BUSINESS
Chart of the Day | Active funds make a comeback
One reason for the more rapid growth of active funds compared to passive ones is the introduction of numerous new active fund schemes, particularly thematic and sectoral schemes as well as small and mid-cap funds.
POLITICS
Maharashtra changes the dynamics between Modi and not just the opposition, but also allies
BJP’s spectacular performance in Maharashtra will permit it to set the national economic agenda untrammelled. INDIA’s victory in Jharkhand provides a storm-breaker effect, but BJP’s political edge nationally is hard to dismiss
BUSINESS
The Reading List: November 22, 2024
Our research and opinion teams have curated a selection of articles and social media gems from the world of economy, business and finance for your weekend read.
BUSINESS
Chart of the Day: REER shows a stable rupee is not necessarily at fair value
The RBI’s interventions are keeping the rupee in a tight band, but not avoiding overvaluation
WORLD
Canada's inclusion of India as cyberadversary is a deliberate political move; here’s why
A perusal of Canada’s ‘National Cyber Threat Assessment 2025-2026’ report against the backdrop of the current India-Canada relations indicates that India’s inclusion as a cyberadversary is a deliberate last-minute political decision
BUSINESS
Platforms vs Publishers: Can the twain come together?
Contemporary Indian media landscape reveals a structural tension. Those who produce the news do not control its dissemination. And those who can disseminate news through their digital platforms do not possess the credibility nor the capacity for generating news. The only way forward would be cutting an acceptable and fair deal at the earliest for sharing revenue
BUSINESS
Language Models and Code Generation: A deep dive into transformer architectures
Large Language Models (LLMs) are transforming low-code and no-code platforms, enabling automated code generation, error correction, and app logic setup. By simplifying requirements gathering and fostering collaboration, these advancements are democratizing software development, making it more accessible and innovative for all users
BUSINESS
Chart of the Day | Operating cash flows of BSE 500 firms stutter
The sectoral break-up shows that in the BSE 500, operating cash flows among the domestic-facing companies slowed to a larger extent
BUSINESS
Is a new centralised carbon market under the UN the real deal?
COP29 has already recorded a success by getting countries to agree on strong standards for a centralised carbon market under the UN. Creation of this market has its usual share of costs and benefits. The big issue, however, remain unresolved. Will it deliver on global emission reduction or just be another distraction?
BUSINESS
India must push for homegrown UAV technology to strengthen defence
India must embrace indigenous drone manufacturing to enhance military capabilities, reduce reliance on foreign suppliers, and ensure national security. Drones offer cost-effective, precise surveillance and strike capabilities, making them essential for counterinsurgency and strengthening India's strategic autonomy in defence technology
BUSINESS
SEBI's dubious crackdown on finfluencers and digital platform regulations
Arguably, the proposal to regulate associations between SEBI registered entities and digital platforms is within the scope of SEBI’s powers. However, SEBI runs the risk of placing compliance requirements that may overlap or even conflict with existing frameworks on social media intermediaries and ‘finfluencers’ by the Ministry of Electronics & Information Technology and the Ministry of Information and Broadcasting
BUSINESS
India’s Green Hydrogen Revolution: Building an ecosystem for a sustainable future
India aims to decarbonize hard-to-abate sectors like steelmaking and oil refining by developing a green hydrogen ecosystem. Policy reforms, enhanced manufacturing, and demand-side interventions, along with infrastructure investments, can make India a global leader in green hydrogen, reducing carbon emissions and fossil fuel dependency
BUSINESS
Reverse-Flipping: Indian startups return ‘home’ amid regulatory reforms
Indian startups are increasingly reversing their corporate structures, returning from overseas hubs due to regulatory changes, tax incentives, and favorable IPO valuations. The September 2024 amendment streamlines cross-border mergers, accelerating the reverse-flipping trend
BUSINESS
Chart of the Day| Navigating market turbulence, understanding drawdowns
Historically, Indian indices have rebounded sharply after periods of drawdowns.
BUSINESS
The Reading List: November 15, 2024
A look at some articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams for your weekend read
BUSINESS
IBC’s section on protecting creditors from fraudulent applications is anomalous
If Parliament actually intended to prevent one creditor from filing an application with an intent to defraud other creditors, then a new sub-section has to be added which clearly stipulates the consequences of such an application. Parliament has to step in to rectify the error which persists
BUSINESS
How to get the timing right for an IPO? An insider’s guide
A venture capital hand shares his insight on the pre-conditions which lead to a successful transition from a company funded by private securities into public ones. A rule of thumb suggests that companies with a clear line of sight to $10 million in EBITDA should start considering IPO readiness
BUSINESS
India’s Global Bond Gamble: Unlocking the power of FAR and the currency tightrope
India's inclusion in global bond indices via the Fully Accessible Route (FAR) has attracted foreign capital, but also exposes the country to volatility risks. Policymakers must balance the benefits of foreign inflows with the need to manage currency and interest rate pressures
POLITICS
How ‘revdis’ became the staple in India’s welfare system
Jharkhand votes today. A common thread running through poll promises of major political parties there is a regular income transfer to women. Monthly cash transfers are commonplace in India today across regions and political formations. A look back at its evolution shows that India is among frontrunners in introducing a form of basic income transfer
WORLD
Sanctions by the US on Indian firms are serious but addressable
Russia-related sanctions on Indian firms and nationals by America’s Office of Foreign Assets Control can have far-reaching implications. They shouldn’t be ignored. There are ways to ring-fence target entities as OFAC policy is guided by an aim of changing behaviour
BUSINESS
Chart of the day| Will investor confidence in Gold ETFs hold under the new US regime?
The World Gold Council says physically backed Gold ETFs have seen a continuous inflow for six consecutive months, with an additional $4.3 billion added in October alone
BUSINESS
The Reading List: November 8, 2024
A look at some articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams for your weekend read
BUSINESS
Chart of the Day | GST mop-up unlikely to reach FY2025 target
Domestic collections as a percentage of the total rose from 73 percent in FY2018 to about 76 percent in YTD FY2025
INDIA
How India can build a strong and successful carbon market
India’s carbon credit market, bolstered by recent regulatory changes, faces challenges in balancing supply and demand, ensuring compliance, and integrating with global markets. Clear guidelines for the voluntary market, effective monitoring, and regulatory stability are crucial for the system’s success and long-term impact
