Monetising of HAM road assets gains visibility
With interest rates moving up, valuations of HAM assets are turning more attractive
Global container shipping industry looking at a prolonged down cycle
Super profits during the pandemic have led to an oversupply of container ships at a time when world trade is slowing
HSBC is as good as it gets — for European investors anyway
For investors in European banks in terms of profitability and payouts there is no better place than HSBC presently. But that isn’t guaranteed to satisfy disgruntled Asia-based shareholders, as questions linger over its growth and future returns
Chart of the Day : Trouble in commercial realty space
The effect of a slowdown in the global IT sector is visible on the commercial real estate space in India
Climate Change: We need more than GMO crops
GM innovations like a corn that doesn't grow too tall and has thicker stalks to help it withstand gusty winds or soybean that can soak in more CO2 have limits to how much of extreme rainfall and heat they can withstand. Rather than solely trusting our ingenuity, focus on decarbonising the economy and preserving the delicate ecological balance
Don’t blame Canada for raiding America’s tech talent
In contrast to the US's dysfunctional immigration system that keeps tech workers on H1-B visas on the edge amid massive job losses in big tech companies, Canada's new three-year work permit targeting US-based foreign workers having skills in STEM fields, which also allows their spouses to work unlike in the US, is finding many takers
The Green Pivot: Autonomous electric vehicles have the potential to reshape the economy
The convergence of AI and battery technology has created a new era of possibilities that can reshape the global economy
India’s services exports come to the rescue, up 3.5 percent in June
Services exports in June 2023, at $27.861 billion, were as high as 84.5 percent of merchandise exports during the month
What the MGNREGA data for July tells us about rural consumption
Rural consumption is dependent on many factors such as the monsoons, higher real wages, work availability in urban areas and farm incomes. But the continuing high demand for work under MGNREGA indicates distress at the bottom of the rural pyramid
There's some good news. Credit growth is casting its net wide
The star of the show this fiscal year has been the services sector. Loans outstanding to the services sector showed a growth of a mere 1.8 percent in the first quarter of FY23, compared to 7.7 percent in Q1 of the current fiscal year
BOE gilt sales are a multibillion-pound mistake
State assets haven’t been disposed like this since then-Chancellor of the Exchequer Gordon Brown liquidated over half of the UK's gold holdings at $275 per troy ounce
Aston Martin earns a shot at catching Ferrari
But investors won’t believe the British luxury automaker has turned a corner until it becomes a reliable cash generator
A US soft landing? Even the Fed doesn’t believe it
If there’s no more tightening in the pipeline, then proponents of the soft-landing scenario must believe that the Fed has done enough. Yet the persistent tightness of the labor market suggests otherwise
Semiconductor Fab: Wait gets longer but optimism intact
The wait for a 40nm silicon fab in India got longer after Vedanta and Foxconn called off their JV. Both companies are expected to submit separate proposals but there is no clarity when that may happen
Don’t rush to mimic Rajasthan gig workers law
The Rajasthan legislation could soon be followed by kneejerk copycat laws in other states as everyone feels the acute need for social security for gig workers. But quite a few aspects of the new law’s design including a welfare board – a suboptimal solution till date – and a new cess, are problematic
Moneycontrol Pro Panorama | Maruti Suzuki’s surprising U-turn
In today’s edition of Moneycontrol Pro Panorama: Indian manufacturing a star performer, safeguard your business from GST frauds, unlike cooking - investing is a lived skill, India’s booming logistics sector, and more
Maharajah is an integral and indispensable part of Air India's identity
The new identity is to be unveiled on August 10. Will the creative team assigned the task of creating a new corporate identity tinker around by giving the Maharajah a contemporary look or go for a complete overhaul?
Indian manufacturing one of the star performers globally, PMI numbers show
The forthcoming Monetary Policy Committee meeting will have to take into account both the strength of the manufacturing PMI for July and the inflationary pressures
Bengal: Will opposition votes get split between BJP and Left-INC-ISP in 2024?
The ultimate beneficiary would be TMC, as was evident in the recent panchayat polls when BJP and Left-INC-ISP were locked in a fight for the second spot. In a way it is history repeating, as CPM between 2001 and 2011 had benefited from the split in the Congress in 1998. So will Bengal see a bipolar fight next year like in 2019, or a triangular contest?
Market optimism about convergence in the global economy is overdone
Governments and central banks in the west, China and Japan still face a bumpy road ahead
Why investing in markets is like cooking
If you want to become a good investor, the most important thing to do is to start practising and getting feedback from the market and keep refining your process. Another critical point is to follow those investors whose style gels with your own and who have demonstrated success over a reasonable period of time
How drugs for obesity and Alzheimer's propelled Eli Lilly to the top
Two of the biggest stories in medicine this year — the arrival of the first disease-modifying treatments in Alzheimer’s and the stunning transformations made possible by new weight-loss drugs — have something in common: Eli Lilly & Co
Naturally occurring hydrogen could change the world, if we understood it
Given its highly reactive nature, hydrogen is one of the very rare elements on Earth. How to discover, extract, and transport are questions that need answers. But Hyterra, an Australian company exploring for geologic hydrogen in the US, believes it can produce the element for $1 a kilogram — prices at which it might start to compete with natural gas
Direct listing on GIFT City could open Pandora's box for Indian exchanges
The advantages of trading in GIFT City are simple, all trades are dollar-denominated. Thus foreign investors would not have to incur the extra cost of converting their currency and hedging it.
India’s warehousing and logistics sector is in the midst of a boom
India’s growing economy is leading to a boom in the setting up of infrastructure such as logistics parks, warehouses with the latest technology. Investors are pouring money into these assets
