In today's edition of Moneycontrol Pro Panorama: FMCG falls out of investor favour, IT continues to register weak earnings, market challenge for retail traders in 2025, job creation initiative gets major boost in state budgets, and more
The low risk associated with investing in high-quality government debt only applies in the very specific circumstance of you holding your bonds to maturity. Only then do you benefit from their fixed value at redemption. If you sell before maturity, or worse still, if you’re a distressed seller, the losses can be huge
The British semiconductor designer isn’t directly involved in the hottest business in town unlike Nvidia’s GPUs, whose superior parallel processing capabilities made them perfect for training and maintaining AI models. Arm can still benefit from the AI boom thanks to its business designing chips for data centres, but its path to capitalising will take a longer time
An estimated 11-28% of Russian techies have left since the outbreak of war. Yandex NV, once hailed as the country’s answer to Google and valued at $30 billion before the Ukraine invasion, is selling its domestic business for about $5.2 billion. The pressure is even more acute in scientific research. Russia has lost more than 50,000 researchers in the past five years
Eight-year financial data gives an idea of what may lead to FMCG firms’ profits returning to healthier growth levels
People’s Liberation Army mobilisation units reflect Xi Jinping’s focus on security as economy slows
Detroit can only really defend itself against Chinese EV-makers if it develops products that can compete and undercut them. That’s the lesson it failed to learn when confronted with Japanese rivals half a century ago. The only way to win this race will be to start competing with the next wave of Asian imports, rather than trying to disqualify it
Amazon US announced that Prime Video would no longer be commercial free unless subscribers — even existing ones who had paid for a yearly plan — paid an extra $2.99 a month. The move was part of a mad dash to boost streaming income after years of rampant investment and spiraling blockbuster budgets. You can’t just go stripping away features and expect customers to not speak up just because you need to better balance your books
India's journey towards integrating its fuel prices with global market dynamics involves navigating economic, infrastructural, and socio-political landscapes. While the managed pricing regime has its merits, evolving towards a market-driven model could enhance efficiency and global economic alignment. Integrating with GST framework is key
The Defence Acquisition Council has been promoting the use of Indian-made weapons and supplies, which has led to a significant increase in orders for Indian defence companies
RSSFACTS: The traditions that are today part of the daily RSS shakha meeting like the commands, prayers, the hoisting of a saffron flag, and the exercises – all with the only agenda to train young men to make them physically, mentally and intellectually strong to serve the country – took shape in the initial years of the RSS itself
A tech revolution is sweeping the world and markets are getting affected too, throwing up unusual aftereffects. Retail traders need to skill up to survive
The short term electricity trade business is less profitable than medium term and long term contracts
While EPAM expects revenue to decline in January-March, Capgemini projected a slower revenue growth in 2024 vis-a-vis 2023
Analysts believe that the pressure to raise deposits would continue and that would mean banks have to cough up more interest to get depositors. Also, much of the repricing of the loan book in terms of interest rate hikes is over. The upshot is that drag on NII growth would continue.
In today's edition of Moneycontrol Pro Panorama: PM Modi reaches out to the Muslim world, Russian economy braves Western sanctions, markets ready for a high but investors must be cautious, US and China vie for Bangladesh's attention putting India on backfoot, and more
The end of cheap Russian energy and the rise of Chinese competition have slammed a manufacturing sector that used to drive growth. The country’s storied infrastructure is faltering. A new growth agenda that reduces overreliance on manufacturing demands deregulation of professional services, faster adoption of digital technologies, and a more flexible capital market to direct investment to new and productive uses
The world needs higher cocoa prices to encourage re-planting millions of old trees. If every farmer applied a little more fertilizer, and had pesticides at hand, production could recover. That, or projected chocolate demand growth needs to slow, if not fall. Market forces will eventually rebalance the market, but everyone must brace for a few years of higher prices
Sam Altman’s goal of raising about $7 trillion to make AI chips tells a story beyond his borderline-insane ambitions. First, the infrastructure needed to build AI has become exorbitantly expensive. Second, most of that value is still held by a handful of large technology companies and the oligopoly is only going to get worse
The overall success of GIFT City hinges on the competitiveness of its tax regime. There is a high expectation that the beneficial tax regime for aircraft lessors will continue to move in the right direction
Rising stockpile of ‘dry powder’ is a sign of private capital’s growing attraction as an asset class
Asia’s largest economy, not long ago considered a contender to supplant the US, is having a rough patch. Growth has struggled after the pandemic, foreign investment is waning, and real estate companies are failing. But the most pernicious development has been deflation. It will help drive inflation down around the world
One option is that when the harvest is sold to private parties below the MSP, the state would have a legal duty to pay the farmer the difference as cash, directly into their bank accounts. In case traders band together to underpay farmers who would bargain less because New Delhi would pick up a part of the tab, farm producers’ organisations acting as buyers of last resort could check the collusion problem
India has more than enough clout in present-day Bangladesh to go it alone. So the US attempt to rebuild bridges with Sheikh Hasina could reduce her dependence on India. The US is evidently concerned about the strides that China is making in Bangladesh. Now is the time for India to play the aces up its sleeve and show both countries that is the resident power in the region
Strapline: Prime Minister Narendra Modi’s visit to UAE and Qatar was a game-changing development because they took extraordinary steps to prove their friendship towards India. The inauguration of a temple in Abu Dhabi and the release of Navy veterans in Qatar are significant moves. India is now rivalling China for influence in the Middle East at a time when the region is undergoing major changes
