opinion

Forget macro and micro, it’s mesoeconomics that matters

Understanding networks properly will help us to better grasp how the economy actually works

Chart of the Day: The RBI’s big dividend payout comes from a strong balance sheet

The RBI’s balance sheet has strengthened and grown in size over which its dividend payments too have increased

The illusory world of independent directors

Independent directors should maintain a distance from the company, its promoters and the management; but the irony is that they are nominated and appointed by the promoters 

China Property Crisis -- Light at the end of the tunnel?

China’s latest steps to revive its property market is good news but for India, it spells trouble as dollar flows could be redirected from domestic markets to Beijing

Elon Musk’s Community Notes feature on X is working

Crowdsourced fact-checking is better at curtailing misinformation than content moderation

Dollarisation or not, Argentina’s future will be expensive

As long as the dollar is the competition for domestic transactions, stabilising the peso will not be easy

Rishi Sunak’s call for a July 4 election puts the Tories out of their misery

The past 14 years of Conservative rule have tried almost everybody’s patience

Climate Finance: The pressing need for fair, inclusive, and equitable policies

Climate financing today not only falls short of requirements but also puts developing countries at a disadvantage. Additionally, there is gap between commitments and disbursements of climate finance. The intended recipients are often unable to access or afford climate finance

Joe Biden’s new plan to cancel student debt as misguided as old one

The administration’s latest debt-cancellation scheme will reward rich borrowers, punish taxpayers and drive up the cost of college

Eleven-year high positive sentiment in May Flash PMI signals strong confidence about election outcome in Corporate India

The Flash Composite PMI for India came in at 61.7 for May, up from April’s final reading of 61.5, indicating strong growth momentum

‘Deny, denounce, delay’: the battle over the risk of ultra-processed foods

Despite a growing body of evidence, Big Food is trying to dampen fears about the health effects of industrially formulated substances

Siemens: Business rejig a step towards greater profitability

Sale of its India wind turbine business is Siemens Energy’s strategic move to stem losses and makes a choice to focus on lucrative markets such as the US and Europe

Chart of the Day: India’s household savings in non-bank assets grow, but below EMs

The overall AUM of retirement savings, insurance, and mutual funds grew at a 15 per cent CAGR which outpaced bank deposit CAGR of 9 per cent over the last ten years

Nvidia Q1 is a solid beat, raised guidance for the next quarter drives stock to all-time highs

Fierce competition among the mega technology companies to build data centres is playing out which will keep demand for NVDA chips very strong for the next several quarters

India’s shareholders are using their empowerment to the fullest now

Over time, rules and provisions have evolved to give public shareholders enough power to have a say in major matters of the company

Scarlett Johansson vs Sam Altman and the ChatGPT Chatbot Sky

The Sky chatbot’s voice brings Deep Fake concerns to the fore. Within a few years, GenAI-created Deep Fakes will not just influence elections in countries but could cause a collapse of the global financial system 

For Byju's survival, founder Raveendran must take a backseat

With a depleted board, Byju’s is staring at an abyss and its founder Raveendran must let go for the firm to survive

RBI just fattened the government's purse, but got itself a problem

The windfall dividend to the government could become a headache for the RBI.

US Federal Reserve’s uniformity on rates comes with risks

The high-for-long mantra recently adopted by US central bank policymakers raises threats for the economy and financial stability

Inflation miss may delay, but shouldn’t deter, Bank of England rate cut

Policymakers will get another set of consumer price data before their June meeting

With investments pouring in, Chinese imports are destined to go down

With the government adopting several measures, investment in the manufacturing sector is increasing. The rising export of several items like chemicals and pharmaceutical products, defence equipment will also help to reduce the dependence on Chinese and imported products

China has finally unveiled its property rescue plan. Will it be enough?

Beijing unlocks funding to buy up unsold housing but much more is needed to right stricken sector, analysts say

Chart of the day| Top companies reduce leverage

Corporate India's debt-equity ratio is the lowest in a decade

Some online finance scam losses are on you

If we automatically compensate people who lose money in scams, they might become even less vigilant

Why we're so exhausted if we're spending more time in bed

A couple of new surveys show curious results: Americans are sleeping longer but report feeling less rested