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
BUSINESS
Q3 review: Growth is real, but fragile
Q3FY26 earnings brought a long-awaited revival, but analysts warn the triggers may be too temporary to sustain the market's lofty expectations.
BUSINESS
The Reading List: February 13, 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 money market corner becomes indispensable for deposit growth
Dependency on certificates of deposit has increased in recent times
BUSINESS
Uptick in month-on-month new CPI signals price pressures in January
The first inflation print under India’s updated CPI series is comfortable, but there’s a month-on-month momentum in January that the RBI can’t afford to brush aside
BUSINESS
Chart of the Day | Rubber prices ease, tyre firms breathe easy
Given that international rubber prices are ruling high still, will the fall in domestic prices sustain?
BUSINESS
OPINION | Disclosure requirements under India’s commercial laws are tricky to navigate
The law on prohibiting insider trading, for example, offers a tentative list of price-sensitive information such as fraud. However, this list is not exhaustive, leading to interpretative ambiguities
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
