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    EVALUATION FORMULA

    India’s consumers are back, its stocks aren’t: Srinivasan Sivabalan

    Amid the vibrant festive season in India, consumer demand is soaring, prompting businesses to boost sales and raise prices accordingly. However, rising costs are pressuring profit margins, causing a decline in investor confidence. The stock market struggles to reflect the upbeat consumer activity, signaling a potential need for a resolution to the Iran war and governmental intervention to promote stability.

    Since 1978, Caltrans has used recycled tire rubber in 17 asphalt overlays; a technical review found less cracking, distress and maintenance than conventional mixtures, including thicker ones

    In the United States, an astounding 273 million tires are discarded every year, resulting in a considerable amount of waste. To address this issue, California has implemented rubberized asphalt in road construction since 1978. This approach has had mixed outcomes across different states, with some projects failing to justify the increased costs.

    Dubai in Transit: The megalopolis is trying to shake off nightmarish war months, but caution remains in the air

    Dubai is struggling to regain business momentum eight months after Iranian missile strikes disrupted tourism, real estate and other sectors. While tourist arrivals and hotel occupancy have recovered from their March lows, the recovery has stalled amid renewed regional tensions.

    Anti-cancer medicines: How to protect the patient today without weakening India's healthcare capacity for tomorrow

    India should examine trade margins across medicines, medical devices and consumables using a common, scientifically credible method - not a one-size-fits-all formula - to identify where and how intervention is needed. Meaningful stakeholder consultation must form part of this exercise to help design a framework that is both effective and workable. It can ensure that unjustified margins are addressed while recognising legitimate differences in clinical settings, infrastructure, safety requirements, geographical reach and the cost of delivering quality care.

    F1's India comeback is gathering speed, but the road to the starting grid is far from clear

    Formula 1’s return to Africa has revived hopes of an Indian Grand Prix comeback, with talks involving Formula One Management, the Adani Group and the government gaining momentum. The bigger challenge is not convincing F1 of India’s market potential but fixing the tax, customs and policy problems that drove the race out in 2013, while finding space on an already crowded calendar.

    From CDMO to aerospace: How Vikas Khemani finds India’s next big themes

    Now, as Carnelian has ventured into mutual fund business by launching a small-cap fund with a ₹5,000 crore cap, Khemani is focusing on manufacturing, financials and IT while warning investors against confusing market capitalisation with valuation. In an interview, he explains how the fund plans to manage size, assess expensive growth opportunities and position for the next market re-rating.

    The Economic Times
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