Earnings gallop of banks to slow in Q2
The gap between deposit and credit growth will be reflected in compression of net interest margins and slowing of growth in net interest income of banks in the July-September quarter
Israel-Hamas War: How will the Saudis play their oil hand now?
For now, the market — thanks to smuggled Iranian and Russian barrels, plus strong production growth from the US shale, Brazil and elsewhere — doesn’t need extra Saudi oil. But a crackdown on Iranian shipments would allow Saudi Arabia to pump more without sacrificing the other red line: high prices
Indian economy: 4th largest in 2026, 3rd in 2027. Just ask IMF
While the Indian economy will overtake both Japan and Germany by 2027, its per capita GDP in that year will only be 9.1 percent of Japan’s and 5.7 percent of Germany’s
Israel-Hamas War: A challenge for the ‘new’ Middle East
The recent shift by the Middle East prioritising geoeconomics over the Palestinian issue could suffer a setback. The crisis ignited by Hamas highlights that the gap between top-heavy policy decisions and groundswell public opinions, movements, and crisis points need to be addressed by regional powers to ensure long-term sustainability of economic cooperation programmes
Moneycontrol Pro Panorama | An addiction that's hard to kick
In this edition of Moneycontrol Pro Panorama: China sitting on a ticking time bomb, TCS's shareholder payout sees a meteoric rise, investors need to keep an eye on Iran, Hamas attack adds to Middle East conflict, and more
Greenwashing: The charade around ESG
When companies engage in greenwashing by misleadingly presenting themselves as environmentally friendly or socially responsible, they undermine the very essence of ESG. This deceit erodes trust among investors, consumers, and stakeholders, sowing scepticism about the authenticity of corporate commitments
Bihar caste survey to test BJP’s post-2014 social engineering prowess
BJP is redoubling its efforts to mobilise non-dominant OBCs following the Bihar caste census findings. It also believes that upper castes are getting polarised in its favour due to the opposition’s national caste census demand, and won’t mind a greater share of tickets to EBC groups
The news is depressing — but data can help us
COVID, the Ukraine war and climate chaos make for anxious reading, so maybe it’s time to go back to numbers
Goldin’s Nobel shows the power of flexible work for women
There’s no better time to recognise an economist whose research should inform our thinking on flexibility and couple equity
Claudia Goldin’s Nobel is a win for women and men
The first solo female recipient of the economics prize has blazed a trail by identifying the obstacles to gender equality — and how to overcome them
Economics Nobel & Women in Labour Force: Why policymakers need to consider Goldin's work
The 2023 Nobel economics laureate has shown that the bulk of this earnings difference is now between men and women in the same occupation and that it largely arises with the birth of the first child
Low expectations ahead of September quarter earnings
More than the historical numbers, the market would be keen to hear from the management regarding their outlook in the current uncertain environment.
The connection between this year’s Economics Nobel and India’s female labour force participation rate
Claudia Goldin, who was awarded the Nobel Prize in Economics, says female participation in the workforce follows a U-shaped pattern as economic development occurs
Is China the new posterchild of balance sheet recessions?
Standing at 300% of China’s GDP as of 2022, the debt held by various levels of government is an explosive waiting to detonate
Two full-time jobs? That’s a remote work myth
According to the US Bureau of Labor Statistics, only 4.4% of men and 5.2% of women have more than one job. Most of these individuals are juggling multiple part-time jobs, or a full-time job and a part-time gig. And most of them aren’t working remotely
Israel-Hamas War: Iran’s role in the conflict is like a Russian nesting doll
Iran is no longer as isolated or vulnerable as it once was. The Ukraine war has shuffled geopolitical alignments and possibly for the first time since the 1979 revolution, Tehran can count on powerful friends to give it at least diplomatic protection. Its role in providing Moscow with attack drones for its invasion of Ukraine has ensured that
World Cup & GDP: India's Taylor Swift moment is marred by the taxman
The two month cricketing extravaganza coupled with cricket fever in India could produce a bonanza for the Indian economy. But a tax demand that could be as high as $18 billion threatens to kill booming fantasy sports mobile gaming platforms or drive them underground
Hamas attacks complicate Middle East diplomacy
Middle East history teaches us that sometimes a crisis can lead to a solution, like when five years after the Yom Kippur war, the Camp David Accords were signed. So, one should not give up hope for a solution. But for the near term, progress made by the US towards closing a Saudi-Israel deal and the China-brokered Saudi-Iran rapprochement will get impacted
Can India become the backend hub for Generative AI work?
Historically, the number of jobs created because of any new technology development is always lower than the number of jobs that become redundant and Generative AI won’t be different
Recent IMF report warned of high risk of Palestinian conflict with Israel
The report said Israel’s blockade is responsible for the economic stagnation and high unemployment in the Gaza strip
Why Iran matters to your portfolio
The Strait of Hormuz is justifiably called the chokepoint by energy traders. Any impact on it significantly disrupts supply chains and oil supply. Iran has in the past threatened to cut off Hormuz and Iran is a sympathiser of Hamas
How well can exports support India’s GDP growth?
With world trade in a slow lane as indicated by the latest WTO update, India needs to integrate with global value chains quickly
Chart of the Day: How TCS returns large amount of cash every year to shareholders
Total payouts by TCS increased by 9.6 percent per annum in the past four years to Rs 42,079 crore in FY23
Biden’s democracy crusade goes astray in Bangladesh
Visa curbs and lectures are only making the US look partisan and arbitrary to many in the South Asian swing state
Rout in 10-year treasury notes is no wild aberration
History suggests that the surge in yields is probably just a detour. But that doesn’t mean it won’t hurt
