UK Budget: Bond vigilantes curb Jeremey Hunt's tax-cutting enthusiasm
UK government bond yields have risen sharply this year and are higher than their euro-zone peers. Jeremy Hunt will need to tread carefully in how he funds his political ambitions to ensure the bond-market vigilantes don't ride again
Big businesses hit with management idea drought
The multibillion-dollar industry has lost the intellectual momentum and edge. There are only so many ideas that you can have about managing people or resources, and many of the best were generated long ago
The Eastern Window: China's 2024 budget estimates deflate stimulus hopes
The Chinese premier's work report did not hold out any decisive moves to address the concerns of investors over the sluggish economic growth and low consumer demand
India’s MSP conundrum highlights complex interplay between policy, economy, and nutrition
India's journey to economic progress reveals a profound shift in consumer behaviour with changes in policy paradigm to sustain the agricultural economy. The transformation has been brought in due to the intertwining dynamics of MSP and its consequences on food security, agricultural sustainability, and economic growth
Bangalore Water Crisis: Marginal pricing of water, subsidies to poor may curb water woes
Keeping water prices low for the sake of the poor is clearly harming them. The government can instead charge highest marginal rate of supply or offer subsidies to those who need it
Foreign investors right to see China as more of a trade than a long-term investment
Country faces clear and present danger of falling into middle-income trap
Red Sea Crisis: Rising threat to undersea cables has serious security implications
The Houthi threat to undersea cables in the Red Sea has posed a critical challenge to India, which faces a surging communications load on the cables in the coming years.
Tata Motors’ demerger offers investors a global car maker in JLR
The demerger offers investors the twin benefits of participating in the domestic CV segment while also getting an opportunity to own a pure-play global car company
What’s driving the Nikkei rally?
While the Japanese economy remains stagnant, companies continued to experience growth in terms of revenue and profits. Inflation and a weak yen have also helped
Falling cost, government incentives to fast-track rooftop solar installations
The solar photovoltaic power costs declined by 23 percent in 2023 amid abundant supplies
Google vs Indian Apps: Avoid knee-jerk reactions
The government’s job is to formulate robust policies and laws and ensure they are adhered to. In a commercial dispute, the courts are best equipped to sort them out
Cross Voting: A calculated jolt to demoralise the Opposition
The cross-voting in the Rajya Sabha elections has exposed how fragile the opposition is
The RSS Uniform: From khaki shorts to brown pants
RSSFACTS: Over the past 90 years several changes were made to the original uniform. It signified the organisation’s intent to change with the times, and adopt dress codes that the younger generation of swayamsevaks felt comfortable wearing
Why gas prices are rising despite a surplus situation
The biggest players in the oil and gas markets (Russia, Iran and Saudi Arabia) have a vested interest in pushing prices higher, should one call their bluff?
Tata Motors demerger: JLR in the driver's seat for PV valuations
The demerger's timing is opportune given the easing debt overhang of JLR and news of an IPO by Hyundai on Indian bourses and will offer Indian investors the opportunity to own a pure-play global car company
Elon Musk is right about Sam Altman’s OpenAI hypocrisy
Musk’s lawsuit points out that Altman created a non-profit board at OpenAI that could fire him if he wasn’t trying to benefit humanity anymore. They did. Then Altman returned and removed some of the board members who fired him. That was a good move for OpenAI’s business but a betrayal of its supposedly benevolent goals. The emperor was wearing no clothes, and Elon Musk was right to call him out
Qatar’s gas push has a hidden motive — Murdering coal
By flooding the market, the Middle Eastern country is hoping to make LNG plentiful and cheap enough to stimulate demand. Put simply: Qatar is trying to reassure Asian nations they can count on gas providing the necessary bridge to kill coal without risking either their finances or their energy security
Moneycontrol Pro Panorama | Private goods or public, where to draw the line?
In this edition of Moneycontrol Pro Panorama: Japan looks to revive ties with China, small cap stocks and lurking signs of danger, MSeva -- a missed opportunity maybe, banks face credit growth challenge, and more
BJP First Candidate List: Who is more battle ready for 2024 – NDA or INDIA bloc?
On an examination of six parameters including who is the PM face, alliances, announcement of candidates, rallies and other events, campaign themes, vision and key promises, it is the NDA that is far ahead of the INDIA bloc. The latter is clearly struggling to present a cogent national alliance
North-east developments looking ominous, more Tripura-like breakthroughs needed
The new framework for Tripura’s tribals was unveiled just as a host of contentious issues are again coming to a boil in the North-east. The central government must lend a sympathetic ear to the North-east concerns about the continuing Meitei-Kuki violence, implementation of CAA, scrapping of Free Movement Regime and the border fencing plan at the Myanmar border
The radical changes coming to the world’s biggest bond market
America’s regulators say new rules will help maintain the dominance of US Treasuries, but others fear higher costs and lower liquidity
Chart of the Day | The danger inbuilt in small cap stocks
Data on the financial health of stocks show that smaller stocks are indeed doing well on some aspects, but there are enough red flags that should give investors pause for thought
Google App Store Monopoly: Did we miss building MSeva?
Though the MSeva app has attempted to provide an indigenous app store, too few Indian startups have onboarded it. The absence of partnerships with phonemakers has limited the pre-installation of MSeva on devices, hindering its accessibility to users. Additionally, inadequate promotion and poorly designed user interfaces have contributed to its underutilisation
The finance commission should focus on increasing the size of the cake rather than its distribution
In 2011-12 the divisible pool made up 88 per cent of the union government’s tax revenue, but it fell to 77 per cent of the budget for 2024-25
Arizona Republicans want to give citizens licence to shoot migrants
Arizona Republicans produced legislation last week that would legalise shooting and killing trespassers on private land. Essentially, they took an existing law that allows someone to shoot a home invader and extended it outside to the property line — even if the property extends for hundreds of acres
