Can Aam Aadmi Party expand beyond Delhi?
The AAP needs to focus on the next 12 months that could make or mar its future prospects on the political scene, and that of its chief Arvind Kejriwal.
Wall Street rallies on strong recovery hopes
The Dow Jones Industrial Average rose 453.4 points, or 1.39%, to 33,072.88. The S&P 500 gained 65.02 points, or 1.66%, to 3,974.54 and the Nasdaq Composite added 161.05 points, or 1.24%, to 13,138.73.
The Reading List: March 26, 2021
A selection of articles and social media gems from the world of economy, business and finance.
Moneycontrol Pro Panorama: An end in sight for the Tata-Mistry dispute?
In today’s edition of Moneycontrol Pro Panorama: the forecast from OIS rates, signals from equity derivatives, Cera Sanitaryware's sweet spot, the vaccine opportunity for listed firms, and more.
Are markets pricing in interest rate hikes too aggressively?
OIS rates are implying that not only would liquidity conditions be normalised, but the central bank could hike the policy rate by as much as 75 basis points in the financial year 2022 starting next week, and another 75 bps in FY 2023.
The MVA government leads a charmed existence
Apart from this interplay between former allies the BJP and the Shiv Sena, there have been other undercurrents that brought the MVA government to the brink from which it pulled back just in time
Tamil Nadu Elections | DMK won’t have it easy as AIADMK won’t give up without a fight
All through his campaign, Chief Minister Edappdi K Palaniswami exudes confidence of ensuring a close contest between the AIADMK and the DMK, no matter what pre-poll surveys say
Central bankers’ crypto experiments should put investors on alert
Banks’ digital currencies could displace the rationale for private sector projects
Why listed firms should move fast on COVID-19 vaccines
Rising infections and fears of a second wave are sensitising citizens to the need for vaccination. Listed firms should be quick to capitalise on this window of opportunity
When business leaders speak, keep a pinch of salt at hand
At times the sheer scale of expectations that shareholders, customers, and employees place on CEOs along with the constant scrutiny of their actions, creates a situation where the truth becomes a casualty.
Assam Election 2021: Intelligentsia highly cynical about polls
That there are horses for courses is indicated by the way the BJP has dealt with the issue of implementing the CAA against which there was a powerful movement in Assam
Options data predicted the market fall, here's how to pick the bottom
The current fall in the market was seen in the FII derivative data since mid- February when they started unwinding their long position
Can India fit an Intel chip into its fab design?
In the face of stiff competition from other countries, India must firm up policy measures and incentives on semiconductor investment fast unless it wants a repeat of past experience
Moneycontrol Pro Panorama | Suez roadblock caps year of supply chain disasters
In today’s edition of Moneycontrol Pro Panorama: the Suez roadblock, flash PMIs’ inflation warning, China’s anti-pollution measures, Shriram Transport’s re-rating, and more.
India’s healthcare system needs a concrete rare disease policy
The Delhi High Court ordered the Centre to finalise and notify the National Health Policy for Rare Diseases by March 31
China’s anti-pollution measures may be a double-edged sword for steel stocks
China’s efforts to tackle pollution are expected to curb steel output. That should benefit other steel producers but not if iron prices crack.
Markets brace for large shift from stocks to bonds in fund shake-up
Balanced mutual funds are expected to sell $136bn of equities to buy fixed income, according to JPMorgan estimates.
TSMC: How a Taiwanese chipmaker became a linchpin of the global economy
Taiwan Semiconductor Manufacturing Company, the largest contract chipmaker in the world, is building a plant to make 3 nanometre chips.
Despite new infections, flash PMIs show economic conditions improving in US, UK and Eurozone
Supply disruptions have led to higher input prices and inflation
Welfare governance and Kerala’s changing politics
While much of the focus has been on the BJP and its ability to topple governments in other states, Kerala has been witnessing a quiet revolution in some parts of the state
Regulated biz model shields airport operators, but protracted recovery awaits them
The revenue and operating profit of airport operators will improve after a massive fall in current fiscal. But they are not expected to reach pre-pandemic levels before FY23.
Component makers craft EV strategies, but there is not enough spark yet
Several milestones have been achieved by home-bred global auto component champions in EVs and exports
Acquisition of Gangavaram Port adds strength to Adani Ports
APSEZ has been on an acquisition spree over the last few years and now manages 12 ports across the 7,500 km coastline of India
Services could be the engine of India’s growth, finds Yale Research
Productivity growth in sectors such as retail, hospitality, or transportation account for one third of welfare growth between 1987 and 2011
Moneycontrol Pro Panorama | Oops!...AstraZeneca does it again
In today’s edition of Moneycontrol Pro Panorama: talking Turkey about monetary policy, Barbeque Nation’s IPO, Pimco’s shyness to invest in Adani, a manufacturing renaissance, and more.
