opinion

Indian bond markets are ready for take-off

The actual inclusion of Indian bons in JP Morgan’s bond index is just a few days away. Exciting times await Bond Street, with changes to flows, yields and volatility in the offing. What should investors expect?

The Eastern Window: India weighing options as US pushes it to play Tibet card

The U.S. is geared to use the Tibet controversy to embarrass the Chinese leadership. India must weigh its options before deciding whether to use the Tibet card though Washington is pushing it to do so 

Key GST reforms remain in a wait mode

The 53rd meeting of the GST Council gives the big picture a miss and focuses on procedural and compliance issues

MedPlus’ own branded product business needs close monitoring by investors

Success of the private label pharma products can improve MedPlus’ profitability and accelerate generic drug adoption in India

Union Budget 2024: Election results shouldn’t nudge NDA to stray from its fiscal goals

Union Budget 2024: Nirmala Sitharaman’s forthcoming budget is constrained by an effective time horizon of just eight months before the next one. Its fiscal stance should reflect continuity 

London’s James Bond Tunnel may help preserve history, but at what cost?

The British empire has made many last stands and they may all be on the route of your hop-on-hop-off tourist bus

Europe Elections: Climate change notches a win

The European Union’s centrist leaders must learn their lessons and double down on achieving net zero

How companies are starting to back away from green targets

In the past year, many have dropped or missed goals to cut emissions or to loosen ties with polluting sectors

China’s shopping slump will force ecommerce laggards overseas

A sales drop has exposed the gap between rivals with a global presence and those relying on domestic customers

Investors must know the value of downside protection in euphoric markets

Equity allocations should have a portion at the base of the pyramid which is highly liquid, funds focusing on governance and valuations

Here’s how to sync GST rationalisation with India’s consumption anchored growth

Introduce a single standard rate of 15% while reducing tax slabs. Also raise the 5% slab to 8% 

NDA 3.0’s First Budget: Why taxpayers, investors deserve some relief

After adverse changes to investment-linked taxation benefits, taxpayers and investors will be seeking relief and a long-term vision. What’s good for them is also good for the economy

Narendra Modi should give coalition allies more room to spend

Powerful state leaders have long clamored for more room to spend. India’s new government should oblige them

Donald Trump isn’t doing that great with black voters. He doesn’t need to

The former president’s support among this key group isn’t as strong as many of the polls say, but it’s enough to hurt Joe Biden

Chart of the Day: India’s banks could see lip smacking returns moderate in FY25

Elevated cost of deposits could crimp margins and in turn drag down return on assets somewhat.

Will bond yields in India be lower for longer?

Rate cuts on the horizon, a likely friendly budget and finally the expected money flow from foreign investors is keeping the bond party alive

Intel's struggles underscore steep hurdles for India's chipmaking ambitions

That a company with a well-funded balance sheet itself is seeking external funds for its under-construction projects indicates the huge capital investments required  and the challenge it poses for upstarts like India

Jat anger which singed BJP in Rajasthan now widens faultlines in state unit

Party’s local leadership is perceived to be dominated by a narrow social bloc. A reshuffle in Rajasthan government is possible 

China will struggle to undo US dominance

America’s economic rival had a great run, but the incumbent looks entrenched

French Election: Business leaders’ silence on Le Pen is deafening

It's time for the business establishment to speak out on the consequences of a far-right election victory

Nvidia’s explosive growth masks AI disillusionment

To avoid a painful correction, tech companies must start managing expectations properly

Modi 3.0: India's Techade begins with a 100-day agenda

The government should focus its initiatives to harness the transformative power of e-commerce, embrace gig work, and advocate for light-touch regulations tailored to the country's unique socio-economic landscape to usher in the era of India’s Techade 

MSP announcements didn’t pander to farmers. But NDA’s welfare promise makes it impossible to ignore them

Modi 3.0 has built its welfare commitments on the foundation of five years of free cereals. It makes the current-pattern of MSP sticky

It’s an AI market now

One semiconductor company contributing almost 20 per cent of an index’s gains over an extended period is a bit unsettling