Iger won the battle — but Disney’s ‘woke’ war isn’t over
The CEO handily beat back activist Nelson Peltz, but his declaration that the culture wars have ‘quieted down’ is wishful thinking
Central banks are buying gold and holding onto it, hedging all risks
Looked at through the eyes of an emerging market central bank, gold is something very special, an everything hedge. Central banks aren’t in it for the short term either: they don’t buy gold to trade. They are buying it for the long term to hedge political risk
Bond market risks dislocation as borrowing needs surge
Sovereign borrowing is increasing at the same time as corporates need to refinance maturing debt
Is Japan finally becoming a ‘normal’ economy?
Prices are rising, workers are demanding higher pay and the stock market is booming. But the country still has to fix deep-rooted problems
FMCG companies dig deep within to regain growth
The market outlook remains dullish, show early trading updates, but companies are not letting that stop them from investing behind brands, advertising & promotions and distribution
UK faces flood and draught? Nature can fix Britain’s water woes
Britain’s water woes are tied to how we’ve exploited our natural resources. It’s time to let nature return to doing more of the work
How RSS is developing an indigenous model of rural development
Sanghnomics: The RSS initially experimented with some pilot projects and gradually realised that to make India’s growth story permanent it is important to have an indigenously developed rural development model
Trump’s brand of Christian conservatism is driving people away from church
The former president’s embrace of White Christian militantism coincides with a precipitous decline in religious affiliation in the US
The Eastern Window | Myanmar's descent into civil war: implications for India
With the military junta in Myanmar coming under increased attacks from armed rebels, there is a possibility of the junta collapsing. The Indian government is under pressure to review its pro-junta policy and build communication lines with democratic forces and rebel groups
Can power supply manage the twin challenges this summer?
Forthcoming general election adds to summer heat on electricity demand as consumption is set to spike
Chart of the Day | Global food inflation edges up, as crude oil worries float up
The FAO index rose month-on-month for the first time since August 2023, mainly due to a heating up of vegetable oil prices
Consumer confidence recovers before general election, boosting BJP’s prospects
The RBI’s consumer confidence survey for March 2024 shows sentiment improving, just as it did in March 2019, before the last general election
China’s overcapacities are a significant challenge for India and the globe
China’s quandary is that at one level sustaining economic growth will require investment. At another level, it has built up capacities in sectors like new energy and technology manufactures to a vast extent.
The Trump tax cuts were neither panacea nor rip-off
The breaks are due to expire in 2025, making it an election-year issue. Whatever is decided, reversing the benefits given to businesses is the last thing lawmakers should do
Ukraine’s drone attacks against Russia send message to Washington
Strikes against Russian energy infrastructure could disrupt supplies, raising the stakes for President Biden
Strong growth momentum, bright outlook keep MPC focused on price stability
While the MPC can continue with the status quo over the first half of the fiscal year, the timing of the first rate cut and the magnitude of easing will depend upon CPI inflation moving closer to the 4% target on a sustainable basis and MPC’s assessment of the real neutral policy rate
Moneycontrol Pro Panorama | RBI Monetary Policy: The elephant has left the room
In today's edition of Moneycontrol Pro Panorama: What is the future of India’s F&O traders, some financial rules to not take seriously, TMC's corruption charge could shape poll outcome, ISIS attacks show the war on terror is not over, and more
MPC Meet: RBI maintains status quo, keeps repo rate at 6.5%, in line with market expectations
The policy review committee decided to keep repo rate unchanged for the seventh time in a row and said that it remains vigilant towards upside risks to food inflation. It has projected CPI inflation at 4.5 percent and GDP at 7 percent for FY25
How to squash government debt
A new working paper crunches through the extraordinary case of Jamaica, which halved its government debt-to-gross domestic product ratio from 144 per cent between 2012 and 2023
Now Biden must show, not tell, Netanyahu that enough is enough
If Israel ignores the American demand for a ceasefire, the White House must halt all arms shipments
AI threatens to dislodge Philippines in the economic revolution
The Philippines must fight to maintain its place at the forefront of the commercial services boom. Instead, the disruptor is being disrupted
ISIS attacks in Moscow, Syria, Pakistan show the war on terror is far from over
Deadly assaults in Moscow and elsewhere show that the West needs to improve vigilance — especially for the Paris Olympics
Lok Sabha Polls: Corruption allegations on TMC could shape election outcome
With many Trinamool Congress ministers, MLAs and leaders behind bars, corruption has emerged as a big issue during the parliamentary polls in West Bengal. There is a fair chance of graft and pay-offs turning the tide in BJP’s favour, although TMC insists that its jailed leaders are innocent and are being unfairly targeted by enforcement agencies to help BJP outsmart the ruling party
What the BJP and other political parties need to take away from the India Skills Report
The BJP-ruled states in the North like UP, Bihar, Madhya Pradesh and Haryana have done very well on the tests – but that doesn’t mean that the jobs are being created there
Has banking changed with technology disruptions, centuries of evolution?
The essence of banking remains anchored in timeless principles of prudence and trust. As we navigate the tumultuous waters of innovation, let us not lose sight of the enduring core of banking that has withstood the test of time
