opinion

Where silence works well

Narayana Murthy comes with a formidable reputation based on professional success. It makes people take his observations and opinions on matters outside his area of professional expertise seriously. Therefore, it’s important that he avoid dishing out quick fixes for complex problems. Avoiding expressing an opinion in a public forum on subjects one is unfamiliar with is okay

Is the stock market bottom in sight? Should investors be cautious or brave?

The worst may not be over yet, but valuations are turning reasonable and good opportunities could be available at attractive prices. Here’s an investing playbook

NTPC Green Energy IPO offers a valuable lesson for PSUs in value creation

The IPO values NTPC Green Energy at Rs 91,000 crore to 1 lakh crore, generating value for NTPC investors and setting the to-be-listed company on an independent path

When doles trump ideology, the economy is a loser

Come elections, political parties jumping on the freebie bandwagon is a regular sight. It's time for tough measures that ensure that make it difficult for this practice to continue unless there is budgetary space for these measures  

Dehumanising customer experience is a self-goal by consumer companies

While factors such as income stress, inflation, changing consumer preferences can explain some of the challenges they face, a growing distance between companies and the consumer is also to blame

MVA in pole position in Maharashtra election

Lok Sabha results in the state dealt a blow to BJP. Not much has changed on the ground since. Economic and agrarian issues are consequential in the election and unlike Haryana it’s harder to consolidate OBCs in to single social bloc as there too many claimants for their support

Vault Matters: Government-RBI tussle over interest rate begins. Will it prolong?

With the base case for a rate cut not yet crystallising, the tug of war between RBI and the government on this front would be interesting to note. Goyal, has just as kick-started the war of words

The Reading List: November 15, 2024

A look at some articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams for your weekend read

Maharashtra employment growth story: Data boost for Mahayuti ahead of crucial assembly elections

A comparative study of key union ministries and Maharashtra economic surveys data is an ample indication that the job situation and income levels in the state have been improving above the all-India average.

‘Founders don’t operate to win approval, but because they believe in their vision’

“Stay hungry, stay foolish” was Steve Jobs’ motto. Entrepreneurship encapsulates that pithy philosophy. It serves as the motive force of widespread prosperity in rich countries. An Indian entrepreneur outlines his journey and the beliefs which made him persist with taking risks

Maharashtra Elections: What politicians can learn from Shivaji’s agricultural legacy

RSSFACTS: As Maharashtra's election heats up, finding a lasting solution to agrarian distress remains key. Scholar Kedar Phalke’s analysis of Shivaji’s agricultural policies offers valuable insights for today’s political leaders

IBC’s section on protecting creditors from fraudulent applications is anomalous

If Parliament actually intended to prevent one creditor from filing an application with an intent to defraud other creditors, then a new sub-section has to be added which clearly stipulates the consequences of such an application. Parliament has to step in to rectify the error which persists

Iran is much weaker than the last time it faced Donald Trump

A “maximum pressure” campaign, combined with Israel’s military successes, could bring Gulf states into a stronger anti-Tehran alliance

Bitcoin’s big bang moment is impossible to ignore

The post-election excitement around crypto comes down to vibes and vision

China trade war is one Donald Trump doesn’t have to fight

The world’s second-largest economy is in a different place from 2016. It no longer looks like such a big threat to US pre-eminence

How markets might be wrong about Donald Trump

The first Trump administration caused little reshoring and a lot of rerouting of trade, but it may design smarter tariffs this time

How to get the timing right for an IPO? An insider’s guide

A venture capital hand shares his insight on the pre-conditions which lead to a successful transition from a company funded by private securities into public ones. A rule of thumb suggests that companies with a clear line of sight to $10 million in EBITDA should start considering IPO readiness

We need a Department of Government Efficiency (DOGE) in India too

Total government expenditure in India, at 29.1 percent of GDP in 2023, is quite high among emerging Asian nations. Indonesia, Malaysia, Thailand and Vietnam all have much lower government spending to GDP ratios than India

Startup Street: Are India, its startups in danger of missing the AI bus?

While China accounts for 70 percent of the over 50,000 patents filed globally over the last decade, India comes a distant fifth with a mere 1,350 patents

Chart of the Day | Q2 road tenders rise, but power sector shines in project awards

Power sector's share was highest in Q2FY2025's project awards due to increased demand for power in the last few years

ABB India: Change in order flow mix a boon or bane?

ABB India’s playbook is poised to cash in on high growth businesses that is aiding profitability and return ratios. Will it sustain?

India’s Global Bond Gamble: Unlocking the power of FAR and the currency tightrope

India's inclusion in global bond indices via the Fully Accessible Route (FAR) has attracted foreign capital, but also exposes the country to volatility risks. Policymakers must balance the benefits of foreign inflows with the need to manage currency and interest rate pressures

Banks are de-risking their loan book, but not all risky loans are slowing

It is once again safer to lend to big companies and avoid unsecured small loans

Trumpism has not killed wokeism – yet

When it comes to reshaping culture, a single victory, however lopsided, is not the end of the war