The rally has many legs to take markets higher
Markets have been boosted by liquidity and strong fundamentals and economic indications. Though it appears that nothing can go wrong, one needs to watch out for uneven monsoons and global slowdown
BJP Ally-Hunt Explained: Ajit Pawar turns NDA’s 5% point deficit in Maharashtra to a 10% point advantage
An analysis based on 2019 Lok Sabha poll data suggests that NDA possessed only a 42.5% vote share against 47.9% for MVA before the NCP split. Now with Ajit Pawar’s entry, tables have turned and NDA is at a 50.4% notional vote share and MVA has slipped to 40%
Threads vs Twitter: newcomer will struggle to reel in its rival
Can Mark Zuckerberg’s Meta adapt its new service quickly enough to out-run Elon Musk’s network?
Twitter Vs Threads: EU strikes at the heart of Meta's money machine
Meta's release of Threads on Thursday is beautifully timed to capitalise on growing unease over the way Elon Musk has run Twitter. And it’s also horribly timed, coinciding with the imminent launch of a new European Union law that undermines Meta's plans to turn Threads into another outlet for data harvesting strikes and money-making
Chart of the Day: Banks walked away from microfinance, will they come back?
One sign of a smart bounceback of microfinance is the fall in the proportion of loans where repayments are overdue beyond 30 days. This has fallen to 2.2 percent by March quarter from as high as 6 percent a year ago
Japan is closer to Shinzo Abe's vision a year after his death
The language of decline, of a country whose time has passed, is gone: From think tanks to hedge funds, Japan is on everyone’s lips. Tokyo is at the heart of Washington’s strategy to “de-risk” from China. Money is flowing into the markets, led by Warren Buffett. And tourists are flocking back
What the NSE-TAP case is all about
What is TAP? What are the allegations in the case? How is NSE involved? An explainer
Can Satya Nadella sell cricket in America?
Investors in the US Major League Cricket are making two bets. The first is that the Indian diaspora in America has reached the critical mass required to sustain a cricket league in the country. The second is that fans of the sport worldwide will watch televised games from the US. The first bet is the surer of the two
India’s 'grey' market remains under-exploited
Spending by seniors can touch $1.3 trillion mark by 2030, according to one estimate. But strangely marketers don’t see this market as an opportunity
With new sub-Rs 1000 phone Jio looks to prise open bottom of the pyramid
Jio is addressing the challenge of low features and underpowered phones by simultaneously announcing two new prepaid recharge plans for Jio Bharat users
Death of the dollar and the yuan’s rise: That’s a long shot
The temptation to invoice trade in currencies beyond the US dollar has risen, but currency pairs do have an underlying dollar component one way or the other across trade
Equity investors, pay close attention to crude oil
Oil producing countries want prices to move up. But that’s a risk for India’s import bill and inflation and in turn, for richly-valued equities
The success of PM PRANAM depends on reducing urea usage by farmers
The government has rightly emphasised the need for shifting away from chemical fertilisers, reducing imbalance in nutrient use and rejuvenating the soil. But this won’t be possible till the existing policy framework is changed
Moneycontrol Pro Panorama | Tech gets wings
In today’s edition of Moneycontrol Pro Panorama: SCO fails to meet India’s objectives, credit growth in private banks improves, drone sector could be a disruptive force, second half of 2023 mired in challenges, and more
The Pawar war suits BJP but has it bitten off more than can be chewed?
BJP has hit Sharad Pawar where it hurts. But there’s a catch. While Ajit Pawar battles his uncle and reaches for the magic number of 36 to duck the anti-defection law, his induction and CM ambitions requires BJP to assuage the aspirations of the Shinde faction and its own rank-and-file
Recession odds fall, a bit
As more resilient economic data rolls in, we have to admit that the probability of a soft landing is rising
Threads had big launch energy. Twitter is under pressure
For the first time since Elon Musk’s takeover, the app is at imminent risk of losing its status as the watercooler of the internet
Equity analysts have only one way to get paid
It’s not by separating their fees from trading commissions
Central banks should stop hammering the economy into recession
In their zeal to compensate for missed inflation targets, policymakers are risking recession
India’s drone industry shaping up to be a disruptive force
The Ideaforge IPO document gives us a closer look at the drones industry, a technology that’s becoming a staple not just in military applications but in the economy as well
A Shanghai Contradiction Organisation – Let’s call it what it is
SCO doesn’t meet India’s much touted objectives of connectivity and dialogue with Central Asian republics. Terror perpetrator Pakistan’s presence and China’s benign support to it undermines whatever goals India had when it joined SCO – to help Russia balance out overwhelming Chinese influence. That same Russia is today China’s junior partner
Why investors should consider a satellite allocation to India
India’s economic performance is not necessarily correlated with other markets, which can help mitigate risk and enhance overall portfolio stability. Due to the unique characteristics of India’s economy, an allocation to India can increase diversification for global investors
Reagan and Thatcher's conservatism must be rescued from Trump and Johnson
The leaders of the UK and the US shaped an activist yet efficient type of conservatism that unleashed business at home, stood up to tyranny abroad, and addressed pressing contemporary problems. To fight the populist capture of the Conservative Party in the UK and Republican Party in the US, conservatives need to think carefully about how to fix the machinery of free-market capitalism
LTIMindtree stock enters big league, its operating metrics less so
LTIMindtree stock is the most expensive stock among the large vendors but its profit margins are significantly lower than TCS, Infosys
$200 trillion is needed to stop global warming. That’s a bargain
A new report estimates that it could cost $196 trillion in investments to zero out the world’s carbon emissions by 2050, a deadline many countries have pledged to keep, to avoid society-destroying global warming. Ironically, the world’s net-zero pledges haven’t yet been followed by the hard cash, or even promises of hard cash, necessary to make them a reality.
