BUSINESS
Chart of the Day: AI product launches drive valuation reset
Anthropic's launch of new AI capabilities for its Claude "Cowork" agent triggered a brutal selloff in IT stocks globally, with India's software exporters suffering their worst single-day decline in nearly six years as investors feared AI automation could render traditional software business models obsolete.
BUSINESS
The Reading List: February 6, 2026
Our research and opinion teams have curated a selection of articles and social media gems from the world of economy, business and finance for your weekend read
BUSINESS
Chart of the Day: A snapshot of transmission pain for RBI
Transmission of accommodative policy on bond yields has been a failure this time.
AUTOMOBILE
Chart of the Day | Legacy automakers’ market share in electric two-wheelers surges
New age firms are incurring huge EBITDA losses and supported by investor funding
BUSINESS
OPINION | India-US trade deal represents a macro-positive development
India’s sound macroeconomic indicators will be complemented by the announcement. It should ease the pressure in financial markets and enable economic growth
BUSINESS
Chart of the Day | What the Union Budget reveals about government priorities
While roads and bridges get a massive funding boost, education and health receive less than 5% of the Budget, showing where the priorities really lie
BUSINESS
The Reading List: January 30, 2026
Our research and opinion teams have curated a selection of articles and social media gems from the world of economy, business and finance for your weekend read
BUSINESS
Budget Snapshot: How states are messing up the sovereign’s debt market standing
States’ bond supply is making investors dump even central government bonds.
BUSINESS
Budget Snapshot | Will the Budget drive capex in data centres -- the next big opportunity?
India ranks lower compared to many countries in terms of data centre investments
BUSINESS
The Reading List: January 23, 2026
Our research and opinion teams have curated a selection of articles and social media gems from the world of economy, business and finance for your weekend read
BUSINESS
Budget Snapshot: Are divestment targets set only to be missed?
Divestment targets hardly seem relevant when reliance has reduced.
BUSINESS
Budget Snapshot: For defence, execution matches allocation
This year's Budget narrative shifts from headline allocations to the critical challenge of translating record order backlogs into tangible, profitable deliveries, making execution the true test for both national security and investor returns
BUSINESS
The Reading List: January 16, 2026
Our research and opinion teams have curated a selection of articles and social media gems from the world of economy, business and finance for your weekend read
BUSINESS
Budget Snapshot: Fiscal goals need the hand of the states
States need a glide path to fiscal prudence just like the central government
BUSINESS
Budget Snapshot | Budget Day for Markets -- Much ado about nothing?
No clear pattern emerges that suggests Budget Days are trend-changing events for the Indian market
BUSINESS
From young minds to national leaders: How VBYLD is shaping India’s future
The Viksit Bharat Young Leaders Dialogue empowers Indian youth to shape national policy through innovation, cultural expression, and leadership, connecting grassroots ideas with decision-makers, including ministers and the Prime Minister.
BUSINESS
The Reading List: January 9, 2026
A selection of articles and social media posts from the world of economy, business and finance curated by our research and opinion teams
BUSINESS
Budget Snapshot: RBI surplus could play a big role in fiscal prudence for FY27
Relying on dividends for fiscal prudence is fine sporadically, but not as a habit
BUSINESS
Budget Snapshot | The fiscal tightrope
IMF estimates central government's upcoming Budget may not further lower fiscal deficit figure as revenue dips and interest costs rise
BUSINESS
The Reading List: January 2, 2026
A selection of articles and social media posts from the world of economy, business and finance curated by our research and opinion teams for your weekend read
BUSINESS
Budget Snapshot: Nominal GDP growth deceleration complicates fiscal maths
The fiscal maths of the Budget is under threat as nominal GDP growth decelerates
BUSINESS
Chart of the Day | Flexi cap funds redefine investor strategy in 2025
The concentration of flows in flexi cap funds, coupled with rising interest in gold and silver ETFs reveals a market seeking both flexibility and hedging instruments
BUSINESS
The Reading List: December 26, 2025
Our research and opinion teams have curated a selection of articles and social media posts from the world of economy, business and finance for your weekend read
BUSINESS
Chart of the Day: Why RBI’s bond purchases would be historically high in FY26
Policy transmission has been the goal of bond purchases
