Most of the schemes being proposed by the Congress will immediately enhance demand without addressing the issues related to the supply-side-this will be inflationary
There is no doubt that there remains a gap in the regulation of upcoming Web3 technologies, along with the metaverse. In such an environment, Indian courts will be expected to evolve regulation through judicial precedent in a gradual piecemeal manner, by applying existing legal principles
Robert E. Lucas Jr., who died this week, changed the way his profession measures the effects of economic policies.
Sanctioned producers are finding ways to get their crude to market.
Heat pumps are the new plastics, but competition from Asia threatens to erode profit margins.
In today’s edition of Moneycontrol Pro Panorama: Electronic manufacturing needs government boost, new challenges for Tata Motors, steep rise in luxury home sales, no place for 'third fronts' in state politics, and more
The BJP central leadership has promoted many junior leaders but none have succeeded in matching former CM Vasundhara Raje’s connect with the masses. With Karnataka revealing the limits of the Modi factor and the importance of regional satraps, Raje, out of favour since 2018, may regain pole position
Builders promised near-certainty of delivering the project on time and quality lifestyle experience, and for this, they charged a steep premium. Unfortunately for home buyers, many of the top developers could not meet the expectations they themselves had raised
Besides emphasis on upgrading physical and digital infrastructure, a financial intermediary that performs working capital management for buyers and suppliers and smoothes their cash flow problems will complete the National Logistics Policy and help the logistics sector expand faster
If the US were less divided, the debt ceiling would not matter. In today’s divided US, it does
For investors, these mark-downs are paper losses, not actual ones, and are representative of the current market environment, including public markets, much like their public market portfolio would reflect lower mark-to-market
The marginalisation of Karnataka’s third force JD(S) is indicative of increasing bipolarity in state politics. In most states, vote shares of the party that finished third show them trailing the winner and runner-up by a huge margin
The luxury home buying rush has more to do with the Modi Government’s proposal to cap the deduction on capital gains on investments in residential houses to Rs 10 crore than anything else
One constant in an economy that has continuously surprised in the last three years is that betting against American consumers has been a losing proposition. Perhaps, there's more surprisingly strong economic data to come.
Like sulphur and ammonia — which are abundant and cheap, the existing hydrogen trade that consumes nearly 100 million tonnes a year is going to be used close to the place it was produced. So no country will dominate the trade
As vehicle production normalises, new product excitement wanes and competition hots up from the big daddies in the luxury car market, realisations may moderate
Financial advisors and fininfluencers can breathe easy. ChatGPT isn’t about to steal their jobs. Generative AI tools make elementary errors in retirement fund calculations and come up with absurd numbers. AI will require more iterations to be able to work without human oversight, at least in personal finance
While any new law is strengthened by arbitrations, having an abysmal track record on the speed of resolution even after seven years should not be taken lightly.
India has made a good start in electronics manufacturing (and exports) but unless the union government works closely together with state governments – some of which are administered by political parties sharply in opposition with the BJP-led union government – India could well remain an also-ran in the electronics manufacturing race
The RBI and other market organisations have managed the transition from a Libor-based system in a fairly seamless manner. Internationally too, things have been managed well. One hopes that the financial market community has learnt lessons from the crisis
In today’s edition of Moneycontrol Pro Panorama: India's pharma sector sees steady growth, central banks start hoarding gold, mid-month macro data support rate pause, profit margins of tyre companies likely to slide, and more
If Go First management is confident and sanguine about its revival, it needs to affirm the same with some financial guarantees. Pilots certainly can’t be expected to link their future with the airline’s uncertain fate because there are numerous imponderables involved in the path to revival
Dmart’s value proposition has got caught in an inflationary quagmire, but relief may be near. The bigger worry is what’s afflicting margins is not inflation but something else
Every victory helps concentrate power with the BJP national leadership, build a formidable election machinery, raise further PM Modi’s charismatic appeal, renew his political legitimacy over critics and opposition leaders, and retain the support of the powerful RSS “sangathan”
Xi’s nationalistic rhetoric (involving Taiwan) is creating a dangerous mixture of hubris and paranoia in Beijing