BUSINESS
JSW’s electric dreams defy logic
The timing for a foray by the group into EVs is questionable, given that it is in the midst of an extensive capacity expansion programme and diversifying into paints, cement, renewable energy and ports
BUSINESS
Uday Kotak’s success as a banker has overshadowed his entrepreneurial achievements
Despite setbacks suffered by the financial services sector in the nineties, Kotak's business not only survived the carnage but emerged stronger
BUSINESS
India’s antitrust agency needs to be beefed up to cope with complex corporate moves
As a successor to the infamous Monopolies and Restrictive Trade Practices Act, CCI hasn’t lived up to its promise to uphold the interests of consumers by preventing large companies from abusing their dominant positions. Perhaps it is early days
BUSINESS
China’s growing woes send alarm bells ringing at Indian companies
Private Indian companies cannot exit China completely to avoid the repercussions of a slowing Chinese economy. But they can begin to take long-term calls on strategy
BUSINESS
US Steel is up for sale, but Indian companies aren’t buying
India’s top private sector steel makers like JSW, Tata Steel and ArcelorMittal have all learnt their lessons from some ill-advised globalization attempts in the past which later came up against regulatory changes
TRENDS
Zuck and Musk show represents the trivialisation of business
The Musk and Zuck showdown reeks of the kind of megalomania that only billions can fuel. Two men engaging in the kind of braggadocio that would make a responsible teenager squirm
BUSINESS
What’s driving M&M’s move to buy a stake in RBL Bank
For now, M&M remains a group which derives the bulk of its revenue - 55 percent - from its automotive business
BUSINESS
The rebranding of Vistara and Twitter defies understanding
The Tatas’ move to subsume Vistara which stands for high quality into Air India that evokes shoddy customer service is a move that defies common sense, if not logic. The morphing of Twitter into an ambivalent X by Musk is equally perplexing
BUSINESS
Companies that ignore weather risks do so at their own and shareholders' peril
Indian companies need to incorporate extreme weather events and how to prepare for them in their strategic plans
BUSINESS
With new sub-Rs 1000 phone Jio looks to prise open bottom of the pyramid
Jio is addressing the challenge of low features and underpowered phones by simultaneously announcing two new prepaid recharge plans for Jio Bharat users
TRENDS
Meltdown at Byju’s should end the free pass for startups
The private markets' model's flaw of investors chasing higher valuations and not sustainable growth for investee companies is coming back to bite them
BUSINESS
Solo or partnership, MNCs find their own recipe to do business in India
For over two decades after the liberalisation of the economy in 1991, the same set of names from India dominated alliances with foreign partners
BUSINESS
US drug shortages as much a threat as an opportunity for Indian pharma
Falling margins even the extra demand created by the shortage may not bring cheer to them. But rival China may step into the breach
INDIA
Airbus vs Boeing sign of coming battles for the Indian market
It's a high stakes game for the two main aircraft-makers, as global demand for planes in the next decade will be led by India and the Middle East
BUSINESS
Indian conglomerates have to make risky bets on the future
History shows that taking risks at the right time ensures companies build on their legacy to become stronger and future-fit
BUSINESS
No one owns Gatik and Buena Vista Shipping
Nearly three weeks after Financial Times wrote about how Gatik, this mysterious Indian company, had emerged as a giant of the international waters having shipped at least 83 mn barrels of Russian crude and oil products since the invasion of Ukraine began, we know virtually nothing about it
INDIA
Turnaround at Tata Motors bodes well for electric mobility in India
Today, with the EV segment showing all the signs of rapid adoption, Tata Motors has momentum on its side. The company is a clear leader in the passenger electric car segment in India
BUSINESS
Fate of GE and Intel a warning to Indian companies against rigid business models
Conglomerates that diversified and companies that stuck to just the core knitting have equally bitten dust over time. The conclusion is obvious. In an era of accelerated change, business models aren’t cast in stone and need to be reviewed periodically
BUSINESS
Indian pharma will benefit if a new US bill is passed
A proposed legislation could make it difficult for brand-name companies to delay the launch of generics and biosimilars
BUSINESS
Go First's insolvency caps Wadia group's steady decline
Strangely for a group that was in the past known for its adventurous spirit and its risk-taking ability, the Wadia group's investments in seeding new businesses in emerging areas have been very few
BUSINESS
Go First’s woes follow a familiar industry pattern, its prospects look gloomy
The Wadia-promoted airline started off on a strong wicket, but the industry's long history of underperformance has caught up with it
BUSINESS
Apple’s first stores in India signal a new bonhomie
With $5 billion of iPhone exports out of India, expected to go up to 25 percent of Apple’s entire production line of the smartphone by 2025, India has finally hit the sweet spot in the supply chain of the world’s most valuable company
BUSINESS
Slump in global demand for PCs will hurt China the most
China’s dependency on hardware is a double-edged sword. With the market turning, not just in PCs but in other areas like telecom equipment, it faces the limits of its manufacturing prowess
BUSINESS
How Nvidia rebounded from the tech meltdown
By betting simultaneously on crypto mining, self-driving electric cars and artificial intelligence, a sudden drop in demand from any one of these areas doesn’t have the potential to hurt Nvidia too much
