Film making and advertising with Generative AI
With the advent of Generative AI, film making and advertising can now be reinvented. A host of big tech companies are investing in it and the early signals are with Luma Dream Machine and LTX Studio. Here I share my first-hand experience
Decoding Economics: The importance of government subsidies for semiconductor manufacturing
A recent NBER paper calculates that for every $1,000 in GDP, India, South Korea, and China have each spent $55, $51, and $42, respectively, on semiconductor policies
India Budget — How to navigate the energy crisis
EY India lists the possible Budget measures that could hasten energy transition in India
India Budget 2024: Time to introduce technology to reduce tax litigation disputes
Union Budget 2024-25: The number of litigation disputes continue to rise, adding to the growing backlog of cases. There is a need to ease the process of tax litigation and technology can be used to solve several issues
Budget Snapshot: Sustained government expenditure could aid cement sales growth
Budget 2024-25: Amid rising capacity, a boost to infrastructure, housing and manufacturing could support cement sales and prices in the long run
Five management lessons for aspiring fintechs from Paytm Bank fiasco
Had PPBL played by the book, Vijay Shekhar Sharma could perhaps have built a pan-India bank riding on the popularity of the Paytm brand and tapping the government’s fintech push. In that sense, it is a wasted opportunity.
KIMS should see results from Vizag hospital acquisition early
The hospital was incorporated in 2010 and generated a revenue of Rs 62 crore in FY23
India-Russia ties remain untouched by other geopolitical realignments
The comfort level was evident in Modi bringing up Ukraine without a pushback. A commitment to bring Indians is an achievement. But trade ties will remain lopsided because of the spurt in India’s oil imports
The private equity bubble is about to deflate
Whether valuations fall suddenly or gradually, the industry is due for a reckoning, and the consequences for the economy are dire
Labour’s growth-oriented UK policies are promising
New Chancellor of the Exchequer Rachel Reeves is offering what is needed for an economy that for too long has lagged behind the Group of Seven
Martin Wolf: Why India will become a superpower
The nation can play a big part in shaping the world’s future but its internal challenges are formidable
Union and Interim Budgets of FY25: Markets need to mind the gap
Budget 2024-25: The BJP-led Centre is known for not making monumental announcements in Union Budgets, but this year they have their work cut out for them. It has to come up with something to pacify all stakeholders and also find a way to uplift the economy
Trade opportunity knocks at India’s door
New Delhi should make the best use of the current momentum in global trade to ratchet up exports
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
