opinion

RBI’s State of the Economy makes a dash for long-term high growth

The RBI’s Bulletin highlights that India must grow 8-10 percent per annum over the next decade to reap benefits from its demographic dividend arising out of a young population

The mixed message from the global flash PMIs

While the April Flash Composite PMI shows growth slowing in the US, it’s getting better in the Eurozone, Japan and the UK, while Indian growth is red-hot

RSSFACTS: How RSS drills sense of patriotism in swayamsevaks 

The evolution of the RSS prayer is significant to understand that every tradition in this organisation has evolved with active participation of the Swayamsevaks

Cracking the crude oil conundrum

Evidence suggests that the peaks made during the initial phase of the Russia-Ukraine war are behind us 

India’s rising trade dependency on China needs dismantling, but is no easy task

Slumping EV sales should not ring alarm bells in Europe — yet

European carmakers should use this market slowdown to play catch-up with Chinese rivals

India’s Composite Flash PMI for April signals very strong economy

The increasing momentum provides a fundamental basis to the optimism in the Indian equity market

Real estate players gear up for next wave of homebuyers

Rising rental incomes have boosted rental yields, attracting investors to the real estate sector.

The challenge of balancing the energy mix

The Centre’s directive to gas-based power plants is an ad hoc step and does not address chronic problems in the power sector

IMF forecasts India will become fourth-largest economy by 2025, third by 2027

India has improved its per capita GDP ranking from 153 in 2018 to 144 in 2023, going past the Republic of Congo, Ghana, Kenya, Cambodia and the Lao People’s Democratic Republic. By 2029, it is forecast to overtake Uzbekistan, Papua New Guinea and Angola

Chart of the Day: Sluggish volumes in domestic market should worry pharma investors

Volumes contributed just 0.7 percentage points of the 7.6 percent growth of Indian pharmaceutical market in FY24

The dollar is back! Should the rupee brace for more record lows?

Investors believe that the RBI would manage the Indian rupee’s depreciation and record lows have begun to matter less as they seem to be by design and not by surprise.

Ruchir Sharma: The overstimulated superpower

One overlooked reason for US resilience is stimulus still coursing through the economy

Is the US really working for de-escalation in the Middle East?

The US is siding with Israel in the conflict with Iran. The US has also blocked the move for statehood of Palestine. Arab states like Saudi Arabia do not support Iran. This is making it easy for the US to isolate Iran and Palestine

Indian IT learns to do more with less

The fall in headcount and buoyant financials indicate that the industry leaders are moving on to higher value addition with lower level coding and systems maintenance work becoming increasingly automated

Will Bajaj Auto’s product fix help sustain rich valuations?

The auto maker is firing on all cylinders, but concerns on its ability to sustain domestic sales growth, exports and rise in costs remain

Chart of the Day | How do commodity markets adjust to shocks?

The concentration of production and consumption seen in commodities make them prone to shocks, sector or country-specific but increasingly macro factors too

‘Antyodaya' goes much beyond welfare economics, it's about an alternative development model

Sanghnomics: It is time to establish a body of knowledge around Antyodaya that can become the guiding framework of this nation and catapult Bharat into an altogether different growth trajectory

A slow unwinding of COVID excesses at Wipro, Infosys

Annual profit margins remain below pre-pandemic years despite the recent improvement

What the IMF forecasts say about India’s economic growth

The forecasts show tepid growth in investment as well as exports in the next few years

MPC minutes: The many reasons for not cutting rates

Spikes in food inflation and geopolitical and financial uncertainty are holding back the MPC from cutting the policy rate

India's promising future!

In 2019, there were 8,054 candidates representing 673 parties. Parties and candidates spent an estimated USD 8.7 billion to woo more than 900 million eligible voters.

The Reading List: April 19, 2024

Concentrated power at the top of businesses remains a red flag

There remains a logic to separating functions of chair and chief executive

How to deal with rising inequality without appearing anti-wealthy

Piling more taxes on the rich would disincentivise savings in a country like India. Also, the top income tax rate, including cess and surcharge, is already too high at 40 percent. How then can the government check inequality of income and wealth without being 'anti-business and anti-rich'?