FII selling fuelled by US interest rates, rather than a shift to China
As the US elections approach, FIIs are shifting their focus to selling in emerging markets, driven by rising interest rates in the US
Is a Global Central Force needed for Artificial Intelligence regulation?
The debate over a global central governance body for AI raises important considerations. While centralisation can promote standardisation and address transnational challenges, a decentralised approach may better accommodate national sovereignty and diverse ethical frameworks
Startup Street: Incubators and startups -- different strokes for different folks
Incubated start-ups have a better success rate with 87 percent of them operational after five years compared to 44 percent of non-incubated firms
IMF report says markets ignoring rising economic, geopolitical uncertainties
The Global Financial Stability Report says complacency has led to valuations being too high in several markets, which makes them vulnerable to downturns emanating from policy or geopolitical shocks
Chart of the Day | Indian banks are increasingly adopting AI in their daily operations
As per the RBI article, while both private and public-sector banks are increasingly emphasising on AI and related technologies, the pace of increase is higher for private banks
October MPC minutes show there is a dove in the new batch of external members
Nagesh Kumar, the only MPC member who voted for a rate cut in the October policy, argued that a rate cut could help revive demand and help boost private investment. Kumar makes a convincing argument for a rate cut
India's Ports: Public-private partnership propelling growth
Public-Private Partnerships (PPPs) are transforming India's ports sector, facilitating substantial investments and improving efficiency. With the Landlord Port Model and strategic government initiatives, PPPs aim to enhance cargo handling capacity significantly, supporting India's vision of becoming a global manufacturing and export hub by 2047
Rupee internationalisation is no cakewalk
India and Myanmar are working on a local currency trade settlement mechanism. Despite the bilateral trade being a negligible share of India’s overall trade, the challenges in creating a smooth settlement process here are a pointer to the larger issues which need to be addressed if the Rupee is to be used to settle trades with larger partners
Martin Wolf: The global economy has proved surprisingly resilient
But significant downside risks will continue to pose a challenge for policymakers
Competition in Digital Markets: UK’s DMCC may reflect the best or the worst of the two worlds
In a growing perception around the need to have a separate digital competition law, the DMCC is either set to be the legend in the field of rulemaking, or reflect the delusion in the UK government public policy
Expensive Orient Cement buyout will boost Ambuja’s operational efficiencies
The deal valued at $114/tonne gives Ambuja the much needed clinker capacity, limestone reserves, and a greater presence in the southern cement market
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
