What AAP’s deshbhakti Budget for Delhi tells us about its political ambitions
Education and health remain the key expenditure focus. However, the deshbhakti slogan and 75-week celebrations for Independence Day show that AAP is taking a leaf out of the BJP playbook
US growth could surge on stimulus and vaccine rollout
The OECD said the United States, the world’s largest economy, would grow 6.5% this year, up sharply from a 3.2% forecast in December
Move over, nerds. It’s the US politicians’ economy now.
It is better for both the economy and the democratic legitimacy of the effort when elected leaders choose to help people by spending money
Tamil Nadu Polls | TTV Dhinakaran is caught between a rock and a hard place
TTV Dhinakaran’s efforts to ‘recapture’ the AIADMK from ‘traitors’ took a severe beating with VK Sasikala stepping aside from active politics and tacitly asking her supporters to back the AIADMK in the upcoming elections
Will rising oil prices hasten a rate hike in India?
Likely shocks to inflation include: higher fuel prices, services reopening pressures, higher commodity prices, and better pricing power amid a cyclical growth upsurge
Greenwashing in finance: Europe’s push to police ESG investing
The real problem crops up when companies promote environmental concerns as an advertising gimmick
Ola Electric’s ambitions could leave traditional two-wheeler makers playing catch-up
By not taking a decisive lead into what is the future of mobility, two-wheeler incumbents have left the market open for a disruptor like Ola
Oil at $70 could be the new normal
The market’s belief that oil prices above $60 a barrel would cause an increase in production by shale oil producers does not seem to be working
SBI Life and Max Life ride recovery, but will LIC queer the pitch in FY22?
SBI Life and Max Life outpaced life insurance industry growth in February. There are fears that LIC’s impending listing may see it become more aggressive
Chart of the Day | OECD says long-run costs of pandemic highest for India
Despite a strong rebound, the loss of potential output likely to be very high for India
Should central banks target climate change?
Some purists argue that the central banks have earned their autonomy after years of inflation management, and should stick to the knitting, else risk losing their autonomy
Paul Krugman writes: Will stagnation follow the Biden boom?
US economic prospects for the next year or two look good. But then what?
Oil giants prepare to put carbon back in the ground
The carbon capture technology is catching on, with an aim to meet the targets in the Paris climate agreement
Success of Rahul Gandhi’s campaign will decide Congress’ future in Kerala
Rahul Gandhi’s extensive focus on Kerala and Tamil Nadu is a good opportunity for him to resurrect his political career by leading from the front — this will not only help the Congress in the south, but will also give it a fresh lease of life in other states
Rise of the retail army: the amateur traders transforming markets
A few months ago, these so-called retail traders were a quirky sideshow in US stocks, dabbling in markets to fend off the boredom of coronavirus lockdowns
Assam Polls | Can NDA repeat its 2016 performance?
Assam is bracing for the most interesting assembly polls ever held in the state. The ruling BJP’s 100-seat target could be difficult to achieve. Here’s why
Why companies are making a beeline for the government’s stake in BEML
BEML has a presence in a fast-growing sectors like metro rail and a strong exposure to the defence sector.
Why Indian pharma wants more growth from its home market
India is a focus market for drug companies seeking to diversify outside the US. Companies are adding brands and new products to improve growth rates in India
Tyres: Demand holds up, but soaring input costs spook industry
The question is: can tyre makers pass on these input cost increases to the consumer, mainly in the replacement market, without puncturing demand?
Making sense of elevated stock market prices
Watch out for the CAPE ratio for S&P 500, which is a key measure of overpricing because it corrects for inflation and long-term corporate earnings
Politics is not dirty, women should enter politics: Khushbu Sundar
Today women are far stronger than what they used to be. Women have found their voice to speak
Why is India’s female labour force participation ratio below that of Saudi Arabia?
Unless we get more women in the workforce, all the fine talk on International Women’s Day will remain hot air
JSW’s Bhushan Power & Steel deal closure coincides with healthy steel margins
The long awaited acquisition is close to being completed. What it means for JSW’s investors
The Big Read | The race to scale up green hydrogen
Governments, companies and academics examine whether this light, colourless gas — which doesn’t produce carbon dioxide when burnt — could help solve the world’s dirtiest energy problems
It is still no country for small firms
The sensational rise in the markets and return to profitability for large firms cannot mask the fact a small part of the economy is leading the recovery
