In this edition of Moneycontrol Pro Panorama: Reasons behind Bitcoin high, equity yields losing sheen, favourable outlook ahead for bond market, US-China tech war takes toll on Chinese private capital, and more
In general, we should be more modest about our ability to second-guess the market
Abroad Beijing must manage rising hostility, while at home it wrestles with the relationship between communism and capitalism
Net new hiring in Indian IT firms may continue to fall but the demand for technology talent is still high in a range of sectors and companies. Here's what the engineering batch of 2024 should do
SEBI’s aggressive stance has ensured India has among the most advanced ESG reporting regulatory regimes in the world, says Shailesh Dhuri, CEO, Decimal Point Analytics, and suggests areas for further action
An enhanced limit for priority sector lending to incentivise banks to increase lending in the green financing segment and tax incentives for investment in green bonds are some concrete steps needed to reduce the emission intensity of the transport sector
Musk's Trumpian broadside asking why Wikipedia needed so much money was his latest attack against those disseminating credible information. Unlike X, Wikipedia articles are tightly edited by thousands of mostly volunteer editors. Its guiding principle requires citation for every stated fact ffrom a trusted, verifiable news source with recognised standards
China will have the ability to meld state and business interests moving capital from misallocated sectors to technology. It can also try and weaponise its supply chain advantages
Suharto’s former son-in-law, Prabowo, is tying up with Jokowi’s son to lead the country next year. None of this will be lost on Indonesians. They’ve seen this movie before and will be wondering whether keeping it all in the family is what’s best for their future
There are three main reasons behind the sharp up move. The first is seasonal, the second is structural, and the third is market dynamics.
Around 2016 and 2017, most banking analysts in India kept missing the deterioration in lenders’ asset quality. Now it’s the turn of the outsourcing firms. By taking recourse to anodyne language such as negative net addition that misses the scale of the problem, analysts aren’t doing their core audience any favours
An Israel seething with anger and Arab unrest at the Palestine plight left Joe Biden no leeway to bridge both sides. Mooting a political dialogue between Israel and the Mahmoud Abbas-led Palestinian Authority is a more effective way of edging out Hamas but Biden cannot push either Israel or Arabs beyond a point because America isn’t the superpower that it was
The favourable demand-supply equation along with falling inflation should bring down long term bond yields once the geopolitical risks subside
Markets operate on the principles of logic, efficiency, and transparency. It is this that enables the trust of its participants and allows markets to function and grow
Although bond yields have come down since Bill Ackman and Bill Gross said the US economy was slowing, the advance PMI for the US shows surprising strength
Illicit financing is one consequence of the liquidity and anonymity that cryptocurrencies promise
The S&P 500 earnings yield is now below the US treasury yield. This has happened for the first time this century
Billionaires typically have one eye on their legacy, and the prize being chased by Andrew Forrest is an immense one — decarbonisation of the global materials industry. If he succeeds, even his rival Gina Rinehart, who is investing heavily in Lithium, will end up adopting green technologies his company Fortescue is now pioneering
While these plans typically don’t charge interest like credit cards, there can be fees for missed or late payments. There will also be credit history damage if payments are late or the loan goes into default and is turned over to a collection agency
If you’re going to sell out, do it at the top of the market
The sooner kids are separated from their devices, the better off they’ll be
Chevron agreed to buy Hess for $53 billion not long after Exxon paid $59.5 billion for Pioneer. Both deals are paradigmatic of a larger trend
It is imperative for regulatory authorities to refrain from broad categorisation of all digital lenders as predatory entities, solely on account of the actions of a few ill-intentioned actors or the worrisome inability to curtail their behaviour
From Congress’s Seethakka to BJP’s Etela Rajender, a host of former Naxals have found a happy hunting ground in Telangana’s electoral politics. It’s not really a surprise, given the state’s long tryst with left wing extremism and the dominance that the People’s War Group once enjoyed over vast swathes of North Telangana
Policymakers have been wanting to raise the share of manufacturing from 16 percent to about 30 percent over five years. Given the current levels of value addition, this would imply an increase in output by almost 90 percent, which works out to a 14 percent annual growth
