As CV sales stutter, is a downcycle imminent?
The average age of the CV fleet, which has surged to a record high of 10 years, is likely to fuel healthy replacement demand, albeit a few quarters away
Turmoil in Bangladesh may become a policy challenge for India
The bloodbath in Bangladesh has challenged the stability of the Sheikh Hasina government. Though a regime change is a remote possibility, India should be ready for such a drastic development. It needs to empathise with the people to avoid the rise of an anti-India campaign
Is Japan ready for a ‘world with interest?’
A country that has known nothing but easy money for a generation will have to adapt
Escalation in Middle East crisis adds to uncertainty on global trade front
The attacks in Israel, Gaza and Lebanon have upended hopes of any normalisation in freight costs or trimming of shipping delays. July PMI data is reflecting these concerns and the outlook has turned cloudier
Moneycontrol Pro Market Outlook | Global turmoil can have a short-term impact on Indian markets
The overall market performance at the week's close in major global indices suggests that further selling may be on the horizon for the first half of the coming week
Will Wayanad be a wake-up call for firm climate action?
Disaster mitigation is as important as emissions reduction in drawing up a comprehensive plan for environmental protection
Wayanad — Mudslide along a slippery moral slope
It’s the victim of twin betrayals: by the Church privileging material wealth over its core spiritual calling, and by the Communists, of its core constituency, the poor. Behind the failure to respect expert advice on protecting fragile ecosystems is greed
Sun Pharma: India remains bright spot amid uncertainty over hair loss drug
The company’s India business grew by more than 10 percent for four consecutive quarters outperforming the India pharma market
Will the MPC blink this week?
The 8th of August announcement by the RBI Governor is likely to be a dud event for markets. Expect no fireworks for now.
The Reading List: August 2, 2024
Our research and opinion teams have curated articles and social media gems from the world of economy, business and finance for you catch up on the weekend
Retail Media Revolution: Transforming India's advertising landscape
Retail media is reshaping advertising in India by blending e-commerce and data insights. This shift allows hyper-targeted ads and real-time consumer engagement, fostering a dynamic marketplace where brands, from local to national, can thrive in the evolving digital economy
RIP semiconductor rally?
ITC’s cigarettes business helps it sail through rough seas
As the company’s FMCG business faces rough weather due to a heatwave and the general malaise in consumption, the cigarettes business lends a shoulder to sales and profit growth
Narendra Modi can’t build India’s military this way
The government is spending too little, and relying too much on inefficient state-owned companies, to produce a world-class fighting force
Bringing Evan Gershkovich home will be Joe Biden’s last big win
A big prisoner swap between the US, Russia and maybe other countries is a win for the lame-duck president. Alas, probably his last
Bank of England summons up the courage to cut
But the next move probably won’t come until November
UP enacts strict anti-conversion law: A brief history of the anti-Proselytism law in India, major judgments, Centre’s stand
Uttar Pradesh has amended its anti-conversion law introducing severe penalties for forceful or fraudulent conversions. Over the past decade, other states such as Jharkhand, Uttarakhand, Himachal Pradesh, and Karnataka have enacted similar laws
It’s Adani Vs Birla and Birla Vs Asian Paints in battle of giants
Cement and paints markets are like chalk and cheese and strategies for dominance or entry are different.
Where’s the competitive spirit in India’s duty drill?
The World Tariff Profiles 2024 indicate that it’s high time for the country to shun the preference for protectionism
The art of putting an equities’ trading strategy in place
The share of intraday traders below the age of 30 has gone up to 48 percent in FY23 as compared to 18 percent in FY19
Why India is missing the boat in shipping
The government wants to improve India’s position in the global shipping and shipbuilding market. Achieving it requires the right tax incentives, subsidies and easy access to cheap finance
Chart of the Day: Do banks want credit cardholders to swipe more but spend less?
Banks want customers to keep swiping but for lower amounts.
SEBI cracks the whip on expiry-day F&O punts to curb risks
The market regulator’s proposals to curb speculation have taken aim at the riskiest parts of the market but a few proposals do seem like an overkill
SC allows sub-classification of classes; What's the case and what the CJI said?
The Supreme Court's ruling has cleared the way for quota-within-quota. In its 2024 judgment, the top court had held that only Parliament and not state legislatures had the power to sub-classify SCs and STs for reservation
Will the assassinations of Shukr and Haniyeh ignite a wider conflict in West Asia?
Both Shukr and Haniyeh were killed deep inside enemy territory, which raises many questions. These attacks could ignite a deeper conflict in the Middle East
