Missed Chances: Don’t ask star fund manager Cathie Wood about Nvidia, or TSMC
She mistimed the offloaded of shares in both companies, an epic miscalculation given how AI is giving chip companies a second wind. Cathie Wood is now sounding the alarm on chip stocks. Given her track record, one has to take Wood’s comments with a grain of salt. Among providers of mutual and exchange-traded funds, her firm Ark topped the chart in wealth destruction. But her caution nonetheless resonates with those who worry we are nearing another dot-com burst
How India’s butter chicken found its place in America
Several analyses of Google searches have shown Indian food to be among the Top 5 most sought-after cuisines across the US. When introduced in the US, butter chicken, with its bright bronze hue, creamy tomato-based texture, tender chicken chunks, and less spicy ingredients, felt more accessible to Americans. After all, it’s chicken in a cream sauce
Chart of the Day: Why Japanese rate increase matters
Concerns arise that rising Japanese rates might prompt investors to seek higher yields in domestic markets
Why Zomato is a fundamental investor's nightmare
Blinkit was a gamble that worked out and is now the company's core business model. However, the company is now climbing up the value chain and will confront the big boys of e-commerce.
Unilever’s ice cream scoop-out may increase appetite for another split
Investor appetite might be whetted for bolder action on the group’s bloated portfolio
Politics re-asserts the old adage: In Cash We Trust
There have been multiple attempts by economists, central bankers and government officials to wean the public off currency and nudge them towards using digital payment platforms but cash tends to bounce back
Marketing Musings | Catching eyeballs: From television to digital
Digital is vital for creating awareness but for long term sustainable branding, television is still the primary medium to choose for companies
Will the unthinkable happen – The Gandhi family shying away from an Amethi-Rae Bareli fight?
With the Gandhi siblings, Rahul and Priyanka, seemingly undecided on contesting from the family’s two pocket boroughs in India’s most politically important state, it is yet another loud signal to the Congress party’s regional leaders, rank-and-file, and voters that the duo are clueless about reclaiming lost political space in these two constituencies or the larger Uttar Pradesh
RBI report shows India has a friend in growth, a frenemy in inflation
The RBI’s state of the economy report surmises that the Indian economy is experiencing a conducive macroeconomic configuration that can be its launching pad for a step-up in its growth trajectory
Brexit’s lasting damage is looking inescapable
For most of this century, the UK was the biggest beneficiary among the 27 countries in the EU. Measured by gross domestic product, GDP per capita growth, unemployment and superior debt, equity and currency valuations, Britain was the perennial leader. Now on all these, the situation has reversed and the UK is trailing
Moneycontrol Pro Panorama | Mergers are not a please-all solution
In this edition of Moneycontrol Pro Panorama: IT stocks still a favourite despite earnings cut, learn to predict market price reversals to stay ahead, impact of recent tyre price cut explained, Trump's tantrums a sign of what's to come, and more
Bank of Japan ends era of negative interest rates
Central bank becomes world’s last to unwind ultra-loose monetary policy after signs of lasting end to decades of deflation
Lok Sabha Polls: Does a seven phase election schedule really benefit the BJP?
Opposition parties are carping that the seven phases schedule spanning from April to June will benefit BJP. But is that really the case? Aren’t they conflating various advantages that BJP already enjoys with the schedule?
Lok Sabha Polls: Key issues which can shape the electoral outcome for BJP and the Opposition
The stage is set for the upcoming Lok Sabha polls as the BJP and Opposition parties begin their campaign. The electoral verdict will hinge on promises that resonate with voters, shaping the course of our nation's destiny
China: Why metals will shrug off history’s greatest property crash
China's hunger for metal is so voracious that plans for mining the materials needed for the energy transition stand or fall on whether the current real estate crash will allow millions of metric tons of copper, aluminum and nickel to be diverted from apartment fittings toward solar panels, electric cars and wind farms
Trump’s empty pockets make him a US national security threat
Donald Trump’s always been willing to sell his name to the highest bidder. There’s no reason to believe that Trump, whose businesses collected millions of dollars from foreign governments and officials while he was president, won’t have a for-sale sign out now that he’s struggling with the suffocating weight of court judgments
Bringing Gemini to iPhones would fix Apple’s and Google’s AI problems
A tie-up that brings Google’s Gemini AI to Apple’s iPhone is a deal that can solve short-term headaches for both companies. Apple devices will get a taste of the cutting-edge AI customers will soon expect as standard and that developers are already demanding. And for Google, its tragicomic tryst with Gemini may be forgotten if iPhone users start taking it seriously
Who are the top decision makers in the RSS and how do they look at Sandeshkhali?
RSSFACTS: The Akhil Bharatiya Pratinidhi Sabha and Akhil Bharatiya Karyakari Mandal discuss important contemporary societal issues and pass resolutions indicating the RSS view point. The ABPS’s stinging rebuke of the atrocities at Sandeshkhali indicates that the Sangh is intent on pursuing justice for the victims
The tale told by recent tyre price cuts
The price cut particularly in truck tyres paints a cautious outlook for CV demand and tyre sector's profitability that may have peaked
Indian refiners face uncertainty as US sanctions loom over Venezuela
The US may impose sanctions on Venezuela from April. That will pose a challenge for India as it has been a key source of crude oil at a discounted price
BOJ has hiked at last, but this tiny step is no liftoff
Totems of ultra-easy money have been retired in Japan. Just don’t expect this rate hike to be the start of a cycle
Chart of the Day: How IT stocks gathered more steam in spite of earnings cut
The NSE IT index has gained by 28.5 percent in the last one year even as analysts pared earnings estimates for most major companies
How to forecast price reversals and get an early-mover advantage
Even a seemingly simple tool like a moving average chart can be used tellingly to generate buy/sell signals that can help individual traders earn good returns
How LTIMindtree lost its growth mantle, post merger
LTIMindtree is unlikely to outperform large IT services companies in FY24 the way it did in FY23 or before
What Trump’s tantrums portend
Donald Trump, yet again, reveals the threat he poses to the American economy and society. His rant against imported cars at a time when the US economy is doing reasonably well and incitement of racist violence imperils the world order that America presides over
