The real action against Methane emissions is at OPEC
Oil companies aren’t stupid: If they are throwing away CH4 as waste gas, it’s very often because capturing and selling it is very hard. The only viable way to tackle CH4 emissions is to stop burning fossil fuels. Only oil supply cuts, rather than making industry operations more efficient, will make a real difference
Chart of the Day | The sticky problem plaguing IT services sector
Employee costs remain elevated despite a moderation in revenue growth
How traders can profit in December
Nifty returns during December bring cheer to bulls, show data going back over two decades. Position yourself to benefit from it
Biden’s gift to holiday shoppers? A supply-chain task force
The president is right to focus on lowering costs for US consumers, but he needs to take more aggressive measures
Godzilla is back, because so is nuclear angst
A critically acclaimed new movie underlines why the long-running Japanese franchise is about much more than just monsters
Private credit isn’t as risky as some may believe
The hottest thing in finance could burn some investors, but it shouldn’t spark financial infernos
Strategising investments for high growth wealth creation
For long period investing strong compounding of Earnings per share is a must, says Prateek Agrawal, Executive Director at Motilal Oswal AMC.
OpenAI’s Q* is alarming for a different reason
When AI systems start solving problems, the temptation to give them more responsibility is predictable. That warrants greater caution
Moneycontrol Pro Panorama | The sauce that markets love
In today's edition of Moneycontrol Pro Panorama: BJP takes pole position for 2024, quick commerce gains edge over kirana stores, Myanmar's civil war poses risks for India, jobs growth cause for concern, and more
Robust GDP growth brightens India’s chances to surpass Germany by 2026
The largest share of growth in value addition was from manufacturing, which grew by 13.9 percent. Growth in manufacturing indicates the success of the Union government's Atmanirbhar Bharat policy. A large number of new production units are coming up in every sector
Gold’s weird rally
The metal has tried and failed for three years to break its ceiling of $2,050 or so. And the forces now boosting it may not have enough kick to keep prices rising
INDIA alliance in the soup after Congress flop show in Hindi heartland
Even if the INDIA alliance can strike a consensus on difficult decisions like seat sharing, common minimum programme and a prime ministerial candidate, it has no answers to negotiating Congress’s weakness in the Hindi belt and neutralising BJP’s winning formula, which has again proven its popularity
HUL: After splitting beauty and personal care, what’s next?
HUL’s decision to split its beauty and personal care division mirrors a similar move by Unilever. Will it follow suit on its parent’s latest big initiative is a question investors should be asking
Why 2024 is now close to a done deal
Analogies with 2003-04 when BJP lost in 2004 after sweeping the 2003 polls are flawed. Unlike in 2003, BJP put up its national leadership and its centralised ideological agenda for a popular referendum in the three Hindi heartland assembly polls, and there is much reason to believe that a similar strategy might work similarly well in the national elections
Chart of the Day: Is Quick Commerce gaining an edge over kirana stores?
A recovery in FMCG sales in urban markets is good news all around but what explains the worries facing India’s mom-and-pop stores?
Q2 GDP: Agriculture, jobs growth cause for concern
Overall, the 7.6 percent growth undoubtedly is reassuring about the general path of the economy, but the slowing down in agriculture and personal consumption are pointers to risks that may not be very clear now
Why chase Musk to Make in India?
No good is likely to come of concessions tailored for a single company, no matter how successful or high-profile. A policy designed specifically to suit Tesla’s needs — say, by agreeing to the company’s preferred timeline and tariff structure, or subsidizing “superchargers” rather than battery swapping — may not help competitors much
The Eastern Window: Myanmar's civil war poses risks for India
Myanmar's insurgent groups are pushing away government soldiers from key military points including some near the Indian border. As Myanmar's military junta comes under terrible pressure, China is trying to use the opportunity to grow its influence. India needs to watch the Chinese moves very carefully
Why a whole new generation of Indians needs to be taught the virtues of saving
Household savings as a percentage of GDP plunged to 5.1 percent in FY23, the lowest in nearly half a century. A sustained fall in savings rate does not bode well for India’s growth
Form is Temporary, Political Pedigree Is Permanent: Here Are 5 Myths Modi Has Dispelled
The saffron party has bagged 3 out of the 4 large states and poured cold water all over what was to be Congress’s coming out party before 2024
BJP’s poll showing, short covering, FOMO can drive a sharp market rally
Though the market reaction to state elections is usually short-lived, three wins give a strong underlying message. Structural factors support a near-term rally as well
After three key state victory, BJP takes pole position for 2024
With two more states of Rajasthan and Chhattisgarh added to its double engine team of governments that already includes MP, UP, Uttarakhand, Gujarat, Maharashtra, Assam, Tripura and Manipur, the BJP will be able to sell its development and welfare agenda with even greater vigour
The Reading List: December 1, 2023
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
Global South has a rare chance to influence COP28 outcome
For the first time since the annual United Nations Climate Change Conference began 28 years ago, G77 will meet at the level of heads of state or government on December 2 as part of an ongoing Conference of the Parties of the UN Framework Convention on Climate Change, better known worldwide as COP28
Moneycontrol Pro Panorama | A sanguine turn of economic data
In today's edition of Moneycontrol Pro Panorama: EV push gains momentum in India, weakening US yields good news for investors, ESG factors power energy investment decisions, GDP upside may not sustain, and more
