Chart of the Day | PMI numbers show a squeeze in margins for companies
So far, companies have been able to manage by cutting costs, but there are limits to that
Who benefited from the recovery and who did not?
A report from Azim Premji University says 'if India is not to let its people down so badly again in the future, a much stronger and more comprehensive system of social protection must be put in place over the next few years'
Moneycontrol Pro Panorama | RBI steps up, will the government follow?
In today’s edition of Moneycontrol Pro Panorama: RBI’s shot of liquidity, a stock for risk takers, PMI in good shape, what April auto sales say and more
A bit of déjà vu in RBI relief measures
Credit growth has been lukewarm; the steps announced today are unlikely to boost it
PMI data for April show Corporate India’s resilience
Everything depends on how long the second COVID wave continues
COVID-19 Second Wave | Economic challenges India must be prepared for
The declining economic activity may force the Centre to re-impose a spending cap. This can jeopardise the ambitious plan of infrastructure spending to spur the economy
Pfizer/coronavirus: no one-hit wonder
Investors are anxious about how long this vaccine halo can last
COVID-19 | Vaccines alone won’t help, we need a definite roadmap
The most important weapon that we have against COVID-19 is the vaccine—but, to ride this second wave, we will have to rely on other measures as well
SBI Life’s demand-driven approach is yielding good dividends
SBI Life Insurance’s March quarter growth is best amongst larger life insurers. Thanks to a favourable product mix, it also saw notable improvement in profitability
Can GST mop-up momentum continue?
April collection comfort will be short-lived unless government fast-tracks vaccination and comes up with recovery steps once second COVID wave wanes
The key messages from the auto sales data for April
The four messages are: the mass market has been hurt because incomes have been affected; supply chains have been disrupted; falling truck rentals are a sign of a faltering economy and exports are booming
The world must unite to combat vaccine imperialism
Till vaccines are available in every country in the world, the risk of the pandemic flaring up will remain
Powell emphasises pandemic’s uneven costs
Fed chief’s remarks came ahead of an upcoming Fed report on how the health crisis affected various sections of US population
Moneycontrol Pro Panorama | Amid lockdown talk, India is counting its economic losses
In today’s edition of Moneycontrol Pro Panorama: Growth data flashing red, lockdown’s bitter pill, Kotak Bank’s growing lustre, lessons from Berkshire Hathaway meet, moment of truth for Spac and more
Challenges ahead for Pinarayi Vijayan in his second term
During his first term, Pinarayi Vijayan converted every crisis into an opportunity. Now, he has the unique chance to open a new path to governance and economic reforms
Even industry wants a lockdown now
If new cases and fatalities continue to pile up like this for a few more weeks, it will not only undermine incomes but induce people to save more for the hard times persistently
A reckoning for Spacs: Will regulators deflate the boom?
The SEC is concerned about the market for ‘blank-cheque’ companies, including optimistic projections and celebrity endorsements
COVID-19 Second Wave | Challenges to India’s global reputation
The admiration for how India handled the COVID-19 first wave will dissipate now and India will be judged for its lack of national capacity to deal with the second wave
Laurus Labs’ $1 billion sales target needs a bit of luck on execution
Laurus Labs is already halfway past its $1 billion revenue target and has new capacities and products to back up its growth plan
Indian Hotels: Good housekeeping to become future fit
IHCL's asset-light strategy and aggressive cost-cutting have come in handy during the pandemic
What Indian investors can take away from the Berkshire Hathaway annual meet
The gems of wisdom from Warren Buffett and Charlie Munger range from investing to the economy to cryptocurrencies
Invoke emergency licence rules to rapidly ramp up COVID-19 vaccine production
Time to press for Sections 92, 100 and 102 of the Indian Patents Act. Vaccines are the only forceful arsenal to win this war. These need to be produced in hundreds of millions in rapid time
Moneycontrol Pro Panorama | Calls for lockdown grow, vaccines are the way out
In today’s edition of Moneycontrol Pro Panorama: India’ stringency index, why ‘yes’ eludes Yes, the churn in the MF industry, Trinamool’s victory lap, the commodity supercycle and more
Tamil Nadu Results | A victorious MK Stalin has many challenges ahead
MK Stalin has already indicated that his government will ‘slowly’ implement the DMK's promises. The DMK’s manifesto is filled with promises that will economically test the financial prudence, or even wizardry, of the new government
Kerala Results | A pro-government wave trumps an ineffective opposition
The voters in Kerala were not ready to surrender their fate to a group of politicians with no clear leader and who had to turn to Delhi before taking important decisions. Providentially, they had a time-tested government and a decisive leader
