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The policy risk for sugar mills has abated, but it's not yet favourable
Reports of the minimum sugar price for sugar being increased and hopes that the government will ease its stance on ethanol diversion and exports are raising investor expectations
Driving on the wrong side: How misplaced infrastructure priorities limit India’s economic potential
Privileging expressways over railways has economic consequences. Policy needs to re-visit current choices if we are to avoid the anomaly of high growth amidst a poor job market
Hey Siri, is Apple’s AI strategy enough to sustain this rally?
The market is probably relieved that US tech giant has jumped into the artificial intelligence race

Articles republished from the Financial Times
Jay Powell sends mixed interest rate signal to borrowers — and Joe Biden
US Federal Reserve cooled, but did not dispel, hopes for a cut in September before November’s election

Articles republished from the Financial Times
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Startup Street: Are employees deserting startups, yet again?
The average median tenure of employees working in start-ups is a mere 2.3 years, which is considerably lower than other sectors
Disinflation is happening in all the right places
The US consumer price index is still a fog of lags, imputations and general noise, but the categories that matter are extremely encouraging
Hamas and Netanyahu both have to lose in Gaza
Revelations of the leader’s disdain for civilian life should surprise no one
IIP: What ails manufacturing in India?
Manufacturing growth has had a CAGR of just 2.67 percent in the six years to April 2024 and of 23 major industry groups, 10 have had a negative CAGR
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A multi-pronged approach, not mere targets, can boost affordable housing
The present PMAY scheme and the faltering pace of affordable housing that fell short of its earlier targets has evoked a great deal of criticism
A tale of three inflations, with a twist at the end
Three major economies — US, China and India — reported inflation data. The overall conclusion is that emerging markets look attractive. But there's a fly in the ointment
HCL, Infosys and now Cognizant—Why IT companies are increasingly betting on engineering R&D services
The engineering R&D outsourcing spends are projected to outpace IT services in the next several years
Chart of the Day: Are cement prices under pressure?
Cement manufacturers tried to hike prices in April and May but did not succeed
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Third terror attack in Jammu: Way forward for Modi 3.0 government
Three terror attacks this week pose a complex challenge which needs to be addressed by both military and political measures. Pilgrim safety is non-negotiable
Europe Elections: Voters send a message to their failing leaders
Elections to the European Parliament ought to come as a salutary shock

Women have a lot on their Petri dish
A new WHO survey suggests that they are more exposed than men to superbugs

Articles republished from the Financial Times
Hong Kong grows wealth; Singapore preserves it, stop comparing
They sit in very different corners of the financial system. The rise of one doesn’t spell the demise of the other
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Martin Wolf: Tariffs are bad policy, but good politics
There are excellent reasons why we may want to intervene in the economy but these taxes will rarely be the best way
US economic slowdown? Watch what consumers do, not how they feel
Sentiment about the US economy has been improving, but the more reliable indicator is Americans’ ability to spend
Development of Eastern India: Portfolio allocations raise hope
Multiple key Union ministries being headed by parliamentarians representing the eastern part of the country could ensure that there is a stronger focus on the economic progress of the region so that it can contribute in a bigger way to the Viksit Bharat agenda of the Modi government 3.0
Naidu’s real test will be getting a special financial package for Andhra. Cabinet posts not so important
Cabinet portfolio allocations are not the correct measure to judge the leverage TDP has extracted from the coalition government. It could be because the real test for N Chandrababu Naidu will be the concessions he extracts for Andhra
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Will the world get a first glimpse of Modi 3.0 this Friday?
Prime Minister Narendra Modi is all set to open international engagements in his third term with the G7 summit in Italy on June 14
The power of the narrative has pollsters, equity researchers in its thrall
Output from two constituents—pollsters and equity researchers—show how a powerful narrative can result in a willing suspension of disbelief
The depressing message from the Household Consumption survey
The top 5 percent in urban India spent 2.6 times more on cereals than the poorest 5 percent. And they spent one and a half times as much on cereals than those in the 40-50 percent fractile, which is Middle India. A similar gap exists in cereal consumption between the rich and poor in rural India. The point is: if they had the means, the poor would increase their intake of cereals, or consume a better quality of cereals
Decoding Economics: India’s two hundred and fifty thousand democracies
Villages have seen the emergence of a new class of local political elites who are diverse and more representative of the underlying population than their higher-tiered counterparts
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May springs a surprise for life insurers with volume growth
A seasonally light month of May brought a notable growth in the number of policies sold for life insurers.

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