Merged or otherwise, PSBs aren’t the big movers anymore
The merger exercise of 2020 hasn’t arrested the market share contraction of public sector banks either. In FY20, PSBs accounted for 58 percent of the credit and held 62 percent of deposits which dropped to 54 percent share in credit and 59 percent of share in deposits by FY23.
India must get basics right as Generative AI grows
The government of India’s skilling programmes have invariably focused on the low end of the technical skills spectrum
Oh, climate action can wait for another year
The trajectory of the COP28 negotiations from “phase out” to “transition away” highlighted how word crafting and linguistic acrobatics took priority over science and human impact. What needs to be seen now is whether any concrete action on fossil fuels will follow
Can oil marketing stocks run up further?
Oil marketing companies could soon face a double whammy with rising oil prices and falling finished goods prices
Naysayers have it wrong, incomes in India are rising
For a country that never dreamt of truly becoming a developed nation, it is understandable why some fail to grasp the scale of transformation happening in India, today. Statistics show the fortunes of Indians are changing for the better and changing fast
Moneycontrol Pro Panorama | A pause for breath?
In today's edition of Moneycontrol Pro Panorama: China’s stimulus move not enough, Indian IT return as investor favourite, Indian pharma growth trends downwards, Mahua Moitra’s expulsion buries political hatchet, and more
It’s high time India transitioned away from industrial agriculture
The Green Revolution was an important intervention at a time when India needed cereal self-sufficiency. But the industrial agriculture that it gave birth to is proving disastrous for India’s farmers. The high input costs, supply gluts, erratic climate, etc are leading to falling farm incomes, debt traps and farmer suicides
The Fed should resist market bullying
Central bank is facing pressure to take an even more dovish stance
Chart of the Day: Mid and small companies face a question of how to fund growth
Investors have been flocking to small and mid-caps perceiving them as better opportunities but large companies seem better equipped to sustain growth
Bankruptcies soar as high rates and end of COVID aid hit businesses hard
‘Zombie’ firms lose lifeline as increased borrowing costs compound withdrawal of pandemic-era support
Indian IT gets US lifeline, turns investor favourite
The narrative of a soft landing and a peak in US interest rates has raised hopes of IT companies and their investors, and leading to revised hiring plans
Mahua Moitra’s expulsion buries some key rivalries in Bengal, at least temporarily
Despite Mamata’s lacerating taunts for the Hindi heartland defeat, Congress’s Gandhi family and its Bengal leader Adhir Ranjan Chowdhury backed Mahua. So did arch-rivals, CPM. Both Mamata and Abhishek Banerjee are also with her, ensuring the faction-ridden Trinamool closed ranks. Expect a repeat of the outsider-targeting-Bengal’s-daughter card that Mamata played so effectively against BJP in 2021
Democracy and climate politics are set to collide next year
After the legalistic niceties of environmental diplomacy, the dirtier business of political maneuvering is going to consume the world’s democracies over the next 12 months. In 2024, climate will be on the ballot in a way we’ve rarely seen
Hong Kong bankers’ uneasy dance with property tycoons
Next year, close to $25.6 billion of bank loans taken out by Hong Kong’s property developers will be due, and only 15% of them have been — or are close to being — refinanced. Whether banks will continue lending to the business elites has become a hot issue, as commercial real estate woes plague the world’s biggest cities
The daily expiry: Profiting from volatility is done & dusted
High volatility and inflated option premiums during the post-pandemic era presented good opportunities for day traders, particularly for vanilla strategies like straddles and strangles. Things are different now
The Eastern Window: China’s stimulus move not enough to revive investor sentiment
China has taken some major steps like infusing massive funds in banks to kick-start the sluggish economy. But analysts say it may not be enough to encourage new investment
Don't take central bank pivots for granted, say flash PMIs
The US Flash Composite PMI for December is at a 5-month high, putting it at odds with Powell’s recent ultra-dovish message
Can exports break gridlock to push India into Goldilocks zone?
A well-crafted strategy and improving world trade next year can be a double delight for India’s outbound merchandise shipments
Indian pharma's growth expectations are trending downwards
The market grew by just 3.5 percent in November 2023. Lower price hikes and competition from generics are the main obstacles to higher growth
Stockology: Markets in sustained bull markets; What do the stars hold next?
Short covering and compulsive buying is pushing the markets up. The big target of Nifty is 22,100-22,420, and ZodiacAnalyst recommends slow and steady profit booking
Moneycontrol Pro Panorama | Investors’ carpe diem moment
In today's edition of Moneycontrol Pro Panorama: China’s approach to Myanmar crisis a lesson for India, investment horizons inch up in emerging markets, the future of oil prices depends on these 3 nations, India’s tech army is growing, and more
Meat Sale Ban: MP needs a more nuanced policy to ensure food hygiene and safety
Madhya Pradesh CM Mohan Yadav’s move comes at a bad time for everyone from livestock farmers to the poultry industry, their workers, and food vendors selling these items. Such a demand shock when input costs are rising and there are few jobs for the taking doesn’t make sense
2024: Investors bet on inflation’s retreat as markets head into volatility
FT Money’s annual investment panel chews over AI mania, animal spirits and ‘dry powder’
Chart of the Day: Investment horizons inch up in emerging markets
India and Indonesia were among top emerging market countries to see a significant expansion in savings time horizons in a 10-year period
Rajasthan: Bhajanlal’s elevation, Raje’s eclipse and a triumph for RSS
For over 20 years, Vasundhara Raje foiled RSS attempts to place those rising from its ranks in the CM’s chair. The epic battle has finally concluded with Bhajanlal Sharma’s elevation. The appointment of others from the RSS stable like Prem Chand Bairwa as Deputy CM and Vasudev Devnani as Speaker spells the dawn of a new era in Rajasthan
