It took longer to get to the end of the tightening cycle than most expected. History suggests that the gap between the end of a rate-hike cycle and the start of a rate-cut cycle rarely exceeds a year. But as pent-up demand from the pandemic recedes, it’s no longer easy to predict areas of the economy likely to surprise
Even if there’s a ground invasion by Israel into Gaza and an extended conflict, the impact on energy prices and the resultant OPEC response would depend on the scale and reach that the conflict takes. If it remains localised without affecting major oil producers or transit routes, prices may see limited immediate change, prompting OPEC to maintain current production levels
The Hamas terrorists who murdered babies weren’t stamped with pathological hatred at birth. It was an acquired habit, the result of a process of moral dulling and rage sharpening. Texas Governor Greg Abbott is a national leader in implementing sadistic policies to inflict harm on targeted populations. Depravity has an increasingly solid foothold in the US. It is hard to pretend not knowing where it leads
Some start-up founders are concerned due to likely delays in technology transfers and business development timelines
Policy needs to focus on growing the share of formal employment and doing more to improve women’s participation in the workforce
Technology has the power to drive positive change on an unprecedented scale. But it cannot replace human ingenuity, political will and international cooperation that are xxx by us
Research by the Bank for International Settlements shows goods are subject to increasingly complex delivery routes
A lowering of IT sector guidance, a good show from BFSI, auto and oil marketing companies are anticipated events in the earnings season. But be prepared for surprises
A Rs 1.25 lakh crore investment outlay implies the auto maker is readying itself for the challenging road ahead of it
This would be the 48th straight month that headline inflation and core inflation are above target. Food inflation was below the target in eight sporadic months during the time.
The strike is not just about wages but also protecting employment in the wake up of an inevitable shift to battery-powered electric vehicles from internal combustion engine vehicles
Growth in the Indian pharma market slowed to 7 percent in Q2 of FY24 from 8.5 percent in Q1
A one percentage point rise in near-term expectations is associated with about a 0.4 percentage point rise in current inflation. Lagged inflation and other factors together have a bigger impact
In today's edition of Moneycontrol Pro Panorama: Hyderabad races ahead in luxury housing market, unemployment rates much lower than before COVID, Israel spends far more than its neighbours, sugar export ban worries investors, and more
Why don’t they just leave? As Israel’s furious retaliation for last weekend’s Hamas attack devastates large swathes of the Gaza strip, killing hundreds and maiming thousands of Palestinians, it is not unreasonable to wonder why the 2.3 million civilians living in the tiny enclave don’t flee to safer ground
South Africans are legendarily resilient, but the decline under ANC is so bad that even those who are inured to indifferent or hostile governments are exasperated. When people of all backgrounds start to experience decline instead of progress, the electoral fortunes of those in charge start to wane, and this is happening to ANC
Investors need to consider a host of factors and sugar exports is just one of them
The temptation is to offer Israel’s leader unconditional support but it would be wiser to try to break the cycle of violence
Ever since the timely intervention to foil the 1988 coup, India has been an effective guarantor of Maldives’ security, which deters terrorists, pirates, and traffickers from attempting mischief. The resulting tranquillity bolsters Maldivian tourism. Indian forces are also the first responder when Maldives faces calamities
Israel can’t be secure unless it first crushes Hamas and then creates a clear path toward a political settlement. How it handles Gaza’s civilians in the coming days and weeks — and ensures they have food, water and medical care needed to survive — will play a big role in deciding whether that messy, less violent future is possible
The US and China have an interest in coalescing around common goals. They are not acting in concert, but policy differences no longer seem quite so clearly drawn. The Fed is souring on further tightening and China is becoming less squeamish about loosening up on spending
The Hamas videos of captured women drew widespread revulsion and reprobation. Because of the videos, Hamas lost any right to claim the attack was a manifestation of 'legitimate resistance'. Instead, the group was exposed before the horrified world as the terrorist organisation it has always been
Hyderabad has raced past other big cities in accretion of luxury housing even as Chennai is the only city to see a decline
The proposal of allowing fractional share issue by companies won’t be lapped up by companies. Firms can issue bonus shares to bring the price down or even Differential Voting Rights shares at a discount
The IMF’s Global Financial Stability Report says, ‘the belief that aggregate demand will gradually slow, labour market tightness will ease, and price pressures fade—has boosted investor risk appetite, fuelling the rise in risk asset prices seen since April 2023’
