opinion

Why this black gold has no buyers left

The COVID-19 pandemic has left crude oil stranded and may have caught speculators on the wrong foot

FDI Policy | India finally bites the Chinese bullet

India’s response is part of a worldwide trend where Chinese predatory trade practices and weaponisation of trade has generated an intense backlash. COVID-19 has just accelerated this process

Chart of the Day: The downside risk for valuations

A cut in earnings estimates for FY21 may take the sheen off low valuations​

Microfinance: The RBI's sops are not enough

A special dispensation for the small and medium-sized MFIs is needed

MSMEs are bearing the brunt of the lockdown

Out of the 420 companies listed on the SME segment of BSE and NSE, nearly 70 percent are trading below their offer price

COVID-19 | Is CM Pinarayi Vijayan’s Left government a victim of its own success?

When there is much talk about the ‘Kerala model’ on how to contain novel coronavirus, the state government has tied itself into knots over privacy of COVID-19 patients and data sharing with a US company

Chart of the Day | Hardly any sign of a crisis on the Nasdaq long-term chart

Is it an argument for long-term investing or recognition of the resilience of frontline tech stocks?

The one chart that shows why stocks rebounded

The correlation between central bank assets and stock prices is back on track

Should the court restrain lenders from invoking share pledge?

The injunction granted by the Bombay HC has the effect of turning a secured lending transaction into an unsecured one

Economic lockdown lifted: Why investors should not get their hopes up

The economic lockdown lifts from today. How will this play out, what the government is seeking to achieve and will industry begin humming as before?

COVID-19 | Disruptive tech and SME innovation can boost the fight against the virus

However, there are limitations to AI algorithms, which makes seamless collaboration between technology and human expertise an essential requirement

Ease Equity Financing by empowering minority shareholders

SEBI should ease rules for equity financing which limit the ability of listed companies to raise ‘turnaround’ equity capital

Tweak in electricity act — timing a shocker

Amid lockdown, power ministry needs to allow more time for consultation on the proposed amendments to power legislation

COVID-19 | Little legroom for a big stimulus

While the need for a large fiscal stimulus is paramount, its prospects should be examined taking into consideration the scope for financing a large fiscal deficit.

COVID-19 | India can turn this crisis into an environmental and economic opportunity

The coronavirus pandemic is a reminder to all, especially India, that all forms of life is necessary and must be protected for our survival

COVID-19 | Monetary policy too needs fiscal support

A ballpark figure of this year’s anticipated deficit and a fair idea about how the crisis-expenditures will be reversed is crucial to address market fears

RBI COVID Package 2.0 | It’s not enough to assure banks to bear risks

Second package is better targeted towards NBFCs and HFCs, but could prove insufficient to meet the credit demands of those who need it the most.

Chart Of The Day | Monsoon forecasts: investors should look under the bonnet for a better picture

While the average number is easy to understand, the final numbers often vary from this and even then, the real story lies in the details.

Are Lockdown Bonds a balm for the virus-hit businesses?

Business failures can lead to loan defaults, NPAs, stress in the banking sector and a blow to the entrepreneurial spirit

Rural India needs more than just easing of Covid-19 curbs

Ground rules have to be set and monitored carefully to ensure that April 20 guidelines do not simply remain on paper

COVID-19 | India’s cities must no longer ignore their migrant workers

Our cities welcome the work done by migrants, but their presence is not. This is not a sustainable model of urban development. COVID-19 and the lockdown have only underlined this truth.

Here’s how to make the most out of the washed-out March quarter results

Companies with strong balance sheets will come out winners

COVID-19 | Measures to bring the trucking sector back on the road

When compared to the government-backed rail transport or corporate-backed aviation sector, the trucking industry is at the forefront of the financial crisis unravelling due to COVID-19

Trump takes aim at WHO, re-election in mind

The US President is clearly pursuing a domestic agenda and the threat is a part of it