A separately-listed company post-demerger gives investors the options for staying invested in a business with high growth potential or divesting it if they don’t have the appetite for it
Rising natural gas prices may seem like a seasonal trade to capitalise on during winter months when demand is up. But it’s a very risky one as many have found when it’s too late
Generative AI is transforming credit underwriting by automating memo generation, integrating with financial systems, and enhancing decision-making. It streamlines data analysis, reduces errors, and boosts productivity, enabling credit officers to focus on value-added tasks like risk assessment and credit evaluation
Focus should be on R&D rather than government support to make domestic products globally competitive
The post COVID bump up in demand is showing signs of moderation.
Inflation is pinching the average Indian, something that is visible in slowing sales of footwear
Patra’s speech, in a way, reflected the ongoing dilemma within the RBI top brass on how to manage the communication part of the monetary policy at a time when the policymakers themselves aren’t sure of the point of a rate pivot
India is dissatisfied with the climate finance target set at COP29 in Baku. For sure, it’s inadequate to cope with the scale of the problem, but the Global South shouldn’t spend time and resources on complaining about how the climate finance script didn’t meet their expectations
Connected vehicles collect vast personal data, which make them mobile data centres. The Digital Personal Data Protection Act, 2023 (DPDPA) mandates strict data protection standards, requiring transparency, consent, and robust security measures from automakers. Manufacturers must prioritise user privacy and consumers must demand transparency and control over personal data.
Silicon Valley billionaires are selling a dream of unfettered markets — but reality is not so certain
The parent company’s hunger for protecting market leadership, accelerating growth as India’s economy transforms and rolling out parts of a global strategy locally could lead to better growth outcomes
Sanghnomics: With a massive mandate in Maharashtra, the Mahayuti alliance faces immense expectations. Inspired by Shivaji Maharaj, BJP and Shiv Sena may adopt his administrative principles, such as ruling as trustees and fair taxation policies. Shivaji’s legacy also includes economic incentives to stimulate trade and agriculture
COP29 managed to disappoint every country despite a deal being signed for climate finance
One reason for the more rapid growth of active funds compared to passive ones is the introduction of numerous new active fund schemes, particularly thematic and sectoral schemes as well as small and mid-cap funds.
Bangladesh is frantically trying to improve its relations with China and Pakistan. There may be bigger risks along the Bangladesh border which has been a source of smuggled arms for a long time. India may need to reconsider its Bangladesh policy
The share of women voters in Maharashtra and Jharkhand was higher compared to male voters. That explains the spate of women-centric welfare measures that appears to have worked in the favour of incumbents retaining power in both states
Sharad Pawar says Ladki Bahin’s contribution to Mahayuti's victory was critical, but the jury's out on whether it was the game changer. What’s more apparent is that when the RSS campaigns enthusiastically, as it did in Haryana and Maharashtra, it can offset many challenges the BJP confronts. Its importance in the electoral arena is now established, which will influence its dynamics with the BJP going forward
BJP’s spectacular performance in Maharashtra will permit it to set the national economic agenda untrammelled. INDIA’s victory in Jharkhand provides a storm-breaker effect, but BJP’s political edge nationally is hard to dismiss
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.
The debate over optimal borrowing rates for India Inc. persists, with differing views between the government and the RBI. While rate cuts are popular, the stress in retail lending and bank profitability make them less feasible, with the RBI ultimately having the final say
Donald Trump’s win has chastened projections for near-perfectly calibrated world commerce
The UK has reworked misguided rules that damaged the economics of investment research. Aping the US model is welcome — as a first step
HSBC Flash PMI survey says “the rate of inflation was sharp and the fastest in just under 12 years. Firms suggested that demand strength allowed them to pass on additional cost burdens to their clients”
Overly pessimistic warnings of economic shocks could weaken crucial support for globalisation
Renewable energy is one of the key focus areas of the government, and NTPC Green Energy is one of the largest players in the industry
