Financial Fault Lines: The villain is the same, but the movies are different
Retail loans are turning into a worry. While the RBI’s repeated warnings to banks over their retail lending spree has helped slow growth somewhat, it is still considered high. The same applies to even the non-banking sector
Budget 2024 should allow refund of excess taxes paid under CGST
Budget 2024-25: GST Council recommended change in CGST to regularise short-levy of tax. But tax payers can’t claim refunds for excess payments. Budget can set it right
Who will bell the modern-day loan sharks?
Today’s illegal loan apps are nothing but tech-enabled avatars of the old local moneylenders
Union Budget: Reforms a must to drive broad-based housing demand
Budget 2024-25: Apart from higher allocation, the Budget could address some issues on taxation for both the developer and buyer of homes, to sustain housing demand
Modi’s Putin summit will show how he intends to position India globally
The prime minister’s Russia visit could offer clues to how he intends to leverage foreign affairs in his third term
How British government tried to restrict RSS and was defeated in legislative council
#RSSFACTS | A circular barring government servants from joining RSS was contested in the legislative council and the British lost. The Sangh maintained that it is aloof from politics and has no hatred for any other institution. A stance it has kept till date
Why Trump 2.0 might be good for investors
Repeat of positive market outcome from former president’s first term is certainly possible
Global container crunch is causing logistical and inflationary headaches
Congestion at global container ports is nearing COVID levels, leading to spikes in shipping costs and clouding the outlook for corporate bottom lines and the economy
Budget 2024: Centre’s fiscal policy likely to stay on the beaten track
The first-year budget of a new government typically sets the roadmap for the policies that follow. Budget 2024 needs to draw a blue-print for areas that need immediate attention
Budget 2024: Will the BOT model make a comeback in road projects?
The revised BOT guidelines, which incorporate learnings from past failures and relatively flat book-to-bill ratio of large developers, are expected to lure developers into road projects
Market outlook hinges on how banking stocks perform
With a two-thirds weightage in the Nifty, a sustainable rally cannot be expected unless banking stocks continue to rise
For NBFCs, Q1 won’t be the toughest in a year of moderation
NBFCs would face multiple pressure points, from margins to asset quality this year
Budget Snapshot: Easing raw material prices to lighten India’s fertiliser subsidy bill
With subsidy bill in check, the government should step up focus on nano urea and expansion of domestic manufacturing capacity base
Drones have been effective in warfare for decades; they are game changers now
Power asymmetry is neutralised and even nuclear equilibrium is unsettled. Humans, however, are victims regardless of the side they are on. Drone technology’s consequence depends on our choices
Job growth in FY24 highest in more than 40 years
According to the KLEMS database, total employment in the Indian economy increased by as much as 46.7 million in 2023-24, up from 19.2 million in 2022-23. In 2020-21, during the depths of the pandemic, the database says 31.2 million jobs were added
Asia’s EV wars will power down Panasonic
Japanese group is up against unprecedented competition from Chinese battery manufacturers
Kamala Harris is Democrats’ future whether nominee or VP
It’s time the party do what the Biden administration should have done from the beginning and showcase the vice president’s value
French Election: Emmanuel Macron the Gambler wins a chance to play kingmaker
French voters’ “non” to Le Pen sets up a duel for a new coalition
Delivery Diaries: A breakdown of what India eats and how it's changing
Eating is now just a secondary habit, yet we consume more. It's no longer about three meals a day but giving in more often to our craving
The US economic slowdown is looking more threatening
Worrying signs in the labor market mean the Fed’s July meeting will point to policy easing sooner rather than later
What India needs is ‘right development’ and not merely ‘development’
#Sanghnomics: Samyak Vikas or right development means fulfilling physical and psychological needs and leading towards the spiritual fulfilment individually. The goal is to move to a happy, contented, prosperous society leading to the common weal
Mohamed El-Erian: What the Federal Reserve should put on the Jackson Hole agenda
Central bank should use the summer to address issues key to America’s economic wellbeing and global financial stability
Budget Snapshot | China didn’t get the memo on domestic manufacturing priorities
China’s growing export appetite is a giant headache for Asian economies, including India. Will the Budget take some counter measures against such imports is the big question
Budget 2024: Agriculture sector’s problems are well known, the need is for new solutions
Much needs to be done to improve the quantity and quality of output of agriculture. While the Budget can play a key role, the Union minister’s experience in this sector can help too
With fiscal space available, Budget 2024 likely to address consumption slowdown without curbing capex
It is pragmatic to provide fiscal support to consumption, as it will also help buttress private investment as firms add capex to cater to improved demand
