Inflation still remains a concern. But now, there are bigger worries over the long-term impact of the structural shifts in the global economy
Companies linked to troubled property and financial sectors expected to issue downbeat forecasts
Weakening trade with the US and EU, ballooning real estate debt, a consumption slump and the private sector’s inability to create jobs are the defining features of the China slowdown. But is this just short-term pain or something that can be remedied with a fresh dose of policy innovations?
Separately listing operating businesses like aluminium and oil & gas could unlock value, but how the promoter benefits from any restructuring also needs to be evaluated
In July global crude steel output rose by 6.6 percent over a year ago, its highest level in the past 12 months, with China’s output rising 11.5 percent and India’s 14.3 percent
Antimicrobial resistance already kills millions and is projected to get worse. But there is little incentive for Big Pharma to tackle the issue
With the colossal amount of loans written off, ODR offers a pathway to reshape the commercial transaction landscape. By embracing a widescale implementation, India stands poised not only to champion UPI but also to serve as a global paradigm for successful ODR adoption
While Ramaswamy is fashioning himself as a populist in Trump's mould, the white voters he’s wooing will have a hard time believing that Asian Americans can be that angry about a changing America. If the system is working so well for model minorities like the Indian diaspora, what’s your problem?
Since it joined the WTO in 2001 and became the world’s factory, China has contributed nearly two-thirds of the growth in carbon pollution globally. As China reorients itself towards more productive activities, the country has an opportunity to reduce its energy intensity
The Philippines and Australia recently conducted a rare military drill to challenge China’s dominance over the South China Sea. This is of great importance to India which recently supported the Philippines’ claim over a part of the South China Sea, an important sea route.
Big tech is in a race to outdo each other in AI, purchasing energy guzzling GPU chips to train models and power-hungry processors to analyse increasingly large amounts of data. Most AI training is powered by fossil fuels and these server farms are far away from hydroelectric dams or solar power arrays
Setting the stage: Market expectations for the week ahead
India’s consumer sector is poised for further growth as distribution channels become more organised. Visionary founders with their eyes on the prize over a long-term horizon should look for investors who can create sustainable value, not just the most deep-pocketed ones who may help them quickly reach unicorn or decacorn status
Piyush Goyal’s remark on August 25 betrays India’s aspiration, which has to be balanced with the country’s geopolitical and economic compulsions
This week brings the last of the Spread strategies, the Bear Call Spread which is an enhancement over the naked short Call
Christine Lagarde said in the medium-term a combination of higher investment needs and greater supply constraints is likely to lead to stronger price pressures
The Global South, at the receiving end of the tender mercies of Western civilisation for centuries, has finally stood up
AIADMK’s decline in Tamil Nadu follows perceptions that it is remote controlled by BJP. This offers an opportunity for Rajinikanth, fresh off the massive hit film Jailer. But he is missing a trick if he draws close to BJP, as its political positioning to AIADMK’s right has limited traction in TN
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
Chandrayaan-3 is the epitome of a sporting comeback and a better comeback after the Chandrayaan-2 had tough luck landing
In this edition of Moneycontrol Pro Panorama: Low interest rates a goal for debt sustainability, industrial growth needs more credit fuel, tanking Chinese economy sets alarm bells ringing, repricing sugarcane a more sustainable solution, and more
The group seeks to counter US influence but mostly practices cynical expediency
The West must not waver in continuing to support Ukraine’s fight against Russia
A monster earnings report changes the valuation debate
The government may ban sugar exports, a setback for sugar mills. The ethanol situation too has become clouded because of lower cane output and rising foodgrain prices