Two red flags for Indian IT from TCS' Q4 results
The company’s key growth engines are not yet firing on all cylinders
Entrepreneurship is the permanent solution for unemployment
#Sanghnomics: Modi government's approach to give a major boost to entrepreneurship through Mudra loans and start-up India can be seen as a solution to the unemployment problem. The government shouldn't be seen as the employment creator; it should be seen as a facilitator. Arun Anand
The Eastern Window: Suspense deepens over the Middle East after Iranian attack
Even as the world watches the emerging Middle East situation with bated breath, it is the political leaders of Iran and Israel who will decide the course of the conflict based on their personal political compulsions. India has called for de-escalation, joining several other countries on this issue. As expected, US President Joe Biden has taken a clearly partisan stance in favour of Israel
The spectre of an Iran-Israel war is the latest reminder of rising geopolitical risks for investors
There is only one nation that can put an end to the fighting and that is the United States
Iran attack on Israel: Dangerous escalation could spell dire implications for India’s oil supply
Iran's attack on Israel could have dire implications for India. The escalation in the middle east can have a dramatic impact on oil prices. India has a growing relationship with Israel and enjoys civilizational ties with Iran. India is trusted by all; it could play a role as a peacemaker
Iran’s strike on Israel gives Netanyahu a reprieve with allies, may benefit Ukraine
Iran called its attack on Israel a 'defensive response' to the strike on Iran's consulate in Syria's Damascus allegedly by Tel Aviv. It was followed by a warning of a more severe attack if 'Israeli regime make(s) another mistake'
Israel-Iran Conflict Highlights: Biden condemns Tehran offensive, calls for G-7 meeting
Israel Iran conflict Highlights: US President Joe Biden denounced the Iranian drone strikes on Israeli military installations and reiterated Washington, DC's "ironclad" backing for a concerted Group of Seven (G7) diplomatic response, despite rumors that he is also trying to defuse the situation.
Bet on Chinese economic decline at your own peril
There is reason to believe that China is transitioning to a more mature stage of economic growth, rather than going down a slope of decline. It would be wrong for India to fashion plans based on any assumption of Chinese economic decline
Even Republicans are now calling out Putin’s lies
The Kremlin’s decades-long disinformation campaign against the US and other countries has done far too much damage. For the sake of Ukraine, it’s time to resist
Electric Cars: Plug-in Hybrid SUVs are in vogue but watch their emissions
A PHEV is an option if you’re not ready for a fully electric vehicle, but for goodness sake plug it in
British consumers are being asked to defy gravity again
Appetite for food and fashion saved the consumer economy last year. They may not live up to the same expectations for 2024
A humbled Yoon must future-proof Seoul’s alliances
The South Korean president suffered a damaging loss in elections, but it must not lead to more whiplash foreign policy
Business in the Week Ahead (April 15-19, 2024)
The escalation of the Israel-Iran conflict, further developments and its effect on asset prices will be closely monitored. India’s inflation and manufacturing numbers will be out, along with UK and Euro area inflation data. Earnings season kicks off and the first phase of the General Elections will get underway. Here’s a list of important data points to be on the lookout for
Biden is closing a sacred portal into American gun culture
The need to close the “gun show loophole” has long been obvious
The Reading List: April 12, 2024
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
Why microeconomics and implementation matters: Policy lessons from PM Modi’s approach on development
NDA government’s approach focused much more on micro-revolutions with greater emphasis on implementation as compared to UPA, who had a macro approach to growth and development, with greater emphasis on the aggregate numbers
Moneycontrol Pro Panorama | Deluded expectations
In this edition of Moneycontrol Pro Panorama: India’s coal power project biggest next only to China, the fall and fall of the rupee, India’s skills problem need a deeper rethink, PM Modi seeks to repair ‘abnormal’ relations with Beijing, and more
Venture capital dry powder has nowhere to go
As the start-up downturn continues, it has become difficult to persuade investors to part with their money
Arunachal Pradesh Row: PM Modi seeks to repair ‘abnormal’ relations with Beijing, as China goes on another renaming spree
India’s vision of stable and peaceful relations with China isimportant not just for the two countries but for the entire region and the world. Any deliberate push by Chinese PLA to occupy the McMahon Line will be at a grave risk of escalation
Jamie Dimon’s inflation worries look prescient. Now what?
Perhaps it could be not just ‘higher for longer’ but ‘higher forever’
Does India have any strategic play in ASEAN value chain?
China’s gradual dominance in ASEAN has given it clout over global value chains. India’s inability to make a mark in high value chains puts it at an economic disadvantage in this fast growing region
What’s behind the rupee’s never-ending depreciation?
Is an HUF structure a no-brainer for managing taxes and assets? Warts you should be aware of
In an era where joint families are no longer the norm and even in nuclear families couples prefer to keep finances separate, combining it in a HUF can lead to grief later on
Chart of the Day: How credit growth floated up through underpricing of risks in FY24
The difference between the weighted average lending rate of fresh loans to small businesses and the repo rate was 4.04 percentage points in April 2022 which narrowed to 3.20 percentage points in February 2024
India’s coal power project pipeline is biggest in the world outside China
The pre-construction capacities are estimated to have risen to 46,033 megawatts
