To manage the heightened external risks, keeping the twin deficits in check would be crucial for the Union Budget 2023 to ensure macro-economic and financial stability
Share of delayed government projects has jumped from 15 per cent in March 2018 to 51 percent in November
A pre-election budget rally is par for the course in democracies
The government should focus on supporting and providing relief to the bottom of the pyramid and extend the ongoing welfare schemes but stay committed to its budgeted fiscal deficit targets
Recent international incidents related to cough syrups exported from India raise several questions about the industry and regulatory oversight
A steady increase in demand is likely to result in thermal power sector utilisation levels rising in 2023 as well
By declining to join or ignoring the Bharat-Jodo yatra, Mamata Banerjee and Akhilesh Yadav have made one thing very clear--the chance of opposition unity in the next Lok Sabha election is almost nil
There are many reasons to believe that the global economy reached a turning point in 2022, but the markets have studiously ignored that unsettling view
The Supreme Court has dismissed the petitions against demonetisation and held it was legal and constitutional. Six years after the event, one wonders what impact any ruling could have. By holding the demonetisation as valid in law, this ruling has created a precedent for future demonetisation
Most measures are designed to benefit large corporate entities instead of smaller businesses which are more labour-intensive. This will slow the revival of demand in the economy
He dared to go where others feared to tread. In his passing, Rayaroth Kuttambally Krishna Kumar has left a big void
In today’s edition of Moneycontrol Pro Panorama: Chinese economy fires up stocks, markets headed for consolidation, regulatory check for capital market, India falls short of power goals, and more
Budget 2023: The lack of policy penetration, legacy artefacts in Indian regulations and restrictions on operations are pushing Indian innovation overseas
Though the government can afford to bear the cost of extending the free foodgrain scheme, there is a need to debate a terminal date
The strong momentum in the manufacturing PMI provides a fundamental basis to the resilience of the Indian stock markets and could justify the high valuations
What to look for this year in the corporate world in sectors from energy to private capital and technology
Here’s a list of regulations and laws that need to be tightened/enforced/changed in 2023
The only reason for the jump in core sector growth from 0.87 percent in October 2022 to 5.46 percent in November is a very favourable base effect
Strength in earnings may cap the downside but at the same time, premium valuations could cap the upside
The banking system is at its best in almost a decade. But for the current credit cycle to be sustained, banks must not repeat the mistakes of the last one
Unless performance picks up, India’s clean power goals can get short-circuited despite promises and potential
How much of the growth slowdown, inflation, geopolitics, monetary tightening et al have been factored in by the markets?
The opening up of the Chinese economy is expected to fire up Chinese stocks
Observers say the two sides’ understanding of peace is far apart as Russia wants to maintain the status quo, while Ukraine wants to restore the pre-war status quo.
Central banks will have to deal with multiple challenges in the new year and stay focussed on achieving their objectives