GDP growth in the April-June quarter likely decelerated to 6 percent, a six-quarter low. It’s most likely because of temporary factors and the second half of the fiscal will see a rebound to over 7 percent
From Indonesia to Thailand to the Philippines, ties bind powerful political dynasties together. That’s a threat to democracy
Working from purely economic or electoral motives neglects the key to integration
To assess your investment success evaluate your portfolio’s performance over time. Compare randomly picked portfolios and ask questions like the process used, consistency of profits, and risks taken
Although prices have bounced back from lows it is unlikely that they will go so high that companies can clock huge profit margins
In the meeting scheduled at the end of this month, RSS will review the progress and practices of organisation inspired by it, including the BJP. The aim is to enhance co-ordination and effectiveness among all RSS-inspired groups, reflecting the ongoing collaborative relationship between the RSS and BJP
A World Bank research paper on Generative AI examines the adoption rates of various generative AI tools, identifies the factors influencing usage, and explores the impact of generative AI tools on traffic to other websites and on people’s online activities
The implementation framework is important as the DPDP Act gives the Centre discretionary power on many issues
RBI has slowed money creation dramatically which has crimped deposit growth.
Six of the top 10 companies by sales gained market share in the India pharma market in July 2024 on a moving annual turnover basis
Technology platforms, as envisaged by the RBI, can smoothen the credit process and cut time delays. The difficult part is recovering the small loans
The central bank should get more credit for the stable prices and low unemployment it has fostered over three
Support for Netanyahu is rising, but wars are unpredictable and rarely end as hoped
If actual market performance is short of the government’s assumption, the union budget will have to make good the shortfall to honour its commitment. That’s the risk of a guarantee which is what the 2004 pension reform bypassed. UPS effectively takes on the risk again which has to be backstopped by tax payers
An emerging market revival has begun, with dramatic global implications
Overall market share appears stable but the real story lies in other metrics such as growth within online shopping, and the number of shopping trips and spend per trip
The Haryana and Jammu & Kashmir elections, scheduled for September/October 2024, will be pivotal for the BJP. They will test the party's strength and influence, affecting future alliances, especially in Maharashtra. BJP faces challenges from the INDIA alliance and declining voter support, particularly in Haryana
The UPS protects government employees from the vagaries of market forces, providing a solid floor to their post-retirement income
India’s ability to truly emerge as an effective interlocutor or influencer in the Russia-Ukraine crisis is highly limited. It is playing a balancing act that suits its own strategic priorities
India is expected to surpass the US and become the second largest e-commerce market by 2034. However, it is fraught with serious dangers if mega entities are not regulated. The need of the hour is for India to promote its indigenous e-commerce platforms
Credit growth outpaced deposits in 17 of the last 33 years. Lagging deposit growth therefore should not be a reason for concern. It’s greater reliance by banks on borrowings to fund incremental credit that’s causing anxiety
The recent floods gave an opportunity to anti-India forces in Bangladesh to raise a clamour. India was blamed for triggering the floods though the gushing waters killed many in India as well. The removal of the Awami League government of Sheikh Hasina has offered a golden opportunity for politicians who are unfriendly towards India
While the probabilities for the Fed Funds rate have barely budged, the US equity market rallied hard after the Fed chief’s Jackson Hole speech
Many factors, apart from central bank actions, are responsible for the soft landing
