HUL: Putting a premium on sales growth
The FMCG market leader will focus on growth even if it comes at the cost of margins in the near term
How SBI Life and HDFC Life differed in December quarter
SBI Life saw strong growth in protection revenue while HDFC Life calibrated the business fearing heightened risks due to COVID-19 pandemic
The GameStop episode will be a game-changer for social media forums
The social media forums have demonstrated their collective power, which can increase volatility in illiquid stocks
Foreign trade -- Budget should get down to brass tacks
More than a policy push, follow-up measures are required to boost exports if growth has to pick up
British auto industry risks slow decline after Brexit
The pact will create more customs paperwork and slow down supply chains, while creating disincentives for global carmakers to continue investing in British factories
BlackRock chief pushes a big new climate goal for the Corporate World
The emphasis on climate change has become a greater focus within companies and among investors, who piled into the stocks of sustainable companies en masse — driving up the values of companies like Tesla
Protesting farmers and a resolute government: Where will the twain meet?
If the government’s strategy is to tire the farmers into returning their homes, it seems to have underestimated the trust deficit between itself and the protesting farmers
India must no longer wait for China to change its behaviour
A firm, punitive Indian military response towards China for the events of 2020 is necessary to delay, if not reduce, the possibility that the Chinese will try anything new again at the LAC
Implement farm laws without delay and investigate those behind Republic Day violence
Parliamentary democracy cannot be held hostage by violent interest groups working to protect their oppressive social and political power at expense of the masses
The ESG investor’s dilemma: to engage or divest?
A 2020 paper on the debate over engagement versus divestment found that exiting is less effective than engagement in pushing companies to act in a socially responsible manner
Budget Chart Point | Looking beyond IMF’s optimistic growth numbers
The sharp rebound following a plunge only brings back GDP to slightly higher than where it was a year ago
To get rid of RRBs, hand them over to SFBs
Regional rural banks perform an essential service, but are loss making and a drain on the exchequer
Zuckerberg’s nightmare
The “deplatforming” of a sitting US President and WhatsApp’s new privacy policy are both defensive steps being taken by the tech titan to avoid the break-up of his empire
Interview | We hope to achieve a Rs100-crore cost reduction in about a year, says CEAT boss Anant Goenka
The unprecedented lockdown following Covid-19 has prompted CEAT to rework its expenditure strategy, which is paying off, says MD
This is no time for fiscal conservatism
The government did not give enough to support incomes during the height of the pandemic. It needs to do so now. A sustained economic recovery is dependent on people’s income and employment status being restored.
Why vaccines alone will not end the pandemic
If precautions like working remotely, limiting travel and wearing masks are relaxed too soon, it could mean more infections and deaths
Bitcoin: Beyond the bubble
Missed the latest Bitcoin rally? A look at the data suggests that regret is misplaced
How options trading could be fuelling a stock market bubble
Market speculation has reached a frenzied level not seen since the tail end of the dot-com boom two decades ago
Is value investing back from the dead?
MSCI’s index of value stocks globally has climbed almost 16 per cent, compared with the growth stock benchmark’s 11 per cent gain
An intricate link that connects Budgets and politics
The process of budgeting in India is intertwined with politics and electioneering. Budgets in India have historically included announcements for target states as well as specific voter groups
Has China’s chequebook diplomacy put it on the back foot?
China is often brazen about its ways and seldom cares to clear its stand. It is also unmindful of the enormous suffering it has brought the world. From here, if there is a course correction, it is one born out of necessity
How space became the next ‘Great Power’ contest between the US and China
Among the most important national security issues now facing President Joe Biden is how to contend with the threat that China poses to the US military in space and, by extension, terrestrial forces that rely on the overhead platforms
If poor countries go unvaccinated, a study says, rich ones will pay
Nearly half of those costs would be absorbed by wealthy countries like the United States, Canada and Britain
How India can increase its exports to RCEP countries
It’s not the trade barriers which are holding up our exports, but our poor understanding of dynamic global trends and little investment in market research and product development
PM Modi's vaccine diplomacy is an astute move helping India take leadership in the developing world
This also helps us in balancing what China is doing quite effectively, in terms of supplying vaccines and medicines to some countries.
