Narrowing interest rate differential between US and India markets raises the risk of foreign fund outflows, especially if future data points to more rate hikes. Investors should prepare for volatility
Clarity on devolution will help the states to better plan their capex spending and also better assess their borrowing needs for the last two quarters of this fiscal
Amid regular reports of government and large private sector systems falling prey to serious cyberattacks and data breaches, the DIA must be accompanied by a strong triad of laws safeguarding privacy, data protection and cybersecurity. The last must lead to data sharing frameworks between institutions, voluntary reporting of vulnerabilities, bigger budgets, and a large cadre of cybersecurity professionals
In today’s edition of Moneycontrol Pro Panorama: New Delhi needs strategic approach towards China, Colgate brings cheers to investors, Manipur situation should be resolved soon, a safety net for the gig workers, and more
Christopher Nolan’s biopic has triggered a debate on the rights and wrongs of dropping the bomb. It could lead to a more useful discussion in Japan — assuming it’s ever released there
The planet is getting hotter by the day, but we can’t slake our thirst for crude
Moderating core inflation shouldn’t, on its own, be enough to give Fed officials confidence that their job is done. Inflation will ultimately follow the trajectory of economic growth, which continues to surprise on the upside in the US. In this scenario, the Fed should consider further tightening of policy regardless of inflation forecasts for the rest of this year
Many ongoing turbine farm projects were canceled last week due to rising costs and key investors looking at other energy options. If more of the infrastructure funds that are doing well can be persuaded to buy the debt and equity in established offshore projects from developers and banks, that will free up significant funds for new projects
For control-mad bureaucrats, export bans have become the first, not last, response to rising domestic prices. Even if the rice export ban is soon lifted, it is a big mistake for India, both economically and geopolitically
Tokyo had commissioned the G-Cans project or Metropolitan Area Outer Underground Discharge Channel which consists of five huge silos, 6.5 km connecting tunnels, storage tanks and pumps. It has saved the Japanese government about $1.4 billion in disaster relief and rehabilitation.
While a low base and relaunch of its flagship may partly explain good YoY growth rates, there’s reason to believe its performance is on the mend
The landlocked country is making sweeping reforms to win over western investors and become less reliant on China and Russia
Gen AI will create new jobs in the market related to AI. New job roles such as AI ethics expert, AI systems manager, data annotation specialist, AI prompt engineer, AI-based fact checker and human-AI interaction specialists are likely to emerge. But their skilling needs much more attention than being given
While investors will benefit from the enhanced disclosures, the risk is that it could result in an information overload for them and a compliance nightmare for companies
New Delhi should have a strategic approach towards Beijing to become a key pole in a global power axis where the US and China are dominant forces
Rajasthan’s Gig Workers Act is a good first step in a long journey to provide them with some basic social security benefits available to permanent employees
In the 12 months ending June 2023, price hikes contributed as much as half of the India pharma market growth
The borrower-focused approach of NBFCs vis-à-vis their product-focused approach in the past has contributed to a jump in unsecured credit
If the trust deficit between the communities in Manipur is not bridged and faith in the state government is not restored, it would open the door for China to fish in troubled waters in the sensitive border regions
For consistent performers like Bajaj Finance, the margin of error is extremely low as their performance is taken for granted.
H1 2023 saw only three deals above US$100 million in Bangalore startups, totaling US$374 million compared to 21 deals totalling US$5.3 billion in the year-before period
Exceptionally good stock returns of the past 30 years are at risk, as two major contributing factors are no longer in place
Ambiguities can never be completely removed as there can never be a perfect system. As banking evolves, new regulations will be required, which in turn will lead to new types of complexity and ambiguities
The POCSO law came after a long struggle to foreground the abuse of minors. But a big disappointment has been its inordinately high age of consent, pegged at 18, that doesn’t factor in teenage sexuality. This has led to wanton criminalisation and assaults on the autonomy of adolescents
General Motors’s higher average selling price in the past year underscores its flexibility in managing the transition to EVs