insurers Saw the Risks Coming. The industry seemed to have recognized the financial risks and pulled out before disaster struck. ( Barron’s ) Everyones Rattled by the Rise of DeepSeekExcept Nvidia, Which Enabled It : Nvidias stock swooned and regulators are restrict
CFO News
FEBRUARY 8, 2025
Britannia's vice-chairman Varun Berry revealed the company's strategy of cutting prices during a deflationary period but later increasing them due to misreading inflation trends. Input costs surged, particularly with rising import duties on edible oils. Britannia plans selective price hikes and is now focusing on consumer insights and altering its market strategy in urban areas.
Speaker: Frank Taliano
Document-heavy workflows slow down productivity, bury institutional knowledge, and drain resources. But with the right AI implementation, these inefficiencies become opportunities for transformation. So how do you identify where to start and how to succeed? Learn how to develop a clear, practical roadmap for leveraging AI to streamline processes, automate knowledge work, and unlock real operational gains.
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CFO News
FEBRUARY 8, 2025
The foreign investors' fraternity is all set to take a plunge investing in the Indian stock market to get sound, effective net returns from a long-term perspective, according to experts on Saturday.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
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CFO News
FEBRUARY 8, 2025
Reserve Bank Governor Sanjay Malhotra stated that the value of the rupee against the US dollar is determined by market forces, with the central bank focusing on the currency's medium to long-term value. Additionally, the Union Cabinet has approved a new income tax proposal that is expected to be introduced in the Lok Sabha next week.
CFO News
FEBRUARY 8, 2025
India is on the path to achieve $800 billion in exports in the 2024-25 fiscal for the first time, according to the government, signalling a robust economy and continued growth across sectors.
CFO News
FEBRUARY 8, 2025
MSMEs are crucial to India's economy, employing millions and contributing 36% to GDP. The 2025 Union Budget addresses key barriers such as credit, technology, and skilling, focusing on women and marginalized groups. Enhanced credit guarantees, AI education investments, and logistical improvements via India Post aim to boost MSME growth and global competitiveness.
CFO News
FEBRUARY 8, 2025
On average over nine crore authentications are taking place every day. This shows the growing adoption and utility of Aadhaar in the daily lives of people. Nearly 550 entities are using the Aadhaar authentication service.
Speaker: Claire Grosjean
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
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CFO News
FEBRUARY 8, 2025
India's refined crude demand is expected to peak later than other major economies, driven by a growing population and rising per capita income. S&P Global Commodity Insights predicts refined product demand to reach 5.7 million barrels per day by 2026, with significant EV adoption affecting fuel demand. Planned refinery expansions will bolster production capabilities.
CFO News
FEBRUARY 8, 2025
Union Finance Minister Nirmala Sitharaman on Saturday said that the government's monetary and fiscal policies are working in tandem and would further benefit the growing economy with the robust Budget and recent RBI decisions.
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