In this edition of Moneycontrol Pro Panorama: High food inflation can play spoilsport, services pull up current account in latest quarter, decline in bond yields an opportunity for investors, 2023 a mega year for SME IPOs, and more
Microsoft, Google and Amazon crowd out traditional Silicon Valley investors in blockbuster deals with AI start-ups in 2023
Operating losses in the initial years may not dampen investor sentiment but any dip in sales volumes could change earnings forecasts
The RBI MPC admitted that inflation remains highly vulnerable to food price hikes. Food inflation in November was as high as 8.7 percent which is close to the higher end of the tolerance range of 6 percent
SEBI aspires to further compress the settlement cycle to T+0, achieving completion by the conclusion of the same day in the initial phase and subsequently progressing towards instant settlement. The successful implementation would establish Indian markets as among the world's safest and most efficient.
Since 2020, all 371 SMEs that have tapped the market have been successful in raising money, highlighting the acceptance of the platform
A shift in the monetary policy focus from inflation to financial stability can be favourable for bonds, making long term bonds attractive for investors
The growth in the services surplus has ensured that the current account deficit remains low.
Expect AI to get bigger, better, more powerful and more expensive following the law of scaling as it feeds on more computational power (read chips), larger datasets, and a trillion or so parameters
In this edition of Moneycontrol Pro Panorama: Elections in Taiwan and the US crucial to China, limited monetary easing to open up in 2024, equity ownership up to record levels, and more
The thorny issue now for investors is the US economy. Equities are anticipating a healthy earnings environment for corporate America while bonds are pointing to a recession
Favourable factors like BJP’s strong standing going into Lok Sabha polls, the US Fed’s anticipated rate cuts, and strong buying by FIIs and domestic mutual funds suggest the party will continue into the first half of 2024. But as usual there are risk factors too
The ownership share of domestic investors in equity markets rose to 36 percent from 25 percent in 2018.
A combination of factors have ignited demand for food being flown in from distant places to consumers willing to pay for it, and businesses are lapping up the opportunity
The recent IMF India country report on India notes that the current broadly neutral monetary policy is appropriate, based on the estimates of natural real interest rate of 1%. Based on that estimate and average inflation estimate of 5% in the next fiscal, Repo rate can be at 6% under a neutral stance – implying a 50 bps easing from the current level of 6.50%
In 2024, forty vested interested parties will try to keep fear levels down and contain bad news as far as humanly manageable, on account of elections. Which is why the financial markets are ignoring the war in Gaza, the elevated geo-political risk in the Red Sea, the Chinese slowdown and food inflation.
China has reasons to worry about the return of a pro-independence political party to power in Taiwan and the increase in anti-China sentiment in the US election. It is also closely watching the 2024 elections in India and Pakistan
Paris Olympics 2024 will test India’s progress as a global sports power but aspiration levels must be modest
India's exposure in the global asset allocation market is accidental as India continues to sit in the emerging markets bucket. As the economy edges near the $4 trillion threshold, a change in perception can help India catapult as a separate asset allocation item
The historical data from TimeMap indicates a preference for bullish trends, and the uptrend could persist until the end of December
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
Here are few things closely linked with the RSS functioning and its historical evolution to better understand its stand on caste census
In this edition of Moneycontrol Pro Panorama: What RBI crackdown means for investors, will equities score in 2024, MSMEs facing cash crunch, political risks mire India’s investment play in Africa, and more
Outgoing CEO highlights safer financial system, which leaves banks’ own ‘stupidity’ as one of their biggest threats
With its own polity opaque, and its cheap state-driven capital designed to secure both resources and geopolitical advantage, Chinese state-run firms are quite comfortable working across both hugely corrupt and muddy political environments, quite content to deal with any government of the day irrespective of ideology or Western liberal principles
