BUSINESS
Trump’s AI Strategy: Beyond the race for global supremacy
The US AI Action Plan prioritises global dominance over safety, risking market concentration and weaker regulations worldwide. Open models and interoperable standards can spread AI benefits more equitably while safeguarding public interest
BUSINESS
Unlocking India’s potential in the global toy market
India’s toy sector shows strong export growth, but must deepen global partnerships, boost domestic production, and attract infrastructure investment to strengthen its role in the labour-intensive global toy market
BUSINESS
India’s Distressed Asset Market: Ready for growth
The IBC and new RBI frameworks are transforming India’s distressed asset market, improving transparency, recovery rates, and investor confidence, while regulatory reforms and strategic partnerships create growing opportunities for global private equity participation
INDIA
Unlocking India’s Rare Earth Potential: From policy to production
India’s vast rare earth reserves offer immense strategic potential. With policy reforms, technology, partnerships, and sustainable practices, the nation can reduce dependence on China and become a competitive player in the global REE value chain
BUSINESS
Chart of the Day: Can you trust the buy-and-hold approach to investing?
The Buy-and-Hold strategy may be timeless, but for retail investors, the real test lies in choosing companies with enduring management strength
BUSINESS
The Reading List: August 8, 2025
For your weekend read, our research and opinion teams have curated a selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Can municipal bonds unlock new possibilities for India’s urban future?
India faces a massive urban infrastructure funding gap. Strengthening municipal bonds, fiscal decentralisation, and transparency can empower cities to raise capital, improve governance, and build a financially resilient urban future
BUSINESS
Chart of the Day: Disadvantaged by tariffs, will India lose against peers in trade?
Negotiating down tariffs with the US is a must as the door to haggle is still open.
BUSINESS
The way to protect Indian companies from secondary sanctions
A robust blocking statute must bar Indian persons and companies from complying with any extraterritorial sanctions that conflict with national law or policy unless they obtain an explicit waiver from a designated Indian authority
BUSINESS
Chart of the Day | Will the sharp rise in cement prices continue to ensure profit growth?
All eyes are on demand expansion and input costs mainly petcoke prices
TECHNOLOGY
Crafting Voice AI for India: Innovations and challenges in multilingual voicebots
India’s linguistic diversity demands culturally aware multilingual voicebots. Advances in NLP, government initiatives, and market demand are driving inclusive voice AI solutions across healthcare, retail, education, and financial services
BUSINESS
Keep calm and carry on is RBI’s message
A calibrated approach while steering policies to bolster domestic growth and preparing to act if external shocks, especially tariffs, begin to weigh more heavily on recovery can be the most prudent way forward. RBI will thus remain data dependent, closely tracking the evolving developments, especially on external front
TECHNOLOGY
Human-AI collaboration is transforming the way we work
Generative AI’s impact depends on how effectively organisations empower, train, and build trust with their people—creating a continuous learning cycle where human-AI collaboration drives innovation and growth
BUSINESS
India, US & Russia: The great ‘pot and kettle’ game
India is not defending Russia’s war in Ukraine. It is defending its sovereign right to economic stability in the face of volatile global energy politics. It defends the principle that developing economies should not be asked to make sacrifices that wealthier nations themselves are unwilling to make
TRENDS
Supreme Court’s recall of Bhushan Power and Steel judgement is a step in the right direction
The judiciary carries out the role of interpreting the law and it should harmonize its interpretation wherever possible with our social and economic development. While addressing procedural anomalies is important, it is crucial to remain mindful of the larger economic import and the primary goal of providing a second chance to failing but viable businesses
BUSINESS
‘Duck Curve’ and electricity derivatives
Electricity demand and price show sharp daily swings on the heels of an increasing role of renewables in power generation. The introduction of electricity derivatives will help stakeholders smoothen operations but they will need more sophisticated risk management frameworks to make the most of these contracts
BUSINESS
India's declining management capability and the need for urgent reform
India's management capability has declined, hindering economic growth. Key areas like innovation, financial leadership, and people management require urgent reforms. Emphasising tech adoption, employee development, and strategic alignment is crucial
BUSINESS
Chart of the Day: Unlocking India’s maritime might
Despite the difficulties encountered by two major commodities for port traffic, the overall impact has been somewhat mitigated by growth in other segments of trade
BUSINESS
How misinformation aims at thwarting the India-UK FTA
For India and the UK, while the signing of the FTA has been a historic moment, fact remains that for both, there will be mobilisation in their democratic civil societies to thwart the positives of the FTA. Misinformation and disinformation will emerge in bigger ways. The best way to counter it is to pre-empt and ensure easily understandable information is made available on the FTA
BUSINESS
The Reading List: August 1, 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
US Tariffs: India must hold the line on more concessions
US tariffs on Indian exports are set to rise, influenced by geopolitical issues like India’s ties with Russia and BRICS. Negotiations for a trade deal remain complex, requiring careful diplomacy from India
BUSINESS
How fair and transparent loans will help NBFCs and small businesses grow by 2047
NBFCs play a vital role in India’s inclusive growth by providing transparent, fair credit to underserved communities. Responsible lending builds trust, reduces risks, and drives sustainable economic development towards 2047 goals
BUSINESS
Chart of the Day: Can India avoid the penalties over Russian oil?
Russian oil is at a deep discount but walking away from Moscow and towards other oil suppliers would be easy.
BUSINESS
India–UK FTA signals strategic shift in trade policy
The India–UK FTA marks a major policy shift, promoting inclusive growth, export diversification, and global integration. It reflects India’s maturing trade strategy ahead of key deals with the U.S. and EU
