BUSINESS
The Reading List: October 17, 2025
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
BUSINESS
Chart of the Day: Tea drinkers may rejoice, but growers and marketers may balk at price slide
A fall in tea prices has the industry worried, as it not only hurts realisations for plantations but also poses a conundrum for branded tea companies
BUSINESS
Chart of the Day: Alarm bells ring as Buffett indicator hits all-time high for US market
As US stock valuations surge to historic extremes—with the Buffett indicator hitting an unprecedented 217—a growing chorus of financial leaders is warning that the gap between market euphoria and economic reality has become dangerously wide
BUSINESS
The Reading List: October 10, 2025
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
BUSINESS
Chart of the Day: Securitisation growth slows for a second year as banks retreat
The need to free up capital is low right now for lenders
BUSINESS
Chart of the Day | AI poses growth challenges for IT services sector
Clients are yet to realise returns on the capital spends incurred on IT so far, in the post-Covid digitization trend
BUSINESS
The Reading List: October 3, 2025
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: NBFCs' faster loan growth hits policy transmission
Non-bank lenders do not have access to cheap source of funds
BUSINESS
Regulatory changes overshadow main monetary policy
MPC’s decision to maintain status quo on rates was expected. Its message on policy consistency and economic resilience was reassuring. The highlight, however, was the regulatory package to ease credit flow and smoothen banks’ transition to an enhanced risk standard
BUSINESS
Chart of the Day: Steel sector at a crossroads
The future of India’s steel industry hinges on overcoming key challenges to maintain leadership in the global market
BUSINESS
The Reading List: September 26, 2025
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: RBI’s short dollar positions limit its selling mojo to defend rupee
Balancing liquidity and the rupee’s level is getting tricky
BUSINESS
Chart of the Day: H1B visa sucker punch -- What’s at stake for Indian IT?
H1B employees may be only a slice of the workforce but are a very valuable one. Replacing them will be an expensive endeavour. All this, when valuations appear plump
BUSINESS
Chart of the Day: SEBI's REIT reclassification opens door to $20 billion commercial real estate market
India's Real Estate Investment Trust market is experiencing unprecedented momentum following SEBI's strategic reclassification, positioning the $20 billion sector for substantial growth
BUSINESS
The Reading List: September 19, 2025
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: Why FIIs cannot make up their minds on Indian bonds
Foreign investors are back to buying Indian bonds
BUSINESS
Indian Exports: A longer-term analysis reveals deep competitiveness issues
While recent export growth seems positive, a deeper look at 4-year data reveals a troubling competitiveness gap, with imports surging at more than double the rate of non-petroleum exports
INDIA
OPINION | Empowering India’s Sporting Future: Aligning with National Sports Policy vision
India’s National Sports Policy encourages investing in grassroots talent and infrastructure, fostering long-term growth, and supporting indigenous sports with the overarching aim of creating a thriving sports ecosystem
BUSINESS
The Employment Divide: Rural India's job growth outpaces urban centres as unemployment falls to 5.1%
India's unemployment rate declined to 5.1 percent in August 2025, but beneath this headline figure lies a tale of two economies—one rural and recovering, the other urban and uncertain
TECHNOLOGY
OPINION | AI regulations need to let technology find its way forward and avoid intervention in anticipation of harm
FM Nirmala Sitharaman recently said that AI regulations need to keep pace with rapid technological advancements. A lawyer argues that the best way to achieve this goal is to adopt a principles-based approach, with enforcement triggered only when harm is visible
WORLD
OPINION | Golden Visas and Residency: India’s growing influence in global diplomacy
Countries are using residency and Golden Visa programmes to attract India's wealthy and skilled professionals, reshaping India's global economic, diplomatic, and cultural influence while posing domestic challenges
BUSINESS
Chart of the Day: Defence sector takes off
India’s defence sector is gaining altitude, driven by GST cuts, fresh procurement orders, and an ambitious roadmap to modernise military capabilities.
BUSINESS
The Reading List: September 12, 2025
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: Is life insurance a distribution problem in India?
Banks hold disproportionate sway over life insurance policy sales in India
