While all that is well, in the long run investors would do well to ignore volatility in markets. “There is a method in the madness in equity markets,” said Agrawal in an interview with Moneycontrol Pro. In the long run, “stocks are slaves of the earning power of companies.” … [Read more...] about Moneycontrol Pro Exclusive | Raamdeo Agrawal on market exuberance, double-digit equity returns, value vs growth investing, the risks that keep him awake and more
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Mindspace REIT is the owner of a high-quality office portfolio in four key markets in India — Mumbai, Hyderabad, Pune and Chennai - that serves as essential corporate infrastructure to multinational tenants and has significant embedded growth prospects. Mindspace portfolio consists of five integrated business parks with superior infrastructure and amenities and five quality independent offices aggregating to 29.5 million square feet of total leasable area. … [Read more...] about Mindspace REIT lists at 11% premium on issue price of Rs 275
A lot of research conducted during the earlier financial downturn has demonstrated that companies which emerged stronger are the ones that had prepared in advance for the recovery and the changed the normal. So, cost reduction programs could also be about spending wisely. Organisations are using this time also to invest in deepening their customer relationships – in transporting the customer to a different arena, capitalising on digital services, remote commissioning, troubleshooting and other services, innovative packaged offerings for greater value, etc. Such times bring about the opportunity for us to rethink our cost structures and the way we conduct our business, among other things. It is therefore important that any plan-ahead teams are supported by early investments be it in customer engagement, adaptive operations and fueling innovations as the recovery sets in. … [Read more...] about COVID-19 impact | CFO’s choices in steering companies to ride the new normal
· Audit the cost and benefits. In order to drive this, organise a team of functional experts from finance, managed care, risk mitigation, and education. The employee benefit audit can be useful for companies to calculate the ROI and the impact of healthcare benefits over a period of time. The insurer experts can analyse the benefits, utilisation patterns, per unit cost of care, etc to help customise particular business needs. For instance, customisation can be in terms of chronic conditions like heart diseases and diabetes, prescription coverage, or health checkup plans. The finance professionals can analyse various cost elements including competitive bids, elimination of wasted premium, reduced unit costs, or increased options. The educators can help propagate work-life balance, diet and nutrition among the employees. The communication expert can help align employees with the message the employer and provider want to convey in terms of best use of … [Read more...] about How to create value with healthcare
US equity markets are the largest in the world, with a market cap of around $30 trillion, representing around 35 per cent of the global stock market capitalization. With a nominal GDP of around $21 trillion, the US economy represents around 25 per cent of the global pie. No other single country comes close to being such a significant part of the global economic and financial system. … [Read more...] about Should US equities be the core investment in an Indian portfolio?