US small-caps suffer worst run against larger stocks in more than 20 years
Unusually big performance gap opens up as investors drive up big tech stocks while interest rates hurt smaller companies
Ecommerce tariffs will kick in from 2026, says WTO chief
Some developing economies such as India, Indonesia and South Africa hope online tariffs will significantly raise their tax revenue
How can you benefit from current volatility in Nifty 50?
Volatility indicates the level of risk associated with the price changes of a security. Volatility in small dose is essential however a large dose could be lethal. So, how can one benefit from volatility? Read on
Lok Sabha Polls: Selecting Raju Bista as the BJP candidate from Darjeeling sends out a clear message
The decision to deny Harsh Vardhan Shringla, chief coordinator of India’s G20 presidency, a BJP ticket to contest from the prestigious Darjeeling seat signals that winnability, and not status and connections, is the criterion for selecting candidates by the ruling party
It’s time to raise the limits on overseas investment
Restricting inflows into overseas ETFs is not in the best interest of investors.
Chart of the Day: Record performance by SME IPOs, but can it continue?
Despite a promising landscape for SME IPOs in FY24, a cloud of uncertainty looms over the horizon, particularly due to the possibility of SEBI enforcing more stringent regulations on trading and fundraising.
Rupee value, forex reserves playing well to a longer-term scenario
For India the greatest gain will come from having a stable currency which will move the way it is expected to, the stability coming from fronting a strong economy
What the Hurun Rich list tells us
The rapid increase in the wealth share of the very richest segment of the population in India is the reason for the proliferation of Indian billionaires
Bond market shows mighty appetite, swallows record state bond supply
Strong demand from foreign investors for central government securities and states’ demonstration of fiscal prudence has ensured that demand for even a bloated quasi sovereign bond supply remains strong.
The Eastern Window: What prompted the US to finally allow the UN vote for ceasefire in Gaza
The US has withdrawn its protection of Israel allowing the UN to call for a ceasefire in Gaza. The Biden administration is trying to save itself from blame as thousands are massacred in Gaza, particularly at a time when it is preparing for the next election.
Why India is better poised than China to facilitate peace between Moscow and Kiev
Delhi is in an ideal situation to get both -- Russia and Ukraine to sit together at the negotiating table. It is imperative that India takes the lead, to facilitate talks between Russia and Ukraine
Moneycontrol Pro Panorama | Defence: Making in India for the world
In today’s edition of Pro Panorama: A long-term value play, India’s pandemic readiness, life gets harder for forgings exporters and more
Chocoholics won’t be the only victims of cocoa’s surge
The cocoa deficit is so large — three consecutive years of shortfalls, and potentially a fourth one coming — that sky-high prices are needed to curb consumption meaningfully. But the last few weeks of daily record highs have more to do with financial factors than fundamentals. Meanwhile, there is growing concern about the generally small sized trading firms in the cocoa sector collapsing
Climate Change: What's worse for the planet than planes? Drained bogs
Peatlands store twice as much carbon as the world’s forests. In a healthy bog, the waterlogged conditions prevent plant material from fully decomposing, so rather than releasing CO2, the greenhouse gas is trapped in the ground. About 11% of peatlands globally have been modified and drained. These degraded wetlands cover less than 0.4% of the Earth’s land area but are responsible for 5% of human-caused emissions — more than aviation
The Trump machine: the inner circle preparing for a second term
In 2016, Donald Trump was the ultimate political outsider. If he wins this year’s election, he will be backed by a group of experienced former officials eager to apply his ideas
Putin forgot that Islamic State thinks he’s part of the West
For Islamic State or al-Qaeda, Putin’s military interventions in Syria and Chechnya are no different from America’s in Iraq or Libya. The presence of a large Russian military base in predominantly Sunni Muslim Tajikistan — the ex-Soviet country that the arrested suspects may have been from — is no less offensive to Islamist ideas than the presence of US military bases in the Gulf. Russia is for them a part of the Christian West. It doesn’t belong anywhere on the territory of their imagined Islamic caliphate
Boeing needs to act faster to find its next CEO
Boeing had been struggling with serious quality issues dating back to the two tragic crashes of the 737 Max, but the final straw came when workers failed to put the bolts on the fuselage panel of an Alaska Airlines aircraft. It can’t afford a drawn-out transition, certainly not until December. The company would benefit from a new CEO with experience turning around a troubled company
China’s EV and solar boom is a capitalist win for communism
The economy is awash in easy money from state banks; its renewable manufacturers are undercutting rivals everywhere else in the world; ergo, China’s comparative advantage isn’t scale, cost efficiencies or innovative prowess, but the availability of cheap government subsidies
How RSS identified certain key festivals to strengthen social engineering
RSSFACTS: The six festivals were chosen with the motive to synergise with RSS’s objectives. Also, it helps in further expansion of the organisation across various sections of the society
A challenging road for forgings exporters as global truck demand stutters
Sluggish CV sales growth in 2024 may be a blip, given that new emission norms effective in US from 2027 may lead to pre-buying, which will once again augur well for forging companies
The three kings of AI
Three companies in very different parts of the world have emerged as the largest gainers of the current AI boom. Three companies in very different parts of the world have emerged as the largest gainers of the current AI boom
To beat your neighbour’s ROI, invest in bonds
While the lure of going all-in on equities may seem irresistible, it can prove to be a trader’s undoing when things go badly wrong, as they often do on the Street
The Eastern Window: Modi tries to wean Bhutan away from China
India has doubled its assistance to Bhutan during Prime Minister Modi’s recent visit to Thimphu. But will this stop Bhutan from conceding sensitive areas in Doklam near India’s border to China
Personal Finance: Three investing pointers every woman needs to know
Women are inherently risk-averse simply because they have been conditioned to be conservative with their investments
How fit is India’s healthcare to handle future pandemics?
A recent ADB report can come in handy for NITI Aayog to work out the proposed programme to tackle any public health emergency going forward
