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Modi to strengthen ties with Russia without upsetting the West
Prime Minister Narendra Modi would discuss key issues like a non-dollar payment agreement and arms purchases during his upcoming meeting with Russian President Vladimir Putin. But he would be careful not to cause anxiety among Western countries that are suspicious about India’s relations with Russia
Budget 2024: The case to extend 15 percent tax rate for manufacturing
India's economic progress depends on the expansion of manufacturing sector. Tax concession to this sector has had positive effects and it's important to build on early success
UK Elections: No easy road ahead for Starmer, but what does change of guard mean for UK-India FTA
Labour's Keir Starmer has managed to wrest power from the Tories but they will find it tough to shed the reputation of a high-taxation party. Starmer's promise to restore some of the UK’s iconic institutions will be welcome – but the money has to be found
AI has all the answers. Even the wrong ones
ChatGPT has the appearance of a brilliant logician and that’s a problem

Articles republished from the Financial Times
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Labour wins UK general elections but Keir Starmer must note the divisions
The party’s victory is based on just 35% of the vote — evidence this wasn't a pro-Labour election but an anti-Tory one
How the investment world is trying to navigate geopolitics
An industry that has been hoovering up mathematicians to devise new trading strategies is now leaning on political scientists for guidance
Koo Closure: A wake-up call for new-age entrepreneurs to up their innovation game
A greater focus on groundbreaking innovation of a global scale can ensure continued high resonance for the offerings among the target audience and, in the process, make the business more sustainable
India’s banks know climate is their biggest threat
They say global warming is now the top contributor to systemic risk. So why aren’t regulators moving faster?
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Why disconnecting global trade from China is so hard
Some parts of the supply chain are easier to shift than others, and much of it comes down to chemistry
The three reasons why India is unable to build quality public infrastructure
Public infrastructure has a key role to play in the economy and also have the benefits that they are tangibly visible to the voting public. But some key reforms are needed to improve their quality so they sustainably fulfil the main purpose for which they are built
HDFC Bank’s shares to display pendulum effect, thanks to MSCI’s index methodology
Its FPI shareholding level is on the cusp of a key factor determining its weightage in the MSCI EM Index. That means frequent inflows/outflows to maintain balance. What’s the message for investors?
Budget 2024 finds India in a sweet spot, thanks to unanticipated revenue boost
Budget should spell out adjustment path for debt to GDP ratio. It’s an opportunity to lay solid foundations for a medium-term growth range of 7-7.5%
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Beyond box-ticking, it's time to reassess the role of independent directors
As tenures of several independent directors end, it's time to evaluate their performance and how to improve it
Budget 2024: It’s time for the government to walk the talk on bank privatisation
With record low NPAs and strong capital ratios, public sector bank balance sheets are the healthiest in a decade. There are better chances of finding buyers now. But actual execution will require strong political will

Budget Snapshot: Interest burden is not changing for the better
The government’s fiscal consolidation is commendable, but it needs to reduce its interest burden to increase its quality of expenditure
Donald Trump wasn’t going to prison anyway, neither was Hunter Biden
As first-time offenders convicted of non-violent crimes, it would be extremely unusual for either to serve time
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Budget 2024: How capital gains tax can be used to optimise capital allocation
Uniform tax rate structure across financial instruments will allow investor to choose based on their risk-return trade-off, not tax concessions
The value from Patanjali Foods’ acquisition of promoter business lies in the future
While Patanjali Foods will turn into a more complete FMCG company post-acquisition, the transaction structure involving a royalty and slower market growth implies the gains will not be instant
Budget session will test BJP as Money Bill route for its economic agenda may not be available
The BJP-led NDA is likely to face a tough time in getting its economic agenda through in the Parliament as the resurgent opposition appears determined to not give the government an easy passage
US trying to kill Chinese tech only makes it stronger
China trails behind the US on R&D. But it is getting a phenomenal bang for its buck
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French Election: Macron has one last risky dice roll to keep Le Pen out
A shaky coalition is emerging to block France’s far right from power. But it brings its own risks
Amazon should not join Shein's and Temu’s race to the bottom
With the US group facing antitrust lawsuits on both sides of the Atlantic, better to let challengers flame out in a bid for market share

Articles republished from the Financial Times
Voltas: Risks to earnings loom amid sizzling show in AC market
Voltas’ international projects weigh on earnings and return ratios due to delays in realization of receivables and cost overruns
Budget Snapshot: A shot in the arm for electric vehicles?
The share of EVs in 2W registrations rose from just 0.4 per cent in FY2021 to 4.6 per cent in Q2 FY2023, but had been within a 4-6 percent range for most of the last two years
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How Suzlon will benefit from Siemens Gamesa’s India exit
Suzlon can focus on quality orders and gain market share in the India wind turbine market

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