Why pre-IPOs are witnessing higher investor participation
Pre-IPO placements gained momentum post-April 1, 2022, following SEBI's alteration of allotment rules for HNIs
Bandhan Bank: Ghosh’s exit leaves much to fret about for investors
Bandhan Bank has set up an internal committee and would likely find an outside candidate to fill Ghosh’s shoes. The prospect of an outsider brings its own set of worries for investors.
Britain's council debt crisis is metastasizing
The lawns of suburban London have become a leading indicator of the state of local authority finances
Chart of the Day: Thermal power plant equipment ordering gathered pace in FY24
Ordering activity revived in thermal power and transmission sectors after a prolonged period of sluggishness
Rising retail appetite for infra projects augurs well for sector
Sustained government focus on infra, regulatory reforms and healthier company balance sheets have raised investor confidence
Bullion: More upside ahead?
Gold and silver have broken with trend and are rising six months ahead of US elections. It calls for a differentiated trading strategy
As Atos sinks deeper, it is advantage Indian IT firms
Atos went on an acquisition spree in the past years. Having shopped in a rush, it now desperately needs to shed flab and that’s not happening because of instability at the top
Congress manifesto offers alternative ideology, can the party take it to the masses?
The political implication of calling its manifesto a ‘'Nyaya Patra'’ is that the masses have been denied justice under BJP rule and Congress will correct that if it is voted to power, through the policies outlined in the manifesto
North America to continue to drive earnings of pharma companies
US sales are projected to grow at a faster pace than Indian sales in Q4 FY24
Iger won the battle — but Disney’s ‘woke’ war isn’t over
The CEO handily beat back activist Nelson Peltz, but his declaration that the culture wars have ‘quieted down’ is wishful thinking
Central banks are buying gold and holding onto it, hedging all risks
Looked at through the eyes of an emerging market central bank, gold is something very special, an everything hedge. Central banks aren’t in it for the short term either: they don’t buy gold to trade. They are buying it for the long term to hedge political risk
Bond market risks dislocation as borrowing needs surge
Sovereign borrowing is increasing at the same time as corporates need to refinance maturing debt
Is Japan finally becoming a ‘normal’ economy?
Prices are rising, workers are demanding higher pay and the stock market is booming. But the country still has to fix deep-rooted problems
FMCG companies dig deep within to regain growth
The market outlook remains dullish, show early trading updates, but companies are not letting that stop them from investing behind brands, advertising & promotions and distribution
UK faces flood and draught? Nature can fix Britain’s water woes
Britain’s water woes are tied to how we’ve exploited our natural resources. It’s time to let nature return to doing more of the work
How RSS is developing an indigenous model of rural development
Sanghnomics: The RSS initially experimented with some pilot projects and gradually realised that to make India’s growth story permanent it is important to have an indigenously developed rural development model
Trump’s brand of Christian conservatism is driving people away from church
The former president’s embrace of White Christian militantism coincides with a precipitous decline in religious affiliation in the US
The Eastern Window | Myanmar's descent into civil war: implications for India
With the military junta in Myanmar coming under increased attacks from armed rebels, there is a possibility of the junta collapsing. The Indian government is under pressure to review its pro-junta policy and build communication lines with democratic forces and rebel groups
Can power supply manage the twin challenges this summer?
Forthcoming general election adds to summer heat on electricity demand as consumption is set to spike
Chart of the Day | Global food inflation edges up, as crude oil worries float up
The FAO index rose month-on-month for the first time since August 2023, mainly due to a heating up of vegetable oil prices
Consumer confidence recovers before general election, boosting BJP’s prospects
The RBI’s consumer confidence survey for March 2024 shows sentiment improving, just as it did in March 2019, before the last general election
China’s overcapacities are a significant challenge for India and the globe
China’s quandary is that at one level sustaining economic growth will require investment. At another level, it has built up capacities in sectors like new energy and technology manufactures to a vast extent.
The Trump tax cuts were neither panacea nor rip-off
The breaks are due to expire in 2025, making it an election-year issue. Whatever is decided, reversing the benefits given to businesses is the last thing lawmakers should do
Ukraine’s drone attacks against Russia send message to Washington
Strikes against Russian energy infrastructure could disrupt supplies, raising the stakes for President Biden
Strong growth momentum, bright outlook keep MPC focused on price stability
While the MPC can continue with the status quo over the first half of the fiscal year, the timing of the first rate cut and the magnitude of easing will depend upon CPI inflation moving closer to the 4% target on a sustainable basis and MPC’s assessment of the real neutral policy rate
