The ‘India Growth Story’ Fails to Fully Account for Today’s IPO Surge
In recent months, India has witnessed an unprecedented wave of Initial Public Offerings (IPOs), capturing the attention of investors both domestically and globally. With a surge of companies entering the market, some observers are attributing this frenzy to the much-touted "India growth story." However,...
Invest Wisely in Energy Transition: Avoid Throwing Money After Bad Strategies
As the world grapples with climate change, the transition from fossil fuels to renewable energy has been hailed as a crucial step toward a sustainable future. However, despite the significant investments and widespread enthusiasm for green energy, the reality of the energy transition is...
The Global Economy Confronts Yet Another ‘Impossible Trinity’
In the field of economic theory, the concept of the "impossible trinity" posits that a nation cannot maintain a fixed foreign exchange rate, allow free capital movement, and implement an independent monetary policy simultaneously. As we navigate today’s interconnected landscape, this paradox becomes increasingly...
Management Gurus Should Write More Books on Corporate Failure
Whenever I visit a bookstore, I always make it a point to check the business section. It’s a treasure trove of insights, filled with titles that dissect the elements of corporate success. I find myself searching for books authored by management gurus, eager to...
Central Bank Battles Against Inflation: A Time for Reflection
In a decisive move, the US Federal Reserve has initiated a new cycle of interest rate cuts, signaling a shift in monetary policy aimed at addressing ongoing economic challenges. Last week, the 12 members of the Federal Open Market Committee (FOMC) voted to lower...
Intel CEO Moves to Further Cut Costs, Separate Chip Making and Design
Intel, a longtime titan in the semiconductor industry, is facing one of the most significant challenges in its history. Under the leadership of CEO Pat Gelsinger, the company is implementing a major overhaul aimed at cutting costs and reshaping its operations to adapt to...
There’s a Strong Case for the Fed to Go for a Bigger Rate Cut
This week, the U.S. Federal Reserve faces a pivotal moment: Should it opt for a moderate reduction in interest rates by 25 basis points, or should it make a bolder move by cutting rates by 50 basis points? With economic signals showing uncertainty, and...
Nike Inc. Makes a Bold Move: Introducing Its New CEO
In a bold move that has sent ripples through the sportswear industry, Nike Inc. has parted ways with Chief Executive Officer John Donahoe, replacing him with Elliott Hill, a longtime executive who previously retired from the company in 2020. This leadership change comes at...
The Fed’s Policy Pivot Complicates RBI’s Task
The U.S. Federal Reserve recently made a significant shift in its monetary policy by cutting its policy rate by a substantial half-percentage point. This move signals the Fed’s first rate cut since the pandemic and marks the beginning of a new phase of monetary...
Why Governments Are Reluctant to Reduce Fuel Prices Despite Declining Crude Oil Costs
Global crude oil prices have significantly declined in recent weeks, with the variety of crude oil that India imports currently priced at around ₹573 per barrel. This marks the lowest level since November 2021, just before Russia's invasion of Ukraine caused a spike in...
