The recently released GDP data has led to lots of questions and puzzles as the data is at odds with the historical trend of consumption growth broadly mimicking GDP growth. The difference of 4.5 percentage points between GDP growth and consumption growth in 2023-24 is the highest since 1951-52, as against a maximum difference of 0.5 to 1 percentage points in earlier years
Hindustan Unilever’s investors are unlikely to bemoan parting ways with its ice cream business. But they should pay more intention to parent company Unilever’s launch of a productivity plan
Attempts to free sugar mills from government control ended because the mills couldn’t cope with populist sugarcane pricing and production gluts. Decontrol of prices of phosphatic and potassic fertilisers was reversed after a decade of moderate success because of global supply shocks. Complete deregulation will have to wait for a developed India
The two regulators have their individual goals beyond the common goal to restore credibility. SEBI is concerned about the froth in asset prices, concentrated positions in illiquid small-cap shares and an unhealthy craze among retail investors for trading options. The RBI’s worries run deeper as India could be on the cusp of a new multiyear investment cycle and losing oversight of credit flows at this critical juncture could turn out to be a costly mistake
She mistimed the offloaded of shares in both companies, an epic miscalculation given how AI is giving chip companies a second wind. Cathie Wood is now sounding the alarm on chip stocks. Given her track record, one has to take Wood’s comments with a grain of salt. Among providers of mutual and exchange-traded funds, her firm Ark topped the chart in wealth destruction. But her caution nonetheless resonates with those who worry we are nearing another dot-com burst
Several analyses of Google searches have shown Indian food to be among the Top 5 most sought-after cuisines across the US. When introduced in the US, butter chicken, with its bright bronze hue, creamy tomato-based texture, tender chicken chunks, and less spicy ingredients, felt more accessible to Americans. After all, it’s chicken in a cream sauce
Concerns arise that rising Japanese rates might prompt investors to seek higher yields in domestic markets
Blinkit was a gamble that worked out and is now the company's core business model. However, the company is now climbing up the value chain and will confront the big boys of e-commerce.
Investor appetite might be whetted for bolder action on the group’s bloated portfolio
There have been multiple attempts by economists, central bankers and government officials to wean the public off currency and nudge them towards using digital payment platforms but cash tends to bounce back
Digital is vital for creating awareness but for long term sustainable branding, television is still the primary medium to choose for companies
With the Gandhi siblings, Rahul and Priyanka, seemingly undecided on contesting from the family’s two pocket boroughs in India’s most politically important state, it is yet another loud signal to the Congress party’s regional leaders, rank-and-file, and voters that the duo are clueless about reclaiming lost political space in these two constituencies or the larger Uttar Pradesh
The RBI’s state of the economy report surmises that the Indian economy is experiencing a conducive macroeconomic configuration that can be its launching pad for a step-up in its growth trajectory
For most of this century, the UK was the biggest beneficiary among the 27 countries in the EU. Measured by gross domestic product, GDP per capita growth, unemployment and superior debt, equity and currency valuations, Britain was the perennial leader. Now on all these, the situation has reversed and the UK is trailing
In this edition of Moneycontrol Pro Panorama: IT stocks still a favourite despite earnings cut, learn to predict market price reversals to stay ahead, impact of recent tyre price cut explained, Trump's tantrums a sign of what's to come, and more
Central bank becomes world’s last to unwind ultra-loose monetary policy after signs of lasting end to decades of deflation
Opposition parties are carping that the seven phases schedule spanning from April to June will benefit BJP. But is that really the case? Aren’t they conflating various advantages that BJP already enjoys with the schedule?
The stage is set for the upcoming Lok Sabha polls as the BJP and Opposition parties begin their campaign. The electoral verdict will hinge on promises that resonate with voters, shaping the course of our nation's destiny
China's hunger for metal is so voracious that plans for mining the materials needed for the energy transition stand or fall on whether the current real estate crash will allow millions of metric tons of copper, aluminum and nickel to be diverted from apartment fittings toward solar panels, electric cars and wind farms
Donald Trump’s always been willing to sell his name to the highest bidder. There’s no reason to believe that Trump, whose businesses collected millions of dollars from foreign governments and officials while he was president, won’t have a for-sale sign out now that he’s struggling with the suffocating weight of court judgments
A tie-up that brings Google’s Gemini AI to Apple’s iPhone is a deal that can solve short-term headaches for both companies. Apple devices will get a taste of the cutting-edge AI customers will soon expect as standard and that developers are already demanding. And for Google, its tragicomic tryst with Gemini may be forgotten if iPhone users start taking it seriously
RSSFACTS: The Akhil Bharatiya Pratinidhi Sabha and Akhil Bharatiya Karyakari Mandal discuss important contemporary societal issues and pass resolutions indicating the RSS view point. The ABPS’s stinging rebuke of the atrocities at Sandeshkhali indicates that the Sangh is intent on pursuing justice for the victims
The price cut particularly in truck tyres paints a cautious outlook for CV demand and tyre sector's profitability that may have peaked
The US may impose sanctions on Venezuela from April. That will pose a challenge for India as it has been a key source of crude oil at a discounted price
Totems of ultra-easy money have been retired in Japan. Just don’t expect this rate hike to be the start of a cycle