POLITICS
From Geopolitics to Markets: Tracking investment clues from Alaska to Red Fort
India's strategic pivot towards self-reliance amid geopolitical turmoil creates a compelling investment narrative for domestic-focused sectors
BUSINESS
From Independence to 2047: How economic liberalisation transformed India, will drive future growth
As India aspires to become a developed economy by 2047, understanding the transformative power of economic liberalisation—which has already delivered unprecedented growth and lifted millions from poverty—becomes crucial for charting the nation's path forward
BUSINESS
RBI surveys confirm Indian consumption divide
RBI’s latest consumer confidence surveys reveal a deepening divide between rural resilience and urban hesitation in discretionary spending
WORLD
Weekend Wild Card: Nothing says 'INDIA IS OUR FRIEND' like a 25% tariff
US President Donald Trump on Wednesday announced 25% tariffs and an additional penalty against India ahead of the August 1 deadline.
BUSINESS
Govt capex rises sharply in Q1, but low tax revenue growth a slowdown signal
Central government spending surged dramatically in Q1 FY26, with the fiscal deficit more than doubling to Rs 2.8 lakh crore compared to the same period last year. While total expenditure jumped to Rs 12.22 lakh crore, a staggering 46 percent increase in interest payments now consumes nearly one-third of all government spending, highlighting India's growing debt burden and constrained fiscal flexibility
BUSINESS
With tariff wars raging, why is the IMF suddenly bullish on global growth?
The IMF's upgraded 2025 global growth forecast defies tariff war fears – here’s why optimism persists despite rising protectionism
BUSINESS
10 out of 23 manufacturing sectors’ production lower than pre-COVID period
IIP data for June 2025 reveals that 10 out of 23 manufacturing segments are producing less today than before the pandemic, exposing a structural crisis that's forcing millions into low-productivity jobs rather than the industrial employment India needs
BUSINESS
What RBI economists are saying about key economic questions on demand, capex, trade and markets
Despite global cheer, Indian markets turned cautious in July, mirroring the RBI's broader narrative — resilience at home, uncertainty abroad, and discomfort over macro risk pricing
BUSINESS
Data Story: Rising urban unemployment, falling LFPR may be signalling weak demand
While India's unemployment rate appears stable at 5.6 percent in June 2025, a deeper dive into labour force participation reveals troubling undercurrents in the job market
BUSINESS
Market Menu: TACO to TART
Trump’s renewed tariff threats challenge the market’s long-held assumptions of policy restraint, raising the stakes for global trade stability
WORLD
Weekend Wild Card: Travel advisory alert for Trumpistan
Carry loads of cash when visiting Trumpistan if you are travelling by a foreign airline--tariffs on foreign flights may suddenly be increased by 200 percent.
BUSINESS
How the US is using tariffs to undermine China’s global trade network
The latest US tariff threats appear chaotic on the surface but reveal a deeper strategy aimed at stalling China's rise while also extracting concessions from allies
BUSINESS
Is India more socialist than China?
India's surprisingly low inequality score has it beating "socialist" China and Vietnam at their own game—but the numbers hide a complex reality
BUSINESS
Quick Take: Asian stocks resilient despite new tariff threats, but is there a Trump strategy in play?
Financial markets are displaying scepticism toward Trump's new tariffs, with Asian stocks remaining resilient and currencies stable as investors bet these threats are merely negotiating tactics
INDIA
Weekend Wild Card: A spectre is haunting Kerala, the spectre of Zumba
TRENDS
Why India’s nutrition crisis is an economic one
Nearly two-fifths of Indians can't afford enough calories—an alarming statistic with deep economic consequences
BUSINESS
BIS sees no soft landing ahead as trade wars, financial risks multiply
When even the BIS sounds nervous, it’s time to pay attention. Its latest report is an alarm bell for a global economy on the brink
BUSINESS
RBI report reveals India’s consumption boom powered by affluent borrowers
The Reserve Bank of India's latest Financial Stability Report exposes a troubling truth: India's consumption-driven growth is increasingly powered by wealthy households who can access cheap credit
BUSINESS
Weekend Wild Card: Dubious insider reveals Trump’s yuge Nobel Grand Slam
We submit below the transcript of an allegedly secret meeting of the committee to decide the Nobel Awards for this year, clandestinely smuggled to us by a shady source:
BUSINESS
Decoding Economics: Piketty’s new research reveals how the Global South was impoverished to enrich the North
A ground-breaking new analysis by Thomas Piketty and Gaston Nievas reveals how centuries of colonial exploitation systematically transferred wealth from India and other colonies to Europe, fuelling Western prosperity at the expense of the Global South. Their research suggests that, had these transfers not occurred, India could have ended up owning vast assets in Britain itself
BUSINESS
Are markets becoming immune to war, geopolitics?
Despite ongoing conflicts from Iran-Israel tensions to the Ukraine war, global equity markets continue their remarkable resilience, barely flinching at geopolitical upheaval. This phenomenon reveals a fundamental shift in how modern markets process risk—filtering every crisis through a single lens: will this affect corporate earnings?
BUSINESS
US strike on Iran: signals for global, Indian policymakers and investors
The US strikes on Iran have exposed a fundamental shift in international relations, where diplomatic agreements are increasingly viewed as disposable and military action speaks louder than negotiated settlements. This erosion of trust is forcing nations worldwide to reconsider their foreign policy strategies, defence spending priorities, and trade and investment approaches
BUSINESS
Israel-Iran Tensions: How oil, trade, and US strategy fuel the conflict
The Israel-Iran conflict isn’t just about ideology—it’s a fierce struggle over oil routes, trade corridors, and regional dominance. Beneath the headlines lies a complex web of U.S. strategy, Gulf alliances, and competing global powers
BUSINESS
The curious case of the US dollar in the time of the Israel-Iran conflict
The US dollar, long seen as the ultimate safe haven, is behaving oddly in the face of geopolitical and economic stress. Despite high bond yields and global uncertainty, the greenback is weakening — and that’s raising deeper questions about its future
