Indian curfews bring forward orders for home textile exporters
Trident and Indo Count have firm orders for six months. Both saw strong growth in March 2021 quarter and expect the momentum to continue in FY22
With Punjab farmers, the government stoops to conquer
The government’s procurement programme indicates it’s going out of its way to appease agitating farmers. Will it work?
Why KK Shailaja did not find a spot in Pinarayi 2.0
By dropping KK Shailaja as health minister, the Left in Kerala has yet again failed to read the public sentiment
Moneycontrol Pro Panorama | Why are investors sanguine about risks from the second wave?
In today’s edition: Global fund manager survey, stock market bubble, Adani Green solar acquisition, stock calls on Tata Motors and Airtel, Colgate’s growth strategy, financing COVID-19 vaccines and more.
Pinarayi 2.0 | Kerala Cabinet formation reflects CPI(M) decision-making
There is a political message Pinarayi Vijayan gives to the public and his opponents by choosing a team of freshers for the Cabinet in the second term. He is consolidating his position in the party and is becoming the ultimate decision-maker
In the fight for the oral care crown, Colgate has chosen its battleground wisely
Colgate’s focus on building an assortment of premium products is helping its margins grow and keep competition at bay but higher sales growth is still work in progress.
India’s vaccine diplomacy failure and its foreign policy implications
One can foresee a long period ahead in which Indian embassies will spend time recovering lost ground about being a reliable supplier of vaccines, and about public health and safety, to name just a few concerns — forget about being a rising power
Adani-SB Energy deal | M&A trend in solar sector will only intensify
Smaller companies are finding it difficult to meet project commitments as suppliers back out and customers don’t sign power purchase agreements
Shareholder returns in sweet spot as L&T reins in balance sheet woes
The company reined in its working capital to 22.3 percent of sales in FY21 from 23.7 percent in FY20.
Government must use RBI’s balance sheet to finance COVID-19 vaccines for all
The government needs to form an emergency interdisciplinary committee of experts to act quickly on putting the vaccine policy back on the rails. Let’s stop saying we don’t have the money to fund vaccines
COVID care should be one-point GST meet agenda
GST Council meeting next week must chalk out COVID relief measures and ensure states have enough resources to fight the pandemic.
Pandemic no longer seen as big risk to global markets: Bank of America global fund manager survey
Inflation is now believed to be top risk and optimism on commodities is near all-time highs.
Pinarayi Vijayan’s swearing-in spectacle is illogical and insensitive
Pinarayi Vijayan’s defiance in going ahead with the swearing-in spectacle, despite alternative ways of taking oath as Mamata Banerjee demonstrated in West Bengal, could be the precursor to a more authoritarian second term for the Kannur strongman
Keep COVID-19 vaccines out of the GST purview
The GST council meets on May 28 and it is expected to discuss key issues such as tax waivers on COVID-19 drugs, medical devices, and health services apart from compensation to states in the backdrop of the second wave
Wholesale price inflation for April at decade high, but unlikely to affect RBI’s accommodative stance
With higher food and fuel prices, wholesale price inflation may rise even more in May.
Why investors should keep an eye on rising inflation in advanced economies
Any selling by foreign investors of Indian bonds will be absorbed by the domestic investors; for equities though the situation is different.
The diverging outlook for India and global agriculture markets
Balkrishna Industries and UPL are reporting healthy demand in global markets while Escorts warned of growth moderation in India
How to meet the environmental challenge facing India’s cities
Environmentally challenged cities face great risk in attracting investment. Therefore income move away from them as potential investors weigh the locational risk they face.
Cairn’s belligerence puts Indian government in a quandary
It continues to be a mystery why a government that prides itself on its departure from the past in every other area of social and political life, is so committed to fighting this retrospective tax dispute that predates its term and has only brought prolonged litigation.
RBI report warns of demand shock to economy
Report says that those most affected by the second wave need policy support and the central bank stands ready to do more
Moneycontrol Pro Panorama | Cyclone Tauktae adds to a perfect storm
In today’s edition of Moneycontrol Pro Panorama: Solving the vaccine maths, L&T takes COVID in stride, on a Safari ride, GoAir’s IPO call, Foxconn in the driver’s seat and more
Cairn Energy Case | India needs to have a better strategy in place
As a country with significant economic attractiveness, India still is in a position to negotiate better terms for fulfilling the terms of the award — including taking up Cairn’s offer to reinvest the amount back in India
Space Race | China’s rocket debris throws up disturbing questions
With the Low Earth Orbit fast becoming the focus of commercial and military interests, it is of paramount importance to have stricter laws in place to ensure space-faring nations abide by global norms and best practices in their space activities
Foxconn the carmaker? Disruption in the era of electric vehicles
The advent of electric vehicles is creating a much stronger fusion between two of the world’s biggest industries — autos and electronics
Is this the right time to board GoAir?
The airline is in a desperate situation if it is not even able to pay for its fuel. Its numbers don’t inspire confidence
