PV Narasimha Rao | A look-back at his political and economic legacy
PV Narasimha Rao’s legacy is obviously in the space of economic reforms which has been hotly debated and will continue to do so as we complete 30 years of reforms in 2021
Do it yourself oil price cut can benefit all
India's case in asking OPEC+ to raise supplies and reduce oil prices is weakened by the high taxes the central and state governments impose on fuel
Ties with China — Contradiction in confrontation
Commerce withstands geopolitical tension between New Delhi and Beijing, but India has to ratchet up value-added exports
PharmEasy is just what the doctor ordered for Thyrocare
Thyrocare has a lean cost structure. But compared to its major diagnostic peers, Thyrocare has lower on-ground (b2c) presence
The Reading List: June 25, 2021
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
Politics | Decoding the Rashtra Manch meeting and Sharad Pawar’s messaging
The ambiguity surrounding the June 22 meeting leaves enough room for its purpose being open to interpretation. These are deliberate gaps which have been left so that the meeting sends a message to those who would care to pay attention, and is ignored by the others. This has Sharad Pawar's stamp all over it
Moneycontrol Pro Panorama | Reliance’s green energy play promises more bang for the buck
In today’s edition of Moneycontrol Pro Panorama: RIL ups green play, household savings run high, recovery speed breaker for automakers, what earnings concalls say, the herd immunity tracker, Weekly Tactical, hedge funds rework strategy, and more
Hedge funds rethink tactics after $12-billion hit from meme stock army
The blow shows how individual investors are posing a big challenge to professional investors in the Wall Street equities market
RIL AGM 2021 | Reliance’s renewable energy foray is a welcome initiative
The government has set ambitious targets in the clean energy arena, but there has been some slowing down of late. Reliance’s entry into this sector should galvanise action
Ambani’s new energy initiative can help India pursue a sustainable development path
RIL AGM 2021: RIL's green energy drive will reduce our dependence on fuel and solar component imports and throws down the gauntlet to China
The impact of the first wave of the pandemic on household finances
Paradoxically, household financial liabilities as a percentage of financial assets has gone down in 2020
Micro to Macro: Corporate concalls are cautiously optimistic for the rest of the fiscal year
We look at trends through the prism of consumption, inflationary pressure, capital expenditure, improvement in market share and growth drivers across sectors
For auto firms, recovery from the second wave may not be as fast as in 2020
The second wave’s adverse impact on savings and income, and anticipation of a third wave are weighing on consumer sentiment
BPOs get freedom to grow unfettered
The expectation is that the BPO business which raked in $38 billion in 2019-20 will take a big jump to reach $56 billion by 2025, that is grow by around 50 per cent in five years
El Salvador’s Bitcoin experiment is not as disruptive as it may seem at first sight
The crucial question is the implication of the simultaneous circulation of two ‘assets’ – the dollar and Bitcoin – as a medium of exchange and as legal tender. Monetary history is actually replete with such situations
Reliance AGM 2021 | RIL’s pivot to clean energy makes strategic and economic sense
A company that wants to remain prominent and profitable in the medium to long term has no choice but to become carbon neutral. Global oil majors who thought differently have egg on their face
Reliance AGM 2021 | RIL proves its indispensability for building Aatmanirbhar Bharat
The announcements made by the company at its latest AGM have the potential to catapult India to a different league in terms of economic growth and development and help the nation better meet its climate goals, while also holding out the hope of a better tomorrow for a pandemic-battered population
Reliance AGM 2021 sets the stage for a multi-billion dollar bet on a green future
Audacity and scale have been the twin pillars of any target that RIL has set for itself in the past
Moneycontrol Pro Panorama | Inflation worry? China may have a hand in it
In today’s edition of Moneycontrol Pro Panorama: China's inflation link, BEL’s growing firepower, liquidity cloud over market, road ahead for NMDC, earnings hit the ball for a six, making sense of IPO deluge and much more
Downward spiral in liquidity is leading to more market shocks
Sudden droughts exacerbate rising episodes of stress for investors
Chart of the Day | Corporate earnings race ahead of expectations
Investors were surprised by the beat in earnings across several sectors, leading to an upward revision in earnings for FY22 and FY23
Tamil Nadu CM MK Stalin wakes up to political realities by going soft on BJP-ruled Centre
Instead of starting a confrontation with the BJP-ruled Centre on major fronts, Stalin has chosen to follow a cordial route. This approach faces the risk of evoking resentment from a huge section of voters who backed the DMK which fought the assembly polls on a strong anti-BJP platform
Urban Realty: From Crowd to Cloud
Agriculture sector remained the dominant economic activity for several millenniums, industries dominated a couple of centuries and within a few decades of dominance of the service economy, the cloud economy got born.
BEL's stellar recovery reflects its unique position among defence PSUs
BEL’s revenue grew 9.6 in FY21 and the company is confident of delivering stronger growth in current fiscal
Stock Market | What should investors do when it’s raining IPOs?
If one is looking at an IPO as an investment opportunity, the drill stays the same as evaluating any listed entity. If one is looking to make a quick buck out of the listing ‘pop’, the rules of the game change
