Dollar strength may prompt more Asia rate hikes to boost currencies
Central banks in Asia are entertaining muscular tactics to shore up faltering currencies. Letting currencies weaken too much can jeopardise financial stability and fuel inflation. Indonesia got the message. Now other countries like Malaysia and South Korea may follow suit
The problem with attacking China’s green subsidies is that they don’t exist
The low cost of Chinese-made green tech isn’t due to anything that WTO would consider a subsidy. It’s manufacturers are encouraged to invest on a scale that the world can't compete against. But China's rigid state-owned companies and off-the-books financing give ample fodder for trade partners justifying protectionist restrictions
If a ground invasion can’t take out Hamas, what’s Israel’s Plan-B?
The outcome Israel seeks – the elimination of Hamas – is unlikely to come about through a ground invasion. If this outcome isn’t possible then the rationale for a ground invasion weakens. Without the only feasible alternative – the two-nation solution – Israelis and Palestinians are condemned to continue the violence, which as history shows will only beget more violence
What makes October’s fall in equity markets different from September?
Equity markets had fallen in September too. But this time it’s different, not just because of the extent of decline data implying that retail sentiment may have turned negative
What's behind the market panic
The worry that the war in Gaza will spill over to the rest of the region has dragged down global markets
Has India Inc modernised its thinking?
It's been ten years since the Companies Act was modernised. What has changed and what remains to be done
Youngsters will shape future of societies with ESG
To build a trustworthy ESG framework, the youth of India need to start by understanding its core components. Environmental responsibility encourages sustainable practices in a country grappling with pollution and climate change
Tech Mahindra’s dismal Q2 calls for reset of investor expectations
Industry headwinds and company specific issues can lead to weak performance in the near term
Migration figures do no credit to the Indian system
India was the country from which the largest migration took place to OECD countries during 2021 and 2022, replacing China
SEBI’s guidelines on material event disclosures a boon for shareholders
This is a good move for investors to be abreast of material events but a company’s job on the compliance front has become much tougher
Chart of the Day: Income tax collections point to a bright spot for discretionary spends
Number of Indians declaring a gross income over Rs 5,00,000 per year has grown 20 percent on a compounded annual growth rate (CAGR) basis between FY12 and FY21
America is flirting with fiscal breakdown
Federal deficit spending has reached alarming levels. The longer Congress ignores the problem, the worse it will get
Drop that hot dog if you value your health
Two new studies highlight the health risks of favoring processed meats over legumes and vegetables
Is natural gas about to become a buyer’s market?
It’s not too soon for Europe to plan for a world flush with LNG supplied by the US and Qatar
Moneycontrol Pro Panorama | Bear grip tightens!
In today's edition of Moneycontrol Pro Panorama: Dabur's nightmarish scenario, aviation sector gets government boost, headwinds in domestic market saddle Voltas, India's online gaming sector is sinking, and more
Automation: Here’s what the lending ecosystem will look like in future
Whether we are comfortable with it or not, underwriting and decision-making will get completely automated and decisions on disbursing loans will be taken in a few hours, not the days or weeks it takes in traditional procedures
Dabur faces every healthcare company’s worst nightmare
Three foreign subsidiaries of Dabur face lawsuits over allegations that their hair relaxer products contain chemicals that cause ovarian cancer, uterine cancer and other health issues
Corporate bonds: record yields are putting the juice back into junk
The advice last year to jump into fixed income was bad and it still makes little sense
Why online gaming companies are engulfed by a sinking feeling despite the Cricket World Cup fever
Just not retrospective taxation which is before the Supreme Court now, the fragmented online gaming industry is seriously missing a central self-regulatory body as envisaged by MeitY
Voltas: Uncertain times weigh down valuations
Voltas may face pressure on margins in the near-to-medium term on account of challenges to its domestic AC business as well as international projects
Chart of the Day: Rising government thrust to propel aviation sector
Rising affordability, improving connectivity with smaller cities and airport expansion are expected to fuel passenger traffic
Biden is right in urging Israel to delay Gaza invasion
The advice from close friends against letting anger — and therefore Hamas — decide the pace has few downsides. Netanyahu surely knows that even if dramatic action is popular now, that would change quickly if the war went badly. The potential human, military and strategic costs of rushing in are large
China is starting to get serious about stimulus
By allowing the deficit to exceed the traditional limit of 3% of GDP, China's legislature green lit a notable boost in spending. Now the annual growth target of around 5% appears very doable
Mallikarjun Kharge’s steadying hand ends Congress’s post-2019 disarray
Though not the first choice for the Congress president’s post, Kharge has proven to be an inspired selection, juggling smoothly a variety of roles the job demands. A consensus-builder who doesn’t overshadow the Gandhis, fluent in Hindi and having the right caste credentials, he is also at ease with the everyday leadership that the Congress organisation badly needed
In a reformed Monetary Policy Committee, members must be at odds with each other
The MPC must rethink its composition and not only look at an odd-numbered set-up but also the kind of representation it needs. Given the sheer diversity of the Indian macroeconomy and the complexity encountered in policymaking, a reformed MPC must include representatives of the financial institutions, along with the current composition
