Are rising natural gas prices a bullish signal?
A seasonal price trend may fool newbie retail traders into thinking it’s a bullish breakout in the making. Why the charts are misleading, on this occasion
Jumpy markets fret about risks to soft landing
While the US market was rocked by the downward revisions to the jobs data on Friday, Fed Funds futures are still pricing in only a 25 basis point rate cut at the September 18 Fed meeting
Bajaj Finance must leap over a tough quarter even as housing finance IPO sees frenzy
Bajaj Finance will have to wait to use the neat pile of cash it would get from the Bajaj Housing Finance IPO
Why are young bankers leaving the profession so soon?
Targets are given to bank employees to sell insurance products along with core banking products. Mounting pressure can create havoc as it leads to misselling or forced selling of products
Chart of the Day: India’s electricity generation mix improves in August
The share of non-fossil fuels in total electricity generation rose on strong growth in nuclear power and moderation in demand
US Steel takeover by Nippon Steel is weighed by the past
Clinging to a vanished history won’t save blue-collar workers from their date with destiny
Stock-selloff fears for September are overblown
Just because the historical data exhibits some seasonal softness doesn’t mean it will continue into the future
For ECB rate cutters, the music is as important as the words
Policymakers need to send confidence-boosting signals to bolster sluggish economies
How to inoculate the world against a payment fraud pandemic
Policymakers and police must work together on prevention while individuals should take more responsibility
How the Bharatiya Mazdoor Sangh was instrumental in revolutionisig India's trade union landscape
Over seven decades, the Bharatiya Mazdoor Sangh (BMS) has transformed India's labour movement from a Marxist-driven struggle to a nationalist, integrative approach. Rejecting class conflict, BMS emphasises national unity and the co-ownership of industry
Delivery Diaries: ‘Charcha over Chai’, India’s favourite beverage
At any given point of day, chai orders are more than coffee orders by at least 15-20 per cent, with the difference going up to 40-50 per cent during evenings. Tea is also showing amazing acceptability in regions traditionally known to be that of coffee drinkers
Betting big on a new boss is not necessarily a mug’s game
Outsized market reactions to management changes have as much to do with failings of the old boss
Will the overlap on assets sides between banks and NBCFs lead to regulatory convergence?
Increasing interlinkages between banks and the NBFCs is one of the many considerations for RBI to start harmonising regulations for them. Alignment on the asset side, governance and risk management practices cannot be ruled out
Chart of the Day | FMCG companies have little room for error
After a difficult few years, FMCG companies are poised to deliver better sales and earnings growth, but first a crucial piece of the growth puzzle has to fall in place
Rallis attempts another makeover, but investor expectations are muted
The new CEO’s plans are less capex intensive but even then, these measures will take time to yield results. If executed well, however, the results can be rewarding
How to address the conflict in global energy financing
The skewed distribution of global investment in clean power projects is a concern for India and other developing nations
What next for Nvidia?
Investors may be worried by gathering dark clouds. Most importantly for Nvidia, there are worries that the Generative AI hype is dying down
The Eastern Window: China set to become the biggest power in Africa, superseding US
China is making a big push in Africa by offering a big line of credit to gain better access to its mines, create new markets for Chinese companies and politically counter the US
How India can escape the middle income trap
At India’s current per capita levels of $2,540, even upper middle-income status is some years away. What is required now is the infusion of new, modern technologies and business models along with investment. For graduating to high-income, additionally, innovation will be needed
The Reading List: September 6, 2024
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
What we can and can’t say about what we do and don’t know
Sometimes trying to think through the probabilities is a clarifying exercise, and sometimes it offers nothing more than false reassurance
Can globalisation survive the US-China rift?
Rivalry between Washington and Beijing has put global trade under intense pressure. But the system is proving more resilient than many expected
China’s wasted coal stockpiles could power the US
A vast mountain of coal suggests we’re turning the corner on rising global emissions
OPEC+ delays oil output hike kicking the can down a very uphill road
With prices slipping, the cartel delays a planned supply increase
More easing in store for bond yields in medium term
Expectations of rate cut from the RBI could drag the 10-year bond yield to 6.5 percent
