FIIs have turned skittish, volatility has increased, which means the near term looks uncertain. Has the long term outlook changed too?
In the long term the country needs a transparent and effective channel by which political parties can collect funds to contest elections
The main reason for margin compression was the catching up of deposit rates with lending rates for most banks. Bankers have indicated that margins could compress for one more quarter
The judgment is important for two reasons. First, it is rooted in the reality of politics and money, and second, it furthers the citizen’s right to information for a meaningful participation in a democracy. SC also discussed viable alternatives like Electoral Trusts. However, the Court’s job ends with suggestions as creating policy is within the domain of the Executive
The weak performance at Cenexi is constraining Gland Pharma’s earnings expectations
Capturing the full opportunity of AI-powered security goes beyond the technology itself. I see three key areas where private and public institutions can work together
Will the government bring an ordinance to overrule the SC judgement? Unlikely, because all the amendments done to various acts – IT Act, Companies Act, RPA 1951 – have been struck down as unconstitutional. Moreover, SC has upheld the citizens right to know on sources of political funding. Hence any future scheme introduced to curb the role of black money and cash will have to be transparent
Despite the belief that animals have an unimpeachable survival instinct, polar bears are increasingly making wrong energy expending decisions in their desperate search for food. In trying to adapt to the climate crisis, projects can actually make us more vulnerable or simply waste resources. For example, we keep building higher flood barriers, only to see the water redirected to an area without protections or have them breached as climate change intensifies storms
Will the UN, in the face of Russian aggression against Ukraine, stand up to crimes against humanity or go the way of the League of Nations when it failed to restrain Mussolini and Hitler? More succinctly: Will we advance international law or let it become irrelevant?
The national and provincial governments are poised to have weak coalitions at the helm. These will struggle for credibility amidst PTI’s refrain of a stolen mandate, and may leave tough economic reforms on the backburner, thereby intensifying the existential crisis Pakistan finds itself in
Electoral Bonds: The Supreme Court ruling is a triumph of constitutional rights as the right to information and transparency trumped the bonds’ twin objectives (curbing the use of black money in elections and protecting the identities of parties in the interests of safety). Salvaging electoral bonds by making them more transparent is an option
In this edition of Moneycontrol Pro Panorama: Indian pharma market on a new high, M&M’s performs better int he latest quarter, unaccounted political funding needs more clarity, and more
It is the collective responsibility of all stakeholders including regulators, banks, lending companies, apps marketplace etc to raise awareness and help people choose legitimate and valid apps to avail loans
Recorded contributions, whether via electoral bonds or plain contributions for which parties issue receipts, form only a part, probably a tiny part, of the total spending by political parties. The bulk of their expenditure is carried out by unaccounted money. Then why have electoral bonds, with their state-sanctioned secrecy?
The AI startup is one of the fastest-growing companies in history, but questions remain about the long-term viability of its revenue stream
Individual companies need to take a long hard look at their operations, put in place strong oversight mechanisms, and think long term rather than be mindlessly obsessed with valuations to emerge as stronger sustainable enterprises
While the 2030 targets for transition from ICE to EVs across vehicle segments is a big ask, it has already triggered interest among component makers
The fiduciary responsibility when taking funding needs to be respected. Ideally, an entrepreneur must treat this as money in trust, not one to be used discriminately
India is now targeting a Rs 1.5 lakh crore annual spend on modernising its armed forces until 2030 and domestic production has crossed the Rs 1 lakh crore mark in fiscal 2023
OpenAI mustn't repeat Facebook's mistake of "remembering" user preferences and views and feeding more of the same, ultimately driving them into silos. It must offer diverse perspectives on political or social issues, even if they challenge a user’s prejudices
The funding winter for edutech is real — the shock from Byju’s collapse is still playing out. Players are looking to marry the scale of cloud computing with the classroom clout of charismatic, million-dollar tutors to create a winning hybrid. A coaching-centre heavyweight like Allen building digital muscle or an internet sensation like PhysicsWallah entering the brick-and-mortar world could work, provided companies don’t eplicate Byju’s hyper-aggressive sales machine or spend as lavishly as it did on unrelated acquisitions
What’s the BJP strategy behind ensnaring Ashok Chavan? To retain the 43 seats NDA won in 2019, BJP ensured splits in NCP and Shiv Sena. But the gains have reached saturation because of polarised voters. And so a new narrative of a weakening Congress that even its top leaders have no confidence in, and thus chipping away at the wavering holdout voter
What doesn’t help Bandhan Bank’s cause is its own asset quality track record. For the past two quarters, the lender has disappointed investors with the quality of its loans as slippages have increased leading to an impact on its bottom line
Pharma companies are increasing focus on chronic medicines as this category of drugs continues to outperform the Indian market
The company expanded market share in the farm equipment segment where it commands a leadership position, notwithstanding challenging times
