Political heat gives central bankers pause for thought on interest rate cuts
Federal Reserve and Bank of England weigh case for reducing borrowing costs as voters prepare to go to polls
Chart of the Day | Global food inflation continues upward march
A sharp uptrend in dairy prices and a mixed trend in edible oils and cereals took the food price index back to a level last seen in November 2023
India needs a fresh gameplan to secure mineral resources amid geoeconomic churn
China’s domination in critical minerals is shaping geopolitical realties now and will continue to do so, something that India must urgently address to safeguard its own resource needs
Can India plug into a uniform power tariff system?
It is tough for the new government to meet Bihar chief minister Nitish Kumar’s possible demand for “one nation, one power tariff”
Biden in a tight spot over ceasefire proposal for Gaza
As the death toll mounts in Gaza, Western governments are pushing for a ceasefire. But they are unable to obtain guarantees from Hamas about releasing abducted Israelis, and from Israel to stop the killing of civilians
RBI surveys indicate two economic reasons that may have worked against the BJP
The Consumer Confidence Survey’s Current Situation Index, which measures sentiment about current economic conditions, went down in May to 97.1 from a reading of 98.5 in March
Navigating Market Uncertainty: Optimism is the only reality
Markets demand clarity, and we expect market volatility to continue amid election turbulence till a stable government is formed
RBI sticks to the script, growth looks a little better now
There's a case for change in stance to neutral depending on the progress of monsoon, Union Budget and global rate movements.
LNG: Europe’s energy savior is a vulnerability
The continent hasn’t emerged from its energy crisis yet
MPC Meet: RBI keeps repo rate unchanged amidst positive growth outlook
RBI's Monetary Policy Committee decided to keep the policy repo rate steady at 6.5 percent in its June meeting. Despite concerns over volatile food inflation, economic activity showed resilience and GDP projection was revised upwards to 7.2 percent
The hunt for truly alternative investments — from alligators to concrete
With regular asset classes increasingly correlated, wealthy investors look to some esoteric choices
India’s political reset won’t kill growth
Coalition governments were the norm for 25 years before Narendra Modi’s arrival. Investors need to get used to them again
OPEC + Extends Production Cuts: Market dynamics and future of oil prices
The long-term phasing out of production cuts is intended to signal that the prices will remain high next year, though the market may have read a different meaning in the short run
Policy continuity under PLI key to driving manufacturing boom
India needs to replicate China who has successfully implemented the framework of industry-specific manufacturing parks with fiscal incentives
Chart of the Day: India Inc’s balance sheet position best in a decade
The aggregate net debt to EBITDA ratio dropped to 1.2 times in FY24
Can Indian ads go beyond tokenism to embrace diversity without fear?
Research shows that adopting diversity in advertising can be a good selling point but is that enough for brands to pivot
What brands can learn from Elections 2024
A great marketing campaign can play an important role in spreading the message but that alone is not sufficient to resonate with the consumer
How a new era of coalition politics can impact stock markets
After a decade of a single-party majority that led to speedy decision-making, while continuity is a positive, the reality of coalition politics could cast a shadow
'Most exciting moment' since birth of WiFi: chipmakers hail arrival of AI PCs
Intel, AMD, Qualcomm and Nvidia battle to get their processors into next wave of artificial intelligence-enabled computers
Land Restoration: Moving beyond awareness to action
With over 75% of the Earth's land already degraded, the global ecosystem faces severe pressure. Urgent action is needed to address this crisis, with governments, businesses, and individuals playing key roles
What the new government must do to make public sector banks world-class
The Indian banking system is in a good place and this is the best time for the government to fix niggling issues
Elon Musk isn’t a victim no matter what Tesla says
Giving an even bigger chunk of the world's largest EV maker to the CEO won’t serve institutional shareholders or their constituents, nor will allowing the board to get away with its failings
Chart of the Day: FMCG firms could gain from tailwinds to rural sales
A policy boost to consumption should lead to revenue growth as well as a re-rating in FMCG stocks
UK Election: Sunak was right; education is a bright spot in the Tories’ record
When it comes to schools, there is plenty for the next government to improve upon. But Conservatives’ focus on literacy and numeracy is paying dividends
Election fallout: Maintain overweight on equities, with large-cap tilt
While more challenging reforms are less likely, a strong opposition is good for India’s structural reform outlook. The outlook for Indian equities and government bonds remains bullish
