Bihar Results | How and why the NDA won the Assembly election
Bihar is the second state after Maharashtra where the BJP has emerged as the big brother after being a junior for years. This will give it confidence that with right strategy and patience, it can expand its footprint in states where it has relied heavily on allies, such as Punjab and Jammu & Kashmir
Active managers struggle to prove their worth in a turbulent year
Over the past two decades, there has been a shift of power from the pedigreed stockpickers and bond kings who have straddled markets, to the cheap, passively-managed index funds now in the ascendancy
NCDEX’s options trading incentive can help increase farmers’ income
The biggest advantage has been the hedging option provided by the derivative market
Weak retail sales raise concerns of a patchy recovery for the auto sector
There are, however, two contrasting views on the slowdown, with some arguing that it's due to delay in registrations
Chart of the Day | Output shock for renewable energy
Seasonal factors as well as policy issues led to a sequential fall in wind, solar power generation
Interview | Aim to reach the pre-COVID growth levels by Q4 FY21, says CK Venkataraman, MD & CEO of Titan
The outbreak of coronavirus has put Titan in a challenging position. Venkataraman expects the festive season to light up sales, and remains confident about the company's medium term growth outlook.
US Elections | The United States is a divided country, and healing will take time
Joe Biden and Kamala Harris have won the race for the White House, but it’s going to be a difficult four years
What the TCS-Deutsche Bank deal says about demand for IT services
The acquisition of Postbank Systems AG from Deutsche Bank by TCS illustrates how Indian IT is transcending technology budgets to capture business
Bypoll Results | BJP consolidates its position, Congress has reason to worry
The BJP has reason to cheer — the voters have not gravitated away from where they were a year ago during the general elections. The Congress seems to be failing election after election
Rajasthan needs to invest more in secondary education of girls
COVID-19 has shown the disproportionate impact of school closure on girls. There is an apprehension that the pandemic could lead to a thousand more girls dropping out, before they complete their secondary education
The end of ‘America First’: How Biden says he will reengage with the world
It is far easier to promise to return to the largely internationalist approach of the post-World War II era than it is to execute that shift after four years of global withdrawal
The post-vaccine outlook for metals
The boost to economic activity will certainly mean better demand for metals but the prospect of money taps closing will become a worry
Chart of the Day: Global food price inflation crosses 6percent in October
A sharp increase in the price of cereals, vegetable oils and sugar is sending food inflation skywards
Vaccine success has given investors their bull case
Breakthrough sets the stage for sustained gains — and a shift in leadership — within equity markets
Indian Railways’ new fee structure could derail Concor profitability
Concor's September quarter results statement shows a significant rise in demand for land licence fee by the Ministry of Railways
Chart of the Day | News of the Pfizer vaccine comes in the nick of time
The OECD Composite Leading Indicators show that the recovery slowed for most economies in October
WhatsApp Pay | What a 30 percent cap on market share means in the UPI market
With about 400 million users, many of whom are actively engaged, WhatsApp is well-placed in P2P payments. However, roughly half the UPI payments are for commerce, and this is where WhatsApp will have to think through new use cases to take on the incumbents
The Vaccine rally
Vaccine rally can lift old economy stocks and cause portfolio churn
A new three-way trade initiative — Make the best use of it
The emerging trade bloc will benefit India if it can address structural issues to make global supply chains set up base here
Pfizer vaccine big achievement, but will India benefit?
There are several ifs and buts about the Pfizer announcement of a vaccine and there are question marks over affordability and the availability of cold chains in India
ITC: If smokers are not lighting up, valuations won't
While ITC’s FMCG business is on the path to growth, emerging from COVID's shadow, the demand for cigarettes is down
Air Pollution | The burning issue of crop residue
A possible solution to this annual problem can be through creating a monetary value for straw
In a divided Washington, Biden could still exert economic power
As President Donald Trump has demonstrated time and again, Biden has the power to pull some levers unilaterally, without congressional approval
WhatsApp Pay | Let a hundred flowers bloom
Imposing a market share cap on UPI is a retrograde step that will restrict customer choice and stifle innovation
