Surging Dollar: It’s on a rampage, not on the attack
A surging US currency, and weakening counterparts in Asia, aren’t signs that the world is entering a new FX war
The importance of ChatGPT 4o
For OpenAI, it was important to show potential enterprise clients as well as potential funders that it was still in the lead in the GenAI race
Local, regional factors take centre-stage in waveless election
Unlike the last two general elections which were like referenda, this time it’s very different
US Presidential Elections: Trump's economic outlook is more inflation, less sanity
If the former president’s stated agenda is any indication, inflation is likely to make a roaring comeback
Kotak raises a red flag - market in 'riskless' mode
Identifying value within the market has become a formidable task, says the Kotak report, with numerous sectors and stocks trading at levels of valuation ranging from full-to-rich to outright outlandish, divorced from fundamental anchors
Chart of the day | End of the American dream for Indian techies?
There has been a sharp 56 percent decrease in the issuance of H-1B visas over the past eight years. Data from the National Foundation for American Policy (NFAP) indicates that approved H-1B visas for the top seven companies plummeted from 15,166 in FY15 to 6,732 in FY23
The emissions challenge to India’s energy exercise
Excessive reliance on coal is making India a big power sector emitter even as it makes progress in RE production
A slowing affordable housing market is finding new money
Affordable housing market’s share in total housing loans has shrunk over the years and financiers to this segment have seen tepid growth in assets under management. That said, non-housing loans have been a big growth driver for them
Decoding Economics: Who gains, who loses from building roads?
A World Bank paper that studied the impact of the Golden Quadrilateral on the growth of firms shows that while survival rates increase for all plants as a result of their proximity to the road network, it is the younger plants who fare better. Older plants, in contrast, stagnate or contract, because of the increased competition
Closing Bell | Sensex ends 118 points lower, Nifty holds 22200; BSE MidCap up 0.6%, Smallcap gains 1%
Sensex Today | Stock Market LIVE Updates: Nifty PSU Bank Index led gainers, up 1.4%, followed by Nifty Realty and oil & gas, both up 1%. Nifty FMCG Index was the top loser, down 1%, with Nifty auto down 0.5%. Nifty Bank and Nifty Private Bank indices slipped 0.3% each.
Putin's preparing for a long war better than we are
The Kremlin’s appointment of an economist to run the defense ministry is a sign of grandiose intent
Higher for longer? Rates could be higher forever
If borrowing costs remain elevated, there will be greater downside risk for investments. But it's not all bad
Emmanuel Macron wants more European megafirms. Good luck with that
National resistance to cross-border champions is worth fighting, but the odds of victory are long
Moneycontrol Pro Panorama | Summer products are flying off the shelves
In today's edition of Moneycontrol Pro Panorama: Chabahar port gives India the edge, SC judgement in DMRC could have big repercussion, the math behind index trading, Indian pharma fares better is US, and more
The Trial of RSS Founder Keshav Baliram Hedgewar: When the defence was more seditious than the speech
RSSFACTS: The RSS founder was arrested on charges of ‘sedition’ for his alleged objectionable speeches. Here we take a look at the proceedings of this trial which hasn’t been discussed much. It provides interesting insights into the persona of Dr Keshav Baliram Hedgewar
Martin Wolf: Increased longevity will bring profound social change
People will have to work longer and pension systems will need to be transformed
Are quant funds worth the hype?
Quant funds offer inherent advantages, including reduced human bias, robust risk management, process-driven methodologies, and cost-efficiency for mutual fund investors. Despite these advantages, consistent outperformance by Quant-based funds in the Indian market is yet to be seen.
Tata Motors: Risks to growth mar euphoria over zero debt
The management narrative of moderation in sales for some geographies and auto segments along with rise in costs suggests that earnings growth has peaked for the near term
Know the maths behind index trading
There can be no broad-based rally in the markets unless banking and finance stocks rise
DMRC vs DAMEPL: The fallout of Supreme Court’s judgement
The recent judgement by SC stunned the legal world. The judgement is a great loss to India as an arbitration centre but it may yet prove to be a blessing in disguise
CM Jagan Reddy faces twin challenges to retain power in Andhra
TDP chief Chandrababu Naidu and YS Sharmila are giving tough fight to current CM Jagan Reddy in Andhra Pradesh. The election results on June 4 will show whether Reddy still holds sway
Chart of the Day: Focus on fewer products in the US is yielding good results for Indian pharma
Companies sought fewer approvals for generic drugs in 2023 even as they stepped up focus on complex products
The Chabahar port deal can give India multi-fold edge in trade, diplomacy
The Chabahar-Zahedan line now gives India its opportunity to enter major trade partnerships with Central Asia, something it has long sought. It also gives India an opportunity to counter China’s growing economic influence in the region
Food inflation rises in April, caution should be the watchword for monetary policy
There is no hurry to ease monetary policy when the economy is booming
Closing Bell: Sensex up 330 pts, Nifty holds 22,200; M&M, L&T, JSW Steel, NTPC top gainers
Sensex Today | Stock Market LIVE Updates: Among sectoral indices, Nifty Metal was the top gainer, up 2.77 percent, followed by Nifty auto and oil & gas , which were up 1.8 percent each. Nifty PSU Bank, Consumer durables, and realty were up 1 percent each. Among losers, Nifty FMCG and Pharma were down 0.5 percent each
