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
Metals' outlook in 2025 rests on one country’s fortunes
China’s centrality to the metals sector has perhaps never been as evident as it is was in 2024 and is likely to play out in 2025 as well
Forecast mostly gloomy, but that’s a good thing
Forewarned isn’t always forearmed. Is there a better way to consider the future?
China’s central bank plans policy overhaul as pressure mounts on economy
People’s Bank of China will start to behave more like US Fed in using one main interest rate to steer demand for credit
RSS baiters need to understand the organisation, it is ‘Ajatshatru’
RSSFACTS: In this article the author addresses the misconceptions about RSS, explaining its ideological influence on the BJP, and the society as a whole. It urges critics like Kejriwal and Gandhi to join and experience the RSS firsthand for better understanding
In 2025, will Indian business finally unleash its innovation potential?
In the Year of the Snake, can Indian business find its innovation bite? Judging by its performance in 2024, the chances are slim
Predictions for 2025: Future of commercial real estate
Demand for commercial real estate spaces will increase in 2025
The investing themes to keep an eye on in 2025
After a year in which equities see-sawed, the new year could see themes emerge from factors such as consumption revival, capex strengthening, interest rate cuts and government support to industry
Bond market’s prospects remain bright despite foreign investors’ snub
There is enough demand for government bonds and more in 2025.
Budget Snapshot: Fiscal deficit track record got better in current decade
Fiscal deficit for FY26 is expected to be lower than the current year
Bank credit slowed down in 2024, but could bounce back in 2025
Overall, the data shows that bank credit marked a slowdown in the year 2024, falling to 10.6 per cent from 20.9 per cent, with only loans to industries showing a pickup.
New Orleans terror strike may have ripple effects
New Orleans and the link with the IS, if proven to be correct, has wider implications – even if it is a lone-wolf operation. South Asia is vulnerable and each country has its own post 9/11 experience. Terror perpetrators seek to disrupt the rhythms of normalcy and sow fear in the citizenry. That objective should be denied. Envisioning a happy 2025 must not be jettisoned
