opinion

Gland Pharma has been a sound investment for Fosun, will retail investors benefit too?

Long-term stock returns will be contingent on turnaround of the European acquisition and growth in US business

Chart of the Day: Hotels capex vaults in CY2023 but below CY2019

Steadily improving occupancy rates and average room rates have pushed up confidence in the hotel sector leading to five-fold increase in capex in FY2023

Government survey of unincorporated enterprises provides further proof of rural distress

Not only are the predominantly informal workers paid a pittance, but the increase in rural wages for this category was a mere 0.55 percent over the period between April 2021—March 2022 and October 2022-September 2023

RBI researchers predict higher growth, lower inflation than forecast by MPC for 2024-25

While the State of the Economy report is upbeat on the domestic economy, it finds plenty of warning signs about the US economy

Second half of FY25 could bring rate cuts from RBI, lower bond yields

Fixed income investments have the potential to generate capital gains in the next 12-18 months

Gaza decision time is approaching for Israel and Benjamin Netanyahu

Refusal to articulate a day-after plan is becoming increasingly untenable

What a medical exam scandal says about Modi’s India

Progressive states have long opposed the nationwide medical entrance test as discriminatory. Suspicions of rigging have boosted their claim to scrap it

UK Election: Tory collapse can be blamed on trading Burke for Rousseau

Brexit turned the party of Edmund Burke into the party of Jean-Jacques Rousseau. That has cost the Conservatives dearly

Indian Startups: Watering the seeds for India to become world’s deeptech capital

The deeptech sector has had a big impact on Indian economy, startups raised $2.7 billion in 2021 and is poised to contribute between $450 billion to $500 billion by 2025. It is imperative to develop strategic capabilities for India to ascend as a global leader in innovation

Chinese copper glut grows in sign of sluggish economy

Stocks in Shanghai warehouses reach highest level since 2020 as manufacturers rein in demand

Wanted: country risk officers to tackle climate threat

Insurance industry idea could help address protection gap for developing economies

The death of the dollar is still a tale

The dollar is no longer as dominant as it was in the eighties or nineties but it’s no pushover either as countries such as China push their own currency as a replacement

Narrowing the gender gap can spur economic growth higher

India’s gender parity leaves a lot to be desired, at 129 among 146 in an index compiled by the WEF. A better showing can lead to better economic prosperity for women and the country

Is it time to be cautious about defence stocks?

India has recently entered the export market and possesses distinct advantages in terms of both cost and technology, which it can leverage moving forward

Chart of The Day: Surging subscriptions spark IPO boom

A series of successful issues in the broader market and strong post-listing performances have rekindled interest in the main board primary market

Where GST legislation needs a change to bring it in sync with business realities

Erstwhile sales tax laws and the current Central Excise and Customs acts give government room to accommodate emerging business models. GST needs a similar provision

India-EU FTA talks — How to resolve the carbon conflict

New Delhi should not see the CBAM as a hindrance and devise a strategy to push forward bilateral trade talks

Decoding Economics: Where will the jobs come from?

A paper by well-known development economist Dani Rodrik and Nobel Laureate Joseph Stiglitz says that the changed global economy needs new strategies that focus on job growth in developing countries

India’s fast-growing economy has a problem

A long-delayed survey of small firms offers clues to what ails the fast-growing economy

Worry more about Vladimir Putin’s visit than North Korea’s dung balloons

Increasingly cordial ties between Russia and North Korea should serve to refocus global attention on a peninsula that remains as dangerous as ever

Housing Affordability: Rishi Sunak and Joe Biden are making the same mistake

Both the UK prime minister and the US president are planning to give people money when they should be working harder to expand supply

Indexing tax slabs to inflation is a fair way to treat tax payers

Inflation erodes the value of money and brings people at lower levels of income into tax net because slabs are adjusted infrequently. Tax payers deserve better 

Is private sector capex turning a corner?

Capital work-in-progress data show manufacturing sector investments stepping up. For overall capex to grow, more sectors need to join the chorus

RSS’ viewpoint on minorities and why it considers everyone as Bharatiyas

RSS doesn’t believe in the binary of majority and minority and the image that the organisation represents only the latter is a stereotype portrayed by its detractors

Fed needs to cut interest rates sooner rather than later

Delay by US central bank in easing monetary policy could jeopardise soft economic landing