Politics | Why impact of the coup in Myanmar on the North-East remains uncertain
There are rumours claiming new equations being established between some Northeast rebel groups and the Myanmar military, and allegations that a section of the rebel functionaries are being utilised by the military to target the fleeing refugees and protestors against the coup
India’s excess power capacities begin to correct, now wait for demand
Thermal power capacity additions dropped to multi-year lows last fiscal year while renewable energy additions moderated
Is there a risk of market correction?
Growing divergence in producer-consumer prices a sign of declining profits ahead
SEBI's delisting regulation changes are of little help to promoters and investors
Recent changes are peripheral. They don’t address the issue of pricing – the key reason why delisting attempts are failing.
60 million COVID doses gone waste in US: A blot on pharma industry
What's shameful is that this criminal waste was a consequence of the kind of poor manufacturing practices that Indian pharma companies usually find themselves accused of
Poor consumer confidence may upset economic recovery calculations
A recent BCG Consumer Sentiment Survey gives insights on how consumer spending patterns are changing
RBI report says second wave caused Rs 2 trillion hit to economy and defends quote fests
The State of the Economy report says the Indian economy will not only bounce back from the pandemic but will unshackle itself from pre-existing cyclical and structural hindrances
How Indian companies can embrace ESG as a strategic business imperative
Integrating ESG into broader business strategy can enhance performance and further differentiate a company from its competitors
Moneycontrol Pro Panorama | As IPOs line up, investors will be hoping for a listing pop
In today’s edition of Moneycontrol Pro Panorama: It’s raining IPOs, rush hour for commodities, cracking the ‘dot plot’ code, Domino’s growing appetite, what’s cooking on oil front, potholes in EV journey and much more
How do we prepare for future pandemics?
The report of the Independent Panel on Pandemic Preparedness and Response opens a new chapter in our understanding of COVID-19
Economic Recovery | Bring policies that give more freedom for COVID-19 vaccinated citizens
Giving entitlements to vaccinated people will not be easy — but once vaccines are freely available, the economy cannot be allowed to be choked by Covidiots
Watch the ‘dot plot’ at the Fed meeting today
The projections can be a useful signalling tool for the central bank, but sometimes they muddle the Fed’s message
RBI MFI regulations good on intent, but might be difficult to implement
The central bank wants household income to be the anchor for microfinance lending. But household income might be difficult to assess
It isn't crude oil but edible oil that is giving the government a headache
Rising edible oil prices are pushing up inflation and hurting consumers
EV industry has got higher sops from FAME II, now it’s time to crank up the numbers
EV sales have been dismal compared to expectations. Higher incentives should help, but the industry needs to do more to spur sales
Chart of the Day | Long commodity overtakes long Bitcoin as most crowded global trade
Bank of America survey finds investors are ‘bullishly positioned for permanent growth, transitory inflation & a peaceful Fed taper via longs in commodities, cyclicals & financials’
B3W vs BRI — World leaders have a B in their bonnets
As the West gears up to counter China’s supremacy, New Delhi’s response is guarded as it has to balance India’s geopolitical and commercial interests
The US recession isn’t over till they say it’s over. (But who are they?)
It’s time to revisit the definition of recession as the US pandemic impact lasted for “more than a few months”
Moneycontrol Pro Panorama | Inflation vs. growth: RBI’s tightrope walk
In today’s edition of Moneycontrol Pro Panorama: RBI faces more policy worries, more traction in economy, ‘shovel-ready’ projects, IDBI sale on government radar, Guruspeak, shifting sands in investment and more
The coming regime shift towards capital-heavy companies
Structural shifts will require more investment in technologies and supply chains
The NFRA wants to minimise accounting frauds by shining more light on financial reporting
Ideas such as using market-determined signals to ask auditors to sniff for trouble or identify systemically-important companies could change the reporting landscape in the years to come
Defence | How P-75Is will boost the Indian Navy’s submarine fleet
It’s hardly reassuring to see Pakistan and China expanding their naval fleets exponentially. Given this, it’s imperative for India to augment its underwater combat arm urgently
Congress Leadership Crisis | Internal rebellion is an intermittent problem
As the Congress is facing rumblings from within in its state units in Punjab and Rajasthan, the central leadership will do well to understand that succumbing to such pressure tactics is not an option
RBI has no option but to ignore inflation now to support the recovery
The spurt in inflation in May has been exacerbated due to the local lockdowns, but even core inflation has gone up and inflationary expectations are already very high
A quick way to crank up the growth engine
The EY-Ficci ready-to-invest list can come in handy for the government to spot projects that can create jobs in low-carbon areas
