opinion

Monetary Policy review | More tweaks to adjust liquidity as MPC waits for COVID risks to dissipate

Growth and inflation forecasts largely unchanged. Fourteen-day variable reverse repo rate auctions to be key tool of liquidity management 

Economists predict complete ‘taper’ of Fed bond buying by March-end

This marks an abrupt shift in the economists’ expectations at a time of surging inflation and tumbling unemployment

A peek into how India's wealthiest individuals invest 

The rally over the last few years in the mid and small-cap companies is partly because of the increased flow in PMS schemes 

Crypto Conversations: Can DeFi become part of mainstream finance?

Bank for International Settlements Quarterly Review says DeFi can play an important role in the financial system, provided it is suitably regulated 

Four Indias: findings from the World Inequality Report

The World Inequality Report 2022 says the top 10 percent of Indians get much more than half the country’s income

Vaccinate more to fight omicron, protect economic recovery

If fear of a lethal new variant wreaks havoc on business sentiment and adversely affects private investment, then the current nascent recovery will receive a setback

Chart of the Day | On RBI policy day, what does India’s financial conditions index tell us?

Financial conditions have tightened considerably for most emerging market economies. How long will it be before India follows suit?

Putin’s visit shows India-Russia ties are truly special

Putin visit to Delhi has reinforced India and Russia’s importance for each other. During India’s defense diversification and energy transition, we need to find new areas of cooperation 

Moneycontrol Pro Panorama | IPOs are flying thick and fast

In today’s edition of Moneycontrol Pro Panorama: The big question before RBI Governor, what SBI’s valuation says, mapping the recovery, Cummins India CFO interview and more

How remittances have shaped the socio-economic landscape of Kerala

Dwindling remittances will have dire consequences for the Kerala economy 

The one question Shaktikanta Das will answer after the MPC meet

With omicron, nobody expects a radical change such as a repo rate hike or change in stance. The only question that remains: will the reverse repo rate be hiked?

Three tech giants control half of advertising outside China

Higher ad revenues show that the digital mode skipped the contraction in other advertising channels in 2020 and is expected to surge this year

Interview | Cummins India to benefit from shift in capex to sunrise sectors: CFO

Cummins India expects private sector capex to improve and is ready to meet challenges on the regulatory front, says Ajay Patil

Is the bull market in natural gas over? 

A moderate winter forecast, which would mean lower gas demand, ended the rally in the US natural gas market 

Insulin complements Eris Lifesciences' diabetes portfolio, market share gains key

Eris' joint venture to market insulin adds a potential revenue stream, but product efficacy will play an important role in the success of the new venture

Crypto Conversations: DAOs will take centre-stage in 2022, mostly in play-to-earn Blockchain Gaming

DAO communities with a niche target group can create, fund, staff, tokenise, and distribute more effectively compared to traditional approaches

Through Iran nuclear talks, US balances Israel and China

For Washington, the path to the Indo-Pacific seems to run through West Asia 

MPC meet | Policy support rollback needs to be gradual and nuanced

Any hurried approach by the RBI will only cause unwanted material disruption in the economy and financial markets

Moneycontrol Pro Panorama | Mr Market stares at a treacherous terrain

Why ITC may gain little from listing its infotech or other divisions

Listing non-cigarette businesses may help them find their own market value. But that may not solve ITC’s problem of being an undervalued stock or of what to do with its cash

Life at the top gets harder for chief executives

The number of recasts involving the top deck has picked up considerably from the second half of 2020, according to a study

Resurgent COVID-19 may not upset home textile exports growth, but rising costs a worry

Healthy order book and market share gains in US imports of cotton made-ups will help home textile exporters maintain growth momentum

RBI monetary policy meet today: What to expect

Being risk averse by disposition, the Monetary Policy Committee and the RBI will probably choose to be conservative, given evolving risks, and will hold off on normalisation till February, when the public health risks become clearer 

Are slippages in Ashok Leyland’s performance a speed bump or cause for worry?

The company has lost market share, with some analysts saying the bitter family feud in the promoter Hinduja group could be taking its toll on the management's performance 

Digital fintech needs physical wheels to move forward

The fintech market is projected to grow at a compound annual rate of 22 per cent to reach a value of $ 84 billion by 2025. Last year, mobile payments exceeded ATM cash withdrawals