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The message from China is that the country won't provide the lift for the global economy that was widely anticipated six months ago. It may even be a drag, a role to which Beijing and the world are unaccustomed. Ironically, the much-maligned US, often derided over the past decade as being in its sunset years relative to its economic challenger, may just prove to be the bright spot in the months ahead
The name of the game is to produce quicker, more efficiently, and for less money. US chip designer Nvidia, synonymous with the AI boom, has an Omniverse platform used by BMW to create digital twins of a car plant, allowing management to manipulate 3D models of an assembly line in real time and optimise productivity. Hollywood studios will use AI's digital capabilities for generating footage that cuts shooting times and saves on wages of stars and crew
A rise in interest rates diverting funds to the fixed deposit market, poor performance by some funds and fewer new fund offerings are all cited as reasons for the deceleration in new investor numbers
A closer look at IT company numbers suggests that though headcounts may have reduced, so have attrition rates.
Morgan Stanley’s Michael Wilson, the reigning No 1 portfolio strategist in Institutional Investor’s annual survey, who nailed last year’s interest-rate driven selloff in US equities and had held on to his bearish views through 2023, advancing the thesis that the bear market would move into a second phase driven by sharp earnings declines, now admits that he had got it wrong
A thaw in the disturbed relationship between India and China may appear theoretical at this time. But Western strategists are already worrying about an improvement in their relationship because that would negate US plans to contain China
When banks write off bad loans, the loan leaves the asset side of the balance-sheet but it actually never fully exits the bank. It stays somewhere in the dark recesses pending loan recovery, whether full or partial
The stark reality is that not everyone has equal access to digital opportunities, leading to exclusion and widening the gap between those who are connected and those who are not
The contraction in outstanding equity capital post the share swap will improve the earnings per share for all shareholders of Tamo
Private investments have either been crowded out or have grown at a much slower pace, arguably because demand inducements have been absent
There’s no dearth of market-moving news this week, with the US Fed decision, China’s stimulus or not, and signals from US earnings
A naval plan that worked against the Iranian enemy in the 1980s can succeed against the Russian enemy today
Innovators and regulators may still not agree completely but there’s more common ground now than a few years ago
Such individuals can access competitively sensitive information, participate in decision-making processes, influence competitive strategies, and exchange the sensitive information, resulting in cartelisation, the most pernicious form of anti-competitive activity. CCI will have to strike a balance on what extent of corporate collaboration can have positive outcomes
In today’s edition of Moneycontrol Pro Panorama: Investor scrutiny prevails on midcap IT stocks, will Twitter's rebranding pay off, flash PMIs has a message for markets, tailwinds could help stressed tyre exports recover, and more
Given the global trend toward sustainable finance, the government of India faces limited options for selling its stake in IDBI. Without a commitment to a "no new coal" policy, major international financial institutions are likely to shy away from investing in the bank
OpenAI chief is leading projects he thinks will prepare the world for artificial general intelligence, but is attracting regulatory scrutiny
The construction and real estate sectors are responsible for over 40 percent of global carbon emissions. With plenty of money to spend, they follow the investors today, users tomorrow principle. As Indian states embark on a green hydrogen journey, money and expertise come from future users
The hoopla over AI is giving way to a more grounded appraisal of the AI development capabilities of companies, the limitations of generative AI tools, and the quality and security issues which hinder AI adoption by corporate companies. But this brief respite may just be what the world needs
After losing many users, advertisers, employees and operational stability, the little blue bird, famous internationally, has also been packed off. Even as Musk's quest of ridding the platform of bots has only made the problem worse, comes his idea to turn X into a super app. But tech companies that are bigger and better have given up on this idea
The significance of retail selling in the market
Decline in share of affordable housing shows demand and supply contraction on the back of rising costs. Can the government still make 'Housing for All' a reality?
Netanyahu’s plan to enfeeble the judiciary, popular with his right-wing base, has drawn strong and sustained condemnation from much of the Israeli establishment, including military reservists and business leaders. They fear this will compromise the rule of law and make the economy unattractive for investment. Biden can use US clout in Israel to prod Netanyahu to backtrack
A monsoon that grows more intense as the climate heats up, with warmer air carrying more moisture and dumping it in less predictable ways, leading to more volatile cycles of drought and flooding, is wreaking heavy damage on Indian agriculture. With less farmland per capita than many other countries in the world and a large population to feed, the future looks worrying
In the 1960s, Edwin Coppock said that the worst of bear markets should not take longer to bottom out and start rising again. This applies to markets even today.
