The strength of rural recovery and its attendant impact on consumption depends not so much on output but on prices realized by farmers. On that score, there are worrying signs as the market price of three key crops, moong, soybean and groundnut, are ruling below their respective MSPs. Low returns for farmers can act as a drag on rural demand which will have a knock-on effect on GDP growth rate
Given the need for a weak renminbi to support export growth, a reprise of the 1985 Plaza Accord with Japan is unlikely
India's personal insolvency framework requires reform to address financial distress, promote economic stability, and empower individuals. A robust framework can prevent systemic risks, strengthen institutions, and foster sustainable growth by adopting global best practices and addressing local socio-economic realities
Mamata Banerjee is trying to outdo the Bengal BJP in their attempt to champion the cause of Hindus in Bangladesh
The dim demand outlook has set the stage for a fall in oil prices in 2025 with ghost supply adding to the woes
NBFC funding by banks may not pick up in the foreseeable future despite the liquidity infusion
Cost optimisation and productivity improvement objectives are expected to drive IT spends on AI initiatives in 2025
Revenue growth slowed in Q2 FY25 amid execution delays
India's domestic military industrial complex is thriving, with domestic production meeting two-thirds of weapons requirements. However, India remains a peripheral player in the global arms production market, with only 1.1% representation in SIPRI's top 100 companies, necessitating policy reforms
The fall of the Assad regime has created a power vacuum in Syria with several countries keen to exploit the situation by supporting or weakening the new leader, Jolani. Little attention is being paid to the declining economy that has left millions of Syrians starving and helpless
India’s defence and geostrategic ties with Russia are integral to its posture of strategic autonomy. A large section of India’s frontline defence equipment is of Russian origin – a legacy of more than half-a-century of defence collaboration. This partnership has led to evolution of mutual sensitivity on core interests. That said, a recalibration of defence ties in inevitable
India commemorates military victories like Vijay Diwas and Kargil Vijay Diwas. However, wars such as 1962 and Op Pawan, where many soldiers perished, remain largely forgotten. A more inclusive remembrance of all fallen soldiers is long overdue
It’s time to bet against American exceptionalism
The PMI survey shows that demand at the end of the year is strong, animal spirits are high and jobs are plentiful while inflation pressures are subsiding. It’s a wonderful start to 2025
Sanghnomics: Implementing ‘One Nation, One Election’ in India is expected to boost GDP growth, reduce inflation, and increase private investments, while also alleviating the financial burden on migrant workers and minimizing disruptions to production activities and governance
While FIIs have been net sellers, domestic mutual funds have stepped into the breach. Despite this, what explains their growing cash holdings?
Sukhbir Singh Badal and his colleagues in Shiromani Akali Dal may have finished the atonement prescribed by the Akal Takht, the supreme temporal seat of Sikhs. However, it may be a case of too little, too late for Badal who confronts a sceptical electorate. Even SAD may stand no chance if it avoids a leadership change
It represents a big leap in Quantum Computing research but, as even Google admits, this is not likely to lead to even a small practical Quantum Computer by 2030
Switzerland’s decision to suspend MFN clause in tax pact with India can queer New Delhi’s pitch for global investment
While a 25-basis point cut is priced in for the FOMC meeting this week, the markets are expecting a shallower easing trajectory next year and higher level of rates at the end of the loosening cycle
In an exclusive article for Moneycontrol, Rajya Sabha Deputy Chairman Harivansh says that a serious conversation on the economic impact of simultaneous polls is necessary among the political community beyond party lines.
The state of the world at present echoes that of the 1930s, this time with nukes
Our research and opinion teams have curated a selection of articles and social media gems from the world of economy, business and finance for your weekend read.
While the central bank has taking a slew of steps to ensure that there is accuracy and faster dissemination of credit history, more can be done to increase the efficiency of credit bureaus. Unlike corporate rating agencies, retail customers barely get a chance to make a case on why the rating score may be wrong. This needs to change for deeper retail penetration
After a slump in the market, more rigour and a change in incentives is needed
