Import duty relief for electric cars has built-in riders that safeguard domestic players while encouraging global investment
With the Lok Sabha poll schedule being announced on March 16 and the Model Code of Conduct coming into effect, the stage has been set for a contest, where the primary question is whether Prime Minister Narendra Modi’s razor sharp focus on 400 seats for the NDA can be achieved. Meeting that goal would set the stage for big-ticket political and economic reforms
Isn’t climate change a science issue? Shouldn’t musicians just shut up and sing? Scientists and their research have been, and will always be, crucial in raising the alarm on fossil fuels and humanity’s damage to the planet. But who’s more influential to the masses: an atmospheric physicist, or a pop star? Musicians are able to reach far more people — and an entirely different demographic — than scientists or politicians
Expectations for hours worked should follow the human body’s natural limits. And those who want to improve their creativity and productivity should follow their doctor’s advice — not a drug dealer’s
In today's edition of Moneycontrol Pro Panorama: More NBFC's piled in past three years, simultaneous polls may not be an unalloyed good thing, India’s next growth cycle is different, a PSU stock worth its weight in diamond, and more
At the right price, supply and demand match perfectly, the challenge is merely to find it
Which side finally has its way in the Byju's dispute is much less important than the founder-investor confrontation quietly changing the discourse about the company’s ability to make a difference in the country’s education arena and in showcasing the nation’s startup prowess
The Kerala government’s move to set up an OTT platform that will offer entertainment content raises several questions, most important being if the government should get into this business
China sees an opportunity to dominate, and to counter it, huge investment in technology is needed, from batteries to automated driving systems. The industry transition might leave room for only five major automakers worldwide. The Japanese industry could gravitate into two groups — the Toyota-affiliated firms and everyone else
After Biocon Biologics' formulation deal, net debt at the company is estimated to rise from Rs 886 crore to Rs 2,400 crore
Ideas can come and go, and come again. The mania for Japan may abate if the current bright spot is really another false dawn. Does the current mood exaggerate China’s shortcomings and give enough space to things that it’s doing well? Exports are climbing nicely, and the country is becoming a clean-tech powerhouse. But that's the beauty — and downside — of narratives. They tend to oversimplify complex matters, minimise nuance, and can outlive their usefulness
India’s macroeconomic stability is impressive compared to many of its peers. Pandemic spending wasn’t excessive. The fiscal deficit has been steadily shrinking as a proportion of GDP. The rupee has been remarkably stable. And “core” inflation, which excludes food and fuel prices, has eased to 3.3% year-on-year. But it is still government actions that are pushing growth up or down, rather than the choices made by India’s private sector
Disclosure of stress tests of fund houses allow investors to make informed decisions and show where and how much are fund houses vulnerable in their exposure to mid and small cap stocks
The benefits of holding simultaneous elections are many but the main argument against is also a strong one
The code’s voluntary nature and past experience does not inspire confidence in its implementation. Apart from companies, there is a dire need to regulate the other side of the table as well
Stress tests of liquidity in regular market periods may not be an accurate representation of how things progress when there is a sharp or long correction and fear takes over
By the end of this decade, India’s GDP will clock an average 6.7 percent growth annually. The upturn underway is on a stronger footing and is taking place in an entirely different geopolitical setting than before. The world is moving away from hyper-globalisation to tariff wars and industrial policies that promote domestic production. The post-pandemic focus on resilience rather than efficiency will continue
Lending to micro, small and medium enterprises has been largely bank-driven. But the past three years have witnessed a sharp increase from non-bank lenders
Biden is a true and life-long friend of Israel. But warning Netanyahu against invading Rafah, where about half of Gaza’s displaced population now huddles, is a red line. The president didn’t spell out what consequences its crossing would bring, and his national-security staff subsequently tried to soften the message. Biden must now follow through, if he wants to prevent a terrible conflict from becoming even worse
Chandrababu Naidu needs BJP’s crutches to take on the imperious Jagan Mohan Reddy. Whatever votes BJP and Jana Sena can pull will help TDP in the assembly polls. But a smooth vote transfer may be difficult between the three allies. Moreover, BJP isn’t exactly popular in Andhra Pradesh because of inaction on the “special status” front
In this edition of Moneycontrol Pro Panorama: SEBI tries to rein in the raging bulls, SKM split threatens farmers’ agitation, is India-EFTA trade agreement achievable, alleged illegal stock options transaction saga continues, and more
Regulation designed to create more transparency and reduce systemic risk has routed trading activity away from opaque over-the-counter markets managed by banks and into clearinghouses, mostly owned by stock-exchange companies. After decades of languishing stock prices, Japan reorganised its market segments, calling on top-tier companies to provide more value to investors. The JPX Prime 150 Index launch has also been a success. The number of Japanese companies that trade below book value has shrunk and stocks have rallied
Cheap and calorie-filled, the rapid foodstuff tells us about the state of the world
The British monarchy is essentially a massive global brand and the mess it finds itself in right now should be a warning to any business that thinks it can control its own messaging. Recognising that they can seem out of reach and out of touch, brands have taken to social media to meet their consumers where they are. When you attempt to regularly engage with an audience in order to come across as accessible, it only amplifies the decision to go silent when things take a turn
