BUSINESS
Chart of the Day: NBFCs' faster loan growth hits policy transmission
Non-bank lenders do not have access to cheap source of funds
BUSINESS
Regulatory changes overshadow main monetary policy
MPC’s decision to maintain status quo on rates was expected. Its message on policy consistency and economic resilience was reassuring. The highlight, however, was the regulatory package to ease credit flow and smoothen banks’ transition to an enhanced risk standard
BUSINESS
Chart of the Day: Steel sector at a crossroads
The future of India’s steel industry hinges on overcoming key challenges to maintain leadership in the global market
BUSINESS
The Reading List: September 26, 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: RBI’s short dollar positions limit its selling mojo to defend rupee
Balancing liquidity and the rupee’s level is getting tricky
BUSINESS
Chart of the Day: H1B visa sucker punch -- What’s at stake for Indian IT?
H1B employees may be only a slice of the workforce but are a very valuable one. Replacing them will be an expensive endeavour. All this, when valuations appear plump
BUSINESS
Chart of the Day: SEBI's REIT reclassification opens door to $20 billion commercial real estate market
India's Real Estate Investment Trust market is experiencing unprecedented momentum following SEBI's strategic reclassification, positioning the $20 billion sector for substantial growth
BUSINESS
The Reading List: September 19, 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: Why FIIs cannot make up their minds on Indian bonds
Foreign investors are back to buying Indian bonds
BUSINESS
Indian Exports: A longer-term analysis reveals deep competitiveness issues
While recent export growth seems positive, a deeper look at 4-year data reveals a troubling competitiveness gap, with imports surging at more than double the rate of non-petroleum exports
INDIA
OPINION | Empowering India’s Sporting Future: Aligning with National Sports Policy vision
India’s National Sports Policy encourages investing in grassroots talent and infrastructure, fostering long-term growth, and supporting indigenous sports with the overarching aim of creating a thriving sports ecosystem
BUSINESS
The Employment Divide: Rural India's job growth outpaces urban centres as unemployment falls to 5.1%
India's unemployment rate declined to 5.1 percent in August 2025, but beneath this headline figure lies a tale of two economies—one rural and recovering, the other urban and uncertain
TECHNOLOGY
OPINION | AI regulations need to let technology find its way forward and avoid intervention in anticipation of harm
FM Nirmala Sitharaman recently said that AI regulations need to keep pace with rapid technological advancements. A lawyer argues that the best way to achieve this goal is to adopt a principles-based approach, with enforcement triggered only when harm is visible
WORLD
OPINION | Golden Visas and Residency: India’s growing influence in global diplomacy
Countries are using residency and Golden Visa programmes to attract India's wealthy and skilled professionals, reshaping India's global economic, diplomatic, and cultural influence while posing domestic challenges
BUSINESS
Chart of the Day: Defence sector takes off
India’s defence sector is gaining altitude, driven by GST cuts, fresh procurement orders, and an ambitious roadmap to modernise military capabilities.
BUSINESS
The Reading List: September 12, 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: Is life insurance a distribution problem in India?
Banks hold disproportionate sway over life insurance policy sales in India
BUSINESS
Warren Buffett Turns 95: Lessons for India’s next-gen promoters
Berkshire’s smooth leadership transition offers a masterclass for Indian promoter families: prioritize systems over surnames, clarify governance, and communicate early to build market trust and ensure institutional continuity
BUSINESS
Chart of the Day | Gold shines brighter
Time and again, gold has established itself as a safe haven for investors. The recent price increase can be largely attributed to decisions made by US President Donald Trump
BUSINESS
GST 2.0: The big picture
The government’s bet is that lower rates and reduced compliance burdens will expand the tax base and stimulate consumption. However, this must be supported by clarity in classification, promised faster refunds, and improved digital infrastructure to ensure that the benefits reach all stakeholders
BUSINESS
The Reading List: September 5, 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
India's Digital Competition Bill: Unlocking innovation and fair competition
India’s digital economy faces platform dominance, limiting innovation. The draft Digital Competition Bill offers proactive regulation to ensure fair competition, empowering startups and unlocking digital growth, akin to successful EU regulations
BUSINESS
GST Rate Rationalization - what it could mean for business margins
Under GST’s design, rate reduction will percolate through the entire value chain, and a lower GST outgo shall reduce the upfront cash outflow towards the tax liability. This would improve working capital efficiency, and reduce reliance on working capital borrowings, thereby lowering interest costs
BUSINESS
GST 2.0: Bold reforms set to lower prices and drive growth & inclusion
India’s GST reforms streamline tax structures, reduce compliance burdens, and lower costs on essentials. GST 2.0 promotes economic growth, boosts consumer spending, and fosters an inclusive, business-friendly environment
