Why India needs to implement ‘One Nation, One Election’ policy
The Modi cabinet approved 'One Nation, One Election' policy, reminiscent of the practice from 1951 to 1967 when Lok Sabha and state elections were held simultaneously. Numerous commissions have supported this approach to reduce electoral costs, streamline administration, and lessen the electoral burden on citizens
Strengthening of group audits should benefit investors
When consolidated financials are more material than standalone financials, the audit quality of group entities gains importance. The accounting regulator is seeking to reform how that’s done
Private equity is doing badly — however you measure it
Investors desperate to get cash back are putting pressure on funds to capitulate on sales
Chart of the Day | Are SME IPO returns showing signs of fatigue?
Reports about the market regulator intending to issue stringent guidelines following laxities by auditors, merchant bankers and the bourses, may have put investors on guard
Europe, Africa, North Carolina Flooding: Once-in-a-lifetime floods are becoming routine
Once rare deadly deluges are happening more frequently and causing more damage as the planet heats up
Revolutionising Industry: The transformative role of collaborative robots
As Industry 5.0 reshapes human-machine relationships, collaborative robots (cobots) emerge as vital assets. Designed for flexibility and safety, cobots enhance productivity across various sectors, from manufacturing to healthcare. Their integration with advanced technologies promises to drive innovation and sustainable growth in the digital era
Diddy’s sex trafficking charges suggest a crime hiding in plain sight
The indictment against music mogul Sean Combs should be a reminder that we often fail to recognize trafficking even when it’s right in front of us
US Federal Reserve’s uncertain destination troubles the bond market
The central bank cut interest rates by 50 basis points and yet 10-year Treasury yields, a benchmark for mortgages, actually went up
Bajaj Auto’s market share expands, will margins follow?
Unfortunately, two export regions for the company- Nigeria and Bangladesh- are under pressure, and that could cap margin expansion
Geopolitical rivalries are changing global natural gas industry dynamics
The oil and gas industry argues that LNG could replace much of the global coal consumption as a transition fuel while renewable and alternative like green hydrogen develop to capacity
India’s bond market loves the Fed, but it should love the RBI more
A stable exchange rate is making it easier for foreign investors to buy Indian bonds
What will be the impact on banks if RBI does a Fed?
An RBI rate cut could put near-term stress on banks’ margins but will augur well for asset quality
The Fed is a poor guide for stock investors
The S&P 500 usually rises whether the central bank is raising or cutting rates. There are more reliable ways to decide on portfolio allocations
Reviving the Voices of History: Celebrating the unsung women of India's constituent assembly
In the book 'The Fifteen: The Lives and Times of the Women in India’s Constituent Assembly' recounts the often-overlooked contributions of 15 women who played pivotal roles in shaping India's Constitution. It highlights struggles, achievements, and influence of these women as India commemorates its Republic's 75th anniversary
GST legacy issues can undermine government’s efforts to ease tax structure
GST Council is moving in the right direction, addressing hardships faced by taxpayers. However, some clarifications have not helped because it overlaps ongoing tax litigation
Fed rate cut: Vibes on the big day
How we see the market ahead of the Fed cut
Emerging markets has become a redundant term
Innovations around EM indices are required with more thematic benchmarks
India must address Bangladesh’s challenges directly amid diplomatic tensions
Relations between India and Bangladesh are tense and PM Modi is yet to confirm a meeting with Bangladesh’s interim leader Muhammad Yunus. This reluctance highlights ongoing bilateral issues, including extradition concerns and political engagement, as well as a need for diplomatic outreach to ensure a functional relationship
ULI adds new dimension to a credit market that's in flux
Size has been determining where industrial borrowers turn to for funds, with large borrowers showing a preference for non-banks, while MSMEs rely on banks. Could ULI's entry disrupt the market further?
How to up stakes in the GCC gamble?
Though global capability centres are flourishing in India, challenges remain
Will Fed rate cuts drive fund flows into emerging markets?
A BIS study identifies several factors that affect flows to emerging markets: interest rate differentials, the level of the USD, the level of the VIX, and finally there are the factors collectively called ‘’financial conditions’’. These are all proxies for gauging risk appetite
Core inflation to stay down as wholesale prices of manufactured goods fall
Within manufactured products, the principal sector that saw its WPI decline substantially month-on-month was basic metals
FY24: The year banks reclaimed their dominance as the financier for India Inc
Banks have been a key instrument in funding the investment-led economic growth cycle
Inequality isn’t the problem. Uneven growth is
The focus should be less on the gap between rich and poor and more on how to ensure that economic gains are widely shared
The US is locked in a state of debt denial
Pre-election partisan warfare and delusional official accounting are blinding Americans to the country’s most existential economic-policy challenge
