IDFC First Bank needs an opex fix to remain in good books of investors
IDFC First Bank has made hefty investments in tech and personnel as it grew its business. While most of the positives have been baked into market valuations, elevated operating expenses are a dampener
Reading charts alone won’t make you a good trader
Traders need the right tools and skills to be one step ahead of the crowd. Here are two tools or skills that should be there in every trader’s arsenal
Just how deep is Mark Zuckerberg’s Metaverse money pit?
The company has lost $21 billion creating its virtual reality experience since the start of 2022. It’s only a matter of time before investors start demanding answers
Russia outnumbers the US 10-to-1 in tactical nukes. Now what?
Never mind that Vladimir Putin is breaking all nuclear taboos and China is beefing up its arsenal. US nuclear doctrine is still fundamentally sound
Moneycontrol Pro Panorama | Even in a weakened state, China's overhang over metals to continue
In today’s edition of Moneycontrol Pro Panorama: India's drug regulation process needs overhaul, price hikes effect Dr Lal PathLabs’ performance, no push to the climate agenda at G20 summit, and more
Backstop fund for corporate debt may prevent Franklin Templeton-like crisis
The CDMDF, though positioned as a corporate bond market development initiative, looks designed more to bail out stressed mutual fund debt schemes and prevent a systemic crisis
Ruchir Sharma: What’s wrong with tech giants riding the AI wave
It is dysfunctional for the same companies to dominate another innovation surge
Chart of the Day | Global steel output declines by 1.2 percent sequentially
Second-largest steel producer India’s output rose by 12.9 percent over a year ago even as China’s output rose by 0.4 percent
America’s colleges are also facing a housing crisis
Elite colleges should increase their enrollments, but that will require more building and changes in land-use laws
Why we should pity the Bank of England
The UK central bank faces a more acute set of challenges compared with those confronting the ECB and the Fed
Time to chill out about air conditioning’s carbon footprint
Under almost every plausible scenario, the climate in 2050 will be suffering more from heating homes than cooling them
Online Gaming: GST on full value against the logic of the tax regime
Isn’t the fundamental principle underlying the GST regime to levy tax on the value-added at each stage of the supply/production chain?
The government hurdle to government statistics
A statistical overhaul cannot take place unless the government is willing to accept that all surveys will not throw up flattering results
Why Dr Lal PathLabs’ fat profit margins are bringing no cheer
Business volumes lagged expectations as patient footfalls are largely unchanged in Q1 FY24 from year ago period
Ease of doing business is fine, but is drug safety at risk?
What has been glaringly missing in the wake of the deaths of children in Africa is a major announcement by the government of India spelling out how it is going to overhaul the entire drug regulatory mechanism
In The Money: Single-legged option strategies
Single-legged strategies, especially naked shorts, do not have any implicit risk-control mechanism. So, risk management by way of strict position-sizing and stop-losses is paramount
Climate action — Wait for breakthrough lengthens
Ministerial meetings fail to resolve thorny issues queering the pitch for the G20 New Delhi summit to step up the climate fight
The Eastern Window: The implications of the disappearance of China’s foreign minister
The disappearance of China’s foreign minister for one month before he was removed from office has affected President Xi Jinping’s image as a strong leader in full control of the situation. Diplomats are assessing if this episode would affect China’s foreign policy
Why financial conditions remain loose despite rate hikes
Loose financial conditions have cushioned the US economy, so much so that its GDP rose at an annual rate of 2.4 percent in the June 2023 quarter, compared to 2 percent in the March quarter. Whatever happened to the recession?
The Reading List: July 28, 2023
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
BOJ yields some control, but also throws a curve
In trying to keep several plates spinning, Governor Kazuo Ueda steps on his message
My eyeball met with Sam Altman’s crypto AI scanner
Worldcoin says it wants to ID humanity, but it needs more regulatory scrutiny first
China’s foreign affairs is in turmoil. And, there’re some bizarre developments
It is a cause for worry at a time when China and the United States of America are attempting to reset their troubled relations, and when China’s increased activism over the situation in Ukraine in recent weeks can impact the world
Moneycontrol Pro Panorama | Here is another Ken for our bank Barbies
In today’s edition of Moneycontrol Pro Panorama: Could AI change the face of Indian agriculture, fall in bank CASA deposits concerning, states must fill gaps to boost exports, Fed’s hawkish stance poses risk for market, and more
Climate change impact on jobs and livelihoods in India needs careful study
An exhaustive data-backed analysis can help the country come up with a comprehensive roadmap on how to create more new and better jobs than the ones that are likely to be lost or put at high risk owing to climate change
