The billion dollar question: What to do in the markets now?
Devina Mehra finds 'high risk' in several parts of the market, but she is not negative on mainstream stocks or indices on a two-year basis.
Index rejects find favour with stock market bargain hunters
Evidence shows groups that get dumped from the S&P 500 tend to outperform
The policy twists that lie in wait for investors in sugar mills
A new sugar control order is in the making, even as the govt has removed caps on sugar diversion for ethanol in the new season but is it all hunky-dory?
Private Sector Participation: can it lead India’s domestic military growth story?
India's private sector lags in military production despite reforms and opportunities. To lead the domestic MIC, it must adopt an entrepreneurial mindset, compete effectively with defence PSUs, and capitalize on new public policy initiatives
India needs more small loans but not to households
A new system to help farmers and small businesses access credit would be welcome, as long as it doesn’t also fuel household debt
The US Federal Reserve is containing Yuan bears. That’s ironic
The Chinese currency’s gains are notable because economic prospects have deteriorated
Something feels not quite right in the mid-cap rally
A significant portion of the rally in mid-caps can be attributed to the substantial inflows of mid-cap, small-cap, and sectoral/thematic funds. Mid-cap funds, which attracted just Rs 500 crore in 2020, saw inflows of Rs 1,600 crore in July 2024 alone and a total of Rs 22,900 crore in 2023
Chart of the day | IPO investors seek quick returns
If institutional investors, equipped with extensive research capabilities and resources, behave similarly to retail investors and sell their IPO holdings rapidly, are they truly maximising the potential of their investments?
Martin Wolf: Lessons from the great inflation
Large shocks are likely to recur in the future, bringing significant challenges for policymakers
Is oil’s long-term role in the energy mix unavoidable?
ExxonMobil believes that oil will continue to play a key role in the energy demand mix even as late as 2050, but current planned investments could mean oil production could fall short. What the numbers say
World Bank calls upon India to lower tariff barriers to boost exports
The World Bank says that while geopolitics has increased the opportunities for India’s growth, India’s trade policies need to change to be able to seize those opportunities
Semiconductor success — The key is to make the system bug-free
Cabinet nod for one more chip-making unit underlines India’s hardware drive, but the rebooting has to be smooth
India-Singapore Trade Ties: Boosting economic relations amid regional challenges and changing global landscape
Despite growing ties, India must address protectionist policies, enhance service sector access, and explore broader Southeast Asian trade opportunities to fully leverage regional economic integration
Indian component makers stare at risks from slowing global auto sales
Slowing global auto sales and cautious management commentary hint at moderation in India’s auto component exports in the near term
It's time for the RBI to be truly flexible on inflation targeting
The RBI needs to adapt flexibility and focus not just on headline inflation but on core too
The takeover fight that could reshape Japan
Couche-Tard’s approach to the owner of 7-Eleven could kick-start a wave of M&A activity in a country that has tended to avoid it
Wall Street strategists face their own short squeeze
It’s the time of year, when stock market prognosticators rush to boost their S&P 500 forecasts — and 2024 will be no different
Caste Census: RSS advocates constitutional and administrative approach, not a political one
The RSS supports addressing caste issues through constitutional means, avoiding political exploitation. They emphasize that caste census and reservations should focus on social benefit rather than electoral gains, promoting unity and integrity
Rate cuts may be round the corner as economic growth drivers are losing momentum
Growth is softening and the global rates cycle is pivoting. RBI may deliver the first rate cut next month and lower policy rate by a percentage point in FY25
Indian Army needs to abandon its ad hoc approach to arming the infantry
SIG716 rifles purchased by the Army gives it breathing space. It must use it to fix the small arms mess marked by piecemeal acquisitions. India needs data-driven acquisition for firearms procurement
Is Jay Powell lucky or good?
Policy, happenstance and the soft landing
Netanyahu’s conflicts of interest are hurting Israel over the war in Gaza
Hostage executions have highlighted doubts over the prime minister’s motives with regards to a cease-fire
India’s shortage of deposits has a taste of China’s past
The smaller economy is emulating its larger rival’s post-2001 tight money policy. But illiquid banks are a hurdle to credit-fueled growth
Key Takeaways from RSS Meet: Focus on expansion, women safety, protecting Hindus globally
The RSS’s three-day meeting in Palakkad concluded on September 2. Key agenda included expanding outreach, enhancing women’s safety, and supporting global Hindus, with a commitment to real, impactful work
Puzzling divergence between private consumption growth and facts on the ground
Growth in private consumption in the Q1FY25 GDP numbers took all by surprise. But granular data from segments such as auto, cement and some discretionary consumer goods could pose as risks to sustained demand expansion
