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In 2022, valuations and perceptions of the high-riding ed-tech industry collapsed - causing widespread pain and panic. How did we get to this point? Will it make a comeback?
India can use the model followed by some of the East and South-east Asian nations to morph into top exporting nations
The gains from the shift of international companies away from China is benefiting India a bit but not to the extent envisaged earlier
Surveys of consumer confidence, capacity utilisation, physical investment in infrastructure and bank lending show that a revival of private capex is on the anvil
The fact that Consumer Price Inflation excluding vegetable prices is so high is a clear signal that the rate hikes haven’t succeeded in their objective
An unchanged stance signals that a majority of the MPC members are of the view that a terminal rate in the current tightening cycle has not yet been reached
Finding ultimate beneficial owners is important because of the dangers of tax evasion, drug trafficking, corruption and terrorism. But too many countries still allow camouflaging of these owners and there are clever lawyers and accountants to help
The cost of borrowings for companies will go up further, as there is no clear indication as to when the interest rate cycle would peak for India. What we needed at this juncture was clearer forward guidance from the MPC
The Reserve Bank of India clearly feels inflation is still a tad too high for comfort. Current data points suggest rates may pause at this level. Key task for RBI is to ensure economic growth doesn’t suffer because of inadequate liquidity
Talk of “efficiency” might please investors for a while, but companies will need to make deeper changes to their culture to thrive long term
The Modi government has sent out a strong message that it stands for the poorest of the poor and does not believe in crony capitalism, but equally, it stands for wealth creation
In today’s edition of Moneycontrol Pro Panorama: No end to rate hike cycle, make the most of market volatility, puzzling economic signs leave markets confused, can Paytm set stage for revival, and more
MPC says headline inflation excluding vegetables has been rising well above the upper tolerance band and may remain elevated, especially with high core inflation pressures
The MPC’s assessment doesn’t seem all that different from the US Fed’s
Many jobs that create content could become redundant and rapid generation of fake news no longer needs human efforts. Attempts at regulation grapple with the unknown as no one knows how ChatGPT and Google Bard will unfold
Multi-club ownership is becoming popular among investors and bringing big potential benefits — and pitfalls
The oil giant hasn’t pulled a U-turn on going green, but it isn’t moving in a straight line either
Analysts say that the trend of near-zero borrowing by NHAI would continue in FY2024, as was demonstrated in FY2023, in spite of the planned increase in tendering activity
Despite the criticism faced by the company, the Paytm team needs to be applauded for its efforts to remain focused and believe in its business model.
There is a danger not just of loosening too soon but of loosening too far
Differences in the volatility cycles of earnings and that of market prices often give useful information to investors, if they are watching closely
Without lithium security, and large cost-effective lithium refining capacities, India’s Li-Ion battery supply chain could end up lop-sided with an imbalance in supply and demand in the face of global protectionism
To develop a strong innovation ecosystem in the country, it is important that a concerted effort is made to develop respect for the IPRs of others amongst citizens and develop consciousness amongst entrepreneurs to protect and develop their IPRs
For the Federal Reserve to cut rates over the year, as the market is pricing, you not only need to get inflation down, but you need to have the US labour market to cool off as well. The jobs data point to a US labour market that is strengthening, not weakening
Singed by CCI’s Rs 1,337 crore penalty for abusing its dominant position, Google could face more regulatory scrutiny if Bard leapfrogs over ChatGPT to dominate the AI large language model race
