BUSINESS
Chart of the Day | After a remarkable 2025 rally, can gold’s momentum continue?
Gold shattered 50 all-time highs and surged over 60% in 2025—now analysts are asking whether the rally can extend into 2026, with forecasts ranging from cautious optimism to predictions of $5,000 per ounce
BUSINESS
Insurance cut delivered, liquidity rush promised, and RBI ready to support further if needed
RBI announcements this morning managed to deliver it all. There was a rate cut, there were liquidity infusions, and also a dovish tone for further support if needed.
BUSINESS
The Reading List: December 5, 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 forex intervention seems to lack REER input
REER shows the rupee is undervalued as of October
BUSINESS
Chart of the Day | From distress to mainstream: The rise of gold loans in India
Contrary to popular perception, gold loans are no longer primarily distress-driven
BUSINESS
Chart of the Day: How competitive is India on the corporate tax front?
The 2019 corporate tax cuts have yielded India a more favourable ranking, but some competing Asian economies continue to enjoy a comparative advantage
BUSINESS
Chart of the Day | India Inc return ratios hit a 14-year high, sign of capex revival?
As ROCE and ROA improve, the next cue to capex revival would come from sustained demand expansion
BUSINESS
Chart of the Day | Credit Boom: Businesses see financial flows jump sharply in first 7 months of FY26
A sharp uptick in both bank credit and non-bank financing is fuelling easier access to capital for India's commercial sector, with total financial flows rising nearly 24 percent in the first seven months of FY26
BUSINESS
Chart of the Day | IT sector continues to navigate uncertainty
Gartner predicts that by 2026, global spending on software incorporating generative AI will actually surpass spending on traditional software without AI capabilities
BUSINESS
The Reading List: November 21, 2025
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
INFRASTRUCTURE
Chart of the Day | Will compliance of new emission norms turn the tide for construction equipment makers?
The CEV-VI emission norms that were rolled out in January put the Indian industry on par with global counterparts
BUSINESS
Chart of the Day: Mortgages growth to slow for NBFCs as competition, slowing home sales weigh
Public sector banks have undercut NBFCs aggressively in the home loan market
BUSINESS
The Reading List: November 14, 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: Is the gold rally a warning about inflation ahead?
Markets have not priced in a sharp uptick in global inflation
INFRASTRUCTURE
Chart of the Day | The growing case for InvITs in infrastructure financing
The relative outperformance of InvIT returns to other comparable instruments such as REITs, debt instruments or corporate bonds, is seeing retail investor appetite grow for these instruments
BUSINESS
Why is SEBI warning against digital gold?
SEBI has issued a stark warning about digital gold investments, revealing they operate in an unregulated space with no investor protections, despite their growing popularity among smartphone-savvy Indians
BUSINESS
Chart of the Day | Is OFS exodus a warning sign?
In the first eleven months of 2025, OFS accounted for nearly 65 percent of all IPO proceeds by value
BUSINESS
The Reading List: November 7, 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: Lending to infrastructure grows -- at one-year high rate
Power and ports drove the credit increase to infrastructure sector in September
BUSINESS
OPINION | Companies Act Amendments: A renewed push to ease doing business
Parliament’s winter session is expected to see a bill to amend the Companies Act, with the aim of removing superfluous requirements and also harmonising the law with contemporary business needs
POLITICS
OPINION | Bihar Votes: Women voters likely to stick to the tried and tested Nitish Kumar's promises
It’s raining sops for women in election manifestos as the two main alliances compete for their votes. A journalist who journeyed through the state argues that Nitish Kumar’s track record of delivery over 20 years appears to outweigh promises of greater benefits from the Opposition
BUSINESS
OPINION | Ensuring a Level Playing Field: How regulation can prevent AI from stifling competition
A recent study by the competition watchdog shows AI-led market concentration is rising. Expect a regulatory pushback as the still coalescing philosophy is directionally clear: data asymmetry is both a competition and a governance problem
BUSINESS
OPINION | Ways to engender trust in AI
Despite its popular appeal, generative AI does not intrinsically inspire universal trust. Incorporating source references, continuous feedback and improvements to the AI systems will help users grow more confident and less sceptical
BUSINESS
Chart of the Day: While India restricts, US embraces 0DTE trading
While India's aggressive regulatory crackdown on options trading drives participants away and volumes down, US markets are witnessing explosive growth in ultra-short-duration 0DTE options, with retail traders now dominating a market segment that has grown 700% in five years.
