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
BUSINESS
WTO on what Trump’s trade war could cost the world
The WTO’s latest ‘Global Trade Outlook’ quantifies the negative impact on global merchandise trade and on GDP from Trump’s weaponisation of tariffs
BUSINESS
IMF flags geopolitical shocks as threats to global markets
The IMF’s latest Financial Stability Report underscores the growing impact of geopolitical tensions on global asset markets, warning that trade disruptions and policy uncertainty pose systemic risks
BUSINESS
Trump’s Tariff U-Turn: A reprieve, not a resolution
A sharp spike in Treasury yields triggered an abrupt pause in planned tariff hikes. While the U-turn is welcome, it sends disturbing signals about policy making under Trump
BUSINESS
Metamorphosis: How Uncle Sam became Uncle Scrooge
What is Trump’s strategy behind the global trade disruption?
BUSINESS
Obituary: The Rules-Based International Order (1945-2025)
This is to notify the passing of our beloved Rules-Based International Order, aged 80 years, in the Rose Garden, White House, Washington DC, on April 2, 2025
BUSINESS
How America plans to rewire the global economy—and who will pay the price
In a rapidly shifting geopolitical landscape, the U.S. is rethinking its approach to global trade. A paper written by a key Trump economic advisor outlines a bold and controversial strategy to reshape America’s economic future. This strategy challenges long-standing financial norms, redefines relationships with allies and adversaries, and signals a major shift in how the US engages with the world
BUSINESS
Data at a Glance | When was the last time policy uncertainty was so high?
The world is gripped by a growing sense of unpredictability. Markets are wavering, businesses are treading cautiously, and consumers are feeling the strain. How deep is the unease, and how does it compare to previous episodes of massive uncertainty?
BUSINESS
What's the main worry in India's economic outlook?
India's economic outlook gets a reality check in the finance ministry’s latest review. Amid resilience and risks, the report hints at what could drive—or derail—growth ahead
BUSINESS
Flash PMI’s low selling price inflation will help MPC cut rates as Trump tariffs loom
India’s private sector continues to show strong growth momentum, according to the Flash PMI for March. But while domestic demand is robust, the Monetary Policy Committee must take into account the impact of Trump’s reciprocal tariffs
BUSINESS
Venezuela’s happier than India — Maybe, chaos is the key to happiness
India has inched its way up the World Happiness Report 2025, landing at rank 118 — a victory worth celebrating if you enjoy beating Burkina Faso and Chad. Clearly, all it takes to be happy these days is a sprinkle of chaos and a dash of despair
BUSINESS
Tariff Troubles: Why Trump’s trade war is more about politics than policy
Donald Trump’s tariff policies have long been viewed as impulsive, yet new research suggests a calculated strategy — rewarding allies and punishing opponents. A closer look reveals that political connections played a pivotal role in determining which firms secured tariff exemptions
BUSINESS
Trade Winds Shift: India’s services strength masks export concerns
India posted an overall trade surplus in February 2025, driven by a robust surplus in services trade that offset a merchandise trade deficit. While this provides some relief amid global trade uncertainties, weak merchandise exports, looming US tariffs and rising imports from China highlight lingering concerns in India’s trade landscape
BUSINESS
With inflation cooling, monetary policy will deliver growth support
India’s economic landscape is shifting as cooling inflation paves the way for a more accommodative monetary policy. With the RBI easing rates and liquidity conditions improving, policymakers are now focusing on reviving growth amid global uncertainties
BUSINESS
India’s share of global arms imports falls on local production boost
India’s declining dependence on arms imports reflects its growing defence self-sufficiency. As SIPRI’s latest report highlights, India’s efforts to boost indigenous production have steadily reduced its reliance on foreign suppliers
BUSINESS
Tuhin Pandey’s SEBI brings fresh hope with a focus on trust and transparency
In his first major public engagement, Sebi’s chairman laid out a vision. It promises to usher in a regulatory approach that is not overzealous. Instead, there will be a push to be mindful of trade-offs and a willingness to listen to feedback. He’s promised 'optimum regulation'
BUSINESS
Project 2025: Disowned by Trump, yet echoing his agenda
Despite Trump’s public disassociation from Project 2025, its policies mirror his administration’s priorities—from border security to economic nationalism. The document provides key insights into a potential second Trump term, with implications for global trade, defence, and U.S.-India relations
BUSINESS
China’s Two Sessions meeting: Domestic demand takes centre-stage in economic strategy
China has set an ambitious 5 percent GDP growth target for 2025, despite economic headwinds and rising global protectionism. To achieve this, Beijing is ramping up domestic demand, fiscal stimulus, and high-tech innovation, while pledging further economic openness
BUSINESS
The road to 2047: Can India break free from ‘Business-as-Usual’?
Twelve years ago, the Economic Survey foresaw India's economic trajectory with striking accuracy. Now, the World Bank's latest report echoes similar concerns, mapping out three possible paths for India's future—one of transformation, one of stagnation, and one in between. The question remains: which road will India take?
