Finding the common man in the capital markets
SEBI needs to clearly define who a retail consumer is and ensure that this definition is inclusive enough that it accounts for the universe of consumers that are susceptible to the mis-selling of financial products and services
Tactical purchases by states spur volumes at IEX, low tariffs key
IEX trading volumes in day ahead market jumped 29 percent in December, continuing the strong growth of the earlier three months
Why the Northern farmers are the last bastion of central planning
The Economic Survey of 2016-17 called Indian agriculture ‘a living legacy of the era of socialism’.
BEML divestment could not have been better timed
BEML is at the forefront of the metro boom and a market leader with a 45 percent market share in the metro rail coach space
Interview | 2020 has broken preconceived notions about markets and economics, says Mihir Vora of Max Life Insurance
Max Life Insurance CIO says stock market valuations are stretched as most asset classes have been performing. Returns next year may be in the low double-digits or high-single digits for the overall market, but there is money to be made by astute sector and stock picking
Chart of the Day | India manufacturing PMI shows sustained growth in December
The sharp growth in sales in December is an indication that the recovery is sustainable
What should investors look for from India’s vaccine rollout
The sign of healthcare workers getting their shots could lift investor spirits, but more depends on how the process is managed
Write-offs are distinct from waivers. They are not a sign of crony capitalism.
There is no debt forgiveness in loan write-offs. It is an accounting practice followed by banks
Urban unemployment lowest in Gujarat at beginning of pandemic, finds PLFS survey
High unemployment is the weak underbelly of the Kerala model
What’s in store for gold in 2021?
ETF outflows in November were the second-highest ever recorded in the Gold market
Rational bubble puts markets on high starting point for 2021
While investors appear bullish, some wobbles in equity markets should be expected in the year ahead
America’s dangerous reliance on the Fed
Easy money and fiscal gridlock in Washington lead to populism
Do we need to change India’s flexible inflation targeting framework?
If low interest rates are not enough to revive growth, then the private sector will not really be able to kickstart the economy and the burden for growth will fall entirely on the government, until vaccination restores confidence
Election After The Election: One senate, two seats, four candidates
Currently, the Republicans have 50 seats in the US Senate, while the Democrats have 46: the two independent Senators tend to vote with the Democrats on most issues. One of the two seats is all the GOP needs to retain control of the Senate
Will Turkey’s expanding military footprint constitute a challenge for India in 2021?
Given the spate of Turkish interventions recently in conflict zones far and wide, it is not impossible that Turkey may in 2021 instigate conflict in South Asia, which may necessitate dispatching some militants here
China’s richest man Zhong Shanshan is an oddball in the world’s richest club
Many billionaires certainly don’t believe in sticking to their core competence but have been happy to take advantage of any and every business opportunity that has come along.
Street food is an integral part of India’s culture and urban identity
The COVID-19 rupture offers a unique opportunity to both the Indian government and street food entrepreneurs to reorganise while keeping the romance of street food alive. Singapore should serve as an inspiration
The Reading List: January 1, 2021
A selection of articles and social media gems from the world of economy, business and finance
Paul Krugman writes: Things will get better. Seriously.
Once widespread vaccination is done, the economy will bounce back. The question is, how big will the bounce be?
The big questions for Big Tech in 2021
Regulation and retention will determine whether Facebook, Google, Alibaba and their peers continue to clean up
2021 will be a year for REITs
It’s only a matter of time before Indian retail investors also start putting their money in REITs
Justice is in need of reassurance
India’s reputation as a justice system to be emulated is taking a hit. The World Justice Project’s Rule of Law index 2020 ranked India at 69 — wedged between Belarus and Burkina Faso, both practically dictatorships
The investor’s guide to Indian politics in 2021
A win in Assam and West Bengal has high symbolic value as it would establish BJP’s acceptance as a party beyond the north and west of India
Tata’s restructuring of group firms shows results, but more needs to be done
The underlying theme behind the Tata business rejig is balance sheet deleveraging, simplification of inter corporate holdings, focus on chosen business segments, scale and returns improvement
