This is an investment world that will reward much greater selectivity and dynamic asset allocation
As per Lancet’s projections for population in the year 2100, India will still have over a billion people, while China will have slipped to third position with 730 million inhabitants making way for Nigeria with 750 million population
The stock’s valuation has compressed from around 40 times FY21 earnings to about 23 times the FY23 earnings estimated figure
With so much headroom on capacity utilisation available and myriad uncertainties looming ahead, it is natural for boardrooms to be circumspect about committing fresh investments
In the US, the most successful capitalist nation on earth, there is no special budget day speech, no attempt to make a spectacle out of it
The Union Budget 2023 will seek to achieve a fine balance between welfare spending before the 2024 general elections, the reduction of subsidies given declines in global commodity prices, continued incentives for promoting manufacturing in India, continuing the infrastructure focus and a higher allocation for defence
As an introductory measure, a flat lumpsum tax based on landholding and/or crops grown can be implemented. Small and marginal farmers can be among those exempted from the tax.
The government could create a central body that could monitor the progress of monetisation of assets across industries, while also assisting ministries in identifying and addressing hurdles in undertaking the process Pranav Sayta & Shalini Mathur
Policymakers risk overtightening in an effort to restore their inflation-battered credibility
Elliott may make companies tremble but the sector's top players are cash-generating machines and have little to fear for now and Chris Hughes
The committee failed to do its homework. It did not know that Seat No 9B did not exist on the flight in question
Large Language Models are dealing with more open and more complex systems, and they also require ongoing corporate investment. Still, the recent advances have been impressive
Banks and investors have a big cushion to protect them from the end of quantitative easing
In today’s edition of Moneycontrol Pro Panorama: India’s productivity rises but employment suffers, Australia effectively regulates Big Tech, Eurozone avoids recession but problems persist, and more
I If the Eurozone avoids a recession, it will be by the skin of its teeth and the re-opening of the Chinese economy does not mean its real estate problem will go away
Doubts linger over consumers’ willingness to deploy ‘excess’ deposits
The FM is likely to focus on the 4Is of infrastructure, investment, innovation and inclusive growth to take the economy to greater heights
Budget 2023-24: Faceless income tax proceedings are a success. But Budget 2023 must signal to the tax department the virtues of fair hearing, predictability in final orders, and focused proceedings
As COVID related health and social welfare measures are cut back, the government will have more room to expand infrastructure capex
If marketing is the art of arousing a latent need in consumers, then the Indian media has certainly succeeded in bringing out the inner economist in everyone. In doing so it has created a platform for advertisers across product categories
The appellate tribunal has said SEBI must comply with its orders and the precedents set unless they are set aside. This should bring relief to several parties contesting cases
We expect increased issuance of long-term bonds, which means that market participants will have to absorb significantly higher duration or interest rate risk in their bond portfolio
The ECB and even India’s central bank will have to ensure that their interest rates react to the US Fed’s rate hike moves, to prevent an outflow of capital
Media organisations deserve a fair share of the revenue earned from content they produce, in order to create a sustainable business model
India and its athletes deserve a more psychologically safe environment to sharpen their skills in their quest to bring glory to the country