opinion

Ten ways coronavirus crisis will shape world in long term

Covid-19 has inflicted a huge global recession, but one that has been far from equal across countries

For oil markets the US election is a non-issue, its immediate future looks bleak

Energy markets are speculating that the OPEC+ group may have little choice but to roll over the current cuts and delay the plans to ease those cuts till January 2021

How serious is China’s threat of reviving separatist movements in the North-East?

Beijing cannot be unaware about the ground reality in the North-East and the fact that militant groups have been on the back foot for the past many years

Time to make GST a good and simple tax

October surge in GST collection should not make us complacent; levy needs an overhaul for durable results

Auditor conundrum adds to debt concerns at UPL

The resignation of an auditor at a key subsidiary without a convincing explanation is stoking concerns at UPL. While the company maintained FY21 revenue growth guidance, performance in the September quarter is mixed

Conviction rises on recovery in commercial vehicle segment, but will it sustain?

According to the Indian Foundation of Transport Research and Training, truck rentals and fleet utilisation in October 2020 rose in double-digits 

Pakistan’s long shadow over religious extremism and attacks in France

Imran Khan’s leadership of Pakistan and the desire to become the leader of the Islamic world have taken the country further towards religious extremism

As voting ends, battle intensifies over which ballots will count

In the most aggressive moves to knock out registered votes in modern memory, Republicans have already sought to nullify ballots before they are counted in several states that could tip the balance of the Electoral College

Explained: The antitrust concerns Amazon and Flipkart raise in India

Preferential treatment, deep discounting and exclusive tie-ups e-commerce platforms offer tilt the balance in favour of select sellers. Such practices go against the spirit of fair trade, the lawyer representing the All India Online Vendors Association (AIOVA) explains

The questions Vedanta’s investors would like answers to

Vedanta’s debt ratings are suffering because of the debt obligations of its parent

Global liquidity trap requires a big fiscal response

Central banks have taken unprecedented steps, but now demand needs a lift

Interview | In discussions with foreign stressed asset funds to start ARC, says Yes Bank CEO

I think we are right on track. If you just take out issues on the loan book side then the residual bank is very strong in terms of business and profit, says Prashant Kumar, MD and CEO of Yes Bank

Here’s how market bets are placed ahead of the US election results

A ‘Blue Wave’ could trigger a sharp rally, as those who have hedged their position or are bearish will jump in to cover their short position

US Election 2020 | Like in 2016, can Donald Trump win playing the victim card?

The path of the 45th President of the United States to a second term may still be considerably complicated, but steadier than earlier

US Presidential Elections – What should Indian equities expect?

At the very least, after the election results are out the number of unknowns would reduce in today’s highly uncertain investing scenario

Hospital occupancy picking up at Fortis, but business normalisation some time away

Occupancy at hospitals improving after a sharp fall in April-June. While diagnostic business is seeing faster rebound, postponement of hospital visits by patients can weigh on recovery

How the wealthy world has failed poor countries during the pandemic

Despite pledges for debt relief and expanded programmes, the World Bank and International Monetary Fund have delivered meagre aid, say economists

Early private bank earnings offer hope on asset quality; sustainability is key

The course of COVID-19 and its impact on the economy remain a big variable on how asset quality deterioration is arrested. The large pool of stressed accounts is a red flag

MGR and BJP’s Vetrivel Yatra | Will the lotus bloom in Tamil Nadu?

The BJP has shifted its strategy and moved to soft-Dravidian line in Tamil Nadu. State BJP leaders who used to flay Periyar and his ideology have been sidelined

Chart of the Day | PMI shows acceleration in manufacturing recovery in October

Despite the upturn in production, employment is yet to pick up

Stricter punishments for online defamation is a step too far

The available remedies against online disinformation and mischief are proportionate to the crime. Anything further will only result in suppression of free speech and stifling criticism of the government

How foreign ecommerce giants pose a threat to Aatmanirbhar Bharat

India needs a new e-commerce draft policy to address the concerns on data usage, predatory pricing and monopoly power of entities such as Amazon and Flipkart

China can no longer rely on its old development model, nor can India

India’s exports/GDP ratio was slightly higher than China’s in 2019

Long-term forces stack up against the dollar

Low rates combined with rising trade and budget deficits put pressure on the currency