MK Stalin’s DMK government opens with a salvo against NEP
To anyone who has followed Dravidian politics, the Tamil Nadu government’s opposition to the National Education Policy comes as no surprise. That the DMK chose to oppose it a few days after coming to power shows how vehement this opposition is
Moneycontrol Pro Panorama | Chinese crackdown on iron ore poses risks to metals rally
In today’s edition of Moneycontrol Pro Panorama: Rusal’s go green strategy, RBI’s bumper dividend, IMF’s vaccination toolkit, stock analyses on SBI, JSW Steel, and Hindalco, and much more
Going green the Rusal way? Or 'brown-spinning'?
The move to demerge more polluting aluminium assets into another company is one but not the best way of acquiring green credentials
RBI’s high dividend gives extra fiscal space to the government
The high dividend will be welcome to the Centre which is likely to see its revenue estimates go awry because of the second wave of COVID-19
Vaccines versus variants: Will the world ever reach herd immunity?
New strains and persistent hesitancy to take jabs are complicating government plans to reopen economies
Chart of the Day | Metals shine on investment plate
Just five industries accounted for nearly two-thirds of new project announcements in 2020-21
If there is one toolkit the govt must pay attention to, it's the IMF’s vaccination plan
The US alone has 80 million surplus doses available to donate as of April 2021 and this surplus stockpile will grow to around 350 million doses by the end of August 2021. That makes foreign minister S Jaishankar’s trip to the US of crucial importance in easing India’s vaccine shortage
An urgent need for India to enable cryptocurrency regulation
With the right checks and balances, combined with the fast-growing Indian consumer Internet economy, India can become a home to blockchain innovations that could drive India faster towards becoming a $10 trillion economy
Soaring prices herald boom time for steel makers
Steel prices are ruling at record highs and demand is surging, as businesses ramp up production amid an easing of pandemic curbs
Get ready for financial shocks from climate change, Biden tells officials
Biden’s new push addresses the risks that disasters could pose to consumers, businesses, investors and the government itself
The Reading List: May 21, 2021
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
Domestic consequences of Arvind Kejriwal’s ‘Singapore strain’ statement
Singapore’s economic recovery, especially its aviation sector’s, would be in jeopardy if rumours like the one floated by Delhi Chief Minister Arvind Kejriwal were to go unchallenged
SEBI’s Challenge | Defining ‘control’ in Corporate India
The shift to the concept of ‘person in control’ and away from promoter is SEBI’s recognition of the market’s maturity. However, in bringing in this change, it must not compromise the measures brought in to empower non-controlling shareholders
Israel-Palestine Conflict | The world reacts with predictable indifference
It’s bad enough that there is no end in sight for this decades-old Israel-Palestine conflict; what makes it worse is that this fresh round takes place during a pandemic
Moneycontrol Pro Panorama | A global minimum corporate tax comes closer to reality
In today’s edition of Moneycontrol Pro Panorama: Churn in global tax landscape, why China is on growth highway, new idiom in the COVID war, Weekly Tactical, the future of crypto, the halo around metals and more
India’s IT services are on digital steroids (Part II)
IT services companies with exposure to BFSI, TMT, and healthcare have done extremely well over the last year. In future, rapid digitalisation is expected to drive a surge in technology spending across industries
Don’t bet against China’s investment-led growth model
China got a grip on the coronavirus earlier than anyone else, and saw a strong rebound which peaked in the first quarter of 2021
Is the carnage in cryptocurrency over or is it just a start?
Cryptocurrencies in their current form cannot be considered as a store of wealth. The current price behaviour also negates the argument of their being a hedge against the market.
Chart of the Day | Metal stocks are beating the broad market hollow
The sharp spike in the metal index due to rising commodity prices makes them vulnerable to a correction as well
Investing in REITs? This is what you should know about the near-term weakness in property markets
What matters in the final analysis is stability of the portfolio and financial muscle of the sponsor in standing tall during testing times
Gland Pharma’s focus on injectables yields superior growth
Gland Pharma’s revenue growth surpassed that of frontline drug companies in FY21. It is expected to outpace industry majors in the current fiscal too
Data: A weapon not used in the COVID war in India
Accurate data collection and analysis could lead to better strategies – but Indian authorities are not taking it seriously
Moneycontrol Pro Panorama | Fed minutes set off taper talk jitters
In today’s edition of Moneycontrol Pro Panorama: Fed's asset purchase dilemma, the crop procurement masterstroke, Aarti Industries’ capex push, climate and your portfolio, Bitcoin’s carbon issue and more
Bitcoin’s growing energy problem: ‘It’s a dirty currency’
Climate activists are agitated that fossil fuels will be burnt to mine crypto, and are pushing regulators to clamp down on this
How to position your portfolio to benefit from IEA's climate change report
IEA report calls for a substantial reduction in fossil fuel use starting from the current decade.
