opinion

Lok Sabha Elections: How do we predict the exit poll numbers?

Are the exit poll numbers reliable? Can an election be called without looking at the details of each and every poll separately? Here are some answers to the most frequently asked questions

GDP Data: High growth to delay monetary easing

The headline growth numbers look extremely encouraging. In this piece we delve into why the GDP growth slowed down in Q4 FY2024. It is likely to delay monetary easing

What were the drivers of GDP growth in Q4?

GDP growth in Q4, FY 24 has been very strong, but the laggards have been the agriculture sector and private consumption. The share of private consumption in GDP in the March 2024 quarter is the lowest since the March 2010 quarter

Putin’s shadow war against Europe is intensifying

A string of sabotage attacks linked to Moscow shows that Putin doesn’t need to invade a NATO country to put pressure on the West

India Bond Yield: Is the risk reward favourable?

The macro framework is favourable for bond investors with an attractive yield on offer, we expect bonds to outperform cash. Investors can achieve an attractive income in key bond segments by taking modest interest rate risk

Delhi Heatwave: India’s record-high temperatures prevent decarbonizing

It could prevent the world’s most populous country from building the economy of the future

UK Elections: Rishi Sunak squandered the one big advantage he had

The chances of a miracle for the Tories are fading fast

How BHP’s fractious pursuit of Anglo American unravelled

It has highlighted the scarcity of copper, a metal whose use in electric vehicles, data centres and power lines puts it at the heart of the energy transition

SEBI turns heat on ‘pump and dump’ perpetrators

Prompt action and stiff penalties in a ‘pump and dump’ case reveal the regulator’s concern and determination to root out such harmful practices

As AI alters the tune of music industry, creativity and copyright take centrestage

Artificial intelligence has the potential to complement the creativity of musicians but it is generating concerns on issues of copyrights and employment

Why growth in travel and tourism doesn't make India’s luggage industry an automatic winner

The unorganised market still has a big share in the domestic market and India’s luggage makers have not made a dent in the global market yet

NSE's governance woes are behind it, but regulatory thaw with Sebi remains elusive

NSE has improved immensely in its conduct post Ashish Chauhan taking the helm. But its relationship with SEBI still lacks the warmth expected of the country’s largest exchange and its market regulator 

Market Volatility: How to navigate in uncertain environment

A key to navigating an uncertain environment, is to build a well-diversified portfolio across a range of asset classes, with varying characteristics and performance under diverse market conditions

Chart of the Day: The forces behind the RBI’s record dividend to the government

The boost for the RBI to give a large dividend was from the sharp fall in expenditure and the biggest part of the central bank’s expenditure is provisions.

RBI’s crackdown on Edelweiss ARC reveals a worrying governance landscape

India’s ARCs have an abysmal track record when it comes to recoveries and many are struggling to stay afloat. The RBI’s concern is serious governance lapses, something that it has warned in the case of Edelweiss ARC.

Markets turn jittery ahead of election results; What should investors do?

Policy continuity, global monetary easing, rising wholesale inflation, and a positive turn to FII sentiment could favour large-caps more than mid- and small-caps, especially since the latter have already run up significantly

Lok Sabha Elections: Do polls really matter to investors?

The verdict on India’s general elections will be out soon. If the BJP wins, we can expect accelerated reforms, and this could temporarily lead to a spike in the market as new money pours in. But the real game will begin with the Union Budget

Federal Reserve’s inflation fight might be a miscalculation

Even at more than 5.25 percent, the central bank’s short-term interest-rate target might not be high enough to cool the economy

Markets cannot keep ignoring Trump’s bid for re-election

The stakes of US fiscal policy are too high

Chart of the Day | India among preferred destinations in global supply chain rejig

India has received the most interest from firms who are to set up or expand production facilities, followed by Vietnam, Mexico, Thailand and Indonesia

FPI stampede from financial sector stocks points to looming risks

Foreign portfolio investors are heading to the exit when it comes to stocks in the financial services sector. But there are two sources of worry for the sector that could also explain why investors have turned skittish

Banning futures contracts on elections outcomes is shortsighted

Ballot outcomes have serious financial implications. Markets should be allowed to gauge whether futures contracts offer effective protection

High rates forever is now the consensus. Be skeptical  

The economy has been largely unresponsive to Fed policy moves, but that doesn’t mean the US will be permanently rate-insensitive 

To defeat Putin in Ukraine, NATO needs a new strategy. Here’s a start

Stop talking about ‘liberal’ democracy and the ‘rules-based international order