Jeff Currie, global head of commodities research, Goldman Sachs, writes the current supply chain bottlenecks have little to do with COVID-19
Asian Paints’ margins disappointed but it had its reasons for not hiking prices. As unprecedented inflation is sending input costs soaring, whether to protect margins or volume growth is the difficult question
The ETF will bring more retail investors into the market, including Indian investors, who can now buy the ETF provided they have an account with an international broker.
DAP fertiliser availability fell short of the requirement in the first half of FY22. The supply shortfall could get worse
If the science says ‘global net-zero by mid-century’, there is a strong moral case for developed countries adopting an earlier date based on their historical emissions, instead of expecting developing countries (such as India) to make deep carbon-cuts in the same time frame
The fact is that while China has fully vaccinated 71.8 percent of its population, India has fully vaccinated just 21.8 percent
People are trying to buy more stuff than ever before, and their demands are outstripping the supply chain’s capacity
There are systemic issues in the energy sector which go beyond how prolonged the monsoon is, how the economy and end-consumer requirement for power grows, and how the policy guides future investments in more clean energy generation
In today’s edition of Moneycontrol Pro Panorama: The race to 100 crore doses, why cement makers are well placed, IRCTC stock turns wobbly, crypto gets the better of gold, the missing piece in India’s solar play and more
Complemented by a focus on ramping up testing, and ensuring a strong uptake of the second dose, India’s vaccination programme can continue to put up a fierce fight against COVID-19, even as the economy opens up and normalcy is restored
More than $10bn has been pulled from the biggest gold exchange traded fund this year, according to available data
Import duty deferment and extension of project deadlines can help solar project developers who are hit by costlier imported inputs
Retail investors have bought into the rally even as institutions exited. Most answers on what led to the crash can be found in the F&O market
A whistleblower has alleged that Facebook Inc ignored the negative impact of its platforms and chose profits over people. While stakeholders benefit in the short-run, such decision-making may break shareholder trust and question the sustainability of businesses
Uneven rains during kharif 2021 season adversely impacted herbicide sales and input cost pressures are crimping profit margins for Rallis
UltraTech has hiked cement prices to combat rising energy costs, but the continuing pressure on margins means more will be needed
The parallel between the Squid Game and investment is obvious — the circle is cash (low risk for maximum safety), the triangle represents bonds (low to middling risk), the star is equities (riskier than bonds) and the umbrella strands for alternative investments such as property, commodities and private equity.
If sales growth is slow, margins are flat and this situation could continue, then why should investors pay top dollar to own the FMCG bellwether?
A major change in tone and tenor in New Delhi’s response to China’s activities across India’s borders is evident, especially if one compares the latest Ministry of External Affairs statement with one from just a year ago
After years of being pilloried for being soft on the firms they have oversight over, the central bank and the markets regulator, it seems, have decided to intervene before another major scam causes systemic damage of the kind that we have seen in the past with IL&FS and DHFL.
Why there should be a focus on eliminating hunger and what India's government -- at the Centre and states -- can do about it
Resumption of rains in several parts of the country and reduction in temperatures have helped reduce demand
The China Securities Regulatory Commission gave Goldman Sachs the go-ahead to buy out Beijing Gao Hua Securities, its local partner, as Beijing tries to make good on a pledge it made in 2017 to allow foreign investment banks to fully own their China operations.
A study found that materials and utilities sectors accounted for the bulk of global corporate emissions, but there were high emitters in every sector
Indicators such as auto sales, consumer and capital goods output, cement production, steel consumption, and freight traffic have seen strong sequential recoveries though they continue to remain below their pre-COVID-19 levels
