HDFC Life’s new business margins contracted sharply and ULIPs driving business growth is not a good outlook for margins.
Higher freight traffic helped Indian Railways withstand the pandemic disruption to the passenger train business
India should capitalise on the travel impositions brought in by some of the most popular tourist destinations in the world. A look at the how India can address the challenges it faces and how to build on its marketing strategies
The authorities are increasingly concerned about rises in unemployment, mental illness and crime linked to the economic slowdown
The Union Budget 2024 is widely expected to have some pro-consumption measures to support low-income households and benefit FMCG companies. But the markets are not pinning hopes on it
Sanghnomics: Reducing taxes and the issue of ‘fiscal discipline’ takes prominence for this year’s budget. A bold, new approach based on Hindu economics could benefit both the government and common people
ICRA believes the government will continue with infrastructure spending because of its multiplier effect on the GDP and overall economy
A lower deficit in Budget 2024-25 might necessitate a rise in non-market borrowings, leading to excess demand for G-secs in FY26. While this presents a potential challenge, it also offers an opportunity
Strapline: NATO, the Western military alliance, has accused China of feeding the Russian war machine engaged in Ukraine. Western countries including the U.S. want both India and China to join in their effort to isolate Russia. They are in a tearing hurry because they fear that former president Donald Trump may get elected, and undo their efforts in Ukraine
This time, the Third Plenum is very important as the Chinese economy is facing a multitude of challenges. So much so that the Chinese authorities are issuing denunciations of social media posts in China that talk of the country being in "the garbage time of history"
Increasing pace of bank lending in the agriculture sector vs falling contribution to GVA suggests potential build-up of stress.
ISG, which tracks commercial outsourcing contracts, lowered the growth forecast for managed services
Budget 2024-25: India’s demographic dividend will end by 2040. We need a policy to double the share of salaried workers to 50% within 15 years. It doesn’t need more money but a conscious effort and strategising
Retail inflation in June was 5.08 percent, the first time it has crossed the 5 percent mark since February. A real repo rate of below 2% when potential GDP growth is well above 5% runs the risk of being too stimulative
A stellar CPI report Thursday confirms that inflation is just about slayed. Now, policymakers need to think about the labour market
The first lady has gone beyond the role of protector-in-chief. She’d better be prepared for the scrutiny and questions
The views of ordinary people shouldn’t be dismissed
Buffer stocks of the government aren’t making much difference in managing inflation
Any deterrent to retail participation in the derivatives market, in line with the market regulator SEBI’s recommendations, may be a dampener
Bihar has a history of bad roads and bridge construction. Though the recent news reports point to a more pan-India problem, it highlights the issue of incompetence and perhaps corruption in issuing contracts
Bank branches have been selling ULIPs like hot cakes, especially due to the current bullish equity market.
CCI has commissioned a study to understand its impact, which must focus on the competition issues arising out of the proliferation of AI foundation models and leave the ethical and data dimensions to other regulators
The joint statement is more aspirational as both sides will have to address several issues to fulfil the stated objectives
Budget 2024-25: The bond market has enough investor appetite to absorb the borrowing target stated in the interim budget
