opinion

Entry level two-wheeler sales hit a bump, a sign of K-shaped recovery?

With vaccination progressing at a rapid clip, the desire for personal mobility may be reverting to normal

If insider trading charges stick, Franklin Templeton officials must get exemplary punishment

This is also the right time to look at put options and their utility in lending

Educational loss from the pandemic will have a multiplier effect

Disadvantaged children have been affected more and their falling behind could aggravate existing inequality

Jittery stocks, jumpy bonds: Why US investors are troubled by signs of growth

The market is “questioning what some of the unintended consequences could be”

China’s ‘two sessions’ and Xi Jinping’s blueprint for China’s future

This year’s two sessions will be held in midst of international political ramifications. One year after the onset of COVID-19, China’s image internationally has mixed responses 

West Bengal 2021: Right is the new Left

The BJP has appropriated the symbols and images of the Left in its campaign strategy to attract voters who are dissatisfied with the TMC government 

A market indicator of monetary policy direction

The 12-month OIS in India is able to predict the direction of interest rates

Dollar defies the doubters as hopes for economic rebound rise

The dollar index, which measures the value of the US currency against a basket of its peers, is up 1.2 per cent this year

Nestle’s rural shift: strategy or compulsion?

Why does Nestle want rural markets to contribute to a higher share of its sales? Can it succeed?

Chart of the Day | Global Composite PMI for February shows strongest recovery in US, India is next

Input prices rose at the quickest pace since September 2008 while output prices rose to their highest since the series began in October 2009

BIS: Financial conditions in the US and EM are at their most accommodative in a decade

The global market rally has been fuelled by very loose financial conditions

Will Sebi’s proposal on independent directors improve corporate governance?

Independent directors are seen as a pillar that balances interests of all stakeholders with a primary emphasis on that of minority shareholders vis-à-vis promoters 

It's a relief for investors that telcos haven't paid high prices for spectrum this time

Industry leaders Reliance Jio and Bharti Airtel enhanced their spectrum holdings, purchasing more than their renewal requirements

Welcome US shift in stand on digital tax

India, which has been criticised for its unilateral levy, should benefit in the long run from a global consensus on taxing big tech firms

New fintech venture is Walmart’s latest attempt to change its battleground

Walmart's newest venture, whose name and scope of work are yet to be revealed, is radically different in that its partner isn’t a banking services firm or even a pure tech provider but an investment firm

How green are electric vehicles?

Experts say plug-in vehicles can still have their own environmental impacts, depending on how they are charged up and manufactured

Interview | The fear in bond markets is unfounded, says MPC member Ashima Goyal

There is actually room for rates to fall if inflation expectations are anchored, says the noted economist

India needs to take cyber security more seriously

This isn’t the first time China has made a mockery of India’s purported ‘cyber prowess’. Unless we are quick to take corrective action, we expose ourselves to the threat of similar attacks 

Economy, foreign exchange, and bonds – A balancing act

Much of our prospects around inflation — and around the strength and sustainability of our economic revival — depends on how the real economy responds over time with more domestic output and jobs through Aatmanirbhar Bharat

PMI surveys for February confirm cyclical recovery under way in Indian economy

The revival in growth has resulted in a sharp rise in input costs, which may lead to higher core inflation 

Martin Wolf writes: What central banks ought to target

Amid a wide range of options, inflation targeting remains the simplest and least bad

Chart of the Day | Import growth in February suggests the recovery is levelling off 

Imports have faltered in the last two months

Bank for International Settlements allays fears about froth in equity markets

US equity market valuations are at their long-term average when low interest rates are taken into the valuation yardstick 

GuruSpeak | Rahul Lovi – how to wrestle with every trade

Using aggressive options trade management, Rahul Lovi has been a consistently profitable trader shifting between non-directional and directional strategies seamlessly

Rising global food prices have a silver lining for India

High prices can improve realisations. India can also step up exports of food grains and reduce the inventories in the domestic market