BUSINESS
The Reading List: March 27, 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: India’s forex reserves and the debate on adequacy
Analysts reckon that forex reserves should be adjusted for the RBI’s forward contracts while assessing their adequacy
BUSINESS
Chart of the Day: Tractor sales to slow down in FY27 after a blowout FY26
GST rate cuts and a healthy agriculture sector led to a 22% surge in tractor demand in the current fiscal. But a high base effect and projections of unfavourable weather for farms hangs over FY27
INDIA
CAPF Bill 2026: Reaffirming the Institutional Necessity of IPS Leadership
District policing remains the most critical formative phase in an IPS officer’s career.
BUSINESS
The Reading List: March 20, 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: As war pricks MSMEs, banks must sharpen attention on their loans
Small firms that feel the pressure of the war on earnings must be assessed for defaults by banks
BUSINESS
Data Story: Kiranas are getting squeezed by quick commerce, modern trade channels
In All-India metro markets in 2025, quick commerce and modern trade channels grabbed 3.1 percentage points of share away from kiranawalas
BUSINESS
Chart of the Day: Market mayhem — Which sectors took a direct hit?
Indian benchmark indices have shed over 8 percent since American and Israeli forces struck Iran, but the damage has not been spread evenly. Certain sectors have taken a far heavier blow
BUSINESS
The Reading List: March 13, 2026
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: Benign February retail inflation isn’t cause for relief
With LPG price increases, the effect of West Asia war would be felt in March inflation, posing a risk to markets and monetary policy
BUSINESS
Chart of the Day | Volumes to drive corporate revenue growth in FY27
Nearly two-thirds of sectors are expected to see healthy volume growth drive sales growth in FY27, which is good news for earnings. But, these projections could go awry if one risk plays out
BUSINESS
The Reading List: March 6, 2026
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: West Asia's shadow on FY27 current account deficit
A widening of the CAD may not be alarming but it surely will drag an already battered rupee down
BUSINESS
OPINION | From Rules to Resilience: Rethinking India’s approach to AI governance
AI risks are dynamic, context-dependent, and often systemic, requiring governance that is equally adaptive
BUSINESS
OPINION | Why India’s textile PLI must shift focus from capacity expansion to market creation
The success of the Indian textile industry will now be measured by the quality of its international relationships. Policy can institutionalise demand creation
BUSINESS
Why private capex revival should be made a priority
BUSINESS
Chart of the Day: Why India topping the skyscraper index is bad news
India's booming skyline is a marvel of ambition — but history warns that the higher you build, the harder the fall.
BUSINESS
The Reading List: February 27, 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: Road construction pace falls to a near-decadal low
Order flows in the EPC sector linked largely to road projects fell sharply in Q3FY26
BUSINESS
Chart of the Day: What does surging loan ticket size say about Indian households?
Ticket sizes have increased, but higher sizes demonstrate better asset quality as well
BUSINESS
Chart of the Day | India's luxury homes: Bigger, costlier, and selling fast
India’s premium housing story in 2025 was less about speculation and more about structural transformation
BUSINESS
The Reading List: February 20, 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 | Low CASA makes record high credit-deposit ratio a ticking time bomb
Deposits must become attractive to households again so that banks are not left scrambling
BUSINESS
Chart of the Day | Global sugar prices leave a bitter taste
Global sugar prices touched a 5-year low before recovering, as healthy supply expectations are colliding with fears of a fall in demand
