opinion

India frets over Sheikh Hasina’s China visit, a litmus test for New Delhi-Dhaka ties

Although India was Sheikh Hasina’s first port of call after her re-election in January, the Bangladeshi Prime Minister is now headed for China where she is expected to take a call on enlisting Beijing’s help to develop the Teesta basin languishing because of India’s failure to formalize the water-sharing treaty hanging fire since 2011. Bangladesh-China’s agreement on Rohingya repatriation, Belt and Road Initiative and import of arms also concern us 

Budget 2024: Will social sector spending take note of UN concern?

The latest UN report on SDGs is an eye-opener for all and calls for accelerated action

Decline in India’s FDI flows calls for fresh thinking

Declining FDI flows are no longer just about governance or tax considerations, but are mainly about geopolitical motivations

One ratio would determine how banks are rerated in FY25

Credit-to-deposit ratio is giving banks the biggest of headaches

Monsoon: June rainfall disappoints but its July that’s crucial for food inflation

Picture is unclear. Reservoir levels are low but paddy procurement is good. Good rainfall this month can change everything

AI is failing on facts but crushing it on creative work

It will take a few more years for banks and health-care firms to solve AI’s hallucination problem, but creative industries already face some harsh disruptions

UK Elections: Labour victory can be wasted if Keir Starmer stays cautious

A careful campaign is one thing. But the challenges facing Britain’s next government can’t be glossed over

French Election: Macron's electoral humiliation is a grim omen for Europe

Anyone worried about the fate of democracy should be concerned about Marine Le Pen’s success

Not by Accident: World class airports and roads require institutional change

Infrastructure development is not just about building it. It requires governance standards and political financing benchmarks to evolve

Forget radical honesty — Big Tech revisits its corporate culture

As the sector ages, markers of traditional hierarchy are creeping in

The Trump trade

Investing after the Biden meltdown

How RSS looks at Hindu Nationalism and why it is misunderstood

The concept of ‘Hindu Nationalism’ represents values rooted in our civilisation. The RSS is only carrying forward a legacy that was forgotten and has come under the influence of those who have been looking at Bharat through an ideological lens which does not represent our value system

How SEBI actions on options trading will impact brokers

Options volume has surged from ₹4.6 lakh crore in 2018 to ₹138 lakh crore in 2024 and retail participation has shot up, prompting the market regulator is consider trading curbs

Premiumisation in tyres can partially mitigate cost pressure: Anuj Kathuria, President (India) JK Tyre & Industries

We need to be watchful of rising commodity prices. The cost of JK Tyre's raw material basket may move up by about four per cent this fiscal

Bond index inclusion will drive FII flows into Indian markets, lifting liquidity

Unlike equity inflows, bond inflows are long term investments. That means the rupee will not witness volatility like it does when FIIs exit from equity markets

Budget Snapshot | FY24 sees India Inc’s tax/PBT ratio decline sharply

While the overall number is down, it is a mixed picture among sectors that have contributed to the decline in tax/PBT ratio 

How Budget 2024 can put India on the path of Viksit Bharat 2047

Direct tax framework can be simplified and rates rationalised without upsetting macroeconomic stability. This is a must to move India to another level

Why everyone is not convinced about Dr Reddy’s latest acquisition

Dr Reddy’s will have to invest significantly to improve growth rates of the acquired brands in nicotine replacement therapy

Budget 2024 needs to boost household savings to provide enough fuel for investment

Indians are saving less in financial instruments as interest rates haven’t kept pace with inflation. Budget can tweak taxes to reverse this decline

Moneycontrol Pro Panorama | China’s shadow on global manufacturing refuses to shorten

In today’s edition of Pro Panorama: New Budget’s priorities, China hand in inflation, rains playing a cat and mouse game, road ahead for Indian bonds, and more

Foreign investors left stranded in Evergrande’s web of Chinese debt

Overseas bondholders have discovered to their cost that they have little recourse in the Chinese system when boom turns to bust

Highlights of the new criminal laws, a long awaited change

The three new criminal laws introduced today are a mixed bag of necessary changes, retaining controversial aspects of the old laws under a different name and an expansion of police powers in some areas.

Is Bengali sub-nationalism Mamata Banerjee's new political weapon?

With the BJP gaining ground in West Bengal's urban areas, Mamata Banerjee is trying to shore up her popularity by attacking corruption within her party and sending a subtle message of Bengali sub-nationalism

Falling prices of Chinese exports have helped inflation come down in India

The Bank for International Settlements says China’s export drive has acted as a global disinflationary force for importing countries, with India being among the biggest beneficiaries