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
Oil price rises ahead of OPEC meet, but can the rally be sustained?
Regardless of OPEC+ decisions, the oil market will likely remain within a $15 range until the next disturbance pushes prices higher or lower
Eight years on, recoveries through insolvency code remain disappointing
The IBC process is considerably slowed due to litigating promoters, dissenting creditors, and poor infrastructure. Unless these issues are fixed, it is unlikely that recoveries from the insolvency process would improve.
Start-up Street: Is the India consumption story picking up for start-ups?
Consumer companies with drivers such as premiumisation, personalisation, digital inclusion and omnichannel retail are likely to bring back investor confidence in start-ups
S&P holds out a carrot for India, but with conditions
The rating agency says continued policy stability, deepening economic reforms, high infrastructure investment, high growth, along with cautious fiscal and monetary policy could lead to a higher rating over the next 24 months
What Novelis's IPO pricing means for Hindalco’s valuations
The IPO will lead to a cash inflow of Rs 6700-7800 crore that could go up if the issue is oversubscribed. The eventual IPO price and its post-listing trend could play a bigger role in valuations
From the baby boom to the baby bust
Falling fertility rates are one of the biggest challenges facing our world
India Elections: Markets must account for strain on household budgets
Strain is growing on household budgets. They need rebuilding before a fresh investment spree
Private credit and mini-millionaires don’t mix
The push to fundraise from wealthy individuals is turning managers into high-end concierge services
New EPR provisioning adds to cost pressures of tyre makers
The need to provide for EPR is an added pressure on profit margins of tyre companies at a time when input costs are also inching up
What are the tricks of the trade to clinch FTAs?
The government should take cues from the recent two-day deliberations to formulate the standard procedures for trade talks
Decoding Economics: Do umpires play with a straight bat?
Did the temporary introduction of home umpires in international test matches during the pandemic lead to a bias in favour of home teams? A research paper from the IZA Institute of Labour Economics comes to some surprising conclusions
Chart of the Day: India’s dependence on urea imports drops significantly
Production of the widely used crop nutrient increased by 63.4 lakh tonnes in the last two fiscal years
Will LIC, the insurance whale, turn into the shark its investors want?
LIC has been losing market share hand over fist and this hasn’t stopped. But its valuation has perked up in recent months, as the insurance whale has given indications that it is serious about grabbing market share.
Israeli Rafah Strike: Netanyahu leads country down wrong path in Gaza
But arrest warrants, campus protests and genocide accusations were not inevitable. These were the direct results of Netanyahu’s choices
UK Election: Gilts and markets aren’t afraid of a Labour government
Gilts and the pound are relaxed about the prospect of Keir Starmer becoming prime minister
Moneycontrol Pro Panorama | A demerger made in heaven
In this edition of Moneycontrol Pro Panorama: India in race for military domination in space, lessons from Japan to harness tourism potential, expensive visas for Indian IT workers is not in US' interest, and more
The mounting strains on global shipping
Pirate attacks, Middle East instability and drought are causing disruption and congestion at the world’s ports
Global Economy: Long wait for rate cuts may be just beginning
Obsessing over small misses in monthly data may obscure a broader point: Central banking’s golden era might have passed
Ukraine war might just kickstart a nuclear energy renaissance
The dollar-and-cents argument for revitalizing the industry doesn’t stand up, but cutting a dependence on Russian imports is compelling
