India a bright spot in steel, but will it reflect in earnings?
Global conditions point to a weak steel price scenario that could hurt profitability, notwithstanding lower raw material costs
Bengal Panchayat Polls: A TMC sweep leaves troubling questions for BJP in its strongholds
Violence-hit polls boost Abhishek Banerjee’s stature. BJP is a clear second but hasn’t matched its 2019 Lok Sabha and 2021 assembly performance. Left-Congress-ISP alliance was a distant third, but TMC faces minority worries. Any appeasement on this score could set off Hindu resentment. Thus every party has its fair share of predicaments
Apple/China: Tech trade war has not halted a deepening relationship
China is both a major customer and supplier, and any changes in one role will have an impact on the other
Tech bros Musk & Zuckerberg revive rituals of Neanderthal leadership
The fitness antics of Silicon Valley titans suggest that 21st-century business leadership is as much about displaying physical dominance as it is about showing foresight
The ruble’s fall points to pain but not collapse
Thanks to the ingenuity of finance officials and entrepreneurs, Russia remains economically resilient and can still fund its wartime budget
The west must recognise its hypocrisy
Many countries view the US and European powers as selfish, self-satisfied and insincere
On grant-making, National Research Foundation must not become the go-to funding agency for select institutions
Taking a leaf out of the book of the US National Science Foundation can ensure that NRF can quickly become a game-changer and act as a major catalyst for improving the quality of life of India’s 1.4 billion citizens
Chart of the Day | Why PE funds are shying away from investing in India
The global slowdown has hit private equity deals and the effects are being felt in India too, despite its relatively good GDP growth. The first half of 2023 has seen a 61 percent drop in PE investments
Is promoter selling always a reason to worry?
Investors would do well to assess the identity of the promoters who are selling, their likely reasons and then take a call on what they should do
Auditors are under fire from the NFRA
The accounting authority NFRA is passing a stream of orders against allegedly errant auditors, conducting swift investigations and passing detailed orders. But, there is a risk of overreach as well
Microsoft’s Activision win shouldn’t stop antitrust reform
The Microsoft-Activision case is the latest in a list of recent legal setbacks for US antitrust watchdog Federal Trade Commission, including an unsuccessful attempt to block Facebook parent Meta Platforms Inc. from acquiring a virtual-reality startup. The race to keep big tech in check is getting harder without the US Congress adopting new antitrust statutes
Worried about Nvidia, Apple and Meta? Nasdaq has your back
To tackle the “over-concentration” of the Nasdaq 100, the index provider is carrying out a “special rebalance” on July 24 to redistribute weights after the run-up in megacap stocks. Although the out-of-cycle move was rare and blindsided some investors, it is a sign that the system is working as intended
Climate Finance: The US and China need a Marshall Plan
The energy transition will be built on trillions of dollars of investment. There is progress on the road to assigning capital needed to hit net zero. However, 84% of the $1.6 trillion in clean energy spending last year happened in rich nations and China. If developing economies can’t tap into that finance, they will be left with no options except fossil fuels, poverty, or both
Marketing Musings: Would you buy wine sold in jerry cans?
Is the function of packaging merely utilitarian or is it an intrinsic part of the brand personality?
How to catch a rogue finfluencer? SEBI needs a hand from social media platforms
Social media platforms must ensure that finfluencers follow advertising standards and must also work with SEBI for stemming the larger malaise of finfluencers providing spurious stock tips
Shadow of Maharashtra NCP rebellion, heartland churn loom large over Opposition’s Bengaluru meeting
It’s not just in Maharashtra that the Opposition has been dealt a blow, alliances are showing strains in UP and Bihar too
The ideology of inflation: Many questions beg for an answer
Who benefits from inflation? Who loses? These questions are at the heart of the debate on how to bring down inflation
Crypto's 'one-click endorphin loop' needs to end
Regulating fintech’s excesses gets a little inspiration from the gambling world
Telangana: Will caste make a comeback after a decade of statehood sentiment?
Congress is stitching a Karnataka-like Ahinda coalition to its traditional Reddy bedrock. For nine years, KCR has triumphed over caste divides by tapping statehood sentiments. BJP’s difficult attempt to unite the scattered OBC vote and play up Hindutva is the third pole in the fight for a winning social coalition
The corporate bankruptcy wave will get even uglier
Business distress is only just beginning
Moneycontrol Pro Panorama | Pharmaceutical earnings are in recovery mode
In today’s edition of Moneycontrol Pro Panorama: India’s cotton output to tumble, market disruptions at play in 2-wheeler sector, thermal power plant utilisation levels hold-up, power discoms are in bad shape, and more
Aircraft lessors' cooperation imperative for Go First’s revival
In a friendly environment, aircraft lessors would have possibly offered some concessions and been on the same page as the airline on its revival plan since it is in their interest too to see Go First airborne again. Go First’s handling of aircraft lessors and other stakeholders hasn’t simply been professional
John Williams: ‘I don’t have a recession in my forecast. I have pretty slow growth’
Williams reveals how he will determine when the Fed has done enough and the potential pain associated with getting inflation down
North Indian Rains: Extreme weather events are the new bitter reality of our lives. Let’s fight back
What we saw in Himachal Pradesh and Chandigarh should prompt us to urgently address climate change and develop resilient infrastructure to mitigate the devastating effects of extreme weather events. Improved forecasting techniques and adopting a safety-first approach can protect lives, reduce economic losses, and build a sustainable future for communities amidst changing climatic conditions
Howard Marks: Investor lessons from taking the temperature of markets
Understanding prevailing investor psychology is key to long-term investment returns
