We are all capitalists now
The corporation has changed significantly over the past century — so has the consumer
India Eyes Global Gaming Market: Crafting the next generation of AAA games
India is emerging as a potential AAA gaming hub, leveraging its growing talent pool and government support. Despite challenges like investment and infrastructure, strategic investments and enhanced skills could propel Indian studios to global prominence in AAA game development
Haryana’s election heads for a bipolar face-off
Congress and BJP strategies revolve around political mobilisation anchored by Jats and OBCs respectively. Also, high profile crime, unemployment and inflation will have a bearing
Rise of extremism gives Germany’s leaders another wake-up call
Voters don’t long for the fascist past, but they’re fed up with the status quo
Ta-ta Vistara: With Air India-Vistara merger, it's curtains for the popular brand
Brands are business assets and need to be viewed from the lens of business metrics, but that is not all that they are. They connect with us in deeper, more subterranean ways. Air India is potentially much more than an airline.
Election predictions are too noisy to tell if Harris or Trump wins
Expert forecasters and betting markets offer useful information but have too many well-known systematic errors to be taken at face value
Commodities and the soft landing
And Turkish stocks’ wild ride
Agentic AI, a game-changer in task management
Agentic AI represents a leap from traditional, rule-based systems to dynamic, decision-making entities. Unlike its predecessors, it operates with minimal human intervention, continuously learning and refining its performance
Chart of the Day | How India’s fintech revolution powered digital transactions
Within UPI, Phone Pe and Google Pay bite off a major chunk of the market with 51 and 35 per cent share, respectively
Banks are left nearly bald after IBC haircuts; what's the cure?
The recovery track record of banks in the insolvency process has been poor. Losses incurred in corporate lending imply big sacrifices made by shareholders.
J&K Assembly elections: tough challenge for BJP
If the BJP, with NDA partners like the Apni Party and People’s Conference, can form the government in J&K, that will be seen as a mandate in favour of the revocation of Article 370
Start-up Street: Does India have true-blue startupreneurs or only start-up founders?
The academic and research ecosystem is significantly below global standards and access to cutting edge research is a major barrier
Gaps in climate finance framework may provide access to new breed of predators
Climate-related finance risks are making their presence felt even as they are relatively new and unquantifiable. Regulators are alert to the risks but the steps taken so far don't go far enough
Bajaj Housing Finance needs more than a successful IPO to become the next HDFC
Bajaj Housing Finance would need a steady growth rate and consistently pristine asset quality to become the most valued HFC
Rising US sales are boosting profit margins of large pharma companies
Profit margins of Sun Pharma, Dr Reddy’s Laboratories, Cipla and Zydus Lifesciences rose significantly from FY20 levels
Inflation: To target or not to target, the question rises again
The MPC's inflation-targeting framework has to be reviewed by Parliament every five years. With the next review scheduled for March 2025, the CEA and the government possibly want a national debate on this.
SEBI’s shifting positions on beneficial ownership leaves FPIs in limbo
In view of the September 9 deadline, one would hope that the pending applications would be disposed of expeditiously in accordance with law. There are significant costs and hardship involved in winding-down a structure and to recreate a fresh structure
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?
