POLITICS
Stealth eagle gliding in the Indian sky
Allowing the private sector to compete to build a stealth fighter plane for IAF represents an inflection point in more ways than one. It’s a vote of confidence in the domestic manufacturing base, public and private. Furthermore, it’s a signal that the government will not let India lose its fighter combat edge on account of the China-to-Pakistan supply chain. That said, the challenge of getting a grip on an adequately powered engine remains
INDIA
India’s solar race demands a manufacturing revolution
India is rapidly scaling solar manufacturing, reducing import dependence and boosting domestic capacity. To sustain momentum, upstream integration, policy clarity, and tech innovation are essential for global competitiveness and climate leadership
POLITICS
India’s battle against fake news, debunking it post by post, pic by pic
The Indian government fought the fake news war peddled during Operation Sindoor. Social media handles were monitored and several news channels were issued warnings. The government and the armed forces stayed vigilant and were able to thwart the misinformation war
BUSINESS
Chart of the Day | Uptick in rural wages augurs well for consumption
Market surveys by Nielsen IQ show steady pick up in rural consumption in the last four quarters
TECHNOLOGY
Technology may shine, but it is science that will fuel India’s rise
Technology may capture the spotlight, but science lays the foundation for lasting innovation. India’s rise as a global leader depends on bold investment in fundamental research and scientific talent
BUSINESS
India's $4 Trillion Moment: The rise of a resilient and reformist India
IMF has forecast India’s GDP in FY26 will surpass that of Japan, making it the fourth largest economy in the world. A spokesperson for BJP argues that the journey from the 11th to 4th largest economy over a 12-year period owes much to the policies and execution capacity of the Narendra Modi government
BUSINESS
SEBI’s ESOP rules for promoters need a rethink
SEBI’s evolving stance on ESOPs for promoters highlights regulatory inconsistencies. A unified, transparent framework is needed to balance founder incentives with public shareholder interests in India’s changing startup landscape
BUSINESS
Boards are missing the biggest risk of the AI era: the Persuasion Economy
Organizations must think about building the informational infrastructure that shapes how truth is understood—by people and by machines. That responsibility now rests with the boardroom. The organizations that will lead in the Persuasion Economy are not the ones with the loudest voices, but those with the clearest signal
BUSINESS
Chart of the Day: Can data analysis help us catch a market bottom?
Periods of extreme market pessimism might offer the most valuable clues for traders
BUSINESS
India-UK FTA’s real potential lies in services trade expansion
Let this be remembered not just as the whisky-and-SUV agreement but as the inaugural FTA to prioritise services, digital exchanges, and skilled labour. This establishes the groundwork for a new era in the India–UK partnership, characterised not by nostalgia but by innovation and mutual prosperity
BUSINESS
Creators vs AI: The battle for cultural ownership
As AI systems learn from online content, creators face exploitation without consent. The future hinges on strategic licensing, cultural value recognition, and creators reclaiming control over their digital contributions
BUSINESS
The Reading List: May 23, 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
AI Literacy: Shaping a generation for the future
Teaching AI literacy from an early age empowers young people to think critically, question technology, and lead ethically
BUSINESS
Indic Large Language Models will be transformative
There is a huge population out there waiting for LLM-powered applications to bring about a change in their life by bringing the right content to them in the right way at the right time. If this goal is to be realized, using Indic languages is a prerequisite
BUSINESS
Chart of the Day | Sugar output slips in 2024-25 but it’s not a bitter harvest
Weather conditions and crop infestation hurt output in 2024-25 but mills coped with the situation and are gearing up for a better season
BUSINESS
Banking on AI: How financial institutions can stay ahead
AI is transforming India’s financial services sector. Banks must integrate AI strategically, balance innovation with regulation, and adopt responsible AI to enhance productivity, customer experience, and long-term growth
INDIA
From Margin to Mainstream: Rewriting the rules of consumption in Bharat
Bharat’s Tier 2/3 consumers are driving India's next wave of growth with rising digital adoption, localised preferences, and brand loyalty. Success demands value innovation, cultural relevance, and trust-based engagement beyond traditional metro-centric strategies
BUSINESS
REITs and InvITs: From niche instruments to core institutional allocations
Mutual funds in India are shifting from tactical to strategic investments in REITs and InvITs, driven by strong yields, regulatory support, and growing market maturity, redefining long-term income generation
BUSINESS
Why Indian women are the country’s most underrated asset allocators
Indian women have expertly managed household finances and assets. With growing digital access and financial literacy, they’re poised to become powerful, informed asset allocators across India
INDIA
India’s water crisis isn’t just about scarcity – it’s also about storage and delivery
India’s water crisis goes beyond scarcity, it’s a challenge of storage, delivery, and access to safe water. Holistic infrastructure, innovation, and awareness are essential for long-term water security and resilience
BUSINESS
Chart of the Day: Why India's young workforce could make you rich
India’s equity market is witnessing a transformative shift, powered by rising domestic participation and a youthful, growing workforce.
BUSINESS
The Reading List: May 16, 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.
ENTERTAINMENT
Regulating the seven svaras
India’s music does not require pre-approval to connect with the soul. It needs warmth, space, support, and freedom to be what it has always been—a reflection of who we are
INDIA
India’s space sector set to soar
A robust foundation has already been laid through public sector. Going forward, it will be complemented by a policy framework that harnesses private sector resources to expand the country’s space economy fivefold over the next decade to about $44 billion
