Union Budget 2024: The four themes of growth
Underlining the priorities for the full Union Budget for this fiscal
Looking for a chink in Mamata’s armour, BJP tilts towards a woman to lead West Bengal charge
In a bid to put a dent on TMC supremo's popularity among women, the BJP is now looking for a woman leader to take charge of the state unit. Who is best suited for the job? Will BJP finally manage to oust Mamata Banerjee?
How much the Federal Reserve cuts interest rates will depend on housing market
A lot of pent-up economic energy will be unleashed once mortgage rates fall to levels that boost transactions and home-linked consumption
Youth workforce needs enhanced skills to sustain job market chaos
Several reports have highlighted the growing ‘employability gap’ among Indian youth. The age of business transformation demands that early-stage employees are equipped for a disruptive future at work. A good grasp of technical knowledge of artificial intelligence and cybersecurity as well as interpersonal skills can add to the job readiness of recent and aspirational graduates
Karnataka: ‘Scams’ dampen Siddaramaiah's spirits, BJP demands CM’s resignation
CM Siddaramaiah is at the centre of a major controversy and the BJP-led opposition in the state is clamouring for his resignation. How will the Congress veteran weather this storm?
JD Vance is red meat for Donald Trump’s MAGA base
The ultra-conservative senator from Ohio is the opposite of a unifier
Investors should focus less on rates, more on the money flows
Performance and flows in credit, emerging markets and bitcoin also have all softened since April — in line with reserves
Truth behind RSS chief Balasaheb Deoras’ letters to Indira Gandhi during Emergency
An account of what had transpired between the RSS chief and the then PM, Indira Gandhi, after the Sangh was banned during Emergency in 1975
Is your trading playbook Budget-proof?
On high volatility trading days, like the recent election results day or the forthcoming Budget day, a trader’s toolkit must include strategies to make profits on good days but also protect from sharp losses on bad days
Indian bonds to attract long-term passive global flows amid staggered RBI rate cuts from Q3
Political stability, fiscal discipline and gradual monetary easing set the stage for bonds to attract flows from global investors
Union Budget 2024 — Empowering India’s electric vehicle ecosystem
ICRA lists areas that need attention to help electric mobility pick up pace in the country
Will the hype and hoopla over AI spending finally pay off?
A Goldman Sachs report raises intriguing questions that could prompt global economies, including India, to review their tech spends
Budget should go beyond the hard buildout
Typically, every rupee spent on infrastructure leads to a contribution of Rs 3 to GDP. Budget 2024-25 should continue to focus on hard infrastructure such as road building and also bring in focus on social infrastructure like schools
As Hero MotoCorp’s No.1 position faces challenges, will the stock see a de-rating?
Honda’s gain in key motorcycle segments and Hero’s woes of poor demand in the mass market segment, which is its stronghold, have helped the former close in on Hero’s No.1 position in the 2W market
HDFC Life’s Q1 new business margin shrinkage points to a growth challenge
HDFC Life’s new business margins contracted sharply and ULIPs driving business growth is not a good outlook for margins.
Budget Snapshot: The post COVID bump-up in Indian Railways’ revenues
Higher freight traffic helped Indian Railways withstand the pandemic disruption to the passenger train business
As iconic cities tackle overtourism with travel restrictions, it is time for India to step up
India should capitalise on the travel impositions brought in by some of the most popular tourist destinations in the world. A look at the how India can address the challenges it faces and how to build on its marketing strategies
Can Xi Jinping keep a lid on China’s mounting social strains?
The authorities are increasingly concerned about rises in unemployment, mental illness and crime linked to the economic slowdown
Budget Snapshot | FMCG stocks are waiting for a consumption boost
The Union Budget 2024 is widely expected to have some pro-consumption measures to support low-income households and benefit FMCG companies. But the markets are not pinning hopes on it
India Budget: Original economic models can help reduce tax burden with fiscal prudence
Sanghnomics: Reducing taxes and the issue of ‘fiscal discipline’ takes prominence for this year’s budget. A bold, new approach based on Hindu economics could benefit both the government and common people
Union Budget 2024 to stick to capital expenditure target set in February
ICRA believes the government will continue with infrastructure spending because of its multiplier effect on the GDP and overall economy
The Budget can foster further development of India’s bond market
A lower deficit in Budget 2024-25 might necessitate a rise in non-market borrowings, leading to excess demand for G-secs in FY26. While this presents a potential challenge, it also offers an opportunity
The Eastern Window: NATO seeks to expand its ambit to contain China, fully isolate Russia
Strapline: NATO, the Western military alliance, has accused China of feeding the Russian war machine engaged in Ukraine. Western countries including the U.S. want both India and China to join in their effort to isolate Russia. They are in a tearing hurry because they fear that former president Donald Trump may get elected, and undo their efforts in Ukraine
Will the Third Plenum turn things around for China?
This time, the Third Plenum is very important as the Chinese economy is facing a multitude of challenges. So much so that the Chinese authorities are issuing denunciations of social media posts in China that talk of the country being in "the garbage time of history"
Indian banks may have an agri loan problem ahead
Increasing pace of bank lending in the agriculture sector vs falling contribution to GVA suggests potential build-up of stress.
