Philippines’ baby bust will one day be a global labour problem
Filipinos perform critical, though often under-appreciated, roles in social and economic systems far from home. With Philippines determined to reduce its birthrate, its impact will be felt everywhere from London hospital wards and Los Angeles wharves to dinner tables across the Middle East
Sugar mills face another hit from higher UP sugarcane cost
The state advised price (SAP) in Uttar Pradesh for the current year has been fixed 5.7 percent higher over a year ago, adding to sugar mills' woes
Global Chip Rebound: TSMC thanks you for your love of chat bots
All TSMC and co need now is for us to keep chatting with bots, create AI-generated cat videos, and let computers write school essays. Global semiconductor industry revenue will climb at least 10 percent this year
Boeing-Airbus duopoly is a pain for customers and a lesson for competition regulators
The duopoly of Boeing and Airbus has meant that the Indian airline industry has to depend entirely on them despite recent signs of shoddy production standards. This is a nightmare for competition regulators.
India: Marketer’s dream or Piketty’s nightmare?
Which is the real India? The India reflected in the glowing Goldmann Sachs report, the technologically advanced India sending missions to the moon and the affluent consumerist India, or the millions lining up for the government’s free food scheme?
Bloodbath among risk-on assets – Disappointing HDFC Bank earnings, or something more systemic?
The Indian markets over-reacted to the HDFC earnings disappointment, indicating that other, deeper, factors were behind the sell-off
Worsening Pakistan-Iran Relations: Who is to blame?
Half a century of state repression of Balochistan, the Zia era tilt towards Saudi Arabia away from Iran, all leading to Shia-Sunni tensions, has been followed by the receding of the Pakistan state from vast areas of the country amid a crippling economic crisis. The dysfunction, policy and ideology have allowed terror groups to use Pakistan as a base to target neighbouring countries
Budget Snapshot: Do tax resets make Indians change investments?
Tax changes may affect the choice of instruments for investment but are unlikely to move flows in a big way immediately. Flows are more affected by changes in interest rates or bond yields that directly influence the return an investor gets.
With GPT Store, OpenAI is going after the attention economy
The store allows the company to monetise its language model technology and share that wealth with other businesses. And it’s using an incentive structure that has a history of unpleasant side effects on — you guessed it — humanity
Moneycontrol Pro Panorama | Are the odds against equities rising?
in today's edition of Moneycontrol Pro Panorama: India’s rising energy demand paves way for BHEL, increasing capex spends in interim budget risky move, lessons to learn from HDFC Bank’s crash, in Sheikh Hasina's new cabinet pro-India voices fade, and more
Union Budget 2024: Ensure low cost capital to buyers and sellers and lower taxation on real estate
Budgetary intervention has become critical in the real estate sector as affordable housing isn’t getting the priority it deserves from builders. From financing to taxation to providing a stock of low-cost rental housing, the Union budget has a number of instruments available to arrest this slide that is hurting the middle and lower middle class
Japan can guilt-trip its stocks past its previous all-time high
After an unexpectedly vigorous start to 2024, the blue-chip index suddenly finds itself less than a 10 percent gain away from finally overcoming that record
Blackstone and BlackRock master the art of moneymaking
After blowing past major milestones — the pair now manages over $1 trillion and $10 trillion, respectively — Blackstone and BlackRock needed to show investors they still have a good story to tell. The two multi-billion dollar deals they just sealed showcase just that
Saving Gaza means pressing Iran as well as Israel
Changing Israel’s behavior toward the occupied territories is an essential requirement for restoring stability in the Middle East, but it’s only part of the solution. Israel won’t relent until the root threat posed to it by Iran and its proxies also gets addressed
The US stock market is eating the world. Where is Paris, London?
One way of seeing how two European footwear companies have performed on the stock market since going public — one in New York, one in London, should set alarm bells ringing across continental financial hubs, not just the UK
BHEL looks at opportunities in India’s rising energy demand
Analysts estimate that power consumption growth of 8-10 per cent will unleash an order potential of 8-12 gigawatt (GW) in the industry between FY2023 and FY2026
Intergenerational Investing: The challenge of protecting and preserving wealth across generations
History is replete with families who were once mega rich but over generations have not been able to compound their wealth. How to invest when the objective is to ensure that the family retains buying power at the same level in the next generation? Read on
Budget Snapshot: Will government risk increasing capex spends in interim budget?
Strong tax collections and benign commodity prices have provided more fuel for the ongoing fiscal consolidation
LEX: Who stands to gain from China’s demographic collapse?
Creation of a ‘silver economy’ catering to senior citizens will boost sectors ranging from pharma to robotics
New Bangladesh Cabinet: Sheikh Hasina sends key pro-India voices packing
She has dropped the likes of Abdul Momen and Abdur Razzaq who were identified as being too close to India. Though three Hindu cabinet ministers have been appointed, India faces the challenge of countering the growing influence of pro-China, pro-Pakistan, and Islamist leaders
How many workers in India meet Narayana Murthy’s 70-hours-a week benchmark?
Data from the Periodic Labour Force Survey tell us which workers in which states work the least, who are the most industrious and how many work more than 70 hours a week
A power-packed plan that needs political will to work
Smart meters, efficient discoms key to round-the-clock electricity supply
HDFC Bank: The worst may be over, but it's tough to reclaim its past glory
Thie desperate need to find money to lend defines HDFC Bank's central problem. Lately several factors have combined to make deposits very scarce and hence expensive for all banks
HDFC Bank’s profitability fails the return on assets test
Two metrics have emerged as a big red flag for investors: A 2 percent contraction in earnings per share and a greater contribution of tax writebacks behind the enviable 2 percent return on assets (RoA).
BP went for continuity. It needs a revolution: Javier Blas
Along with many other companies, BP loves to reinvent its brand. For a time, it marketed itself as Beyond Petroleum.
