LEX | Iron ore/China: rusty metal shines in markets
Traders have reason to be optimistic despite property market woes in Asian country
Failure to control immigration is not an option for the developed world
In the years ahead, Western rulers must convince voters that they understand their fears, and discover how to manage and limit immigration. If democratic governments fail, however, fascism much influenced by this perceived threat poses a real menace to their societies
Trouble at the margin for FMCG companies and distributors?
Dispute over margin structures should be seen in the backdrop of a slowdown in FMCG volume growth, with big companies striving for a comeback in 2024
How a professional risk manager views threats posed by AI
The fact that individual AI routines today lack the sophistication and power necessary to destroy humanity, and mostly have benign goals, is no reason to think emergent AI intelligence will be nicer than people are
Fool me once – Learning from the UCO Bank IMPS glitch
Incidents like the wrongful crediting of hundreds of crores of rupees into accounts of UCO Bank account holders, a part of which is looking difficult to recover now, are condemned to repeat unless public sector banks do a better job of managing technological challenges
Healthcare regulation — What should be the watchdog’s mandate?
The proposed health regulator will have to balance quality, affordability, and profitability in a public-private medical delivery system in India
Chart of the Day: The froth in small and mid cap stocks
Small cap funds saw highest inflows among equity mutual funds
Rising demand for windmills improve project pipeline for Suzlon, Inox Wind
Both Suzlon and Inox Wind reported large order wins in December 2023
The Pakistan military will call the shots in forthcoming elections and dictate foreign policy
Pakistan’s military has set out to control the nation’s foreign policy as well as its dealings with foreign investors. The result will be a serious curtailment in the powers of the civilian government after the February 8 election. India also has reasons to worry about the increase in the Pakistani military’s powers
Tech would lead the way to reach sustainable development
India needs to address roadblocks in achieving sustainable development goals and technology can be a big mover for a change here
Moneycontrol Pro Panorama | Stay focused, stay nimble
In this edition of Moneycontrol Pro Panorama: India needs to step up on carbon removal, OPEC loss gives buyers an advantage, your AI program may be racist, booming EV sales is not so good for the climate, and more
Year in a Word: Higher for longer
The policy of keeping interest rates elevated until inflation comes down has proved difficult but ultimately successful
Indian startup funding landscape: An analysis of 2023 and outlook for 2024
As we navigate the tides of change, the opportunities for growth and success in 2024 are abundant for those who dare to dream and innovate
Chart of the Day | Iron ore’s uptrend signals expectations of buoyant steel output
In what is usually a dull period for steel due to winter conditions in major steel producing and consuming countries, output is up and so are iron ore prices
2024 could be the year of alpha stock pickers than macro chasers, says S Krishnakumar
Are Indian equities overvalued, what’s the interest rate outlook, what themes will play out in 2024, which sectors could do well, what risks lie ahead for investors? The founder of Lion Hill Capital and former CIO-Equities of Sundaram MF answers these questions and more
OPEC is losing its Mojo – it's advantage buyers
Oil could turn into a buyers’ market in a decade or so as the unity among oil-producing nations is threatened by a variety of global factors
Is your Artificial Intelligence program racist?
AI researchers have complained that almost all models they tried out exhibited prominent racial and gender biases
The Green Pivot: Booming EV sales are good for car companies but not so much for the climate
The laudable desire to save the planet from fossil fuel emissions as seen in the customer rush to buy EVs doesn't extend to using clean, convenient, and reasonably priced, public transport systems
The Green Pivot: Carbon reduction alone isn’t enough. India needs to step up on carbon removal too
Experts have repeatedly warned that carbon removal efforts need to keep pace with emissions reduction initiatives, since carbon capture needs to supplement and not replace carbon emissions reductions
Stockology: What the new year holds for Indian markets?
Nifty near 21800 is facing tough resistance, and due to various factors, it was visible that frontline activity has reduced, and side market action has increased
How SMEs may align marketing tech with strategy
SME leaders need to establish clear and measurable strategic objectives before integrating MarTech
Rewind 2023: What shaped India's discount broking industry this year
This rise in retail investors, which can be evidenced through the jump in SIP collection in the last 3 years has directly benefited discount brokers. Currently, discount brokers hold a cumulative market share of ~60 percent, a significant jump from their previous share of ~11 percent in FY18.
The Reading List: December 29, 2023
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 | It is time to let it go
In today's edition of Moneycontrol Pro Panorama: India in a position to dream big, a policy that spurs manufacturing and jobs needed, Qatar decision highligts India's bonhomie with Arab nations, China weaponising rare earth a crisis in waiting, and more
Inside Nio: Electric car group’s boss William Li and his fight for survival
Chinese EV company is still missing production targets and racking up big losses a decade after its launch
