Moneycontrol Pro Panorama | Powell’s hard talk signals tough times ahead
In today’s edition of Moneycontrol Pro Panorama: India's growth story around unstable global economy, Russia renews attack on Ukraine, RBI blamed for drop in liquidity, top 1 percent own over 40 percent of India's wealth, and more
Is China done with its market crackdown? Ask Fosun
Investors reading the tea leaves in Beijing are still plenty skittish
Company Law | Increased liability is driving away independent directors
While the judiciary has tried to interpret the law in favour of the independent directors, reforms in practical legal application are still needed
India growth story divergent but not decoupled
In a growth-starved world, the Indian economy with GDP growth forecasts of ~7% in 2022 and ~6% in 2023 does feel like a decoupled oasis
Moneycontrol Pro Panorama | Markets get the Fed blues
In today’s edition of Moneycontrol Pro Panorama: Nuclear-powered energy fits the bill, no effect of higher gas prices on inflation, RBI and FinMin's condradictory reports, and more
Linkedin’s future is a joke
The professional network has more than 850 million users but a dearth of non-cringey content — a huge content arbitrage opportunity versus other social platforms
Old Pension Scheme | AAP’s myopic politics will burden Punjab’s long-term financial health
The Punjab government has many fires to fight on the economic front. It has a lot to do on the social infrastructure front. At this time to take on additional financial burden for political brownie points was avoidable
Capex Growth | Investment push critical for India to achieve higher growth trajectory
While there are some signs of capex revival by the private sector, the revival is skewed with only a few sectors and a few big players contributing to the bulk of investment in the economy
Spac implosion: Palihapitiya’s retreat marks the end of an era
Investor says companies to return $1.5bn to backers
Why are EVs still so expensive? Blame the makers
Companies that spend crazy amounts of money on research and development while neglecting production are just frustrating consumer demand
Nuclear power is the answer to India’s energy demand challenge
India’s renewables’ focus seems attractive at first but the ground reality shows that more reliable alternatives are needed. Nuclear fits the bill
How Japan leveraged commercial banks for high economic growth
Privatising banks is no panacea. Instead, India would do well to learn from Japan’s ‘window-guidance’ system that first identified which sectors are most likely to achieve national macroeconomic objectives and thereafter ensure that these sectors receive credit cheaply and to the extent required
National Logistic Policy a right step towards a well-integrated, efficient freight system
The intent of the NLP is very much aligned with the aspirations to become a leading global manufacturing hub
Moneycontrol Pro Panorama | Indian markets have decoupled, but for how long?
In today’s edition of Moneycontrol Pro Panorama: The breakdown of the Insolvency and Bankruptcy Code, US pharma companies step up, reforms to make INR a global currency, and more
Facebook, beware: The Metaverse is flat, and Mark Zuckerberg needs a plan
Most people are visiting virtual worlds through plain old screens
The free market doesn’t guarantee economic freedom
Racial discrimination was actually profitable before it was banned in 1964. This is relevant for civil-rights policy today
Inflation or growth — which side of the equation will RBI consider?
Although supporting a recovery may have precedence, a growing divergence in monetary policy and negative real rates will not be easy to sustain in a hazardous environment of unknown duration
Competition between states to attract investment will boost India’s economy
For India to grow, a healthy balance between co-operation and competition between the states is the need of the hour
Globalising the rupee: Not a simple task ahead
For the rupee to be recognised and accepted as a global reserve currency, India needs to step up reforms for creating and bolstering open financial markets that are accessible to both residents and non-residents, as well as increasing market liquidity
Supply chains aren’t broken, at least not in Asia
Trade is booming among major Asian nations as businesses rise above the geopolitical ebb and flow
Moneycontrol Pro Panorama | India a growth light house in these stormy times
In today’s edition of Moneycontrol Pro Panorama: Modi, Xi agree to disagree, central banks sweat it out over inflation, waiting game for a new capex cycle, automakers lose sleep over car safety, Adani’s cement masterstroke, economics of new logistics policy and more
A World Bank warning that calls for action
The report calls for some very delicately-balanced trade-offs in emerging markets and developing economies between fighting inflation and preserving growth
Samarkand SCO | Strong ties with Russia uniquely place India at the world stage
Despite pressure mounting from various quarters, India stood its ground on Russia, its most-trusted veto in the United Nations
Samarkand SCO | Significance of the Modi-Xi non-meeting
If India chose not to request a meeting, or turned down a request for one with Xi Jinping, then this is a fairly explicit declaration of the direction of India’s relationship with China given that there is an extremely high likelihood Xi will return to power for a third term as General Secretary of the Communist Party of China in October
