Seven policies that position India well for the future
Huge infrastructure investments, efforts to reach people in the last mile, helping MSMEs unleash their potential, unveiling a new education and skilling curriculum for the younger demographic, and ambitious green growth policies will power India’s progress for the next 25 years
The US now accepts national and economic security can’t be separated
Outbound capital to China is the target of a White House executive order
Why the government’s ‘Make in India’ move on laptops will hurt more than help
There is no doubt that India is dependent on China for IT equipment, but restricting their free imports risks hurting India’s crucial IT services sector, and the manufacturing sector as well
In The Money | Enhancing the naked short put via the bull put spread
While the Bull Call Spread is an extension to the single-legged long call strategy, the Bull Put Spread is an enhancement over the single-legged short put strategy
India Unleashed: Charting a multi-decadal growth story
Efforts to revitalise the rural economy, leveraging digital public infrastructure to create seamless linkages in the economy, policies bolstering manufacturing, and a consumption boom that could last several decades driven by our burgeoning youth population will contribute to making India a nation with huge economic heft
Large, mid or small-cap — What’s the ideal portfolio composition?
Mid and small-cap stocks can add some zing to your portfolio but their drawdown risks are higher than large-caps. Proceed to allocate, but with caution
The Eastern Window: Is the Chinese economy really a 'ticking bomb'?
The Chinese economy is in doldrums. But US President Joe Biden had political reasons for describing it as a “ticking bomb” after doing what he can to restrict its growth
Why founders need to be incentivised with ESOPs
ESOPs can be an important tool to keep the company headed in the right direction under the leadership of its founders who became executive directors.
Chart of the Day | Global edible oil prices flash a red signal for India
The FAO Food Price Index rose in July with a 12.1 percent increase in the edible oil index being the main reason, the first increase after seven consecutive months of decline
Jaw-dropping numbers from the Index of Industrial Production
Twelve out of the 23 manufacturing industries that make up the IIP are at levels lower than 7 years ago
A slowing Saudi economy has little choice but to cut production
Saudi Arabia finds itself in a catch-22 situation. Oil production cuts have slowed its economy, but weakening demand prospects aren’t giving the Kingdom the benefit of the cuts
New criminal laws will move things forward, up to a point
The three new laws seek to speed up the trial and conviction process, sanitise evidence gathering and allow the option of community service for minor offences
Business in the Week Ahead (August 14-18, 2023)
Key macro data on India’s manufacturing sector and inflation numbers will be released. Important macro data points from the US are also keenly awaited
The Reading List: August 11, 2023
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
What happens in Antarctica, doesn’t stay in Antarctica
The southernmost continent had the most extreme heatwave ever recorded
Musk-Zuckerberg MMA fight revives Forrest Griffin and Stephan Bonnar memories
A one-time MMA aficionado reflects on the new sport of tech billionaires like Elon Musk and Mark Zuckerberg
Climate Change is wrecking the tourist havens
From Hawaii in the US to Himachal Pradesh in India, hopes of riding out climate change in tropical paradises or verdant hill landscapes are fast receding. The long arm of global heating will find you everywhere. Get cracking on flood-proofing infrastructure to updating water and fire management, and making homes and other buildings more resilient
China's economic shocks have thrown the world off-balance
Just as the world was hoping to shake off the shocks induced by the pandemic and the Ukraine war, exports have swooned in China, imports dropped alarmingly and, after months of anemic inflation, consumer prices actually fell in July from a year ago. Though this could be temporary, there's a troubling lack of demand in the world's second-largest economy.
RBI is caught between tomatoes and cookies in the inflation fight
Food prices are sending confusing signals — cookies are becoming more affordable, but meals are turning more expensive. Demand is weak, particularly in rural areas. And yet, most Indian consumer staples firms’ profitability is on the mend. After shrinking pack sizes last year, now they can afford to stuff more commodities into them
Santosh Desai Writes: The Maharaja’s new clothes
Air India’s rebranding exercise was an unenviable task because of the Maharaja’s iconic recall value. But erasing the old logo and the problematic past was not where the effort faltered. For all the talk of boundless opportunities and confidence, the new design doesn’t convey a clear sense of direction for the brand
Moneycontrol Pro Panorama | India: Young, restless, and hopeful
In today’s edition of Moneycontrol Pro Panorama: A deep dive into the equity market outlook, can India push the learning curve up, Musk and Zuck show reeks of megalomania, the mega 2024 battle hots up, and more
Proxy war in South China Sea a reaction to Taiwan VP’s US stop-over plans
China does not want officials or political leaders in the US to meet Lai or any other important Taiwanese politicians during what Beijing calls “sneaky visits by independence separatists” from its renegade province
US investors face uncertain future in China after tech ban
Private equity and venture capital funds targeted in Biden administration’s crackdown
Q1 Earnings: Hits, misses and outlook for equities
Muted export demand, slow rural recovery, supportive urban markets and lack of any major surprises were visible this earnings season
Parliament: Gains for BJP in PM's speech and some for opposition in unity efforts, but no solace for Manipur
Manipur didn’t get the talk time it deserved during the no-confidence motion. The PM’s speech has fired up the BJP for the coming battles with the INDIA opposition bloc. But will Manipur’s suffering be forgotten as the political discourse inevitably shifts to the assembly polls later this year?
