BUSINESS
Chart of the Day | The growing trend of premiumisation in India’s industrial real estate market
Grade A facilities are preferred by occupiers following demand created by the rising e-commerce, light manufacturing and consumption
BUSINESS
IBC 2025: Ambitious reforms undermined by institutional weakness
The IBC Amendment Bill 2025 proposes major reforms to expedite insolvency resolution and empower creditors, but its success hinges on strengthening the NCLT’s capacity and addressing persistent institutional shortcomings
BUSINESS
The real risk to India’s gig economy isn’t platforms. It’s policy
Flexibility, ease of entry and short-term fallback options are core features of platform-based gig work. Undermining these features by introducing misplaced control can unintentionally harm the very stakeholders the Government is aiming to protect, including gig workers, consumers, and small businesses
INDIA
Karnataka leads water governance with geo-tagging revolution
Karnataka’s geo-tagging of 41,875 water bodies is transforming water governance. By integrating technology, legal enforcement, and community participation, the state sets a model for sustainable, climate-resilient water management in India
BUSINESS
Why the Google Play Store case could redefine India’s digital markets
The Supreme Court’s upcoming ruling on Google’s Play Store billing practices will shape India’s digital economy, balancing competition oversight with innovation, market fairness, and regulatory stability for global platforms and local startups
BUSINESS
How a unified Tax Bill will reshape corporate compliance
This unified bill is a foundational reform that establishes the certainty and predictability essential for a modern economy and is set to reshape corporate compliance in India
BUSINESS
Beyond Design: India's strategic bet on semiconductor manufacturing
The first private sector chips fabricated in India will roll out this year. There’s considerable local chip design talent, but without manufacturing India will remain out of the core innovation loop. Fabrication is also essential to safeguard strategic decision making space
BUSINESS
Chart of the Day: Are PSU banks giving more bang for their buck to investors?
Public sector lenders have shown more resilience than their private peers in thwarting erosion in profitability.
BUSINESS
Commerce Without Conflict: Why the world needs a new compact for trade
The world cannot return to the “golden age” of globalization. That said, commerce without conflict is not a naïve aspiration; it is a practical necessity. Therefore, governments cannot afford to abandon the rules-based system altogether – doing so would harm even the most powerful economies
BUSINESS
Chart of the Day: Fund managers take shelter in China
India's stock markets have fallen from grace, sliding from top Asian pick to least favoured as Trump's tariffs trigger a massive foreign investor exodus
WORLD
Sky Grab: China's ambitious plans to dominate the orbital internet race
China’s launched Guowang, a mega-constellation of low earth orbit satellites, which may overwhelm Starlink in scale. What’s unfolding is not simply commercial competition, but a contest over who shapes global information flows. The genuine concern is not the existence of another global constellation — redundancy is healthy. The danger lies in the values embedded within it
BUSINESS
The Reading List: August 22, 2025
A look at some articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams for your weekend read
BUSINESS
Technical factors contribute to wider spreads in longer dates G-Secs, what next?
Rising long-end yields driven by elevated SDL issuance, subdued demand from long-term investors, and RBI's neutral stance, may moderate if growth slows or tenor adjustments are made
BUSINESS
Chart of the Day: EM funds circled back to China in July as tariffs sliced Indian valuations
India was the most underweight market among emerging markets in July
WORLD
Strategic Autonomy Needs Influence: Neutrality without engagement is isolation; India’s moment to lead in the Middle East is now
Demonstrating strategic autonomy without influence results in strategic isolation. India’s economic stake in a transforming Middle East is huge. As the West loses its attraction there, India, which doesn’t carry historical baggage, needs to capitalize on emerging opportunities
BUSINESS
Be Ready Before GST 2.0: Key challenges Indian businesses must navigate
Businesses have to cope with existing stock and related issues when a new GST rate structure is enforced. It can lead to confusion and possible losses. However, anticipating potential downsides will help them sidestep liabilities
TECHNOLOGY
The India Advantage: Ethical AI and inclusive innovation
Fueled by its national AI mission, India's structural advantages offer a new playbook for ethical and inclusive innovation
BUSINESS
Chart of the Day | Robust capacity addition may create demand-supply mismatch in cement industry
Surplus capacity is not good news as large manufacturers compete for market share that could weigh on prices
BUSINESS
Ctrl+Alt+Comply: Why India’s digital laws need a system update
As India races to regulate its growing digital economy, businesses are finding themselves entangled in a web of overlapping laws and duplicative compliance obligations. Without coherence and coordination, this new regulatory architecture risks overwhelming the very ecosystem it aims to discipline
INDIA
Pradhan Mantri Viksit Bharat Rozgar Yojana: Empowering youth and boosting employment
The Pradhan Mantri Viksit Bharat Rozgar Yojana (PM-VBRY) aims to generate 3 crore jobs by 2027, focusing on youth employment, formalising jobs, and enhancing social security across sectors, particularly manufacturing
BUSINESS
The Power of the Pivot: Recognising and reversing organisational decay
Organisations, like individuals, can decline through small shifts -- mediocrity, procrastination, and failure to execute. Leaders must recognise these signs early, enforce standards, streamline decisions, and commit to disciplined execution for sustained growth
BUSINESS
IBC Rewired: Practical fixes for a complex economy
Nearly a decade of insolvency law’s operation has shown that there are loopholes in its design which limit its potential benefit. The recently introduced amendment bill seeks to resolves key jurisprudential conflicts, streamline procedures, and empower creditors
WORLD
Chart of the Day: Tariffs impact India’s market confidence
India's stock market has plummeted from being Asia's most favoured investment destination to the least preferred among global fund managers, as Trump's punitive tariff threats and corporate earnings concerns trigger a dramatic investor sentiment reversal.
BUSINESS
India Buys in Hindi, Dreams in EMI: Why the metro-first strategy is broken
India's market is diversifying beyond metros. Brands must evolve strategies, catering to both urban and rural needs, balancing aspiration with accessibility, and embracing regional preferences for sustainable growth
