INDIA
Atmanirbhar Bharat roadmap in PM’s speech
Need of the hour due to Global uncertainty, GST reform to boost consumption
BUSINESS
The big beautiful monetary policy
RBI Governor Sanjay Malhotra and his MPC colleagues have tailored monetary policy to boost economic growth. It’s the most appropriate decision when seen in the backdrop of a likelihood that investment is expected to dip this fiscal. That said, the key to an investment revival is a significant increase in demand
POLITICS
India and Pakistan aren’t getting re-hyphenated
India's emergence as a significantly large economy, ahead of Japan sometime this year, will ensure that doesn't happen. But India will have to ensure that it emerges as the leading player in the China +1 strategy of MNCs and has access to the top AI technologies to translate its recent military triumph into a wider strategic victory
POLITICS
India and Pakistan - An immoral equivalence by the Western media
The US conducted approximately 430 drone attacks between June 2004 and July 2018 in Pakistan, resulting in between 2,500 to over 4,000 deaths. Western media was not notably vociferous in demanding rigorous proof about the guilt of the targeted persons. Most anti-terrorism operations are mounted based on intelligence inputs, which would not pass the ‘beyond reasonable doubt’ criteria of criminal trials
BUSINESS
Who can get Trump to back off? Markets
Markets, not Congress or courts, have proven the only effective check on Trump's erratic trade policies. Investor backlash forced policy reversals, creating uncertainty for global trade partners like India amid ongoing US-China tariff negotiations
BUSINESS
President Trump has embarked on a remarkable economic experiment
It's perhaps the most right-wing government in recent American history which is dismantling the post Second World economic order and post-cold war economic order, which was largely set up by the US, on the ground that low-income Americans have been hurt. That’s a turn of events which few could have foreseen
BUSINESS
A hedge fund owner founded DeepSeek, showcasing the potential of capitalism
A Chinese hedge fund, high-flyer, has transformed into DeepSeek, a pioneering AI company, challenging traditional capital-intensive models. Its success underscores the unpredictable creativity of capitalism, where even speculative sectors like hedge funds fuel technological breakthroughs
BUSINESS
RBI’s monetary policy marks clear change of direction in regulation
Governor Malhotra highlights the trade-offs between regulations aimed at enhancing consumer protection and stability, and efficiency. Also, the underlying message is that there may be a greater weightage placed on economic growth
BUDGET
2025 Budget signals a shift in priorities
Clearly the intention is to shift to demand-led growth rather than continuing to boost the supply side by building infrastructure.
BUSINESS
To rekindle the 1991 spirit, unshackle economic activity
A strict comparison with 1991 is inappropriate because India’s not confronting a balance of payments crisis. However, there’s a discernible sense of unease about the economy. To dispel gloom and inject optimism, the union budget should roll back state overreach and lower tax incidence. A signal in the budget speech of a larger reform agenda will help
BUSINESS
China@75 – Uncertain future as State tightens its grip
Despite formidable achievements and the recent ‘big bazooka’ stimulus, the hostility to the private sector casts a pall over the future. Moreover, trends such as a looming demographic crisis don’t augur well
BUSINESS
No need to raise capital gains tax for now
It could hit emerging equity culture, hurt foreign inflows. The government should hold its hand at this stage of the development of Indian stock markets and economy
BUSINESS
Economic reforms to remain on track: Brokerages
Analysts expect the NDA coalition to hold firm as it was formed before the elections, with consensus on policies and no contentious issues to cause a rift among partners.
