Why, despite gaining market share, is the M&M stock falling?
Over the nine months ended FY2025, M&M gained 1.9 percentage points in PV market share to about 12 percent while the shares of Maruti Suzuki India, Hyundai India and Tata Motors fell
Samsung’s persistent labour trouble in TN points to DMK’s weak grip on its coalition partners
Since September last year, Samsung’s unit in the state has seen intermittent labour trouble. Evidence shows that the underlying issue is about political power play as CITU, affiliated to the CPM which is a constituent in the ruling DMK-led coalition, is now magnifying the issue by calling for a protest in other industrial parks. The developments undermine the state’s investment policy, but the ruling party appears paralysed
Chart of the Day | BSE 500 records sub-10% top line growth for seven straight quarters
Tailwinds from low input costs are weakening and corporate efficiencies have topped, leaving little scope for margin increase hereon
Who will now stabilise the world economy?
Neither the US nor China is willing to assume the responsibility
India's growing fintech industry and the case for self-regulation
India’s fintech sector is rapidly growing, with over 9,000 firms contributing to the economy. Self-regulation is gaining traction as it ensures compliance, fosters innovation, and builds consumer trust. However, challenges like enforcement and conflicts of interest remain.
The battle for Religare is fast becoming a test of India's takeover laws
Legitimate takeovers must be honoured by existing boards and promoters
Trump’s tariffs on pharma will hurt both India, US
If imposed in the immediate future, customers in the US can ask Indian drug suppliers to temporarily absorb new import duties
Trump 2.0: A nightmare for macroeconomic policymakers
Trump 2.0 is proving to be more disruptive for the world than his first innings
Startup Street | Remaking of a unicorn – the Zomato playbook
A Bilateral Trade Agreement will insulate India from Trump’s tariff squeeze
Following the Trump-Modi meeting in Washington, both sides agreed to negotiate the first tranche of a multi-sector BTA by the fall of 2025. This is evidence of India getting a good deal, something U.S. trade treaty partners haven’t yet pulled off. However, time is short and India needs to use it to meet the deadline and avoid trade-related shocks to the economy.
BYD’s strategy shift is bad news for global automakers
The Chinese company is undercutting rivals by making advanced driver assistance systems a standard feature at no extra cost
Are lock-in expiries in IPOs scary?
When the share price falls below the price an investor purchased, it can be a good opportunity to buy more, provided they still believe in the company's fundamentals
India's Path to AI Leadership: Building a global talent hub
India aims to become a global AI leader by 2047, but faces a significant talent gap. Addressing this requires reforming education, fostering industry-academic collaborations, and leveraging government initiatives to cultivate, upskill, and retain AI professionals for sustainable growth.
Economic Survey reveals some risks in the financial system, but glosses over many others
The nation’s growth path should be calibrated in line with its investments needs, the savings in the economy and the level of financial literacy in society. This is important because investments in excess of the economy’s savings levels and ability to service foreign exchange inflows can lead to higher interest rates and inflationary impulses
Climate Action: Rethinking finance, technology, and policy for a sustainable future
The current trajectory towards a 2.4°C rise calls for urgent action, particularly in climate finance, technology, and policy coordination. Differentiated solutions, like tailored solar roadmaps for diverse economies, and strategic collaborations are essential to drive equitable global energy transitions, ensuring no nation is left behind.
Trump’s policies could make the EU a contested geopolitical space
The EU’s disarray comes at a time when US-Russia-China relations are changing fast
Amerika Uber Allies
The Munich Security Conference brought home to Europe the realisation that US policy had changed from being a friend and ally to that of ‘a landlord seeking rent’
Chart of the Day | NBFCs’ overall loan growth moderates in December quarter, but gold loans surprise
India's loan growth story isn't over; it's merely taking a breather.
How to make the nuclear tilt in the energy mix work?
Budget announcement, foreign collaborations, and NTPC’s plan all indicate India’s conscious push for low-carbon energy
Europe wakes up to a tectonic shift in the continent’s geopolitics
US-EU-NATO amity nurtured during the Cold War is being buried by the Trump administration. Europe is out in the cold. This message was hammered home on February 18 when the US and Russia agreed to work together to end the conflict in Ukraine, relegating other stakeholders to the periphery.
Quo vadis, Shashi Tharoor?
Elected four consecutive times to Parliament from Thiruvananthapuram, but always the ‘outsider’ to the state unit. Arguably, the most popular Congress leader in Kerala, but now at odds with his party as his state heads for an assembly election. Stuck in a Lok Sabha characterized by repeated disruptions and little space for opposition MPs, where does that leave the man once seen as Kerala’s CM-in-waiting?
Apple’s quiet pivot to India
The iPhone maker wants to diversify its supply chain beyond China. Can the world’s largest democracy deliver?
EU’s challenge in Ukraine starts with bonds
Jointly issued defence debt is low-hanging fruit for even ardent sceptics
Dry January is least of the alcohol industry’s problems
Brewers and distillers face a triple measure of woes due to demographic shifts, diet drugs and health warnings about alcohol
A huge opportunity in the healthcare space is attracting large business houses
As healthcare hots up with middle class seeking comfort and wellness, Corporate India smells an opportunity
