BUSINESS
Today’s food delivery startups may be tomorrow’s deep-tech stars
Arguments which discount the progress of Indian startups are misguided. Consumer focussed platforms are the building blocks of technology and businesses which will get more sophisticated in future. The key to global leadership in technology is fostering an innovation ecosystem that nurtures all forms of technology
BUSINESS
This Karnataka region needs industry, not instinctive opposition
The Kalyana Karnataka region needs targeted industrial investment to bridge its economic gap, requiring a pragmatic approach and balanced environmental protection to foster growth and development
BUSINESS
New oil regulatory bill to boost carbon capture in the sector
India’s Oilfield (Regulatory and Development) Amendment Bill promotes Carbon Capture, Utilisation, and Storage (CCUS), setting stricter environmental standards, offering incentives, and imposing penalties to reduce carbon emissions in the oil and gas sector.
WORLD
Pakistan’s ugly geopolitical playbook exploits Afghan refugees for aid and other concessions
Pakistan has long leveraged the displacement of Afghans to its advantage by reinforcing colonial-era borders, extracting foreign humanitarian aid, and asserting regional dominance. Forced displacement has always been a tool in Pakistan’s geopolitical playbook
BUSINESS
Time for CAAR 2.0: Revolutionising India’s customs rulings for global efficiency
India’s Customs Authority for Advance Rulings (CAAR) has improved timelines since 2021. However, procedural delays persist. A shift to CAAR 2.0, with internal technical units and digital reforms, can achieve rulings within 30 days, enhancing global trade efficiency
BUSINESS
Chart of the Day | Financial maturity of Indian investors
While the growing interest in equities among retail investors is all too evident, the key question is whether their behaviour has become more mature or not
BUSINESS
The Reading List: April 4, 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 | Does India have a tariff advantage over its peers?
Amid rising tensions in global trade, India’s position is becoming more complex—and potentially more strategic
BUSINESS
Opening India's Stressed Asset Market: A necessary catalyst?
India's stressed asset market is attracting foreign investors due to regulatory reforms like the IBC and RBI revisions. Foreign capital and expertise enhance asset resolution, boosting economic growth, financial stability, and long-term investor confidence
BUSINESS
Shifting trade winds: US tariffs and India's strategic response
The recent tariff revisions imposed by the US on Indian exports have had a varied impact across key sectors. The pharmaceutical sector remains unaffected due to exemptions, while the auto and telecom sectors face significant cost pressures. Agriculture sector is among the most impacted, with tariffs surging 27%, threatening export viability
BUSINESS
Top challenges and opportunities in the digital payments ecosystem in India
India's digital payments ecosystem faces challenges in pricing models, regulatory balance, and fraud prevention. However, opportunities lie in international expansion, leveraging data analytics, and supporting digital-first platforms, driving growth and innovation in the sector
BUSINESS
India’s Green Ambitions at Risk: Need to tackle currency devaluation risk
India requires over $10 trillion for its green transition by 2070, relying on foreign capital. The rupee’s recent devaluation complicates clean energy project financing, increasing costs and risks, necessitating government support and hedging solutions
BUSINESS
Chart of the Day: As job creation improves, will consumption follow suit?
The good news is that improving job creation has come along with budgetary sops to reduce tax and drive up sluggish consumption
POLITICS
Oilfield (Regulatory and Development) Amendment Bill gives CCUS a Real Shot
POLITICS
Is Bihar politics on the cusp of a huge change where caste is losing its potency?
Caste isn’t going away overnight but there are signs of change. The most persuasive evidence is from both the increasing participation of women voters and their priorities. Civic, social and economic issues matter to them. Close to a million youth will cast a vote for the first time in the 2025 Assembly election. Will they add impetus to the move away from caste?
BUSINESS
The cruciality of dynamic, risk-based pricing in infrastructure
India's infrastructure sector has seen improved credit profiles due to better risk-sharing, policy measures, and structural safeguards. PD and LGD ratings have improved, suggesting reduced credit risk, but nuanced risk-based pricing is essential for optimal funding
POLITICS
Can IMEC compete with the Belt and Road Initiative?
Positioned as an alternative to China’s BRI, IMEC has been challenged by a dramatic geopolitical shock soon after its announcement. So far, only India and the UAE have taken initial steps by signing MoUs. The extent to which US President Donald Trump prioritizes the corridor will be crucial in determining its long-term relevance and success
BUSINESS
Data Story | Which large economy is mostly shielded from the US Tariff storm? The answer lies in this chart
As global markets brace for the ripple effects of new US tariffs, a deeper dive into trade data reveals unexpected insights about which economies are most—and least—exposed
BUSINESS
The Reading List: March 28, 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: Sectors most at risk from Trump's reciprocal tariffs on India
Some industries will be hit harder than others, but India's best hope lies in an alternative to a sector-wise tariff
TRENDS
Chart of the Day | India’s Digital Boom: What’s powering the rise of data centres?
The rapid rise in India’s digital consumption is propelling an unprecedented demand for data centres. But how sustainable is this growth?
BUSINESS
Data at a glance: Who are the market leaders in this rally and why
After months of decline, Indian markets have turned a corner in March. But what’s driving this unexpected rebound, and could it be a sign of things to come?
BUSINESS
Secondary tariff on Venezuelan oil is Donald Trump’s latest effort at arm-twisting
Donald Trump’s secondary tariffs teach nations a valuable lesson: sovereignty is great, as long as it aligns with US foreign policy
BUSINESS
Chart of the Day| MF SIP investors are falling into the market timing trap
Retail investors tend to panic and exit during market downturns, harming their long-term returns, as they miss out on the best-performing days
