Moneycontrol Pro Panorama | It's not the rate pause but stagflation that's worrisome
In Moneycontrol's Pro Panorama June 19 edition: India's gain from Modi’s latest G7 outing explained, is the oil industry in a crisis, will cement prices rebound after FY25 lows, microfinance troubles could be a temporary blip, and more
Will Nippon Steel regret the many concessions it made to acquire US Steel?
The Japanese steel major has agreed to onerous conditions imposed by the Trump administration that give the US government unusual oversight and powers over a private enterprise
Why ‘attention’ is the most underrated skill of our time
Globally, organisations are facing an unspoken crisis where ‘distraction’ has become institutionalised and ‘attention’ is no longer protected as a strategic resource. These enterprises risk becoming like a treadmill where enormous effort is made to move forward without any real movement
Survival Over Speculation: A smarter investing strategy
If a stock is in free fall and forms a larger part of your portfolio, holding on to it in hope of recovery is not the best idea
Why Big Tech cannot agree on artificial general intelligence
It has been tipped as the next big breakthrough out of Silicon Valley, but is it a scientific goal — or a marketing buzzword?
Chart of the Day | Will cement prices stay strong, after hitting multi-year lows in FY2025?
The big support for cement demand comes from government capex, which is likely to be robust this fiscal (FY2026)
IEA report: Is the oil industry in a crisis?
Despite ongoing conflicts involving major oil producers, global oil prices have remained surprisingly subdued. Structural shifts in supply, demand, and clean energy adoption are redefining the future of the oil sector.
How InMobi’s Naveen Tewari cracked the US market
For decades, it was taken as gospel that Indian startups should build for India, while Western tech dominated globally. Naveen Tewari is proving that under the right conditions, this script can be flipped. There is no rule that says global impact must come from Silicon Valley or Shenzhen. Sometimes, it can come from Bengaluru. Ambition should not be constrained by geography
How far will India gain from Modi’s latest G7 outing?
Restoration of ties with Canada is the high point as India’s Prime Minister reaches out to top world leaders to strengthen bilateral ties
Data Story: The wide gap between SMID valuations and earnings
The share of small cap and mid cap stocks in total market capitalisation of Indian stocks increased sharply in the last five years
Are the problems facing microfinance firms just a blip?
Problems arising from overaggressive lending can be set right through smart regulation. The sector is meant to serve as a pathway to inclusion for economically challenged sections of the population. However, for its target customer base, repayment issues can arise from low incomes as they don’t provide a cushion for shocks. It begs the question if microfinance needs a model revamp and not just a regulatory tweak
Andhra Pradesh’s 1987 yoga law set the stage for PM Modi’s International Yoga Day in Visakhapatnam
Long before yoga became a flagship wellness initiative under the Modi government andhra Pradesh had laid the groundwork with the Andhra Pradesh Yogadhyayana Parishad Act, 1987.
Can retail investment through GIFT City pick up?
GIFT City’s International Financial Services Centre (IFSC) is emerging as a new gateway for Indian investors eyeing global markets and NRIs seeking exposure to Indian growth stories
Critical minerals constraints are a wake-up call on energy security
Markets alone will not ensure secure a reliable supply of key materials needed for high-tech industries, says IEA chief Fatih Birol
Assam, please don’t go the Manipur way
The state government’s decision to issue arms license under a special scheme to indigenous people in some districts bordering Bangladesh is a bad idea. If the Sarma government feels some groups are under threat, it’s the duty of the State to protect them. In a tense atmosphere, marked by distrust between communities, putting weapons in the hands of a small number of people can trigger adverse consequences for Assam’s social fabric
Is declining fertility rate a risk for India’s economic ambitions?
India’s fertility rate, the number of children a woman is able to bear in her reproductive years, has gone down to 1.9, taking it below 2.1
Can India shield its solar market from ASEAN dumping?
India may benefit from US tariffs on ASEAN solar exports, but challenges remain due to US subsidy cuts, domestic push, and India’s reliance on Chinese polysilicon
Indian Bond Market Resilience: Why oil price surge won't derail fixed income
Oil prices surging amid Israel-Iran tensions typically spell trouble for Indian bond markets, but structural economic reforms have dramatically reduced this vulnerability
The SEO is dead, long live the SEO
As Generative AI transforms how we search and consume information, the traditional search engine isn’t dying — It’s evolving. But in this shift, the SEO industry must rewrite its own rulebook or risk becoming obsolete
Chart of the Day: India’s goods export growth is a casualty of trade uncertainties
Core export growth has not recovered from the trough seen post pandemic
LTV Boost for Gold Loans: A shot in the arm for NBFCs, but risks loom large
RBI’s higher LTV ceiling sparks opportunity for NBFCs, but gold price volatility demands tight risk controls
NBFCs are integral to the ‘Viksit Bharat’ journey. Hobbling them is counterproductive
Last mile formal credit delivery to underserved segments depends heavily on NBFCs. There is no alternative to this layer of financial intermediaries. Regulators need to account for it in their pursuit of systemic stability. Instead of a move towards one-size-fits-all regulatory framework, tiered regulation will further the cause of financial inclusion
War and the Fed
The futures market has only barely changed its implied outlook for the Fed’s policy rate
How long can it last? Israel and Iran’s endurance battle
Aerial ‘war of the cities’ pits IDF jets against Tehran’s missile reserves
The missing middle in India’s startup ecosystem
India's startup ecosystem is evolving, with capital-efficient, early-exit businesses forming a sustainable ‘missing middle’ beyond unicorn-focused narratives. This article talks about how early exits can be a gamechanger for micro-VCs
