The semiconductor shortage could affect the performance of passenger car companies for longer than expected, but that's not their only problem
If inflation pressures keep rising, at some point the RBI will need to withdraw the excess liquidity. While it is relatively easy for a central bank to infuse abundant liquidity, it is significantly harder to come out of it
Nirmala Sitharaman’s remark sums up India’s concern and sets the tone of New Delhi’s argument at COP26
Sharp cuts in duty rates and imposition of stock limits have set the stage for a climbdown in edible oil prices. Will consumers benefit?
As growth slows in China and the US faces stagflationary winds, the challenges put a question mark on the wellbeing and financial viability of developing economies
As the surviving founders at KKR step down, some experts warn the industry could exhaust its capacity to maintain high returns
From IMF to Moody’s, the phraseology is bullish about India. The condition is perfect for the Budget to help regain the status of the fastest growing economy on a sustained basis
A simple explanation is that Xi has emerged as a very strong leader and does not need to worry about immediate political repercussions for his decisions. But prominent voices also say he faces challenges from within the Communist Party
The government's master plan to push ahead Rs 100 lakh crore of investment depends on whether different arms of the bureaucracy and state governments work in sync
Wipro may clock the second-highest organic revenue growth among large IT services companies in FY22. And Infosys may outpace TCS for the third consecutive year
ESG is so intent on knee capping the fossil fuel companies that the bounceback in production that usually brings oil prices down may not happen as quickly this time. So, the next time you pay more at the gas tank, send the bill to your favourite ESG consultant (not that they will pay), says the valuation guru
Economic fortunes are on a roller coaster ride, but we need to go beyond all the headline numbers to get the real picture on growth
The economic world needs a tectonic shift in its relationship with the environment, and urgently needs to examine its energy sources, emissions, and its commitment to addressing the climate crisis in tangible ways
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
China’s electricity shortage could call into question whether Beijing can deliver the strong economic growth many have come to expect
The number of new US jobs fell far short of expectations, but wage growth shot up higher
In today’s edition of Moneycontrol Pro Panorama: Earnings kick into high gear, road ahead for Zee, the pharma halo, IDBI Bank shines more, Facebook in the crosshairs, China and investment maths, and more
The key question is how much could domestic interest rates rise with normalising liquidity in the given growth-inflation settings? The timing is significant for understanding this
Beijing’s policymaking process is the main issue, not political objectives
As economies exit the pandemic, the job of central banks is relatively simple — less generous, better targeted assistance
The biggest 50 companies are strengthening their already healthy balance sheets, but the next 350 are changing things around in a big way
US business continues to face pricing pressures while latest data indicate a recovery taking hold in the Indian pharmaceutical market
Fundamentals are narrowing the gap with high valuations, and September quarter results are expected to back this up
Periodic accounting of power use will only make sense if smart-metering is enhanced and infrastructure built to plug T&D loss
‘Staying the course’ falls in the bucket of things that Charlie Munger succinctly calls ‘simple but not easy’. How do you do it? Every investor should figure out their own process to do this
