What Zomato’s $1 billion fundraising plan means for the consumer market
A funding frenzy has gripped the Quick Commerce market but Zomato’s September quarter results show that scaling up comes with benefits
Is record primary market issuance causing a shakeout in the secondary market?
With some more big IPOs in the pipeline, their issuers may rethink strategy if the market languishes
IMF forecasts show consumption will remain India’s growth driver
The IMF predicts that GDP growth will slow in India as pent-up demand accumulated during the pandemic is exhausted
Why not blanket GST relief for health insurance premiums?
Tax exemptions for all will help deepen the country's insurance penetration
Credit bureau numbers show why RBI sounded alarm on non-bank microfinance lenders
Microfinance borrowers are a vulnerable lot and lenders need to assess credit appropriately.
What makes economies grow? It’s not tariffs
By proposing trade barriers and tariffs, politicians are promising a return to an idealized past, but successful economic policy is focused on the future
China stimulus requires investors’ patience and sophistication
Debt restructuring is a central part of Beijing’s stimulus package. It demands investor patience and sophistication
China-Taiwan Tensions: A shift in cross-Strait policy language
China's military exercises highlight regional tensions as Taiwan's President Lai Ching-te asserts sovereignty. His recent remarks signal a policy shift, encouraging potential cooperation with Beijing, despite ongoing tensions. Lai’s statements challenge China’s role as a peace broker in global conflicts.
Congress leaders need to get their basic facts right about RSS
RSSFACTS: A senior Congress leader's article misinterprets RSS chief Mohan Bhagwat's recent speeches, suggesting bias against the RSS-BJP relationship. It overlooks the non-political nature of the RSS and perpetuates false narratives about internal power struggles, despite the government's alignment with RSS ideals
The bill is coming for technology's open source free lunch
Drama at WordPress exposes the risks of relying on publicly shared code
Why India can’t stop adding new coal-based power plants
As COP29 approaches, India faces pressure to phase out coal amid rising emissions. While committed to renewable energy, challenges include integration costs and affordability. To aid India’s decarbonisation, developed countries should provide concessional financing
BharatPe’s boardroom saga has takeaways for the entire startup ecosystem
Trust is the bedrock of the relationship between investors and startups. A company’s ability to sustain global investment is intrinsically tied to its reputation for integrity and sound management. BharatPe’s deft moves to extricate itself from a sticky situation is a lesson in effective strategy and sensible legal tactics
US election outcome holds the aces for India’s trade, immigration prospects
Depending on which candidate wins, America would set the tone for trade and immigration with other nations
For RBI researchers, a durable alignment with inflation target is now in sight
Interest rate hikes have worked well to contain demand and inflation, says an article co-authored by deputy governor Patra in the RBI Bulletin. The RBI has hiked interest rates by 250 basis points since May 2022 to fight inflation
Chart of the Day: Errant state electricity boards drive up renewable energy tariffs for states
Project developers are attaching counterparty risk premium to power sale contracts with states amid delays in payments
Retail traders hold the key to market trends
Retail investors tend to have a weak hand compared with foreign institutional investors, and traders must keep this in mind
In India, women hold up a third of the sky
The CAMS Survey, the PLFS and the World Bank’s South Asia Development Update all point to the need to have more women in the labour force. But we need to create more and better jobs first
Bond market is set for a take-off
India’s debt market has seen important changes over the last few years to push it towards a tipping point. Growth of private credit, advent of retail investors and inclusion of Indian fixed income in global indices indicate that the investor base is both widening and deepening to support a larger and more diverse capital requirement
RBI researchers see slowdown in Q2, but believe it’s temporary
On inflation, the State of the Economy report says while food price data for October so far show a moderation in the prices of rice and pulses, except for gram, edible oil prices continued to harden after the import duty was hiked in September 2024. Also, while potato prices softened, those of onions and tomatoes recorded a steep increase. Small wonder that the RBI governor a few days ago said a 'rate cut at this stage will be premature and very, very risky’
Coal is powering the energy transition more than we’d like to admit
Electricity consumption is accelerating faster than renewable sources can provide for it. And so the world keeps turning to the dirtiest of fossil fuels
CM Naidu, fertility is not a switch to be turned on at will
AP’s chief minister did well highlight the biggest demographic challenge India faces, collapsing fertility rates. However, his solutions ignore a global reality. Humanity is in uncharted waters when it comes to fertility. Exhortations and incentives, such as Naidu’s idea, will not work
Ukraine War: Punishing Vladimir Putin is more important than ever
Whoever wins the White House, it’s critical to step up the pressure on the Russian economy
How India is reclaiming its historical dominance in global GDP
The coordinated focus on digital infrastructure, investments in physical infrastructure, and progressive policy reforms is impressive. Here are some of the key drivers behind the India growth story
How Susquehanna’s Jeff Yass mastered the options game
Obsession with odds spawned a trading giant — and shaped the industry’s approach to markets
Why we should disregard the Global Hunger Index
Sanghnomics: The Global Hunger Index in its latest report ranked India 105th out of 127 countries, indicating a “serious” hunger level. A National Academy of Agricultural Sciences report critiques the GHI's flawed indicators, arguing they do not adequately measure hunger or reflect the country's context
