BUSINESS
Data Story: FY25 corporate data shows strong financials, but capex growth signals caution
India Inc delivered its strongest financial performance in over a decade during FY25, with Return on Capital Employed hitting multi-year highs while maintaining healthy balance sheets. However, sluggish capital expenditure and cooling credit growth signal potential headwinds for the economy ahead
BUSINESS
The gap between Budgetary promises and cold cash
Government budgets often promise the moon but deliver significantly less when it comes to actual spending. Our analysis of FY25 central government expenditure reveals a disconnect between rhetoric and reality, with several key ministries spending much lower than their allocated budgets while others exceeded their limits
BUSINESS
The yawning gap between GDP data and consumer sentiment
India’s GDP grew by 6.5 percent in FY25, and key economic indicators appear robust, according to data from the National Statistics Office. Yet, consumer sentiment surveys from the RBI suggest income concerns and weak urban demand—highlighting a growing disconnect
BUSINESS
Global growth slows, but markets soar: What's driving the disconnect?
While global economic forecasts are being lowered, stock indices from the US to developed markets are hitting new highs. Dig deeper to see why TACO, tech dominance, and income inequality may be driving this strange boom
WORLD
Weekend Wild Card: Kill Bill - Elon’s big beautiful sequel
In a series of tweets, the Tesla chief castigated Trump’s ‘’Big, Beautiful Bill’’, calling it ‘a disgusting abomination’.
BUSINESS
Data Story: What the FY25 GDP data tell us about long-term changes in the Indian economy
India’s economic structure has shown remarkable consistency over the past decade, defying ambitious targets for transformation. Despite policy pushes, the promised manufacturing revival remains elusive while services surge ahead
BUSINESS
OECD: India set for modest growth, limited easing while global risks rise
The OECD’s latest Economic Outlook paints a mixed picture for the global economy, projecting slower growth and rising uncertainty. While the US is set to cool off sharply, India manages to hold its ground
BUSINESS
IIP data confirm PM's warning on foreign imports
India's industrial production registered a modest 2.7 percent year-on-year growth in April 2025, marking a weak start to FY26 despite outperforming expectations, given the core sector's dismal 0.5 percent expansion. The sluggish performance reflects deeper structural challenges in the manufacturing sector, particularly in consumer goods production
BUSINESS
Data Story: India’s fourth largest economy status comes with a K-shaped reality
India’s ascent to the world’s fourth-largest economy marks a milestone. But the rising GDP has been accompanied by a sharp increase in inequality
INDIA
Weekend Wild Card: How Shashi Tharoor won the Diplomatic War for India
An alleged transcript of a purported interaction between Shashi Tharoor, Donald Trump and Elon Musk, gathered from very unreliable sources
BUSINESS
Decoding Economics: Are consumer sentiment surveys misleading?
Despite steady economic growth and rising incomes, consumer sentiment in India and the US remains surprisingly gloomy. A new study explores why people may feel worse off even when they’re actually spending more than before
BUSINESS
Is India’s growth accelerating? All eyes on Q4 GDP numbers
India's Q4 GDP data, due on May 30, could offer critical clues on whether the economy is gaining momentum or plateauing. From sectoral trends to corporate investment signals, there's a lot riding on this print
BUSINESS
Data Story: India's core industrial output stalls in April: What the numbers reveal
India’s core industrial sector has stumbled out of the gate in FY26. A sharp drop in growth in April raises fresh questions about the strength of the recovery — and one heavyweight sector may be to blame
BUSINESS
Data Story: China’s long game shows in its strategic move away from US debt
The UK has overtaken China as the second-largest holder of US Treasury securities in March 2025, raising questions about China’s long-term strategy. Is this a sign of decoupling from the US?
BUSINESS
Global fund manager survey reveals contrarian bets in post-truce market
The latest Bank of America Global Fund Manager Survey offers a snapshot of institutional positioning prior to the US-China trade truce. Interpreted through a contrarian lens, the data points to several asset classes that may be poised for a reversal as geopolitical tensions ease
BUSINESS
Data Confirms PM Modi’s Warning: Global report shows terrorism is devastating Pakistan
Prime Minister Modi’s stark warning to Pakistan—that terrorism will be its undoing—is not just rhetoric. The 2024 Global Terrorism Index backs his words with hard-hitting numbers, showing Pakistan as one of the most terror-ravaged countries in the world, even surpassing war zones like Syria and Somalia
BUSINESS
Why China’s calm response to Trump’s tariffs worked — and what comes next
Markets cheered the lowering of tariffs in the US-China trade war. But the underlying uncertainty remains
BUSINESS
Data Story: What’s driving FPIs back to India? A solid economic signal
As major global economies struggle with sluggish growth and the effects of Trump’s tariffs, India has emerged as a rare bright spot in the April 2025 PMI data
BUSINESS
Data Story: India beats global average in workplace engagement but falls short on life satisfaction
As AI and disruption shake up the workplace, Gallup’s 2025 State of the Global Workplace report finds morale and life satisfaction among workers under serious strain Manas Chakravarty
BUSINESS
Warren Buffett: Cathedral capitalism vs casino capitalism
Warren Buffett’s final bow as CEO at the Berkshire Hathaway meet was everything fans of the Oracle could have hoped for: thoughtful, candid, and full of macro reflections. From trade policy to capitalism and the real meaning of wealth, Buffett left behind more than a succession plan—he left a philosophy
BUSINESS
What’s dragging down industrial production?
Industrial production growth in the Jan-March 2025 quarter was lower than in the preceding quarter, suggesting that industrial growth has already lost momentum, even before the impact of any tariffs and disruption in world trade
BUSINESS
Data Story: Where India stands in global military spending
According to new data released by the Stockholm International Peace Research Institute (SIPRI), global military spending surged in 2024, with India maintaining a steady rise while keeping its defence budget within fiscal limits. Despite spending only a fraction of China’s defence outlay, India remains among the top global military spenders.
BUSINESS
Data Story: IMF projections highlight shifts in US, China economic trajectories
The US-China tariff wars have reshaped global trade dynamics, with far-reaching economic implications. IMF projections offer insight into how both nations may evolve through 2030 amid rising protectionism
BUSINESS
IMF report reveals which countries are most and least affected by Trump’s tariffs
How do you forecast global economic growth when unpredictability is the only constant? The IMF’s answer in its newest World Economic Outlook is to present not one, but multiple growth scenarios, shaped by the evolving US-China tariff tensions and other global headwinds
