VD Satheesan is a ray of hope for a crestfallen Congress in Kerala
VD Satheesan is expected to liberate the Congress in Kerala from its recent practice of appeasement politics, which meant pandering to the regressive sections of each and every community alike
Mohamed El-Erian writes: The Federal Reserve is no longer markets’ best friend
The US central bank and markets face tricky pivots to avoid damage from a policy mistake
CONCOR divestment: Land lease fee resolved, now comes the tricky part
CONCOR has paid significantly lower land licence fee in FY21 against the initial demand by Indian Railways. The land lease fee is estimated to reduce in FY22
COVID-19 and the economy | The mirage of growth numbers
The impact of COVID-19 first wave on individuals and the industrial segment was immense and the impact of the second wave could be equally damaging for both, not being reflected by macro-economic growth numbers
SEBI's new margin rules have hit commodity markets; will it do the same to equities?
ANMI argued that the rate of overnight margins levied on intraday trades is almost 3.33 times more than what is warranted based on the risks of the trade.
Interview | PLI good for components, but may not be a gamechanger for ACs: Blue Star MD
India needs to be innovative, have scale and sustainable goals in order to be globally successful, says B Thiagarajan
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
