In this edition of Moneycontrol Pro Panorama: India’s coal power project biggest next only to China, the fall and fall of the rupee, India’s skills problem need a deeper rethink, PM Modi seeks to repair ‘abnormal’ relations with Beijing, and more
As the start-up downturn continues, it has become difficult to persuade investors to part with their money
India’s vision of stable and peaceful relations with China isimportant not just for the two countries but for the entire region and the world. Any deliberate push by Chinese PLA to occupy the McMahon Line will be at a grave risk of escalation
Perhaps it could be not just ‘higher for longer’ but ‘higher forever’
China’s gradual dominance in ASEAN has given it clout over global value chains. India’s inability to make a mark in high value chains puts it at an economic disadvantage in this fast growing region
In an era where joint families are no longer the norm and even in nuclear families couples prefer to keep finances separate, combining it in a HUF can lead to grief later on
The difference between the weighted average lending rate of fresh loans to small businesses and the repo rate was 4.04 percentage points in April 2022 which narrowed to 3.20 percentage points in February 2024
The pre-construction capacities are estimated to have risen to 46,033 megawatts
Overall, India Inc. is expected to report sales growth in the mid-single digits, while bottom-line growth is expected to be slightly higher
Despite the Apprenticeship law existing on paper, implementation has been nearly non-existent. The data on apprentices from the government also varies widely
There isn’t much commentary on gold beating inflation in the long run, but with equities, it is historically known that it is an asset which beats inflation over long periods
An outlier in pre-sales of homes in recent quarters, the March quarter is commendable for GPL, though reduction in interest outflow would improve investor returns
Policymakers must acknowledge that we are operating in a more supply-constrained world to avoid prematurely ending the US’s exceptional economic run
Higher rates have held back green power. As central bankers take their foot off the brake, investment momentum will be unstoppable
The annual shareholder letter has taken on a new significance in corporate America
The late Daniel Kahneman, who won the Nobel Prize, established a link between psychology and economics, especially those related to investments
This week the US keeps building NATO 2.0 in the Indo-Pacific, even as it prepares to improve NATO 1.0 in July
This election is far too important for the games played by the group, No Labels, or for vanity runs, such as that of Robert F Kennedy Jr -- who apparently thinks it’s his birthright to run for president
As the Brazilian Supreme Court begins its crackdown on social-media accounts spreading misinformation and hate speech on X, the billionaire owner of the social media site pledged to disobey legal orders
Once the election season is over, both consumption and investment sectors will get a fresh impetus. Large caps are well poised to seize the opportunity
The shift towards more opportunistic and tactical positions is risky
Palm oil prices are up 20 percent over end-2023 and other edible oils too are showing signs of firming up, potentially turning the tide in favour of the organised players
The industry consolidated over the last decade in part thanks to moderating oil prices. There are still too many energy companies chasing too little capital
Hezbollah and Iran are OK with the state of things for now, but they could make their move if a peace is brokered between Israel and Hamas
