Do new-age markets call for new merger thresholds? The India story
Soaring high-value M&A deals in the digital space that skip antitrust merger review have spurred a global debate on how fitting merger control thresholds really are
Is Warren Buffett over cautious?
Throughout the rally in April, Berkshire Hathaway was a seller in the market
Covid-19| Migrants’ prospects could still be better in truncated factories and construction sites
Such workers send back Rs 1.5 lakh crore annually to their families in villages; these money transfers serve 10 percent of households in rural India and finance over 30 percent of household consumption in remittance-receiving households, buttressing the importance of urban growth for rural families
COVID-19 | Let’s not deny the right to a decent burial
There can be no compromise to the right to a decent burial of those who die due to COVID-19. Society must be sensitised to this, as well as to the fact that certain medical guidelines need to be followed during these burials
PMI shows Indian manufacturing sector shrank at record pace in April
The reduction in employment was the quickest in the survey’s history
HUL’s results and the existential questions posed by COVID-19 for FMCG stocks
If consumers begin thinking about spending on needs (essential) versus wants (discretionary) post-COVID, then the FMCG industry is in for difficult times.
COVID-19 | Q1 global contractions indicate a deepening crisis
The first quarter GDP results from major economies indicate the seriousness of the economic recession—and the massive relief packages could be useful only if a joint health solution is achieved soon
Silver Lake investment a feather in the cap for Reliance Industries
The deal, in the midst of the pandemic and at a premium to the Facebook investment, is another sign of confidence in Reliance Jio’s enormous potential
The one chart that captures the market puzzle
Indian stocks are ignoring COVID-19 data
Industry likes the direction, not the pace of opening up
The hope lies in the expectation that after May 17 when the present lockdown phase ends, the opening up will be more comprehensive.
States’ role key to shift global value chains from China to India
Centre has to take siblings on board and remove irritants to unleash the animal spirit of investors
COVID-19 | The restaurants will take time to turn on the lights
Going forward, technology, hygiene and safety would be the top drivers of changes and well-known brands would have a better chance to emerge out of the crisis alive
COVID-19 | A China-led world offers a dystopian future
China will want the world to be run according to its own rules and for other countries to take after its own image
COVID-19 | Inward remittances and the upcoming crisis
The large scale return of NRIs from the ‘Gulf’ will present an unprecedented unemployment crisis. This will be coupled with a sharp decline in remittances to India
COVID-19 | Madhya Pradesh needs to get its act together
The political uncertainty the state was facing seems to have gone — now it has a healthcare crisis staring it in the face
Bengal needs to break Covid curse fast
With Assembly elections next year, Mamata must bring the state out of crisis and confusion quickly to bolster political image
Policy | Why PM CARES and other relief funds must be audited by CAG
The PM-CARES fund, just like the PMNRF and many CM relief funds, is opaque in its functioning, even as it collects donations using State apparatus
A de facto financial emergency is already upon us
The centre and states must sit together and find ways to overcome the states' lack of financial resources as a result of the lockdown
COVID-19 | Resetting the offshore industry to help India’s job market
The government, together with industry bodies and leaders, must form strategies to both import foreign companies and jobs to India, and also export jobs after the pandemic
Let’s face it. Franklin episode is no default, but a mere postponement
COVID has caused tremendous distress, but liquidity issues have hurt us before and will continue even after the pandemic
COVID-19 | Are we corporatising CSR?
At a time when deep social issues have surfaced because of COVID-19, it is troubling that the very concept of corporate social responsibility is sought to be altered
Facebook-Jio Deal | Kirana stores will be put at the nerve centre of India’s e-commerce revolution
The Indian retail space is ripe for disruption and there has never been a better time to be a part of India’s digital revolution for the kirana store.
The bulk of economic activity in the country is in the red zones
Green zone districts account for a mere 5.9 percent of outstanding bank credit in the country
What the charts and options data say about the current market rally
The bounce has taken fundamental analysts by surprise, as there has been few signs of an economic revival
