IMF World Economic Outlook: Consumption to drive India’s growth in the near term
With exports slowing down and only a tepid rise in investment demand, consumption will continue to be the mainstay of Indian growth
Moneycontrol Pro Panorama | IT big boy TCS sets the earnings ball rolling, all eyes on macros
In today’s edition of Moneycontrol Pro Panorama: Market's message for traders, digital currency's impact on commercial banking, IDBI Bank's privatisation plan may be mistimed and more
e₹ | RBI’s conception of the CBDC is progressive
While there is much to laud in RBI’s concept note, there are some missed opportunities — crucially cross-border remittance, and the potential for leadership in international co-operation in this regard
Moneycontrol Pro Panorama | Let’s face it, Fed’s aggressive policy has many side-effects
In today’s edition of Moneycontrol Pro Panorama: Saudi royals join in defying the US, exports contraction concerns government, RBI's leap for a digital currency, global supply chain improves and more.
Joe Biden should act now on the wrecking-ball dollar
Washington could help to weaken the currency without undermining the Fed’s effort to contain US inflation
It’s not all about a Fed pivot
Investors should resist a knee-jerk move to speculative assets based solely on the central bank potentially reversing course
Ban on Brickwork Ratings is harsh, questionable
Should not a lesser punitive step of debarment for a limited period be a better option?
RBI takes its first steps on digital currency, but is it really a giant leap for finance?
The RBI has addressed most of the misgivings about the Central bank Digital Currency (CBDC) in its concept note, but it doesn’t make a compelling case why it’s needed
India’s Labour Market Databases: Parallels from Satte Pe Satta
The survey conducted by Labour Bureau, Chandigarh is the most under-appreciated of the quartet of labour market databases on India
Tricks of the trade to halt exports slide
Since the Foreign Trade Policy is getting delayed, the government must take targeted, time-bound steps to keep outbound shipments on track in the face of global economic flux
India’s pharma industry’s problems need to be fixed, now!
The problem is that the government is never transparent about what remedial measures it has taken to address complaints raised against pharma companies. Instead, it often obfuscates, deflects, or threatens academics who speak about the issue
Economic impact and geopolitical undertones in OPEC+ production cuts
It is probable that we may actually not see material production cuts, and the global prices do not change much
Business in the Week Ahead (October 10 – October 14, 2022)
TCS, Infosys, Bajaj Auto will release September quarter results. Tracxn Technologies IPO will open for subscription. RBI and the US Federal Reserve will release the minutes of their interest rate setting committees’ meetings
Time for investors to learn a new game
In inflationary times, buy property, consider green investments and delay retirement
This is what the curriculum revamp panel at IIT-D must do to fix engineering education
Instead of treating curriculum revamp exercise as an intra-institutional effort, why not stretch and re-imagine engineering education for the country as a whole?
SC ruling limits broad sweep of insider trading
The Supreme Court recently held that the motivation of gain is a prerequisite to establish a case of deemed insider trading. While this may be good news, it barely makes a dent on the fortress of deeming fictions that can trap hapless insiders
These are ironical times, when a slowing economy triggers an equity rally
If it’s the economy that drives corporate earnings which drive valuations, then a slowing economy should be bad news. But stocks are actually celebrating a slowdown in a sign of the times we live in
Unilever and HUL's contrasting fortunes show growing clout of Indian consumers
Unilever CEO's departure signals a period of uncertainty ahead for the FMCG behemoth but its Indian subsidiary has played to its strengths, winning over consumers and investors
World's economy needs a supply-side revolution
After shoveling money at people to increase demand, inflation has refocused developed nations on the need to increase supply — but no one agrees on how to do that
Moneycontrol Pro Panorama | Rising market stress points to vulnerability, investors should pay close attention
In today’s edition of Moneycontrol Pro Panorama: China's bonhomie with Middle East should concern India, ghost of Lehman brothers’ past haunts markets, US and OPEC+ face off, INR likely to weaken further, and more
How Indian firms can build and sustain resilience in uncertain, turbulent times
The most successful Indian companies in the uncertain and turbulent era we are living in will be those that adapt, react, and pivot into whatever the new normal and stay ahead of the learning curve
Currency markets | Let the droopy rupee be
If fundamentals dictate that the rupee should weaken, the central bank and government should not stand in its way. But they can do their bit to iron out volatility
OPEC+ is gambling with the global economy
The Saudi-Russian oil axis snubs Biden with production cuts
The ghost of Lehman brothers’ legacy revisits markets
Fragile markets lead to exaggerated reactions to events such as the new UK government shooting itself in the fiscal foot and Credit Suisse’s financial vulnerability
