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.
SEBI short-selling norms to have no impact on the market
Most of the rules are merely a reiteration of the 2007 circular on short selling. There are some tweaks, but they will not have a meaningful impact on the market, at least not for the retail trader
Budget 2024: Will the FM build a case for a lower tariff regime?
Bureaucrats and industry mavens agree that protectionism by way of import duty shields cannot continue for long
BYD’s battle with Tesla offers a glimpse of the EV market’s future
BYD’s success comes at a time when American car manufacturing is already in retreat across the world. But while its ascent to the top isn’t a surprise, the pace at which it has done so is
After 10 years of reforms, how has the economy's structure changed?
Growth in the last five years has been lop-sided, led by finance and real estate. The finance, real estate and professional services sector provides jobs for the classes rather than the masses and the rise in its share is a symptom of the K-shaped recovery, mitigated by some extent by the increase in share in the construction sector. The falling share of manufacturing is a disappointment
Budget Snapshot | How does India’s government debt compare to its peers?
While India’s government debt is high, it does not pose a problem as the bulk of it is in the form of long-dated, fixed-rate instruments denominated in domestic currency and predominantly held by residents
Indian economy to grow by a stunning 7.3 percent this year, but K-shaped growth persists
While overall growth has been strong, the employment generating sectors are lagging
Stockology: The bear camp is catching up. What next for Nifty?
Since markets are in the secular bull phase, volatility would be high - there will be infinite opportunities to invest and exit; in a secular bull run, the corrective phases are equally steep and fast
The Reading List: January 5, 2024
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
Moneycontrol Pro Panorama | You have the option to lose money…or not!
in this edition of Moneycontrol Pro Panorama: Pakistan using Kashmir as smokescreen, startup investors need more principles, 'Aatmanirbhar India' needs a Chinese makeover, Aadhaar has turned a nightmare for the poor, and more
Maldives: Is Muizzu’s pro-China tilt just a balancing act?
Since taking office, Maldives President Mohamed Muizzu’s actions have rung alarm bells in New Delhi. But far from any radical shift, Maldives, like other small Indian Ocean island nations, may just be signalling equidistance
The Magnificent Seven is not the only concentration America should worry about
Ownership of equities suggests that US democratic shareholder capitalism is more myth than reality
A lot riding on upcoming Tamil Nadu, Gujarat investor meets
Both states will try to outdo each other in MoU signings at the business gatherings to give themselves an extra talking point ahead of the general elections
What lies ahead for investors, after a sobering start to 2024?
Lofty expectations have inflated valuations and that means uncertainty can rock the boat. How can investors navigate these choppy waters?
Budget 2024: Budget should push round-the-clock electricity generation capacity
Budget 2024: After falling to miniscule levels in 2018-2020, peak power deficit rose to an eight-year high in 2022-2023
Budget Snapshot | India's government punches above its weight in garnering revenue
Budget 2024: Given its low per capita income, India’s government revenues as a percentage of GDP is quite good compared to its richer peers
Pakistan using Kashmir as smokescreen to divert attention from internal crises
The declaration January 5 as Kashmir’s Right to Self-Determination Day is more a smokescreen than concern for the region. This distraction provides the Pakistani establishment with the bandwidth to craft and control the national narrative by camouflaging internal strife and evading accountability
Designed to help, Aadhaar is a nightmare for the poor
The requirement to mandatorily link Aadhaar to every state sponsored activity has led to exclusion of a large number of genuine beneficiaries
More principles, less hollow valuations from startups, please
Founders serve as the architects of a company's ethical framework, setting the tone for responsible decision-making, transparency, and integrity
Time to give 'Aatmanirbhar India' a Chinese makeover?
China has followed a consistent and holistic policy aimed at adding know-how and skills with a view to eventually beating the original suppliers. This is behind its leadership in many industries today
