opinion

May 27, 2022 06:29 PM IST

The Reading List: May 27, 2022

A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams

The CEO pay ratio rule is a failed experiment

Measuring income inequality at the company level is inherently flawed

Modi Govt @ 8 | Prime Minister Narendra Modi’s reforms have positively impacted every Indian

No Prime Minister in India’s history has done as much for the poor as Narendra Modi has done in the last eight years

What are the chances we’ve been visited by aliens?

India At SCO | Members states need to resolve disagreements to build trust

China’s hegemonic interests and narrow approach have made New Delhi and even some of the Central Asian Republics worried about the future of the SCO itself

With retail investors at the vanguard, how long will the defence hold?

It’s important to understand the factors driving the FII selloff in order to try and form expectations around when we may expect it to reverse

Howard Marks writes: Bull market rhymes lead to a turn in the investing cycle

The influence of psychology on investors’ decision-making still largely explains stock gyrations

Modi Govt @ 8 | Religious revivalism, caste mobilisation or both?

The caste matrix, which determines society and electoral politics of India of 2022 is vastly different from what it was before 2014 and there remains intense speculation about its trajectory

Mutual Funds | There is a clear winner in the multi-cap vs flexi-cap battle

Funds investing across capitalisation following Sebi’s regulations have performed better than those funds without such restrictions

Odds are stacking up against IT stocks, but some are more at risk

The revenue acceleration theme that powered IT stocks in 2020-2021 is feared to be losing steam with valuations of many mid-cap companies at a premium to frontline stocks

Strategy Lab | Here's how a Nifty Bees scaling strategy performs 

Two types of strategy, both based on rupee cost averaging, are tested 

Export push goes awry on knee-jerk government policy

The way in which the new restrictions have been imposed mark a journey towards more discretionary regulation

Fixing the colour of stock market risk

The risk of unknown outcomes in the stock markets can be smoothened out by remaining invested over long periods of time, provided you are holding good quality stocks

We need a better system to supervise governance at systemically important institutions

Be they market infrastructure institutions like stock exchanges, banks or insurance companies, there needs to be more active review of management actions, at least in some spheres.

Moneycontrol Pro Panorama | Rate hike looming, heat is on retail investors

In today’s edition of Moneycontrol Pro Panorama: A midcap in spotlight, warning for stock market, Modi’s three Ts in Tokyo, Start-Up Street and more

How far can India rely on a US-led Quad to checkmate China? 

For the US, the Quad summit was another forum to hit out at Russia on Ukraine. Painting Russia and China with the same brush serves the strategic and political objective of the US — however, it’s a position that India is naturally uncomfortable with 

Modi Govt @ 8 | Indian democracy needs a recast to boost economic reforms

While the BJP-led NDA government has used its absolute majority in Parliament to push for economic reforms, it must do the same to further strengthen India’s democratic ethos 

FX Learn | Using trend, momentum, volatility and volume indicators for currency trading

The subjectivity that is involved in studying price action can be taken care of by using technical indicators to provide trading signals

Feed the world? India has a chapati crisis brewing at home

Had India not closed its markets, the country might have faced a shortage of chapatis. People, rich or poor, don’t consume wheat; they buy flour to make chapatis

Modi Govt @ 8 | Opposition's tale of missed opportunities

Eight years after Narendra Modi’s triumphant entry into Lutyens’ Delhi, the BJP has only further entrenched itself. The Opposition has weakened, appearing fragmented, and directionless 

Now is the time for stockpickers in markets

Best returns can occur when a less cheerful scenario is reflected in security prices

Sugar export cap raises policy red flag for sugar mills

The government’s export cap may seem a puzzle when you consider plentiful sugar output but not when you dig deeper. More importantly, what does this mean for the ethanol business?

Downtrend, recession fears and the quest for a market bottom

In India, over the last 30 years, there have been 9 instances of a 20% or more fall in the markets, leading to an official bear market

There is still a large under-recovery of cost increases: Sanjeev Aggarwal, CFO of JK Tyre

The government’s recent decision to cut excise duty on fuels could boost consumer sentiment in the near term, says the top honcho

The real reason for the Quad

The IMF forecasts the Chinese economy will be 94 percent of the US by 2027