Personal Finance | Does the recent price breakout justify a higher long-term allocation to gold?
There isn’t much commentary on gold beating inflation in the long run, but with equities, it is historically known that it is an asset which beats inflation over long periods
Godrej Properties: Standing tall among peers
An outlier in pre-sales of homes in recent quarters, the March quarter is commendable for GPL, though reduction in interest outflow would improve investor returns
Mohamed A. El-Erian: Fed faces a big risk, but it’s not the one many think
Policymakers must acknowledge that we are operating in a more supply-constrained world to avoid prematurely ending the US’s exceptional economic run
The Fed choked clean energy. It’s about to start reviving that
Higher rates have held back green power. As central bankers take their foot off the brake, investment momentum will be unstoppable
Why write a shareholder letter? Ask Dimon or Buffett
The annual shareholder letter has taken on a new significance in corporate America
Human psychology and investments: Daniel Kahneman’s theory decoded
The late Daniel Kahneman, who won the Nobel Prize, established a link between psychology and economics, especially those related to investments
Joe Biden, Fumio Kishida and Ferdinand Marcos go minilateral in the Pacific
This week the US keeps building NATO 2.0 in the Indo-Pacific, even as it prepares to improve NATO 1.0 in July
US: No Labels, a self-described centrist group, and RFK Jr play spoiler in 2024 Presidential race
This election is far too important for the games played by the group, No Labels, or for vanity runs, such as that of Robert F Kennedy Jr -- who apparently thinks it’s his birthright to run for president
Elon Musk picked the wrong fight in Brazil, snubs court orders
As the Brazilian Supreme Court begins its crackdown on social-media accounts spreading misinformation and hate speech on X, the billionaire owner of the social media site pledged to disobey legal orders
Large caps to be in focus with incremental capex expansion
Once the election season is over, both consumption and investment sectors will get a fresh impetus. Large caps are well poised to seize the opportunity
Mohamed El-Erian: Inverted pyramid of investments needs shoring up
The shift towards more opportunistic and tactical positions is risky
Branded edible oil companies’ outlook turns warm
Palm oil prices are up 20 percent over end-2023 and other edible oils too are showing signs of firming up, potentially turning the tide in favour of the organised players
US: $200 billion of M&A wasn't enough in oil patch
The industry consolidated over the last decade in part thanks to moderating oil prices. There are still too many energy companies chasing too little capital
Gaza war may lead to Israel conflict with Hezbollah and Iran
Hezbollah and Iran are OK with the state of things for now, but they could make their move if a peace is brokered between Israel and Hamas
Chart of the day | Growing clout of wealth managers in India’s financial landscape
Jefferies forecasts that assets under management of active Indian Wealth Managers will double by FY27 compared to their levels in FY24
Start-up Street | Perpetual funds – an idea whose time has come?
While a perpetual fund provides a steady fund flow to entrepreneurs without worrying about tapping markets frequently, it needs a shared vision between fund managers and the entrepreneurs
How India plans to bring down urea imports to zero
In line with its goal of eliminating urea imports by 2025, the government is scaling up Nano-Urea production to achieve self-sufficiency in urea production
Fund Matters | What made mutual funds tick in FY24, will there be an encore?
Concentrated portfolios and derivative exposures worked in the favour of certain funds in FY24. But there’s no guarantee that will work in FY25 as well
India’s 10-year bond yield to ease to 6.50-6.75% by H2 on FPI demand, policy rate cuts
Major central banks globally, including the RBI are expected to begin policy rate cuts this fiscal. Coupled with a lower than expected supply, Indian bond yields could ease from current levels
Katchatheevu: The DMK’s hidden hand got exposed
The revelation by state BJP Chief K. Annamalai has put the DMK and TN Chief Minister Stalin in a hotspot
Congress manifesto doesn’t promise the moon
The Congress manifesto promises to overhaul GST system, among other things that seek to undo NDA government issues. But it also doesn't go overboard on populism
Decoding Economics | Corporate debt and boom-bust cycles
While the authors’ research is based on a global sample of 115 economies, its conclusions fit very well with the Indian experience where the rise in corporate debt led to a huge rise in bad loans and the subsequent clean-up slowed the economy and led to an investment drought
Will solar prospects radiate on the protectionist push?
The global glut in solar module capacity can be challenging for local manufacturers despite the restoration of the ALMM
How ‘shareholder value’ became a Wall Street mantra
Harvard Business School’s Michael Jensen was at the heart of the intellectual revolution that transformed capitalism from the 1970s onwards. Was he hero or villain?
Green is the new crypto for corporate rebranding
Companies that gave themselves new names linked to sustainability between 2000 and 2022 enjoyed one-day returns of 15 percent, on average, according to a study
