US Federal Reserve messaging falls short in three areas
The better the quality of the central bank’s messaging the more accurately market participants can assess how policy is likely to change with economic circumstances
India’s Draft Digital Personal Data Protection Rules: Key highlights
The draft Digital Personal Data Protection Rules, 2025, clarify consent management, security safeguards, and breach notifications. They provide businesses with flexibility while ensuring data privacy. The rules balance individual privacy rights and business innovation, marking a significant policy step
US corporate bankruptcies hit 14-year high as interest rates take toll
Consumer companies such as Party City hit by persistent inflation and weak spending
India's PLI Scheme: Challenges and the path forward
The PLI scheme aims to boost manufacturing, but its impact has been mixed. This analysis highlights sector selection issues, mismatched interventions, and the need for a more nuanced approach focusing on innovation, technology, and global value chain integration
Will geopolitics derail natural gas markets in 2025?
Ukraine’s refusal to allow transit of Russian gas is a signal of how geopolitics could upend economics in 2025 and beyond. The US, Iran, the Middle East and China all figure in the risk equations
Budget Snapshot: Tight DAP market unlikely to upset government’s fertiliser subsidy calculations
Global DAP market is expected to remain in tight equilibrium in near term amid export curbs by China and production outages
Will a pre-Budget rally take off this year?
While the Santa rally flattered to deceive, a pre-Budget rally may still take place even if a weak one. Here are seven reasons why traders should switch to capital preservation
Are wars good for the stock market?
The MSCI equity indices of both Israel and Ukraine were up handsomely in 2024
Banks’ Q3 business updates: Why is credit growth slowing sharply?
Business updates of banks suggest slowdown in credit growth and rise in stress across certain categories. Do these signal suggest a deeper demand slowdown?
Ruchir Sharma: top 10 trends for 2025
Projections about the coming year assume market shifts will be dictated by Donald Trump. But the global economy is unlikely to revolve around the US
COP29 hyped nuclear energy but it won’t last
The hype surrounding nuclear energy in the aftermath of the COP29 would only translate into growth of the nuclear industry if the theoretical solution to highly-radioactive nuclear waste — deep geological repositories — translates into reality. A safe answer which has been adequately tested is not yet available
Succession planning: Building a legacy for generations
Leadership succession sustains a business’s strategic vision and operational stability. It involves grooming future leaders from family members, non-family employees, or external professionals.
Why India needs a broader and more informed debate on cross-border data transfer
Sanghnomics: The draft rules for India's Digital Personal Data Protection Act focus on cross-border data transfer regulations, aligning with global frameworks like GDPR, PIPL, and emerging trends in cloud computing, AI, and data ethics, aiming to safeguard privacy and economic growth
Green Channel Route via CCI: Challenges in streamlining M&A approvals
The Green Channel route introduced to expedite M&A approvals has become less effective due to stricter interpretations and complex new rules. The CCI should reconsider changes to foster a more business-friendly and efficient regulatory environment for non-problematic transactions
Opinion | Sridhar Sivaram on why gold's shine may not fade away for the next few years
In the last 20 years, gold as an asset class has had only four negative years, with no double-digit negative return years. Compare this to Sensex, which has had two 25% plus negative years in the last two decades.
Budget Snapshot | Dividends Over Divestments: The government's new playbook
The prevailing sentiment appears to favour maximizing returns through dividends rather than divestment
The Eastern Window: What message is Xi Jinping sending through the dam project in Tibet?
Why is Xi Jinping building the world's largest dam on the Brahmaputra in Tibet, a move that will be harmful to India, while at the same time making a show of mending fences with us?
Does the latest GST print indicate a continuing slowdown in the economy?
Sluggish growth in GST collections in recent times triggers concern of a delay in the much-expected economic turnaround
Dhanuka makes a calculated bet to expand international business, execution key
Acquisition of Bayer’s products gives Dhanuka foothold in important overseas markets
DPDP Draft Rules: Too little, too many issues and too late
The big problem lies in the oversight structure and mechanism for enforcement of the rules. Even the best of laws offers little protection without the ability to enforce them strictly
Household debt and an emerging K-shaped stress
Lower the income, the higher the borrowing towards consumption and an easier slip towards sub-prime category
Underlying the Narayana Guru controversy is the Left’s fight to hold on to its political base in Kerala
The political battle to appropriate a towering figure of Kerala’s Renaissance Movement represents the CPM’s effort to retrieve lost ground before the next set of elections. Ezhavas, who closely identify with Sree Narayana Guru, have begun to move away from CPM towards BJP. That’s the nub of the matter
The Reading List: January 3, 2025
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.
Vault matters | Thinning bank credit growth needs RBI’s immediate attention
While it is often perceived that bank credit growth is a derivate of GDP growth, the fact is both are interlinked. If credit growth posted by banks is muted, GDP growth is unlikely to outperform the loan growth data. At 11.5% as per recent RBI data, bank loan growth isn’t very inspiring
‘When I am about ninety I will re-evaluate whether the institution of the Dalai Lama should continue or not’
The Dalai Lama will turn 90 in July. Dalai Lamas, who functioned as the political and spiritual heads of Tibet for over three centuries, have been chosen as reincarnations. Given the threat of the Chinese Communist Party interjecting itself in the selection process, the current Dalai Lama in 2011 wrote an article explaining the background of the belief in reincarnation and cautioning people about the danger of others being propped up to serve political ends. Moneycontrol reproduces edited extracts of the Dalai Lama’s article, where he concludes by saying that the continuity of the institution will be re-evaluated when he reaches the age of 90
