opinion

Bull market, but ‘far from excess bullish’

The Bank of America survey of global fund managers finds net overweight on emerging markets almost back to pre-COVID levels

Real estate sector limping its way back to normalcy

India's residential real estate sector is seeing a decisive return of serious enquiries, which are now at 50 per cent of pre-COVID-19 levels in the top cities.

Education sector must prioritise data protection

Such a step would benefit millions of students, strengthen the possibility of India emerging as a global education powerhouse, and lend momentum to the digital economy

Dream 11 as IPL sponsor reveals muddled thinking on Chinese products

The economic impact of the freeze on Chinese apps is minuscule. Smartphone market leader Xiaomi’s India revenues have crossed $5 billion while ByteDance, whose app TikTok is in the eye of the storm, has yet to cross Rs 100 crore in sales

Right time for a national urban livelihood guarantee scheme

Successive governments have continued to overlook the vulnerability of India’s informal urban workforce and the situation this workforce finds itself in. The current crisis, however, presents an opportunity to modernise India’s social safety net

Robinhood has lured young traders, sometimes with devastating results

More than at any other retail brokerage firm, Robinhood’s users trade the riskiest products and at the fastest pace, according to an analysis

EPS v OPS | Power struggle in AIADMK tightens

Edappadi K Palaniswami as Chief Minister has continued to be under the limelight and O Panneerselvam has been pushed to the shadows. While EPS has weathered many challenges and managed to retain power, OPS’ position has been weakened considerably

Who is good for India: A Republican President or a Democrat President?

Over the last two decades India-US ties have strengthened, and today, there are enough convergences in the relationship so that minor irritants are inconsequential

What is the key takeaway from Warren Buffett’s investment in a gold mining company?

Buffett’s reversing his long-felt antipathy to gold suggests that there are plenty of reasons to be fearful

ADB-ILO study: Youth unemployment in India could go up to 32.5% as a result of the pandemic

If it takes 6 months to control the virus, then job losses among young Indians could go up to 6.1 million

How free should free speech be?

The future of free speech and the need to be responsible while exercising the right to express it have entered uncertain territory

Capital goods stocks rally, but haze over sector remains

Short-cycle order inflows are likely to remain under pressure in the near term

World Solar Bank — A bankable idea?

Initiative looks promising, but implementation must take into account the ground reality

Sterlite case: Industries essential for economic growth and development

The closure of such a crucial industry aggravates the issues that are already present — lack of jobs, which could lead to social unrest, and the stagnation of the economy locally, which will have an effect nationally as well

MS Dhoni and Indian cricket’s superstar problem

While singing praises about MS Dhoni, who retired from international cricket on August 15, it behoves us to also remember that once he broke into the mainstream of cricketing success, he also became part of the problem

Realities shaping India-US ties go beyond Kamala Harris’ lineage

Tom-tomming Kamala Harris’ Indian lineage does justice neither to India’s own aspirations, nor to Harris who has never been shy of identifying herself first and foremost as Black

Vedanta’s copper restart prospects hit a bump

Investors may be fixing their attention on the delisting process which may explain their bland reaction to an unfavourable court decision

Why the Republican and Democratic National Conventions still matter

A typical party convention is sort of stage management of political leaders and their party faithful. This is a symptom of a larger issue within American politics, and politics generally, of inauthenticity

A faster settlement is no answer to the ills of SEBI’s margining norms

The move is no doubt commendable given the fact that India will be the only major market to have a T+1 settlement. Most developed markets operate on a T+2 basis.

Consolidation will be the name of the game in realty sector, says DLF Group CFO

While real estate prices have corrected, there are positive trends on demand and enquiries and a recovery should be visible in a few quarters, says Vivek Anand

Abraham Accord: Why Israel and the UAE have reached a deal

As the US footprint retreats from West Asia and new players like China enter the fray, Israel and the Gulf monarchies have the perfect opportunity to carve out a regional security architecture

MS Dhoni’s legacy is far bigger than glittering trophies and towering statistics

His ability to treat triumph and disaster just the same, both of which he saw plenty of as India's captain, is integral to the making of the legend

How deep could be the Q1 contraction?

Corporate performance and GST revenue trends suggest GDP decline could be unexpectedly severe

Tata Steel Europe may have got a much-needed push 

The UK government’s denial of a bailout package to Tata Steel UK may hasten a restructuring of the European business