Will the world get a first glimpse of Modi 3.0 this Friday?
Prime Minister Narendra Modi is all set to open international engagements in his third term with the G7 summit in Italy on June 14
The power of the narrative has pollsters, equity researchers in its thrall
Output from two constituents—pollsters and equity researchers—show how a powerful narrative can result in a willing suspension of disbelief
The depressing message from the Household Consumption survey
The top 5 percent in urban India spent 2.6 times more on cereals than the poorest 5 percent. And they spent one and a half times as much on cereals than those in the 40-50 percent fractile, which is Middle India. A similar gap exists in cereal consumption between the rich and poor in rural India. The point is: if they had the means, the poor would increase their intake of cereals, or consume a better quality of cereals
Decoding Economics: India’s two hundred and fifty thousand democracies
Villages have seen the emergence of a new class of local political elites who are diverse and more representative of the underlying population than their higher-tiered counterparts
May springs a surprise for life insurers with volume growth
A seasonally light month of May brought a notable growth in the number of policies sold for life insurers.
How did the US eclipse Europe in productivity? Mass layoffs
Widespread job dismissals during the pandemic followed by a rapid recovery delivered big gains in output per hour worked
Two oil deals lay bare the OPEC+ problem
While the oil exporters’ club is focused on influencing prices, other actors are working to reduce their exposure to them
Pakistan PM concludes crucial Beijing visit before his Budget. How it may impact India
Pakistan’s increasing dependence on China consolidates the latter’s influence in that country. China does not see Pakistan as a market for investment but a useful pawn to balance and constrain India’s rise
AI can pick stocks better than you can
Predicting the direction of earnings, even in a binary way, turns out not to be particularly easy, for either human or machine
French Election: Emmanuel Macron plays fast and loose with investor faith
Portfolio managers are concerned about the fiscal direction France is taking
How Hindu nationalism is intrinsically linked to the national consciousness
#RSSFACTS: Though the concept of Hindu nationalism dates back to the Vedic age, it was in 1965 that Deendayal Upadhyaya propounded the philosophy of ‘Integral Humanism’. The contemporary framework of Hindu nationalism has been influenced by him to a great extent
As retail inventory falls, India must up its game in global cotton textiles
Falling cotton prices augur well for India’s yarn spinning and weaving mills that are seeing demand improvement in domestic and overseas markets
Underwhelming stock market response as Apple unveils its much-anticipated AI strategy
While Apple’s AI driven enhancements will drive an entirely new cycle of hardware upgrades to its iPhones and iPads, the key takeaway is the absence of a killer AI app or even an integrated number of apps that could fundamentally re define Apple as a generative AI leader
SEBI's stock selection criteria: A double-edged sword for the derivative market
Ironically, while SEBI's new criteria aim to remove illiquid stocks from the derivative market, they will also introduce new stocks
Follow big money moves to know which way the wind is blowing
When they diversify away from equities into alternate assets, especially exotic ones, it’s time for investors to pay heed
Chart of the Day: How AI is driving cost saving expectations at GCCs
As many as 40 percent of the business enterprises surveyed by ISG plan to reduce staffing requirements through automation
Why a hawkish RBI will prevail over a dovish MPC
Key personnel changes in the MPC over the next year make policy rate cut bets tricky
Modi stamp intact: Portfolio allocation represents continuity and the promise of stability
PM Modi has taken the first big step towards a government of consensus and has sent out a message that he will be the boss and that allies cannot arm twist him
NDA 3.0 banks on continuity and experience
As PM Modi makes his debut in navigating coalition politics, he has hit the ground running by keeping his A team intact
UK Election: Why Labour doesn’t have to run scared on taxes
Pensions offer Starmer a chance to raise revenue and stimulate spending
India needs an indigenous model of employment where government is not creator of jobs
As the traditional approach towards creating employment opportunities hasn’t worked that well in India, so there is a need to look at innovative ways to create jobs on a sustainable basis
Tata Steel’s European operations to wave green flag
Government support for Tata Steel’s European decarbonisation plans is welcome news, but whether price-led competition will pose a headache is the key question
For an AI lesson, India must look back — 300 years
The nation’s outsourcing dominance may go the same way as its textile industry, which lost out to automation during the first industrial revolution
Political heat gives central bankers pause for thought on interest rate cuts
Federal Reserve and Bank of England weigh case for reducing borrowing costs as voters prepare to go to polls
Chart of the Day | Global food inflation continues upward march
A sharp uptrend in dairy prices and a mixed trend in edible oils and cereals took the food price index back to a level last seen in November 2023
