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
Trump’s hardline tariff pitch can spell dilemmas for emerging markets
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
Trump Tariffs: The wealthy will shield Asian banks
A fresh round of US levies could hurt trade finance and other loans. The rich hold the key for Hong Kong and Singapore lenders
Anti-Tobacco Warnings in OTT Streaming: Can India find the balance?
The proposed 2024 Amendments to COTPA risk stifling India's digital content ecosystem with overly prescriptive regulations. A collaborative approach with OCCPs and a focus on educational content could balance public health objectives with content accessibility and economic growth
Market under pressure as domestic and foreign investors navigate rising yields and earnings slowdown
The combination of slowing new account openings and a rising stoppage ratio suggests that less domestic capital will flow into the market.
Martin Wolf: Manufacturing fetishism is destined to fail
It is so much easier to blame the disappearance of these US jobs on China than on domestic consumers and automation
Bitcoin – a volatile yet relevant digital currency in modern times
Despite several regulations, BTC is still relevant in today's time and its price continues to increase as more and more institutions take interest in this cryptocurrency
Climate change poses severe threat to Kashmir’s cash crops
Kashmir's saffron and apple industries are severely impacted by climate change, with rainfall deficits and rising temperatures affecting crop yields and quality. The loss in the region is estimated in billions of rupees
