India’s MPC has more than enough to ponder in December, beyond a new President in the US
The overall CPI index has moved up from 147.2 in October 2019 to 196.8 in October 2024, an increase of a third in 5 years. And the Food & Beverage index has gone up by 40 percent over the period. Small wonder that the consumption of the masses has been hit
Jharkhand votes today. A common thread running through poll promises of major political parties there is a regular income transfer to women. Monthly cash transfers are commonplace in India today across regions and political formations. A look back at its evolution shows that India is among frontrunners in introducing a form of basic income transfer
SBI is often seen as a proxy of India’s banking sector and broader economy. Hence, the trends seen in SBI’s balance sheet are a reflection of the overall health of the economy
The tech mogul’s zealous beliefs on AI doom could limit fast-and-loose policies for the industry
Stocks grab all the headlines, but bond and currency markets show where trouble might be brewing
Its international policing activities are growing. That’s turning the country into a global security power
Russia-related sanctions on Indian firms and nationals by America’s Office of Foreign Assets Control can have far-reaching implications. They shouldn’t be ignored. There are ways to ring-fence target entities as OFAC policy is guided by an aim of changing behaviour
COP29 must focus on carbon removal, not just emission reduction, to combat climate change. The current pace of mitigation is insufficient, and carbon removal technologies can achieve net negative emissions, making it a more urgent, effective, and fair strategy
Equities as a percentage of household assets is about the same in India as in the UK, which is strange, given that India is a much poorer country
A look at the second quarter results of banks suggests that there has been a rise in the special mention category-2 loans (SMA) of some large banks. These can be tricky for the lenders if things don’t go according to plan.
Lack of strong bounceback in infra activity, moderating urban demand and easing truck rentals raise doubts over CV sales improving
Instead of trying to profit from this rally by buying in advance and anticipation of higher prices, attempt to exit from weaker stocks
Billionaire likely to push for government roles for acolytes and allies to cut regulation and protect his businesses
Total works in hand rose to Rs 1.43 lakh crore in November 2024 from Rs 50,500 crore in the year ago period.
Trump’s trade policies would make Asian economies get into a currency war soon and the Indian rupee won’t be able to avoid it.
The best way to boost share price is through business performance, not financial engineering. Buybacks, in particular, are unfair to the patient investor who stays invested. If a firm has surplus cash and no meaningful avenue of deployment, a special dividend is a clean option to return money to shareholders
BJP is cautiously aligning with smaller parties in different parts of Maharashtra to ensure that a Dalit-Muslim-Maratha combine doesn’t go entirely to the MVA.
Since 1850, developed nations journeyed their way to prosperity through carbon emissions. They now account for more than 76 percent of cumulative CO2 emissions. To expect emerging economies like India to bear a disproportionate share of energy transition in the name of fighting climate change is unfair. It does lead to the question if climate summits are a covert way to main economic hegemony
Majority of bulk and large orders are post 6 pm, which reinforces the idea that unlike the West, dinner is the main meal for Indian families. Indians still haven’t warmed up to the idea of a working meal
Central banks that are eyeing data on inflation as they seek to ease monetary policy are not going to get the prints they seek if this trend continues
The President-elect would do well to remember the role of ‘moral sentiments’
Sanghnomics: Even if the Trump administration turns more protectionist, as his pre-election promises suggest, existing supply chain linkages with the rest of the world cannot be unravelled right away. While Trump’s cultural stand may be a cause for cheer for many in India, on trade issues we have to wait and watch
Trump's policies are likely to face strong pushback from the affected countries and may come back to haunt the US
The World Gold Council says physically backed Gold ETFs have seen a continuous inflow for six consecutive months, with an additional $4.3 billion added in October alone
