opinion

Want a greener world? Don’t dump oil stocks

Research shows that British local government pension funds have almost £10bn invested in “climate wrecking companies”

Interview | Expect to see a healthy earnings upgrade: Andrew Holland, CEO, Avendus Capital

Holland expects markets to remain volatile between now and May/June, and believes markets are reasonably priced from a 3-year perspective

A wake-up call for renewable power

Government needs to take immediate note of the parliamentary panel’s observation and plug the gaps to fulfil its RE goal by 2022   

India’s EV ambitions show a spark, but there’s much ground to cover 

Should the government just define lower emission norms and allow industry to chart its own technology-agnostic path?

A Rs 90-lakh penalty on Anugrah Stock & Broking is a joke

SEBI imposes high penalties on investors and traders for breaking the law. That is good, but the same yardstick should be used to penalise brokers and exchanges

US stimulus can aid Indian IT's retail business recovery

Stimulus can benefit US retailers, helping them sustain or even accelerate technology investments

The meaty issue: Is plant based meat vegetarian or non-vegetarian?

Meat derived from plants and labs could prove to be a nightmare for Indian policy makers

Free India-Bangladesh cross border trade will be a boon for both

Strapline: The forthcoming Modi-Hasina meeting should iron out the differences in Indo-Bangladesh trade

Inflation fear lurks even as US officials say not to worry

The worries reflect expectations of a rapid economic expansion as businesses reopen and the pandemic recedes

What can Biden’s plan do for poverty? Look to Bangladesh.

Since 1991, Bangladesh has since enjoyed three decades of extraordinary progress

ETF inflows surge past record as US investors bet on global recovery

Investors worldwide funnelled $222.5 billion in new cash to ETFs in January and February 2021, more than double the same period last year

What Joe Biden’s phone calls tell us about his foreign policy

Washington’s current priorities lie in repairing relations with neighbours and European allies that Trump had jettisoned, particularly given the vitriol towards NATO 

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