China-West tensions boost India’s manufacturing goals: Andy Mukherjee
India as a risk-mitigation tactic — a hedge against manufacturing all widgets in China — is a story that’s gathering investor interest, and helping to justify lofty valuations
Personal Finance | Three things that help set realistic returns from equities
Invest in equities for the long term and peg your return expectation to the nominal GDP growth of the region
Trade settlement in rupee — A long way to go
If India aspires to be an economic superpower, it can no longer play safe and will have to take the risks to internationalise the rupee; but this will take time
Business in the Week Ahead (October 24 – October 28, 2022)
The Flash PMIs due on Monday will tell us whether the fears of a recession in the West are coming true. Maruti Suzuki and Indian Oil are some of the key names that are set to release financial results for the September quarter next week. Watch out for commentary on festive demand. Don’t miss out on some key monetary policy meetings
Fresh tips to make India a hotter FDI destination
A recent EY-CII report underscores India’s potential to attract more FDI and lists measures that can quicken the pace of dollar inflow
Treat Indian Rupee’s exchange rate as a policy tool to enhance competitiveness of domestic market
Given that our competitors have witnessed a higher depreciation of their currencies against the US dollars, Indian exporters are automatically less competitive in the international market. This creates an added constraint to India’s growth process
Problems of 2020s can’t be solved by policies of 1980s: UN agency
Conditions in Volcker’s time were very different from those prevailing in today’s globalised, hyper-financialized and debt-ridden economy
When will the markets bottom?
For markets to bottom, we need to see peak inflation, peak US Dollar and peak interest rates
Rising inflation, manufacturing slowdown poses new challenge for India
Higher retail inflation, along with a slowdown in manufacturing will be a challenge to those at the bottom of the income pyramid. Therefore, it is necessary to provide basic food security by continuing and widening the scope of existing welfare schemes.
Moneycontrol Pro Panorama | Will consumer sentiments sustain beyond festive season?
In today’s edition of Moneycontrol Pro Panorama: India's decoupling not possible, global equity markets highly volatile, fund manager survey expects major low in 2023, adversities hit cotton spinning mills, and more
The eurozone economies have no choice but to tackle the supply shock together
A common energy policy is essential if citizens are to be protected against the worst of the crisis
India launches an experiment with digital banking
The Digital Banking Unit model is expected to facilitate operations for both digital-familiar as well as digital-averse bank customers
India and decoupling
Diversification is key; reduce risk by putting eggs in different baskets
Courts have repeatedly reminded SEBI about its limited powers against errant auditors
SEBI should stop flogging the dead horse of taking action for negligent auditing or even faulty audit reporting. It needs to focus on showing whether the auditors participated or abetted in the fraud
Marketing Musings: An ephemeral world of brand recall
Thanks to technology and digitisation, customers are being continuously presented with new products, benefits, and services that are challenging consumption patterns. This is happening across categories
A sense of a relapse instead of firming recovery is gaining ground
Disappointing downgrades, data, and dismal external environment could stunt recovery
Free trade has not made us free
Economic diplomacy must involve values, including human rights and commitments to climate change, as well as prices
India-UK FTA — Better safe than sorry
More than meeting the Diwali deadline, India and the UK should thrash out all the thorny issues first and craft a comprehensive deal to lay the foundation for robust trade between the two sides
India – decoupling or outperforming?
As long as relative outperformance persists, money will keep pouring into our markets
Using market heft to tame global tech titans
Middle ground needs to be found for the big tech companies and the Indian government to work together to ensure free speech over the internet, while taking local conditions into account
Moneycontrol Pro Panorama | Inflation up, growth down, what lies ahead?
In today’s edition of Moneycontrol Pro Panorama: India revamps RE project execution, global financial conditions tighten, investors keen on young entrepreneurs, Tata Motors' Tiago races ahead in EV race, and more
Why countries want to de-dollarize the international economy?
US monetary tightening is playing havoc with the world’s economies as the dollar is the main global currency. This has reignited a desire to end the dollar’s dominance in the world economy
Start-Up Street | Do investors in Indian start-ups prefer younger entrepreneurs?
A study by Harvard Business Review said VCs are operating under a ‘mistaken belief that youth is the elixir of successful entrepreneurship'
Moneycontrol Pro Panorama | Deflation spotted in FMCG territory, what's ahead for investors?
In today’s edition of Moneycontrol Pro Panorama: IMF forecasts India’s economy will grow, India should watchout for Russia's closeness to China and Pakistan, what Mutual Fund markets say about investors' preference and more
