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
BUSINESS
India’s Data Localisation for Payment Systems: Origins, evolution, and the road ahead
The author argues that these regulations need to be examined, with a proper assessment of the consistency of the standards they mandate, including any potential ambiguities
INDIA
Safari Retreats: Apex court's decision on GST tax credits brings relief to construction sector
The Supreme Court's recent ruling clarifies GST credit eligibility for construction expenses. It emphasises the twin conditions of property leasing or selling before completion and qualifying as plant or machinery. The decision benefits taxpayers in commercial leasing, though the applicability of the functionality test requires careful consideration.
BUSINESS
Why commodity prices are expected to fall to their lowest level since 2020
The World Bank’s Commodity Price Index is expected to decline for three consecutive years, falling by 3 percent in 2024, 5 percent in 2025 and 2 percent in 2026
BUSINESS
AI-Powered Cybersecurity: Harnessing AI for cyber defence and digital protection
As cyber threats grow in sophistication, AI is crucial in enhancing cybersecurity. By analysing vast datasets and detecting anomalies, AI improves threat detection, response, and prediction. Adopting AI, along with a unified security view and zero-trust architecture, strengthens defences and ensures proactive protection against evolving cyber risks
BUSINESS
Chart of the Day | The impact of US Presidential elections on market performance: What history tells us
The S&P 500 typically shows higher returns in the lead-up to presidential elections than in non-election years. However, stock market returns in the one, six-, and twelve-months following election day are significantly lower than in similar periods during non-election years.
BUSINESS
The Reading List: November 1, 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
TRAVEL
Journey Through Time: The Mughal highway experience
The Mughal Highway stretches beyond Punjab, revealing remnants of Mughal and earlier civilisations across Haryana, Delhi, Uttar Pradesh, Bihar, and Bengal. Exploring these historical structures collectively unveils their significance, transforming them from isolated artifacts into vital links to a rich cultural heritage
BUSINESS
E-commerce and Q-commerce: Revolutionising retail and consumer convenience
E-commerce and q-commerce are transforming traditional retail by enhancing convenience for consumers and boosting sales for local vendors. Despite concerns about their impact on kirana stores, these innovations create job opportunities and foster entrepreneurship, benefiting the entire value chain
BUSINESS
Chart of the Day | Unpacking the reasons behind India's funds outflow
While there is speculation that funds are moving from India to China, the data don't support this hypothesis.
BUSINESS
The Reading List: October 25, 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
