Persist with prudent macro measures to control inflationary expectations
India should continue to follow the fiscal-monetary strategy of the last two years to curb a further build-up of inflationary expectations and revive the economy
Interview | Edtech’s crisis fuelled by money and hubris, but it’s not a dead end
Edtech was a sector with a lot of promise but it appears to be at risk of flaming out. Will it? What will it take to fix the mess? Pramath Sinha gives his view on the problems and the way ahead
DBT is the way forward for balanced fertiliser use
The flawed subsidy and pricing policy followed by governments for years has led to excessive use of urea and a deterioration in soil health
In the war for deposits, no one is winning yet
Leads and lags in interest rate transmission, and a persistent inflation threat to returns make the pursuit of deposits a challenge for banks
Investing in fixed income has turned red-hot again
After RBI’s rate hikes and reduction in liquidity, the tide is turning in fixed income markets to make 2023 a more rewarding experience for investors
‘Emphasise the pain’: Jay Powell keeps hawkish tone even as inflation eases
Fed chair tries to manage investor expectations following shift down to half-point rate rises
Semiconductor Mission | Has India missed the bus?
More than three years after a budgetary promise, nearly two years after an Expression of Interest, and one year after a scheme announcement, India seems to be still struggling to make up its mind
Airport Mayhem | Jet Airways’ CEO’s quick fix to reduce queues, congestions
Implementing half of the suggestions given below will reduce the current queuing time at airports by at least 50 percent, says Jet Airways CEO
Investing when Good News is Bad News for the markets
What is certain is that 2023 should be a better year than 2022 and 2024 has a high probability of being a take-off year
India’s PLI scheme can spur industrial growth, but what about jobs?
As Indian firms utilize frontier technologies to build competitiveness, manufacturing will deliver lower levels of employment generation. It raises the risk of social disruption due to unemployment
GST Council must act on pending decisions at its Saturday meeting
A roadmap for the creation of the appellate tribunal, taxing of the online gaming sector and rationalisation of slabs are some crucial decisions that the Council should not delay any longer
Moneycontrol Pro Panorama | Airlines are ruling the sky again, will the stocks fly?
In today’s edition of Moneycontrol Pro Panorama: Indian equities' future looks bright, core inflation remains high, silver demands investors’ attention, climate crisis brings forth investment opportunities, and more
How SEBI can crack down on unregulated social media financial gurus
The regulator needs to act proactively to control dodgy stock market analysts and advisors who use social media to mislead investors
Delhi Airport Congestion: Utterly brutally crowded Indian infrastructure
It is one thing to look at the infrastructural progress we’ve achieved, and another to blindly sing praises of it, without being critical of the crippling bottlenecks
Indian equities face short term headwinds, but long term outlook appears bright
Expensive valuations, China’s reopening and a question mark over earnings are short term niggles, but the long term equity story remains intact
Silver – A dark horse
Mention bullion and most people conjure up visions of the shiny yellow metal – gold. Few people include silver in the bullion asset category. Yet silver is now hogging the limelight, demanding investors’ attention
How to support Indian exports in a bleak global environment
India's share in global trade is less than 2% but it can be increased if the government helps lower the cost of inputs, signs beneficial trade agreements and the exchange rate is favourable
Semiconductors | What Intel acquiring Tower means for India
If the Tower management indeed gets to run the Intel Foundry Services, there is a possibility that more mature nodes such as 22nm and 14nm that Intel had once used for its processors, could be offered for foundry in addition to the 16nm and advanced node foundry plans that IFS already has in place
Mohamed El-Erian writes: Next year’s unpleasant choices confronting the Fed
The Fed is still playing catch-up to tame rising prices after its protracted gross mischaracterisation last year of inflation as “transitory” and its initially timid steps to withdraw monetary stimulus.
Why digital cash needs to feel real: Andy Mukherjee
It won’t be enough for central banks to simply issue electronic versions of fiat money. Users must view the new currencies as close substitutes for paper bills
Railway Engineering Sector: Short-term volatility to provide good long-term opportunity
Railways engineering stock could moderate after recent run up in share prices; use volatility to invest for the long term
Futures Trade | Havells India Limited: A bearish Marabozu candle is seen at breakdown
Negative data, bearish breakdown, weak indicators, and oscillators indicate a down move in the stock. A short trade can be taken with a hedge
A $9 billion contract for US firms has ramifications for Indian IT services
The US government's decision to give a large cloud services contract to US tech companies may be a sign of what lies ahead
Cash Trade | Dr Reddy's bouncing off channel support
Dr Reddy's is trading in a small channel between 4300 and 4500
