Will the RBI, under Malhotra, have a rethink on crypto?
The RBI and the government will be making a mistake by ignoring the latest WazirX episode in the Indian crypto market. It signals a larger problem of safety of transactions and lack of security for investor money.
LIC’s losing streak in retail insurance business doesn’t seem to end
LIC has made many changes, but nothing seems to be working in terms of stemming its market share loss
One Nation, One Subscription model to easily access global research can turbocharge India’s R&D
Indian universities spend up to 40 percent of their research budgets on access fees for journals, diverting funds away from R&D itself. Open access based on a national subscription model can reduce this burden significantly by pooling resources, providing free or low-cost access to the global body of research, and redirecting funds to support domestic research initiatives
Investors need to keep an eye on Ukraine
Now is the time for money managers to at least think about how they would respond if peace broke out
Vault Matters | How I would remember Shaktikanta Das
If former Prime Minister Narasimha Rao would be remembered for quietly reforming the country in 1991, Das will be remembered as RBI’s very own Narasimha Rao. He brought about certain critical changes in the way banks and NBFCs operated and ensured that everyone towed the line
Why real estate majors are flocking to Mumbai’s redevelopment market
The redevelopment landscape in Mumbai has created a market for real estate players nationwide with strong balance sheets to pursue prime projects in the city
COP29 outcome highlights need for reframing climate finance question
Pulling up the Global North for emissions is a normative approach, but getting them to spend is an economic one
RBI policy has an unintended consequence (arbitrage) -- and an intended one (boosting bank margins)
The two measures announced in the credit policy, one on foreign currency deposits and another on cutting the CRR are measures taken from an old playbook when faced with similar situations
India's Manufacturing Future: Forging a new path and role of markets ecosystem
India presents a promising option for diversifying manufacturing, but requires a reliable metals market with dependable benchmarks, effective price discovery, and accessible hedging. India can seize the opportunity to become a key player in global manufacturing, thereby fulfilling its ‘Make in India’ vision
How to crank up the manufacturing engine?
A compressive package that goes beyond industrial incentives is needed to make Indian goods more globally competitive
Chart of the Day | Even as banks turn cautious, collateral-free agriculture loans set to increase
Bank lending to agriculture segment grew by just 6.5 percent between March 2024 and October 18 compared with 10.6 percent in the comparable year-ago period as banks slowed lending
What would Asia look like without US leadership?
There is no easy way to deal with Trump’s return, but imaging a world without America only shows how indispensable it is
Wall Street’s complex debt bonanza hits fastest pace since 2007
Banks sell bonds backed by revenues from chicken wings, music catalogues and oil wells
Crypto doesn’t deserve a tax exemption
If the incoming Trump administration wants to reduce capital gains taxes, then it should lower them across the board
Shaktikanta Das: A left-field Governor’s rollercoaster tenure
Both his entry and exit as RBI Governor were unexpected. He managed RBI leadership rather well against all odds, supported ably by the RBI staff. His tenure would be remembered for the way RBI handled the pandemic, with his sense of calm providing comfort to both the central bank and financial markets
French President Emmanuel Macron takes a step back, to go two steps forward
French President Emmanuel Macron's calculated decisions, including appointing a conservative prime minister and proposing a budget with spending cuts, aim to strengthen his centrist party and block the rise of the far-right National Rally, while also asserting EU influence
Michelin Camso buyout to drive Ceat’s earnings prospects
Deal valuation looks reasonable given global brand access, access to two manufacturing units and also when seen in comparison to OHT leader Balakrishna Industries which trades at 6.2 times EV/sales
Can the US monetise Bitcoin as a currency?
A legal currency must have three attributes, does Bitcoin fit the bill is the question we must seek answers to
Chart of the Day: India's contract pharma research market to outpace global growth
The higher growth rate will help India gain market share in global pharma outsourcing spends.
Why the 50 bps CRR cut may not move the needle
If banks don’t respond to the CRR cut by passing on the excess liquidity to the borrowers through cheaper loans, the ball will be back in the RBI’s court to offer a growth stimulus post the disappointing Q2 numbers.
A booming securitisation market would be put to the test soon
Bundling loans together and selling them has become a popular source of funding for banks amid deposit growth slowdown
Shaktikanta Das era ends at Mint Road — RBI governor for all seasons
Das’s six years in office saw him steering monetary policy through a pandemic bringing the world down to its knees, a banking crisis roiling the world's largest economy, two major wars and raging inflation.
Syria: Liberation or perdition?
Unless extraordinary effort is made into transition of power, power-sharing, handling of various interest groups within and outside, and dealing with jihadist elements firmly, the possibility of Syria descending into an unchartered territory of chaos is very real-- and very troublesome for the region
M&A in India: The Case for an Integrated Code
Valuation is a cornerstone of every M&A transaction, influencing deal structure, pricing, and stakeholder decision-making. However, the current regulatory framework governing valuation is fractured.
Delivery Diaries: Broths or ice creams — the winter food ordering conundrum
Traditional wisdom doesn’t always explain consumers food ordering patterns in winters. There is a surge in soup and dessert orders, with rasam and gajar halwa being popular choices, while ice cream sales defy traditional wisdom, witnessing a 61% increase from November to December.
