The takeaways from Joe Biden’s presidential team
‘Strong men’ may not be popular in a Democrat government, but Washington needs to understand that strength in policy cannot realistically be applied to only one theatre
Falling solar tariff and its sustainability
Record bid of Rs 2 per unit is predicated on factors that are unique to the projects and masks hurdles to renewable energy auction
The US Fed justifies high equity market valuations
The US Fed’s Financial Stability Report has several soothing things to say about asset prices
Parties calculate political permutations for the West Bengal elections
The arithmetic for the 2021 West Bengal assembly polls is that if the Left parties and the Congress, as part of a pre-poll alliance, manage 12 percent vote share, Mamata Banerjee’s Trinamool Congress will just about sail through
After chaotic 4 years, Wall St. is itching to unfollow @realDonaldTrump
Investors of all political persuasions say they are ready to turn the page on what was a profitable but extraordinarily politicised and stressful period for the financial markets
Yellen prepares for second act at pinnacle of economic policymaking
The former central banker fits well with Biden’s drive to fill his Cabinet with competent institutionalists
Chart of the Day: Flash PMIs show US economy expanded strongly in November, but the UK, Eurozone and Japan contracted
Business optimism has surged, thanks to the encouraging news about the vaccine
Chart of the Day | Why the banking business is so attractive
The return on net worth for banks in the aggregate is far higher than for the non-financial sector
Tarun Gogoi’s 15 years failed to resolve burning issues but offered stability to Assam
Assam saw more developmental schemes under the Tarun Gogoi government than the AGP regime. More villages were connected by roads with greater disbursal of funds from the Centre. On the flip side, the Gogoi government failed to evolve long-term policies to tackle flood, prevent the influx of foreign nationals, etc
Blackstone exiting Mphasis – what is in it for an investor
A private equity fund exiting a business is no reflection on the company’s growth prospects. Nor will the exit necessarily be at the top
A curious anomaly in the RBI report on ownership of banks by corporate houses
'All the experts except one were of the opinion that large corporate/industrial houses should not be allowed to promote a bank'; Recommendation: 'Large corporate/industrial houses may be allowed as promoters of banks only after necessary amendments to the Banking Regulations Act, 1949...'
Renewable energy capacity additions turn the corner, but challenges persist
Renewable energy sector is recovering from COVID-19 disruption. Capacity additions are set to gather pace as work on delayed projects resumes
Tax havens sap resources needed to fight COVID-19
The 'State of Tax Justice 2020' report on the economic and social cost of international tax abuse pegs India's annual global loss at 45 percent of its public health expenditure
Get me Meacham! Biden brings back the media’s good old days
Meacham, a Pulitzer-winning historian whose books have lionized figures like President George H W Bush and Rep. John Lewis, is the media figure Biden is closest to, an occasional source of historical advice who helps with his biggest speeches
Legal Matters | The judges, they protest too much
All public figures are subject to harsh criticism — often unfairly. For judges to use their powers to punish critics betrays a deep sense of insecurity
How Indian banking will change if RBI tweaks ownership norms for private lenders
Some proposals add to financial stability risks even if they increase the chance of fresh capital flowing in
Lessons from Japan: coping with low rates and inflation after the pandemic
Rather than the secrets to miraculous economic growth, today’s students of Japan want to know how to respond when the good times stop
The long wait for retail investors to be a fly on the wall at a conference call
The Sebi committee recommendations on conference call disclosures don’t go far enough even now to eliminate information asymmetry
Not that they loved Joe Biden, but that they loathed Donald Trump
Many saw Joe Biden's platform in 2020 as that he didn’t really have one, but was merely running on an Obama 3.0. But for many, it will be his likely push for more global engagements that will mark the biggest change from the Trump era
SEBI’s proposal on minimum shareholding and delisting is a step forward
The proposed changed in minimum shareholding norms will allow bigger companies to come out with smaller IPOs. The immediate beneficiary of the move will be the largest insurer in the country – Life Insurance Corporation of India
Interview | COVID-19 is an inflection point for Dabur, says CEO Mohit Malhotra
A strategic transformation coupled with strong tailwinds in the healthcare segment helped Dabur turn the tide in the September quarter, says its CEO
Battle of the Super Apps
A number of them will jostle for the attention and share of wallet of the Indian customer. These are the issues they will need to address
M&M's new capital allocation strategy could unlock shareholder value
The realignment of capital allocation is timely. It will curb the flow of money into loss-making entities, which has peeved minority investors
Self-reliance drive is Protectionism 2.0
BSNL observation on tenders highlights the perils of being obsessed with domestic manufacturing
Amidst the pandemic pets are our friends with all benefits
A recent survey by the University of York and the University of Lincoln stated that sharing a home with a pet appeared to act as a buffer against psychological stress during lockdown.
