Issue of 6th Oct-12th Oct 2025
LEAD ARTICLE
The Elusive Private Capex Boom
For decades, economists constantly lamented that we are spending too much on revenue expenditure and not enough on capital expenditure (capex). That complaint, at least, can be retired. In the past 11 years, the Narendra Modi government has spent close to Rs54 lakh crore on capex, about Rs38 lakh crore, after the pandemic. For three... Read More
CROSSHAIRS
A few months ago, a top Reserve Bank of India (RBI) official told me that the staggering volume of unclaimed funds lying dormant with Indian banks exists largely because each individual amount is too small for the rightful owners or heirs to bother about claiming it. I was also told that only a...
BUSINESS
Public procurement from micro and small enterprises (MSEs) in India surged in the H1FY25-26, accounting for nearly 45% of total government purchases. This follows the government's amendment to the definition of MSEs, broadening eligibility for public procurement. The Centre's purchases via the...
Moneylife Digital Team
MARKET
After briefly entering bullish territory, Moneylife’s Market Breadth Indicators stayed neutral, signalling a renewed loss of momentum. The number of stocks trading above their 20-, 50- and 200-day EMAs (Exponential Moving Average) continues to decline steadily, pointing to increasing internal...
Moneylife Digital Team
STOCKS
Vishal Mega Mart Ltd (VMM) is one of India’s leading value retail chains, operating a large-format hypermarket model offering apparel, groceries, electronics and home essentials under one roof. As of the latest count, the company operates 717 stores across 472 cities in 30 states and union...
Moneylife Digital Team
It has been nearly five years since Tube Investments of India Limited (TII), a Murugappa group company, acquired control and started running CG Power & Industrial Solutions (CGPI). Since the acquisition, CGPI has experienced a huge turnaround. CGPI, whose origins date back to 1937, currently...
Moneylife Digital Team
Parag Milk Foods Limited (Parag) has, in recent years, undergone a marked transformation from a traditional dairy player into an integrated dairy-and-nutrition platform, expanding aggressively into high-growth, premium and new-age categories such as whey protein, protein bars, yogurts and...
Moneylife Digital Team
IPO REVIEW
Canara HSBC Life Insurance Company Limited (CHLICL) is a private life insurer in India, promoted by Canara Bank—ranked as the fourth largest public sector bank (PSB) by total assets in India as of 31 March 2025—and HSBC Insurance (Asia-Pacific) Holdings Limited, a member of The Hongkong and...
Moneylife Digital Team
Rubicon Research Limited (Rubicon), incorporated on 6 May 1999, is an integrated pharmaceuticals formulations company that focuses on research & development (R&D) and production across the pharmaceuticals value chain. Its core business involves development, manufacture and marketing of branded...
Moneylife Digital Team
Canara Robeco Asset Management Company (Canara Robeco), India’s second-oldest asset management company (AMC) after SBI Mutual Fund, has quietly built a strong position in the country’s competitive asset management landscape. The firm manages mutual fund (MF) schemes and provides investment...
Moneylife Digital Team
LG Electronics India (LG) has been the No.1 player in major home appliances and consumer electronics (excluding mobile phones) in India for the six months ended 30 June 2025, as well as in calendar year (CY)2024, CY2023, and CY2022, based on market share (in terms of value) in the offline...
Moneylife Digital Team
Tata Capital Ltd (TCL) is the flagship financial services company of the Tata group and a subsidiary of Tata Sons Pvt Ltd, the group’s holding company. With a legacy spanning 150+ years, the Tata group operates across 10 verticals including automotive, technology, steel, financial services,...
Moneylife Digital Team
CONSUMER ISSUES
As cases of digital arrest scams rise across India—often leading to serious consequences, including financial losses for victims—law enforcement agencies (LEAs) have stepped up their crackdown on these transnational, cyber-enabled frauds. Earlier this week, the central bureau of investigation...
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