Once a star, business confidence is fast waning. The property market looks more bust than boom. Power blackouts in northern areas are hurting big manufacturers. Vietnam's downturn has been aggravated by an anti-graft drive that's seen hundreds of party members prosecuted
Fed officials have indicated that a pause is justified while emphasising that skipping a rate increase in June doesn’t mean they can’t deliver a hike at a later date
India is likely to contribute 0.2 percentage points to global GDP growth, same as US and more than the Eurozone, but China is expected to contribute almost half
The proposed regulation put the onus of proving innocence on the finfluencer rather than SEBI being asked to prove the guilt through connection between share price movement and advice of finfluencers
Ignoring the potential risks associated with the transition to EVs could leave them exposed to stranded assets and brown assets and bring down their investment performance
The US economic war against China echoes the trade war against Japan in the eighties
Rahul Bajoria, MD & Head of EM Asia (ex-China) Economics, Barclays, speaking to Moneycontrol’s Vatsala Kamat, says the Indian economy’s growth is robust and will continue to be higher than most other economies, consumption growth is strong and the two arms of the K-shaped recovery are coming closer, with rural demand recovering. The risks stem primarily from El Nino and from too tight monetary policy in the developed economies. The RBI is done raising rates but will not cut rates anytime soon
The unending Ukraine war has highlighted the key role air defences play against a superior enemy. Russia’s Geranium-2 drones, glide bombs and the 1B75 Penicillin counter-artillery systems keep troubling the Ukrainians, despite their air defences improving. Bottlenecks in Russia’s supply of the S-400 anti-missile defence system is a worry for India’s war-preparedness
What can be concluded from the S&P 500’s rise amid tech mega caps, a missing recession (earnings or otherwise), and more
Are dams fair game in warfare? Nuclear power plants? It’s not as if Vladimir Putin would care
In the aftermath of the biggest railway accident in recent decades, a multiplicity of authorities are set to probe, but will any of them lead to actions that will make rail travel safer for citizens? Past record of inquiries, commissions and criminal probes suggests that nothing will happen even as risks to safety intensify
A crisis in worker morale could help explain some of the apparent paradoxes in the data
In today’s edition of Panorama: China's economic growth and index returns gap widens, the untold story behind the OPEC meet, subsidy cuts may deter EV transition, MPC must note rise in PMI price indices, and more
FY2023 saw an unusual confluence of factors all of which resulted in extraordinary performance for Indian banks, after a prolonged phase of banking sector woes. The road ahead seems bumpier
From curated AI that has been tailoring our social media feeds for long we are entering the age of creative AI which is simple to use, customisable and easy to integrate to various platforms. The effortless mass manufacturing of text, images, audio and video will majorly disrupt the entertainment, news and advertising businesses
Economic growth and even share price appreciation may not necessarily lead to commensurate gains in the index. Index divisors tell a story that investors should pay close attention
India’s gross fixed capital formation grew by just under 500 percent over a 30-year period, despite the recent spurt in public capex and infrastructure push. What this means is that India’s commercial banks are unable or rather unwilling to expand broad money and this in turn is keeping the rate of interest high
Net purchases of US stocks hit highest daily level in three months, VandaTrack data shows
The viral video has blown up on the company’s face. Creating a good work culture is time consuming but a few wrong hires are all that’s needed to destroy it. High growth expectations lead to excessive prioritising of short-term outcomes, and leaders turn a blind eye to behaviours that create long-term damage
Macron now recognises the threat posed by Putin and acknowledges that EU enlargement, a process that in 2019 he warned would weaken the bloc, was now a question of security and stability. He has apologised for not listening to his allies, but are they any more ready to listen to him?
FAME II subsidy cut, in a knee-jerk reaction to alleged fraudulent practices by OEMs in order to claim incentives, may be a spoke in the wheel of transition to e2Ws
Both iPhone and Apple 1 spoke to a computing future that hadn’t been fully imagined then. In time, the Vision Pro will become cheaper, thinner, lighter and cooler. Apple can’t claim to have invented mixed reality but in its typical fashion brings innovation and smart design to a category severely lacking in both
Total production cuts by the oil producing countries’ cartel is projected to reach 4.6 percent of the global demand in July
The biggest problem around a just transition is that coal can’t be pushed out with a precise end date, nor can the massive socio-economic ecosystem that coal creates be replaced easily
The output cut is a voluntary one by Saudi Arabia alone. The other OPEC members and the non-members want higher production