Chart of the Day | India’s solar module manufacturing costs high despite govt incentives
Modules manufactured in India are 37 percent more expensive than in China
UK India Business Council sees big opportunity in defence, manufacturing tie-ups with India Inc; says FTA on track
The UKIBC is helping companies seeking to move their supply chains to India, especially in manufacturing and advanced manufacturing, its CEO Richard McCallum says.
Can Modi magic help India reap Indo-Pacific gains?
New Delhi will have to work hard to cash in on Modi’s charisma to clinch a trade deal with Australia and strengthen ties with Pacific island nations
Modi at 9: Braving rough seas to gear up for $2-trillion export target
The country has met its most recent export target and aims to more than double outbound shipments in the next seven years.
In The Money | How Greeks make options tick, Delta explained
To successfully manoeuver around the risks in trading options, an option trader needs to be well-versed with various factors which drive option prices. Enter the Greeks
What does Modi-Biden camaraderie mean for India-US ties?
With elections scheduled in India and the US next year, the meeting between the two leaders can serve twin purposes
TTC meeting: India-EU to work on digital connectivity, green energy, building trade & investment
The two countries have agreed to deepen their common work on resilient value chains, work to resolve bilateral market access issues and exchange information on each other's mechanisms on foreign direct investment screening.
Fininfluencers: Reining them in takes some effort but SEBI has the long arm to crack the whip
Instead of more regulations/guidelines to rein in financial influencers, SEBI could well start applying many existing provisions that are time and court tested. And also narrow down the wide and gaping loophole in the regulations that give fininfluencers a free for all
In The Money | Know the basics of options trading
In the Money is a new series that will demystify the world of options trading for readers and the inaugural edition kicks it off by explaining risk and the language of options
Rupee’s global ambition suffers a Russian setback
Plenty needs to be done before the rupee can shake off its dollar dependence and emerge as a globally desirable currency
Business in the Week Ahead (May 8-12, 2023)
In the upcoming week some key macro data, including India’s manufacturing and industrial production figures, will be released. The central bank of England will take a decision on interest rates. Also, more Q4 results will become available
Exports did reasonably well, need services boost to hit $2 trillion: National University of Singapore’s Amitendu Palit
Outbound shipments may have to navigate difficult waters as the globe is headed towards a slowdown and the effects of de-globalisation and fragmentation of supply chains show up, says the Senior Research Fellow and Research Lead (Trade & Economic Policy) at the Institute of South Asian Studies
Super-compounders: Extraordinary stocks that have outperformed
These are companies where profits have risen to match sales levels of just a few years ago. Four sectors are prominent in this category—IT, materials, pharmaceutical and capital goods
India jumps 6 places on World Bank's logistics performance index to 38th rank
This is a strong indicator of India’s global positioning, with this development being powered by the government’s focus on reforms to improve logistics infrastructure, the commerce and industry ministry has said
The Green Pivot: India needs a counter plan to beat green barriers to trade
A vibrant carbon market with efficient pricing can be the long-term answer to EU’s proposal to implement the Carbon Border Adjustment Mechanism (CBAM)
MC Explains | What’s happening with the India-UK free trade agreement
The ninth round of talks between India and the UK on the much-delayed free trade agreement is being held this week
Why the WTO ruling on ICT tariff matters
India will challenge the WTO verdict at the appellate level, but the ruling is a pointer to India’s protectionist push for self-reliance
The challenge for India’s exports gets tougher
Future targets should take note of the contrasting pattern in goods exports in FY23
India’s FTAs have flaws. But they can be tapped smartly
Instead of zealously protecting its import tariff walls, India should use this as a bargaining chip to get its trade partners to remove their non-tariff barriers that have been hampering India’s exports, especially those to developed countries
India's trade policy weaknesses will undercut its economic rise
The country's lame attempt at a trade policy signals a lack of confidence which hurts India's ability to become part of the redirected, resilient supply chains that global investors want to build
Stock market Cassandras and Pollyannas are stuck in limbo
Doomsayers get a lot of the attention, and perma-bulls get the rest. But in the past 11 months, they’ve all been wrong
Foreign Trade Policy 2023 fails to provide a blueprint to integrate India with the global markets
In most parts, the policy instruments spelt out in FTP 2023 are not those that can prepare India to participate effectively in the global markets even at the present juncture. Making India future ready seems to be some distance away
Worst of CAD behind India as economists cut forecasts after positive Q3 data
India's current account deficit narrowed more-than-expected to $18.2 billion in the last quarter of 2022
Foreign trade policy — Breaking tradition, building hopes
Being open-ended, the new Foreign Trade Policy gives the government the headroom for a quick response to any adverse external shock
