Evergreening of loans – Is RBI justified in its actions?
Companies often seek to retire higher interest loans with lower interest ones. Banning banks and NBFCs from investing in Alternative Investment Funds on suspicion, often baseless, of evergreening of loans is creating artificial funds crunch. Instead pursue proactive disclosures of loans from AIFs and audit committee scrutiny of investments in AIFs
Why the India-UAE relationship is getting stronger and stronger
The roadshow by Prime Minister Narendra Modi and UAE President Mohamed bin Zayed Al Nahyan will be rich in optics and warmth but the ties are also being driven by converging interests, a substantive agenda, and people’s participation
Moneycontrol Pro Panorama | Investors keep the faith
In this edition of Moneycontrol Pro Panorama: India’s semiconductor dream sees new light, short sellers are a boon for markets, Lakshadweep needs to be marketed well, Ghaziabad gunning for a name change, and more
The EU’s carbon border tax and the fragmentation of global trade
A levy on imports of carbon-intensive materials such as steel may help limit emissions, but producers warn it could radically alter trade flows
‘Zila Ghaziabad’ aims for a new name and a place of glory like Noida in a fast-changing Uttar Pradesh
A number of reasons – political and economic – are driving the demand to rename Ghaziabad, one of Delhi’s most prominent satellite cities
China’s Boeing alternative starts to look enticing
Rather than touting massive orders from global carriers, Comac is quietly picking up smaller, lesser-known airlines — using those as a proving ground. Right now, the biggest benefit is to fill Chinese carriers’ demand for planes allowing other countries to soak up Boeing and Airbus output with the industry awaiting delivery of hundreds of aircraft
Private credit has even more reasons to thrive in Asia
Overseeing about $2.9 trillion in assets under management, private equity has blossomed in Asia. But with the public offerings market shut and exit deals sparse, PE firms will want to lever up their portfolio companies and boost equity value to appease impatient investors. Private credit will be a useful tool
Budget 2024: Focus on growth to protect against global headwinds
Budget 2024: The risks to global supply chains from war and lower demand in key economic markets will have to be addressed by policies that take a long term perspective on growth. India has to address factors that hobble it in the competition with other investment friendly destinations like Vietnam and Indonesia
India's higher rankings in MSCI EM index could import volatility
Passive investors in ETFs, commonly termed 'hot money', keep investing when the going is good but are first to rush through the door at the slightest sign of trouble, either in the domestic or global markets.
The year of the bull or the bear? Or, really about those who can dare
This time around the environment, both from macro and micro standpoints, is favourable for private capex to pick up. The turning of the real estate cycle, which has a multiplier effect across the economic chain, shall work as a further boost
Marketing Musings: Lakshadweep’s natural beauty needs to be marketed well to become an alternative to Maldives
For Lakshadweep controversy to become a successful holiday destination, it needs a core positioning to attract the right kind of tourist, for which much work needs to be done
Will India’s dreams in semiconductors come to fruition?
Within India, the knowledge of designing devices and research into high-end semiconductor technology has no well-developed legacy to build upon, leaving the country at a serious disadvantage, though it has made some strides in packaging
Consumer premiumisation is sweeping small town India
Patronising of premium brands has been most prevalent among millennials and Gen-Z. Women too have emerged as big customers. Premiumisation is proceeding in regions which have higher income levels like Punjab, Haryana (Gurugram), Chandigarh, Maharashtra and Rajasthan
Budget Snapshot | Benign raw material prices to keep fertiliser subsidy bill in check
Despite the rise in late 2023, raw material prices are notably lower than the 2022 highs
Why short sellers are a boon and not a bane for markets
Short selling’s bad rap is an unjustified one. Short sellers play a critical role in markets and without them a trader’s life would become a nightmare
Budget expectations: Tax reforms that can revitalise Make in India, Ease of Doing Business
Gulzar Didwania, partner at Deloitte India, highlighted the potential for transformative government actions in the upcoming vote of account on February 1. From simplifying global trade to digitising litigation processes and promoting green hydrogen manufacturing, the government has the opportunity to make significant strides in various sectors.
Moneycontrol Pro Panorama | Solving the hospital-insurance tangle
In this edition of Moneycontrol Pro Panorama: Bangladeshi voters show dissent with low turnout, a decade of economic structural reforms leads nowhere, markets nonplussed with SEBI's new norms, receding twin deficit belies India’s strong growth, and more
Lessons from the Maldivian miscue for the island nation and India
Maldives is learning the hard way that geography matters more than the tilt of a government. The Modi and Muizzu governments must conduct relations based on this geographical proximity and not let the ministers’ blunders and the social media campaign against Maldives drive a wedge between the two countries
Content creators fight back against AI
Big Tech receives new round of lawsuits from news providers and others
Budget 2024: Waiting for a rural demand revival, is a stimulus on the cards?
Consumer companies have been pointing out that rural demand is weak compared to what they see in urban areas. In a pre-election year, it raises expectations if the government will propose additional measures to boost rural incomes
Bangladesh: Sheikh Hasina triumphs again, but to what end?
Awami League will govern Bangladesh again with a brute majority. But the facade of a stable government can no longer mask the intensifying political strife and economic crisis
An Expanded BRICS: The frenemies who could challenge the West’s sanctions regime
BRICS’s doubling in size won’t make it a more coherent threat to the West. It might, however, reduce the West’s leverage over countries like Russia or Iran. And, with wars blazing in both Gaza and Ukraine, that’s no small thing
Tax officials are making energy more costly and dirty
Dipping consumer sentiment towards EVs might be a whole lot different if protectionist barriers that keep cheap Chinese inputs out were lifted
Budget 2024: Receding twin deficit underscores India’s strong economic footing
The lower fiscal deficit and current account deficit number brings good news for the economy by way of control on inflation, lesser domestic and foreign debt and better value for domestic currency. It adds one more reason to celebrate as these numbers mean better prospects for the economy
The Eastern Window: Bangladeshi voters express dissent with low turnout
A majority of Bangladesh’s voters have expressed dissatisfaction towards the government by refusing to turn up at the polling booths. Though Prime Minister Sheikh Hasina is sure to retain power, she has not been able to avoid criticism about the suppression of democratic rights.
