Why sporadic bans won’t fix the ‘irrational drugs’ problem
India’s fixed dose combination (FDC) problem is neither a new one, nor unknown to the regulators or the medical fraternity or the pharmaceutical industry. What’s missing is a concerted effort to eliminate bad actors
After success with customers, Korean giants target Indian investors
South Korean firms LG, Hyundai have cracked the code in India markets
Chart of the Day: More Indians are becoming credit aware to be credit worthy
Indians in smaller cities and towns are becoming more credit aware and ready to borrow.
Unified Pension Scheme – Two birds with one stone, or a step back in time?
While government employees are getting a better deal, the hit to government finances may turn out to be insignificant, under certain assumptions
Fitch Ratings to India: Close, but no cigar
The key risk, says Fitch, "is if this private investment cycle does not materialise as a result of subdued consumption, which would weigh on job creation and dampen potential benefits from India's demographic dividend"
JanDhan's success boosts bank accounts but financial inclusion challenges persist
JanDhan has opened 531.3 million accounts with Rs 2.3 trillion in deposits, enhancing financial access, particularly in rural areas. However, low average balances and minimal use of overdraft highlight that account access alone doesn’t fully address poverty, revealing gaps in financial well-being
RIL's Bonus Bonanza: A boost for retail investors as Mukesh Ambani unveils bold plans
RIL chairman Mukesh Ambani's speech focused on the company's adoption of cutting edge technology across businesses, especially AI
India's Critical Minerals Race: Securing resources for future growth
Global demand for critical minerals like lithium and cobalt is surging, driven by clean energy and semiconductor needs. India, aiming to become a tech hub, must address policy gaps and boost investment. Key measures include tax incentives, FDI reforms, strategic reserves, and international collaborations
Global Currencies: King dollar's softening is good news for nearly everyone
Economies in Europe, Asia and emerging markets will all benefit as the Fed’s new interest-rate story takes hold
How the US Federal Reserve will help Singapore REITs outshine banks
Lower interest rates may make landlords’ incomes more attractive just as lenders’ margins start to compress
Nvidia seals a market regime change
If 120 per cent revenue growth cannot even keep Nvidia’s shares flat, it is a bit hard to see how the company and its big peers can continue to lead the market higher
This gold rush has staying power
Central banks bought 483 tonnes of the precious metal in the first half
Lessons from Federer's playbook for successful strategies in value investing
Roger Federer’s tennis philosophy offers valuable lessons for value investing: success requires hard work, earned confidence, strategic preparation, and learning from losses. Federer’s wisdom highlights the dedication and resilience needed to excel in both fields
Beleaguered Mamata Banerjee gets a lifeline from BJP
Popular anger against Mamata Banerjee over mishandling of the RG Kar Hospital tragedy was dissipated by two days of mayhem unleashed by BJP bandh and protest march. But TMC is not yet out of the woods
Chart of the Day | Growth potential sees competition hotting up in Quick Commerce
The QC market is expected to scale up seven times into a $40 billion business by 2030
High attrition may finally cool off for India’s banks
Attrition rate at private sector banks has eased to 29 percent in FY24 from 36 percent in FY23
What do stronger ties with Singapore mean for India?
After the trip of a high-level ministerial delegation, Prime Minister Narendra Modi likely to visit Singapore in early September
Deteriorating farm incomes in US can pose fresh challenges to agriculture inputs exporters
Falling crop prices and low income are feared to weigh on farm investments in the US
What to look for in the GDP data for the April-June 2024 quarter
The most important thing to look out for is whether consumption growth has strengthened, which would not only indicate that the benefits of high GDP growth are trickling down, but also lead to a pick-up in corporate capex
Are Indian MFIs pushing too much credit to the borrower?
There are signs of overheating in some pockets of the industry, signalling build-up of potential stress. It is time for the industry to recall the lessons of the 2010 crisis and do a course correction
Indian Public Equity Markets: When in doubt, stay away
The Nifty-50 Index's 1-year forward price-to-earnings ratio is nearly 2 standard deviations higher than the historical average. Fund managers are better off today, opting for the 'joy of missing out' (JOMO) than succumbing to the 'fear of missing out' (FOMO) while investing
Ukraine War: Missile-use limits in Kyiv will mean more refugees in Germany
Germany and the US must allow Kyiv to use its most effective weapons against Russian long-range strikes
Bank of Japan, Kazuo Ueda rate shocks won’t get a pass forever
Governor Kazuo Ueda must take control of the narrative and show that the central bank has agency
Tortuous jurisprudence of bail when jails are packed with undertrials
Bail is not a privilege but a judicial process that is intrinsically intertwined with the fairness quotient of justice. What forms its basis is the presumption of innocence and hence right to live a life of dignity and liberty
What BHP’s commodity outlook says about copper, iron ore
The near term outlook appears to be soft as China’s economic recovery is not helping, although the longer-term outlook may remain bright due to the green transition
