Tilting at windmills: Can India become a wind industry export hub?
SoftBank Has Either Reopened the IPO Market or Killed It
Owner SoftBank Group Corp. ended up pricing the British chip designer’s Nasdaq IPO at $51 per share. This is neatly at the top of the stated price range and followed 11th-hour reports that the deal could have been struck even higher.
New Delhi Declaration a major step towards rapid, equitable energy transition
The New Delhi Declaration, if followed in letter and spirit, is undeniably the most effective way to proceed if we want to hold the increase in the global average temperature to well below 2°C above pre-industrial levels
India should take the lead in setting a global governance approach on AI
Such an initiative on the country’s part in the wake of the successful G20 New Delhi Leaders’ Summit will ensure that a middle ground can be reached more easily on an oversight mechanism for AI technologies that is acceptable to all stakeholders
SoftBank’s Son faces fresh scrutiny over his visionary status
The Arm IPO has intensified questions over the founder’s future strategy as well as his record as a dealmaker
Road To 2024: Five factors that are disadvantages for the I.N.D.I.A bloc and huge advantages for BJP
Does the alliance need a PM face? How can so many parties unitedly and effectively articulate a common message and narrative? Can they ensure grassroots coordination? Is a CMP possible against BJP’s expansive agenda? Will seat distribution set off fresh problems?
Why October could prove to be a turning point for Hindustan Unilever’s shares
Both HUL and Unilever have new CEOs at the helm and what a fresh pair of eyes brings to the strategy table should become clear post-September quarter results
Apple/iPhone: Pro model will add bite to sales in China
The latest smartphone’s power should keep geopolitical threats and rivals at bay
A reformed Reserve Bank System can add depth to the corporate debt market
Globally, most major central banks dedicate a portion of their balance sheets to alternative securities. Over 30 percent of the US Fed balance sheet comprises corporate and municipal debt, valued at over $2.5 trillion. The ECB and the Bank of Japan have dedicated 5 percent and 6 percent of their respective balance sheets to corporate debt
G20: Why reimagination of ‘Vasudhaiva Kutumbakam’ appealed but of the Middle Kingdom faltered
India is reimagining its history in a way that draws other countries, be they from the Global North or South, to it. The indigenous concept of Vasudhaiva Kutumbakam, where one’s interests are the interests of all and vice-versa, and our inherent heterogeneity, reassures world nations that ours is a hand of friendship
Weak acute drug sales pose risk to Indian pharma’s growth tempo
Growth in the Indian pharmaceutical industry slowed to 5.8 percent in August
SEBI’s tough stance against market manipulators will benefit investors
Thorough investigations and stiff penalties can deter evils such as manipulation, insider trading and front-running, creating a safe haven for small investors
Chart of the Day: Poorest bore the brunt of inflation the most
Essential items such as food and fuel occupy a greater share in the consumption basket of lower income classes
What’s driving India’s red-hot IPO market?
Domestic pools of capital are playing a significant role in propelling the IPO market upwards, with four reasons explaining this phenomenon
Start-up Street: Venture debt options for start-ups on the rise
There’s good news for start-ups which are seeking debt financing without having to offer collateral and dilute equity stake at the outset
RBI’s investment rule rejig has a little freedom, lots of discipline for banks
In a nutshell, the new rules would instil more treasury discipline on banks and greater transparency through disclosures that show how banks are managing their portfolios.
How a Bengaluru-based start-up is making ‘rent as a service’ a popular concept
Kots offers landlords nine-year assured rental for customised buildings. For a landlord who invests Rs 50 lakh per apartment, with a 6 percent rental yield and 4 percent annual hike, and a compounded annual growth rate of 11 percent in asset value, the return on investment after 10 years can be 2.5 or 3x
The Karnataka assembly poll defeat is forcing BJP, JD(S) into a risky alliance
The electoral verdict has triggered an existential crisis for JD(S) and a leadership crisis in the BJP. Congress had tied up with JD(S) for the 2019 Lok Sabha polls and was routed. Now BJP isn’t confident heading into the 2024 polls and is hoping the votes JD(S) brings in can help preserve its 26 seat tally of 2019
Why NMC’s proposal on generic drugs, professional conduct of doctors was a wrong prescription
Doctors claimed that prescribing generic drugs without ensuring their quality and safety could compromise patient care and outcomes, and expose them to legal and ethical risks
LPG price cut was aimed at realigning with market dynamics
In the complex interplay of political and economic factors that govern LPG consumption in India, the recent reduction in domestic LPG prices, coupled with supplementary support for the PMUY segment, is unlikely to exert any additional fiscal burden on the government or OMCs.
A reality check on the India Middle East Europe Economic Corridor
The corridor deserves India’s full-fledged support as it shows there are alternatives to China’s Belt and Road Initiative. Nevertheless, the building of the corridor and its operationalisation will benefit China to some extent because of its competitive advantages. So India mustn’t be under any illusion that the project will selectively boost Indian exports
IEA: Backlashes mean oil and gas demand may not peak so soon
Governments need to step up efforts to hit the milestones the watchdog is proposing
Corporate investments don't support capex revival theme
Lower corporate investment is mirrored in demand contraction for bank credit from industrial sectors
Why the Indian market is in a sweet spot
Just like asset management companies (AMCs) launched Asia-ex-Japan funds and indices at the turn of the century, there is an emerging trend of launching Emerging market-ex-China funds. This raises the odds of more inflows into India.
Chart of the Day: A rising RoE indicates a market rally
The RoE expansion expected in the index will be led by capital intensive and cyclical sectors such as auto, capital goods, infrastructure, utilities, telecom, commodities and financials
