China’s magical growth of 5.3 percent has puzzled the Chinese
Strong first-quarter numbers are puzzling the Chinese, who witness a stagnant economy daily. Two factors reconcile the difference
Are higher rates inflationary?
Fed rates are high but growth is still chugging on and inflation isn't coming down. So, are interest rates stoking inflation?
What’s driving the rally in metals?
The question investors should ask is whether the rally is because the world economy on a higher growth path or whether it is a flight to safety from emerging risks
The great bet on rate cuts is off
We are trapped in old ways of thinking about inflation
What China’s jibe about Elon Musk’s pivot to India reveals
Musk's patronage used to be precious PR ammunition for China. But the billionaire's upcoming India visit seems to have upset Beijing
Asian currencies can't fight the dollar on a rampage
The greenback is strong because the American economy is vigorous. The region does have choices, none of them easy
After Maldives, Bangladesh sees an ‘India Out’ campaign; why New Delhi must stop China from taking advantage
A movement against Indian products is gathering steam in Bangladesh for allegedly helping Sheikh Hasina become the Prime Minister for a fourth consecutive term against the wishes of the people. But if the boycott intensifies instead of dissipating, China will be laughing all the way to the bank. The way forward for India is to stop playing favourites and engage with the opposition parties
Google, Facebook should use AI to combat conspiracy theories
New research suggests chatbots could combat much of the damage caused by people going down rabbit holes on YouTube and Facebook. But will tech companies use them?
Chart of the Day | Outlook for cotton spinners set to improve
Any adverse movements in cotton prices or demand for yarn need to be closely monitored
Marketing Musings | The corporatisation of election manifestos is complete
Their launch activity rivals that of a consumer product with feature leaks, press conferences, slick presentations and positioning
Silly season arrives early for RBI
Cutting interest rates may become a bit imprudent if the economy grows 7.1%, as projected, alongside volatile inflation. This is despite some of the monetary policy committee members pressing for immediate rate cuts
Global policymakers must heed IMF’s warnings on private credit
The linkage between private credit and traditional institutions such as banks, pension funds, sovereign wealth funds and others make it imperative for regulators to keep a close eye on deals.
A bull case for silver
While global silver supply has remained relatively stable, demand has surged
India needs to keep a close eye on Russia-China-Iran triangle
Long-term, existing cries of deep friendship notwithstanding, it will be a combination of new economic factors, centred around China, that will drive India’s levers of influence over Russia and Iran
Elections seldom impact long-term equity returns
Election outcomes have a big impact in the near term, mostly on sentiment. But over the longer term, polls hardly impact the returns of the equity market
Decoding Economics | How will the Second Cold War skew trade and investment?
A set of non-aligned ‘connector’ countries is rapidly gaining importance and serving as a bridge between blocs. Exports from these non-aligned economies are substituting for declining Chinese imports by the US
Israel exposes the contradictions in Biden’s foreign policy
The White House can pledge support for Israel come what may, or prevent escalation, but not both
Central bankers should retire the 2 percent inflation target
With the energy shock now a memory, central bankers require more flexible objectives
Social media's age limits won't protect your kids
The real problem is the apps’ addictive features and how they prey on developing brains
Taming the Wild West of illegal online gambling in India
These betting platforms flout existing regulations, clearly evading direct and indirect tax laws and multiple other applicable laws of the land. Vulnerable users have fallen into the web and are getting trapped in debts
Crypto can turn pro with a little help from Congress
Legislation proposed by Congressman Patrick McHenry that would create a regulatory framework for the industry is sorely needed, whatever its final shape
Iran hawks want to strike now. They're wrong
It isn’t a question of toughness, but of what can be achieved at what cost
Big AI users fear being held hostage by ChatGPT
Low pricing is drawing companies into deals with OpenAI and rivals, but what happens once they become reliant on their tools?
Elon Musk’s Tesla bait-and-switch is getting old
The EV company keeps pushing its “next phase of growth” message, but it’s getting harder to look past a slump in vehicle sales and its unexciting lineup
PV electrification set to power ahead in India
The push for Make-in-India can catalyse localisation, innovation and competition in the world’s fourth-largest PV market
