BUSINESS
India’s online gaming boom is at risk and only a central law can save it
India's online gaming sector faces regulatory challenges, offshore gambling issues, and tax evasion. A uniform national policy and stronger regulations are crucial for protecting domestic businesses, boosting innovation, and positioning India as a global gaming hub with economic potential
BUSINESS
The Reading List: February 21, 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
Why audio devices are the backbone of the digital-first consumer
Audio devices, from voice assistants to immersive sound technologies, are reshaping how we interact with digital spaces. As part of the IoT ecosystem, they’re becoming essential in communication, entertainment, and smart home automation, driving future technological advancements
BUSINESS
Chart of the Day | BSE 500 records sub-10% top line growth for seven straight quarters
Tailwinds from low input costs are weakening and corporate efficiencies have topped, leaving little scope for margin increase hereon
BUSINESS
India's growing fintech industry and the case for self-regulation
India’s fintech sector is rapidly growing, with over 9,000 firms contributing to the economy. Self-regulation is gaining traction as it ensures compliance, fosters innovation, and builds consumer trust. However, challenges like enforcement and conflicts of interest remain.
BUSINESS
India's Path to AI Leadership: Building a global talent hub
India aims to become a global AI leader by 2047, but faces a significant talent gap. Addressing this requires reforming education, fostering industry-academic collaborations, and leveraging government initiatives to cultivate, upskill, and retain AI professionals for sustainable growth.
ENVIRONMENT
Climate Action: Rethinking finance, technology, and policy for a sustainable future
The current trajectory towards a 2.4°C rise calls for urgent action, particularly in climate finance, technology, and policy coordination. Differentiated solutions, like tailored solar roadmaps for diverse economies, and strategic collaborations are essential to drive equitable global energy transitions, ensuring no nation is left behind.
BUSINESS
Ripe for Disruption: Opportunities and challenges in the evolving insurance sector
The insurance sector offers significant growth potential despite challenges like outdated underwriting, trust issues, and complex processes. Opportunities exist in areas such as vehicle underwriting, SMB insurance, and surety bonds, with innovation-driven startups poised to capitalise on these gaps.
BUSINESS
Retail Lending: What got us here, will no longer take us too far ahead
Retail lending’s growth thus far has been partially aided by structural factors such as a large pool of new-to-credit borrowers. With low hanging fruit no longer available, retail lenders need to enhance analytical and risk management capabilities to once again record high but sustainable growth rates
INDIA
Futureproof the Force: Uncrewed, uncompromised, and strategically unstoppable
UAVs are reshaping modern warfare by offering autonomy, resilience, and advanced capabilities. With a focus on indigenisation, strategic autonomy, and technological superiority, nations, especially India, are positioning themselves as leaders in drone innovation for defence and broader sectors.
BUSINESS
The Reading List: February 14, 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
The case to regulate opinion trading in India
Opinion trading platforms often claim to foster skilful engagement, even though their core mechanics align more with gambling for two primary reasons - unpredictable outcomes and binary decision making. Therefore, it is vital that India regulate the opinion trading sector.
BUSINESS
Tackling litigation delays to boost India’s economic growth
Litigation delays in India hinder investment, economic growth, and infrastructure development. Addressing these inefficiencies requires judicial reforms, improved court infrastructure, and proactive government action to create a predictable business environment that fosters innovation, entrepreneurship, and sustainable growth
BUSINESS
The Income Tax Bill 2025: A milestone in simplification
Over six decades of amending the income tax law has made it an unwieldy legislation, increasing the incidence of litigation. The new income tax bill tabled in Parliament on February 13 tries to cut through the complexity and offer stakeholders a simpler legislation.
BUSINESS
Chart of the Day: Born in bull market, will new mutual funds investors stick around?
Most mutual fund investors have not experienced a bear market yet
INDIA
Bharat Tex 2025 elevates India’s textile industry to global heights
Bharat Tex 2025 will elevate India's textile industry through innovation, sustainability, and global collaborations. Featuring exhibitions, seminars, and cutting-edge technology, the event aims to position India as a global textile leader and boost its $5 trillion economy ambition.
INDIA
The Power of Public-Private Partnerships in Water Management: Adding the fourth ‘P’
India can address water challenges through public-private partnerships and innovation, ensuring sustainable and equitable water systems for future generations with collaborative efforts
BUSINESS
SEBI’s settlement mechanism needs an overhaul
SEBI’s settlement mechanism aims to give applicants a chance to settle potential enforcement actions, in conjunction with the regulator, as opposed to lengthy adjudicatory proceedings. This powerful tool is increasingly losing its efficacy because of flaws in the process. It requires a relook by the regulator to live up to its potential
BUSINESS
Chart of the Day | PVs can gain from penetration-led demand
The gap between rural and urban areas is relatively small in 2Ws compared to PVs
BUSINESS
India needs to find its Moore’s law of growth by investing in AI innovation
Failing to act now by not ramping up innovation and R&D investments by 100x could stand to make us irrelevant. India must significantly ramp up AI R&D investment to assert global leadership in innovation and economic growth, drawing inspiration from Moore’s Law for future progress.
BUSINESS
US-China rivalry intensifies in quantum technology race and security
The adversarial competition between the United States and China in quantum technology is an underappreciated and often overlooked facet of their ongoing rivalry.
BUSINESS
A neutral start to RBI MPC’s easing cycle
RBI said it will look to use the flexibility embedded in the flexible inflation- targeting (FIT) framework. This suggests that the RBI could start to gradually move away from its fixed 4 percent CPI inflation target and instead embrace a range, especially when faced with CPI shocks, such as those from volatile vegetable prices
INDIA
Win-win for BJP; curtains for Kejriwal
A hard fought victory in Delhi and a resounding one in UP’s Milkipur bypoll have wholly overturned the political mood of June 2024. Three successive state assembly victories have increased BJP’s relative strength in Indian politics and diminished the bargaining capacity of its NDA allies
BUSINESS
RBI moves in the right direction but global uncertainty can change plans
Global disinflation is stalling due to service inflation. Expectations on the size and pace of rate cuts in the US have receded and the US dollar has strengthened. Any unanticipated increase in energy prices could also impact future stance
