Moneycontrol Pro Panorama | Will the good times in realty continue?
In this edition of Moneycontrol Pro Panorama: RBI’s credit deployment data add to existing anxiety, FMCG companies may have oversold themselves, investments in agtech is not enough to transform the sector, Indian telecom's leapfrog moment, and more
Have FMCG companies shot themselves in the foot?
A gradual cut in prices to pass on lower costs to consumers is hurting volume sales growth. What lies ahead for FMCG companies
The US-China currency wars are in an unstable lull
If Beijing returns to promoting export-led growth, tension over exchange rates may return
Volatile geopolitical conditions, simmering energy markets and commodity prices
Escalation in the Middle East crisis could lead to substantial supply disruptions, causing oil prices to surge by 56 percent to 75 percent, while the halt of the Black Sea Grain Initiative for Ukrainian exports, along with disruptions in transport and power, may elevate food and energy prices
India’s agtech investments are rising but they’re not enough to transform the agri-sector
In the absence of transformative laws that incentivise fundamental changes, India’s agtech revolution cannot drive deep-seated, consequential tech-related change
Chart of the Day: Will highway awards fall short of FY2024 targets?
Road contract awards have been subdued since April, making the ask fairly steep to achieve FY2024 targets
Democrats are sticking with Biden because democracy depends on it
There is no guarantee that another Democrat would ultimately fare better than Biden. He has been a successful president. He ran a successful campaign three years ago. But many are uncomfortable that Biden isn't walking away but the same Democrats are uneasy about a new, untested, candidate suddenly shouldering the cause
EV Revolution: Sliding commodity prices will improve affordability
The commodity weakness that’s damaging share prices of lithium miners translates into lower costs for battery manufacturers, who in turn can pass on cheaper prices to carmakers. This will bring electric cars closer still to the moment of price parity with conventional vehicles
Musk meeting miss may slow India’s EV run
Piyush Goyal’s proposed meeting with the Tesla boss could not take place, delaying the electric carmaker’s India investment plan
IPL should turn down Saudi's $5 billion proposal
The last thing the game of cricket needs Is Saudi money. For cricket to survive and prosper amid climate change, it needs partners committed to addressing the crisis. Saudi Arabia will benefit from its association with the world’s second most popular sport. But for cricket, the price of collaboration is simply too high
LIC as an investor is key to its profitability as an insurer
LIC must continue to increase its share of non-participatory policies as well as increase its return on investment if it is to maintain its market share
5G To 6G: Indian telecom could be on the cusp of a leapfrog moment
India is attempting to move in lockstep with the world on developing 6G standards and technology, a huge transition for a country where the telecom revolution was largely about taking wired and wireless services to the masses at low cost and ensuring greater teledensity
RBI’s credit deployment data add to existing anxiety pangs
Recent spurt in personal loans certainly bears close watching, but trends in industry too are sending confusing, if not worrying, signals
Moneycontrol Pro Panorama | Getting ready to welcome Santa
In this edition of Moneycontrol Pro Panorama: India becomes outsourcing capital of the world, a sad end to Subrata Roy's story, small FMCG brands take the cake, challenge for Biden-Xi to continue engagements despite tensions, and more
What drives the Indian stock market – fundamentals or policy?
The Indian stock market and its movement is impacted by a variety of factors, both global and domestic. The general assumption that the stock market depends upon GDP growth stemming from economic growth doesn’t hold true in India
A sad end to Subrata Roy’s rags-to-riches-to-rags story
Subrata Roy made a promising start as a high flying business magnate only to lose his way, descending into irrational excesses and breaking the trust of small investors wooed by the promise of exponential returns. Once the garden variety scam was exposed, all his attempts to raise funds and salvage his ventures floundered
The case for loosening is getting stronger
As inflation eases, central banks now find themselves at the most difficult point in the policymaking cycle
Marketing Musings: Small is beautiful in FMCG land, but for how long?
Smaller and niche brands are stealing a march over the market leaders but in the battle between value and valuation, which one will succeed?
Meet Flip, the startup snatching an opening in ecommerce left by Amazon and TikTok
Buy a product, make a video convincing your friends to buy it, make money, repeat – termed "social commerce" – analysts say this is ecommerce's future and a $100 billion market by 2025. Flip is entering this space amid Amazon missing a compelling social platform and TikTok's limited inroads into shopping
India and the UK are being too cautious in free-trade talks
A confident India should seize an opportunity for freer trade with one of the few rich countries still desperate for trade deals. The UK, genuinely convinced of its ability to chart a path independent of Europe, should make concessions on migration and rules of origin that fit with that self-image
Foxconn: The iPhone maker is now chasing EVs and satellites
Global tech companies are trying to figure out what’s to come after successive booms in desktop PCs, mobile phones, laptops and smartphones. The true moneymaker is inside, with all the cables, components and microcomputers and this is where Foxconn wants to cash in
South Korea: Lessons from an export hub’s lucky economic escape
South Korea's economy doesn't get the respect it deserves: Crucial exports are recovering, the labor market is resilient, and the expansion is still very much alive. Korea is a useful barometer, but should the US slip into recession and the world follows, the country won’t withstand the tide
Should retail traders be discouraged from trading in options?
Should retail traders be discouraged from trading in options?
Battery makers brace for transition to new energy solutions
Investors may see return ratios dip as capex in L-ion facilities and marketing strategies take time to fructify into sustainable revenue
Biden-Xi Summit: Challenge is to continue US-China engagements despite tensions
There are deep and fundamental differences and stressors between the US and China that preclude any major breakthroughs or a new detente or a grand bargain coming out of the Xi-Biden meeting. A commitment to continued engagement, as has been happening in the run-up to this meeting between both sides, and reviving military-to-military dialogue would be a good outcome
