A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
In today’s edition of Moneycontrol Pro Panorama: US Fed taper talk, commodity prices, herd immunity tracker, HDFC Bank, SpiceJet, RoDTEP rates and more
With COVID-19 infections highest in Kerala, a Left government complacent after winning a second term in office, and widespread reports of police harassment, it appears Onam will be a dull one this year
Under the new Basel III banking framework, not all gold assets will be considered equal, making it a challenge for bank balance sheets
Spicejet’s decision to spin off the cargo business helps it raise capital during a difficult period for the passenger business
Government needs to build on the well-meaning scheme to ensure that benefits reach all exporting sectors
The Indian economy is in a seemingly better state now than how it was during the 2013 taper tantrum. But, a few more pieces need to fall in place so as to ensure that India is well-prepared for the impending quantitative easing tapering
Akasa has a solid team and has large investors backing it. However, aviation is not an easy business. History is replete with crashes of many Indian airlines with similar pedigree and ambition
Three of the five large drug companies reported weak earnings. But large hospital chains did well and expect business to return to near normal levels
Currently, bad loans don’t seem to be a concern. This trend represents both an opportunity and threat for traditional lenders
Solar panels, wind turbines, electric vehicle batteries all have a finite life and need recycling. And that issue needs to be tackled very soon
The division bench of the court asked the central government to consider putting the CBI on the same footing as the Election Commission of India (ECI) and the Comptroller and Auditor General of India (CAG). But that may not be enough
While the United States should take major responsibility for how events have panned out in Afghanistan, the civilian governments and political elite in Kabul must also share the blame
It is important to prioritise investment in productive projects with a greater push among those industries that could recuperate the losses incurred due to the pandemic, and restart the economic growth process
The Shiv Sena seems to be at ease in its alliance with the Congress and there seems to be a natural cohesion between the two parties. This is in stark contrast to its alliance with the BJP where visible differences were common
The costs of solar and wind power have plunged to the point that any modest incentives could bring down fossil fuel use rapidly
Strengthening our MSME sector against future shocks calls for a slew of measures, beginning with an aggressive push to formalisation
In today’s edition of Moneycontrol Pro Panorama: Maya and Leela of economy, Chart of the Day, SastaSundar’s growth ride, shipping index rules high, COVID’s hard lessons and more
The question is: With growth expectations rolling over, will equities follow?
Governments have discovered it is hard to create back-up vaccine plants and even harder to devise plans for a new crisis
The problem is of a simple supply-demand mismatch--- one where post-Covid a sharp surge in demand has shaken all sectors. On the supply side, a lull in the shipping industry for over a decade has resulted in the supply of fewer ships and containers
The One Nation One Ration Card scheme will create a central repository and help in deduplication of ration cards, which in turn help in removing leakages from the system
When government spends, even when funded by utilization of dollar reserves, it essentially has the same effect on prices as deficit spending
Inflation is transitory, as are all things, while growth will depend on our karma
From a customer point of view, the cost of ownership is critical in two-wheelers. Note that there was traction in e2W sales after the government increased subsidies for EVs under FAME II policies