A theory of (almost) everything for financial markets
Finance has a tendency to take all trends too far, and passive investing will undoubtedly prove no different
Is India really a global climate leader?
India ranks in several climate change performance studies, but that’s owing to its ambitious renewable energy and energy efficiency targets. It must recognise the role of nature-based solutions to adapt to climate change's adverse effects and foster climate resilience
2021: What technology offers
There are three clear-cut areas in which WFH can make a huge and lasting impact, given the right policy and planning — IT outsourcing, youth empowerment and urbanisation
Interview | We expect 7-8 per cent returns for Asian equities from current levels by end-2021: Chetan Seth of Nomura
The Japanese bank’s Asia-Pacific regional equity strategist points out the key risks to equities: disappointment on vaccine efficacy, liquidity risks and regulations
It’s time to stop the demonisation of big business
The transformation of India from a nation of peasants and petty producers into a modern economy can only be done with the help of big business.
Farmers’ agitation cloud over agriculture which began the year well
The farmers fail to understand that, at the end of the day, farming will become more efficient, their incomes will rise, consumer prices will become more predictable and farm trade will greatly benefit
2021 | It’s time to expand the corporate governance agenda
2021 will challenge boards in expanding the scope of the company’s responsibilities towards better citizenship, even as investors will increase their focus on the ESG agenda and the company’s governance structure. Board accountability will be set at higher standards. And regulators will need to build capacity to improve enforcement
Market edges towards euphoria, despite pandemic’s toll
Big investors who have been bullish for much of 2020 are finding new causes for confidence in the Federal Reserve’s continued moves to keep markets stable and interest rates low
With money, and waste, China fights for chip independence
Computer chips are the brains and souls of all the electronics. Yet they are mostly designed and produced overseas. China’s government is lavishing money on anyone who can help change that
British legacy in decline in former second city of the empire
The outgoing managing committee of the haloed Calcutta Club parked nearly two crores of the provident fund monies in IL&FS, DHFL and Yes Bank
2020: How was it for North-East?
The Sino-Indian rivalry and COVID-19 are bound to have long-term implications for the region
What can go wrong? Investors’ views on the big risks to markets in 2021
The virus mutation in the UK underlines the fact that how it is not always a smooth sailing
How savvy financial management is propelling the Adani group
As the Adani group acquires scale, it's stepping up focus on stakeholder communication and investor compliances such as ESG. While the strategy is helping it raise funds at competitive rates, more needs to be done
The quality of economic growth matters more than the rate
The mantra of 'Simplify, Rationalise and Digitise' works not just for Ease of Doing Business, but also to protect the right of workers – this is the key reform that must be implemented across the board by governments at every level
Trade policy must enhance export competitiveness
Innovation and focus on technology more important than production incentives to make local products globally accepted
The quest for Atmanirbhar manufacturing
Five things that need to be kept in mind by the government if it is serious about its goal
India’s gig economy companies should introspect on their worker policies
It is obvious that for gig companies, the fortunes of those who bring their services to the customers aren’t a priority
Post-pandemic how will our world celebrate?
The spritzy impulse towards openness, freedom and self-will has never let any age down and it is the pleasure centres of the brain that have ultimately led the trajectory of civilization.
Central Banking | The 2020s are increasingly looking like the 1920s
In the 1920s, central banks ignored Keynes’s advice, currently they have embraced the economist’s famous words: “In long run we are all dead”
Why China turned against Jack Ma
For all of China’s economic success, a long-running resentment of the rich, sometimes called the wealthy-hating complex, has long bubbled below the surface. With Ma, it has emerged with a vengeance
Brexit is finally done, but it already seems out of date
Britain has finalized its divorce, leaving it isolated at a time when the path forward seems more perilous than it once did
How UK-EU trade deal will change relations between Britain and Brussels
The trade agreement between London and Brussels will offer UK and EU companies preferential access to each other’s markets
Focus on industry competitiveness, not sectoral subsidies, to boost growth
The NITI Aayog can help by devising a national economic strategy (not plan) which will provide the road map for converting the entire country into a special economic zone instead of tinkering with select sectors
The sheen of work from home is fading
As organisations look at a larger population working from home, it becomes important to understand which ones can be moved to a virtual environment because they are siloed, process jobs vs. which are at the core of innovation and customer service which require humans to act and behave as humans
Cairn tax blow: India must walk the talk on ease of doing business
India must necessarily consider a policy change that aligns with the promises made by this government and repeal the retroactivity in the application of the indirect transfer provisions
