Chart of the Day | Thematic mutual funds hog the limelight in equity flows
Net flows into thematic funds in calendar year-till-date 2024 were three times more than that seen in the full year 2023
Gloom in global car sales takes the steam off Tata Motors’ stock
The sudden downtrend in global PV sales (including India) has come at a time when India’s commercial vehicle sales are stuttering too
More bad news likely for PSBs from potential agri-loan stress
Recent announcements of farm loan waivers and the likelihood of more in the run-up to elections in the next 18 months could trigger the risk of loan waivers for state-owned banks
Life insurers are winning in business growth, but volatile profits weigh on valuation
Private life insurers have snatched market share away from LIC but profitability has been a different story.
Wikipedia and the protection offered by SC’s Shreya Singal judgement
Everyone has a right to seek judicial remedy when their rights are violated. But by not suing the actual sources of publications and instead going after an encyclopedia that only cites these articles and threatening to ban it over contested opinions sets a concerning precedent
Are index funds truly diversified when top sectors dominate?
Index funds are considered diversified as they include multiple stocks and sectors. However, when certain sectors, like IT in the US or financial services in India, dominate the index, their weight significantly skews diversification. For better diversification, consider Equal Weighted or Equal Risk Indexes
Insider Trading: Can crowdsourcing surveillance stamp out the scourge?
Regulators have not succeeded in ending curb insider trading. A radical idea that promises enhanced transparency may prove to be an effective disinfectant
Wall Street’s hottest business is about to cool
The private equity and hedge fund lending boom is running into lower interest rates and tighter rules
Elon Musk’s AI side gig should keep its distance from Tesla
Any deal that directs company money, or revenue, to the CEO’s other artificial intelligence venture detracts for the EV maker’s lofty valuations
Kamala Harris has the measure of Donald Trump
The vice-president won the debate and shut down lingering fears of her inadequacy for the fight ahead
Martin Wolf: Overcoming the ‘middle income’ trap
The principal failure of these countries lies not in accumulating too little capital, but in using it poorly
India needs to implement Catastrophe Bonds to boost disaster recovery funding
There is a strong case for augmenting the recovery and reconstruction funds with extra-fiscal finance, funds mobilized through risk transfer mechanisms similar to insurance, tapping the risk appetite of investors with large and diverse portfolios of investments, who stand to gain by allocating tiny fractions of their corpus to high-risk but high-reward instruments
Why is there optimism in commercial vehicle firms in spite of declining sales?
With better utilisation of fleet and regulatory concerns behind them, there should be replacement of vehicles over the medium term
GST decision delays betray a lack of dynamism
GST Council meetings should focus more on taking concrete actions on key issues
Business, government joining hands to tackle climate change a force for good
As governments and businesses realise how climate change can upend life, joining hands can throw up solutions that can help both in the long run
World Trade Report highlights dangers of the new power-based world order
The old rules-based system of the global economy, of which the WTO was the lynchpin, is now defunct. It has been replaced by protectionism, geopolitical trade blocs, beggar-thy-neighbour policies and a focus on security
Chart of the Day | Are banks betting too much on renewable energy sector too soon?
Bank lending to renewable energy has galloped in the last two years. There are clear upside risks to this exposure that needs to be closely watched
Closing Bell: Sensex drops 398 pts, Nifty below 25,000; Tata Motors, NTPC, Adani Ports top losers
Stock Market LIVE Updates| Sensex Today : Among sectors, the Nifty Oil & Gas Index was the biggest loser, down 2%, followed by Nifty PSU Bank and Nifty Metal, which fell 1.8% and 1.5%, respectively. Nifty Auto and Realty also declined by 1.2% each. On the upside, Nifty FMCG was the top gainer, rising 0.3%.
Data-based credit need RBI’s push to grow
The huge credit hungry unorganized small business in India, which takes unsecured personal loans for business purposes, simply does not have enough clean assets to offer a security to lenders. The real strategic need for India is to make unsecured credit to small business safer with technology and data
Mario Draghi’s recommendations to strengthen CBAM pose a risk to domestic metal producers
A part of his report on improving the EU’s economic competitiveness deals with the Carbon Border Adjustment Mechanism, identifying risks in the design for EU producers and then recommending changes that could hurt exporters such as India
The curious case of Apple
Clearly this has something to do with the stickiness of Apple’s revenues, which are increasingly derived from services
RSS Post-Emergency Journey: Steering through political chaos and strengthening organisation
The RSS, after emerging from a 19-month ban, navigated complex political dynamics, including co-operation with the diverse Janata Party and handling internal controversies. Despite political upheavals, the RSS focused on organisational growth
Big oil’s buyback bonanza for investors has a sustainability issue
The industry has enjoyed a bonanza leading to bumper payouts to shareholders via buybacks, but sustainability remains in question
US will leave Europe to its fate. But when and how?
No matter who wins the White House, Europeans should know that Washington is drawing up scenarios for pulling out. They’re not pretty
Digital Deception: Navigating India’s regulatory maze to tackle ‘dark patterns’
Privacy deception in online services, like pre-checked consent boxes, exemplifies dark patterns manipulating user choices. A streamlined referral system between all the regulatory bodies could resolve conflicts and enhance regulatory effectiveness
