opinion

OPEC+ says goodbye to its $100-a-barrel oil quest

Pumping more crude now can be advantageous. But the shift comes at a difficult time for Saudi Arabia

US Elections 2024: If Donald Trump wins, his deficits are going to be 'yuge'

His first term was marked by tax cuts and increased spending, but current economic conditions make that formula far more dangerous

Japan and South Korea's spat over superapp 'Line' threatens relations

‘Everything app’ Line has found itself at the center of a diplomatic row that’s dredged up old grievances and threatens improving relations between Tokyo and Seoul

Consumer Conundrum: To be roiled by high tariffs or by the rising mercury

The political economy of power pricing discourages the utility to purchase high-cost power, even if that results in load shedding. Heat waves make load shedding unpopular. The alternative is to bite the bullet and raise tariffs

Fed official says interest rates should stay on hold for ‘extended’ time

Neel Kashkari warns cutting too early could risk US economic prosperity

Why monsoon may play a bigger role in the stock market this year

If predictions of an above-normal monsoon come true, then its contribution to GDP will also grow but the spillover effects can benefit stock market investors too

Urban unemployment edges up in Jan-Mar 2024, but is well below pre-pandemic levels

India has improved its female labour force participation rate, but we still lag Bangladesh

Chart of the Day: Climate finance provided by developed nations crossed $100 billion in 2022

A substantial increase in climate finance from developed nations is an imperative in the fight against climate change

Some central ministries spent only a fraction of their budgets in FY24

The Ministry of Minority Affairs, as per the CGA figures, has spent a mere 6 percent of the amount shown in the revised estimate for 2023-24

How has the structure of the Indian economy changed in the last 10 years?

The share of manufacturing has barely budged, despite the noise about the Make in India programme

A slow opening of AI opportunities for investors in India

In the absence of AI-specific companies on Indian stock markets, investment opportunities are largely seen in IT services providers

Lok Sabha Elections: How do we predict the exit poll numbers?

Are the exit poll numbers reliable? Can an election be called without looking at the details of each and every poll separately? Here are some answers to the most frequently asked questions

GDP Data: High growth to delay monetary easing

The headline growth numbers look extremely encouraging. In this piece we delve into why the GDP growth slowed down in Q4 FY2024. It is likely to delay monetary easing

What were the drivers of GDP growth in Q4?

GDP growth in Q4, FY 24 has been very strong, but the laggards have been the agriculture sector and private consumption. The share of private consumption in GDP in the March 2024 quarter is the lowest since the March 2010 quarter

Putin’s shadow war against Europe is intensifying

A string of sabotage attacks linked to Moscow shows that Putin doesn’t need to invade a NATO country to put pressure on the West

India Bond Yield: Is the risk reward favourable?

The macro framework is favourable for bond investors with an attractive yield on offer, we expect bonds to outperform cash. Investors can achieve an attractive income in key bond segments by taking modest interest rate risk

Delhi Heatwave: India’s record-high temperatures prevent decarbonizing

It could prevent the world’s most populous country from building the economy of the future

UK Elections: Rishi Sunak squandered the one big advantage he had

The chances of a miracle for the Tories are fading fast

How BHP’s fractious pursuit of Anglo American unravelled

It has highlighted the scarcity of copper, a metal whose use in electric vehicles, data centres and power lines puts it at the heart of the energy transition

Is the sun about to set on the US dollar soon?

SEBI turns heat on ‘pump and dump’ perpetrators

Prompt action and stiff penalties in a ‘pump and dump’ case reveal the regulator’s concern and determination to root out such harmful practices

As AI alters the tune of music industry, creativity and copyright take centrestage

Artificial intelligence has the potential to complement the creativity of musicians but it is generating concerns on issues of copyrights and employment

Why growth in travel and tourism doesn't make India’s luggage industry an automatic winner

The unorganised market still has a big share in the domestic market and India’s luggage makers have not made a dent in the global market yet

NSE's governance woes are behind it, but regulatory thaw with Sebi remains elusive

NSE has improved immensely in its conduct post Ashish Chauhan taking the helm. But its relationship with SEBI still lacks the warmth expected of the country’s largest exchange and its market regulator 

Market Volatility: How to navigate in uncertain environment

A key to navigating an uncertain environment, is to build a well-diversified portfolio across a range of asset classes, with varying characteristics and performance under diverse market conditions