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.
Safety commission report on Balasore accident damns railways
The report pins the blame for the lapses on human error at multiple levels in the signal and telecommunications department of the railways during signalling circuit alteration at the north signal goomty of Bahanaga Bazar station.
India energised with the triad of Surya-Vayu-Jaiv Gas
The declining cost per unit of power through solar and wind, along with the potential of biogas generation, opens up avenues for a decentralised and environmentally friendly energy sector in India
Chart of the Day: In spite of strong demand, new office supply could impact rentals
Strong pace of new office space supply and higher vacancy levels may keep rentals subdued in the near term
Managing a soft landing amid soaring markets and stubborn inflation: The challenge of the second half of 2023
The first half was a tale of forecasts of recession and peak interest rates gone wrong. The bulls are in the ascendant. What’s the second half looking like?
The pain at the bottom of the corporate sector pyramid
Investors gunning for small caps note, RBI data on corporate performance show losses, in the aggregate, of firms with annualised sales of Rs100 crore or less
Bogus invoices bare the gap in the GST structure
GST Council meeting on July 11 must unveil additional measures to tighten the noose on fake registration and fraudulent generation of input tax credit
Gallium, Germanium: How much is at stake for India’s chip strategy?
China’s decision to impose export controls on these two elements will have a short term impact but here’s why India’s chip-making plans won’t get affected
Start-up Street: Deep tech start-ups set to take off in India?
It’s time corporates, academia, government and funders in India worked together across the deep tech lifecycle to encourage this fledgling yet vital segment of the start-up ecosystem
Bidenomics critique exposes energy tension in both parties
The White House’s policy isn’t the disaster the House speaker says it is, but its green ambitions will come at a cost, just as the Republicans’ push for independence would
Bengal Panchayat Polls: Stakes high for all parties but more so for Abhishek Banerjee
Abhishek Banerjee is fronting the TMC campaign with Mamata Banerjee taking a backseat. Reining in infighting and wanton cadre violence are his major challenges. The BJP is battling leakage of old Left votes back to their parent bloc. The Left-Congress-ISF alliance is counting on Muslim voters
In London, you can trade commodities while the regulators sleep
The 2022 nickel crisis started in an obscure corner of the financial market — but it could have spread far beyond
