While Indian inflation used to be much higher than that in the US and Europe in the past, last year it was much lower in India. The “higher for longer” stances of many central bankers will remain so for the foreseeable future, with the Israel-Palestine conflict further complicating their calculations
In today's edition of Moneycontrol Pro Panorama: Sheikh Hasina faces toughest challenge yet, no festive cheer for manufacturers, a new bond to woo Indian investors, longer workweek proven to be unproductive, and more
Most Indians confuse Palestinian demands as being those on the territory of the state of Israel. What the Palestinians demand however is the rest of the land – the Gaza Strip and the West Bank – that should constitute a viable Palestinian state, already spatially separated by Israel. And Palestinians actually look to Israel with its democracy and knowledge-based society as a future model for themselves. This might seem strange, even bizarre, given the raging conflict there
The PMI data highlighted a particularly marked slowdown in the consumer goods sector
Given the US track record of being engaged in some war or the other most of the time, for an investor, it is a no-brainer to stay invested in defence companies that supply arms and ammunition to the US and, through them, to the countries they are siding with.
To cater to a small segment of high-risk investors, AMCs would not like to risk their brand. The volatile returns and the relatively higher chance of losing your capital by investing in high-risk assets compared to other equity classes should keep these AMCs away
The fog of uncertainty continues to widen and thicken for the Indian economy. With each passing quarter the world economy is facing one shock after the other. Despite incoming domestic macroeconomic data pointing to a relatively stable domestic economy, slowing global growth and high uncertainty in financial markets will weigh heavily on India’s economic outlook
Prosecutors have yet to draw a strong enough line between the tech giant’s actions and a direct, measurable harm to the consumer. Google's defence has had the immense benefit of learning from the failings of Microsoft in the anti-trust case on PC software in 1998, especially the importance of minimising digital trails
The last four years show that safety nets can also give people the time and security to make changes to their lives when things don’t go as planned. They can potentially spur more economic engagement. The result of the tens of trillions the US spent on pandemic assistance has been a resilient economy that has defied predictions
How the conflict unfolds will have implications for a global economy already battered by a series of shocks
Pockets of power deficit can stand in the way of India striving to ensure 24x7 quality electricity to power economic growth
The point of discussion should be not just the total number of hours worked in a week, but how India’s competitiveness in the global marketplace can improve if some of the factors that lower productivity are removed
Though weak and divided, the opposition in Bangladesh has managed to whip up serious resistance against Prime Minister Sheikh Hasina ahead of elections in January. She needs to come up with a spectacular solution to high inflation and other economic woes to overcome the political challenge
One of the many challenges the new CEO will face is to find ways of widening access to liabilities while reducing costs
The combined impact of a de-rating in multiples and lower earnings growth could result in moderate stock market returns in future
To access the growing demand from insurers and pension funds is the prime motivation behind the Reserve Bank of India’s move to auction a 50-year government bond on November 3.
When competitors report a sharp decline in specific garment exports, shipments of those from Bangladesh grew in July-August. From $48 billion in 2021, forex reserves are a lowly $21 billion. A $12 billion gap between shipment values and export receipts suggests corruption or data fudging. Exchange rate mishandling has dented the trust of migrant workers and their foreign remittances
In this edition of Moneycontrol Pro Panorama: How Cipla built a billion-dollar business in US, India’s economic ascent explained, groundwater crisis needs urgent response, consumer sentiments declined for the second week, and more
Patience is paramount. India is not the market where one can expect quick victories, and even if you did win, it’s no indicator of its sustainability. Understanding that customers can have diverse preferences and value systems is key. All this necessitates long-term commitment and a flexible, adaptive strategy
Governments around the world have set ambitious targets to tackle climate change, but developers say power prices will have to rise to pay for it
While NHAI's asset monetising attempts do fall short of targets, there is hope that toll collections would be robust, adding to funds
Consumer behaviour in India post Covid is different in India from the West. Do not take Western formulations as gospel truth be it for vaccines or marketing
Groundwater depletion is a looming crisis before India as agriculture depends on it. The possibility of it reaching a tipping point in two years is unnerving
What wind needs is a signal that governments are going to match their clean-power pledges at whatever price the market needs, and slash whatever red tape is getting in the way of that goal
One would think all the spending, additional wealth, and low unemployment rate would be positively talked about. Instead, Americans are deeply pessimistic, with over 40% more people expecting the economy to be worse in the next five years than better
