Moneycontrol Pro Panorama | Did markets react too soon to rate cut possibilities?
In today's edition of Moneycontrol Pro Panorama: India's Teesta failure allows China to swoop in, growing solar energy capacity brings challenges, steel industry faces a new risk, stick to your investment strategy amid market bubble, and more
Fed officials said rates could remain high ‘for some time’
December meeting minutes appear to pour cold water on prospect for cuts to start in March
Ram Mandir inauguration and the effect on voters
The public excitement and the conversations at street corners, shops and homes all point to BJP consolidating and invigorating its core Hindutva base, retaining its Hindi heartland tally of 2019, and the general mood of celebration and piety rubbing off even on neutral voters
Ruchir Sharma: top 10 trends for 2024
Europe’s economy will be more resilient than the US, the dollar will weaken and investors will demand a premium on long-term debt
Will traction in 2W sales alleviate concerns of K-shaped recovery?
Robust sales in entry-level 2W is a positive, but the low base effect, replacement demand and festive cheer may wear off
Teesta Water Sharing: An Indian failure allows China to play knight in shining armour
GoI’s failure to convince Mamata Banerjee to share Teesta waters equitably has allowed China to win Bangladeshi hearts by proposing to revive the river even without the due share of upper riparian water from West Bengal flowing in
Steel industry faces a new risk on the horizon
A CCI market study on the iron ore mining industry has made recommendations to deal with some of the defects it has identified. These could have implications for mining companies and steel producers
Budget Snapshot | How does India compare with East and Southeast Asian nations on government spending?
Budget 2024: Government spending, as a percentage of GDP, is relatively low in most economies in the region, with the exception of China
Wide state bond yield spread benefits investors but won’t hurt states much
The interest payment and debt servicing expenditure has been 12 percent of states’ total revenue spends in FY23, marginally down from 13 percent in FY22.
The Green Pivot: India’s solar energy capacity is growing but challenges remain
Solar projects are now looking economically attractive and IRRs (internal rate of return) look good. But the industry is heavily dependent upon imports, particularly from China, for modules and panels
For diagnostic companies acquisitions have become integral to growth strategies
Vijaya Diagnostic Centre’s latest acquisition follows similar moves by Dr Lal PathLabs and Metropolis Healthcare
Moneycontrol Pro Panorama | Tech trouble
In this edition of Moneycontrol Pro Panorama: PSU stocks march ahead, India's manufacturing PMI gives hope, India’s fiscal deficit better, India’s stand on Gaza conflict, and more
Will Dharavi’s global team create a landmark, humane project?
There is enough money and expertise to treat resettlement as an important part of the project. Can Dharavi planners do that?
Buckle up — the inflation battle is entering a new phase
The US, UK and eurozone are on course to declare victory this year but difficult trade-offs await
Manufacturing PMI shows moderating growth, lower input costs
India’s Manufacturing PMI for December is the highest in the world---strong domestic demand combined with low input costs as a result of low global growth have resulted in high animal spirits
What drives the PSU stocks rally?
PSU stocks enjoy quasi-monopolistic status and enjoy government support
Explaining India’s stand on the Gaza conflict
India’s fixed pro-Palestine stand made the Arabs take it for granted and become disdainful of India’s core concerns like Kashmir. Tilting towards Israel is bad but tilting towards the Palestinians is worse, runs the thinking in New Delhi now
Which price do professional traders watch the most?
The closing price of a security on Friday sets the tone for Monday’s opening. But it’s not as simple as it appears. What should you be looking for, in order to be a smarter trader?
Can Panagariya rekindle the spirit of cooperative federalism?
As the chairman of the 16th Finance Commission, the former vice-chairman of NITI Aayog will have to ensure a balanced distribution of financial resources between the Centre and the states
Budget 2024 | IMF recommends a Fiscal Strategy statement for Union Budget, but government pushes back
Budget 2024: The IMF believes that more rapid fiscal consolidation is necessary to meet fiscal targets and create a buffer for shocks, while dovetailing the budget to a medium-term fiscal framework would make the budgetary process more transparent and focused
Start-up Street: Social justice and the start-up ecosystem
Disparities in start-ups are a global phenomenon and affirmative action is needed to ensure an equal opportunities environment for aspiring entrepreneurs across social strata layers
Budget Snapshot | How does India’s fiscal deficit compare with its peers?
Budget 2024: The level of fiscal stimulus is still far above what it used to be before the pandemic
Why Pax Americana could soon be ending
Pax Americana faces a well-coordinated challenge from China, Russia, Iran and North Korea. The first move was the Ukraine invasion. The second was the war of Iran’s proxies against Israel. The third will most likely be a Chinese challenge to American primacy in the Indo-Pacific, perhaps — if Xi Jinping is bold — a blockade of Taiwan
All things digital that Union Budget FY24 promised
Many promising announcements relating to digital public infrastructure and Artificial Intelligence development were made by FM Sitharaman in her Budget speech last year. The upcoming interim budget, which is essentially a Vote on Account, could reveal how public investment on these digital economy projects is shaping up
Moneycontrol Pro Panorama | What's worrying the Street?
In today's edition of Moneycontrol Pro Panorama: Pakistan military taking centerstage, the froth in small and mid cap stocks, demand for windmills improve project pipeline, learning from UCO Bank IMPS glitch, and more
