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
BUSINESS
The Reading List: August 15, 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
INDIA
Why India must zero-rate exports to empower its trade sector
India is recalibrating its export policies, transitioning from MEIS to RoDTEP. The scheme must be expanded to cover all products exported from India. It is imperative for India to strengthen its trade policies supporting the exporting community by zero-rating exports in terms of taxes and duties imposed
BUSINESS
Chart of the Day | Interstate collection efficiency improves in power transmission assets
Improved collections are also translating into a drop in receivables, thereby improving financial outlook for power assets
TECHNOLOGY
Tech for Good: Leveraging open data to advance the SDGs
India’s SPOs must leverage data, technology, and AI to drive compliance, improve decision making, and accelerate social impact, with support from funders and open data platforms
BUSINESS
GCCs are an Indian success story. Tax reforms are needed to keep it that way
While India remains a front-runner in the global GCC landscape, economies such as the Philippines, Mexico and Poland are rapidly positioning themselves as strong contenders. India needs to tweak transfer pricing and GST rules, among others, to stay ahead
BUSINESS
Trump’s AI Strategy: Beyond the race for global supremacy
The US AI Action Plan prioritises global dominance over safety, risking market concentration and weaker regulations worldwide. Open models and interoperable standards can spread AI benefits more equitably while safeguarding public interest
BUSINESS
Unlocking India’s potential in the global toy market
India’s toy sector shows strong export growth, but must deepen global partnerships, boost domestic production, and attract infrastructure investment to strengthen its role in the labour-intensive global toy market
BUSINESS
India’s Distressed Asset Market: Ready for growth
The IBC and new RBI frameworks are transforming India’s distressed asset market, improving transparency, recovery rates, and investor confidence, while regulatory reforms and strategic partnerships create growing opportunities for global private equity participation
INDIA
Unlocking India’s Rare Earth Potential: From policy to production
India’s vast rare earth reserves offer immense strategic potential. With policy reforms, technology, partnerships, and sustainable practices, the nation can reduce dependence on China and become a competitive player in the global REE value chain
BUSINESS
Chart of the Day: Can you trust the buy-and-hold approach to investing?
The Buy-and-Hold strategy may be timeless, but for retail investors, the real test lies in choosing companies with enduring management strength
BUSINESS
The Reading List: August 8, 2025
For your weekend read, our research and opinion teams have curated a selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Can municipal bonds unlock new possibilities for India’s urban future?
India faces a massive urban infrastructure funding gap. Strengthening municipal bonds, fiscal decentralisation, and transparency can empower cities to raise capital, improve governance, and build a financially resilient urban future
BUSINESS
Chart of the Day: Disadvantaged by tariffs, will India lose against peers in trade?
Negotiating down tariffs with the US is a must as the door to haggle is still open.
BUSINESS
The way to protect Indian companies from secondary sanctions
A robust blocking statute must bar Indian persons and companies from complying with any extraterritorial sanctions that conflict with national law or policy unless they obtain an explicit waiver from a designated Indian authority
BUSINESS
Chart of the Day | Will the sharp rise in cement prices continue to ensure profit growth?
All eyes are on demand expansion and input costs mainly petcoke prices
TECHNOLOGY
Crafting Voice AI for India: Innovations and challenges in multilingual voicebots
India’s linguistic diversity demands culturally aware multilingual voicebots. Advances in NLP, government initiatives, and market demand are driving inclusive voice AI solutions across healthcare, retail, education, and financial services
BUSINESS
Keep calm and carry on is RBI’s message
A calibrated approach while steering policies to bolster domestic growth and preparing to act if external shocks, especially tariffs, begin to weigh more heavily on recovery can be the most prudent way forward. RBI will thus remain data dependent, closely tracking the evolving developments, especially on external front
TECHNOLOGY
Human-AI collaboration is transforming the way we work
Generative AI’s impact depends on how effectively organisations empower, train, and build trust with their people—creating a continuous learning cycle where human-AI collaboration drives innovation and growth
BUSINESS
India, US & Russia: The great ‘pot and kettle’ game
India is not defending Russia’s war in Ukraine. It is defending its sovereign right to economic stability in the face of volatile global energy politics. It defends the principle that developing economies should not be asked to make sacrifices that wealthier nations themselves are unwilling to make
TRENDS
Supreme Court’s recall of Bhushan Power and Steel judgement is a step in the right direction
The judiciary carries out the role of interpreting the law and it should harmonize its interpretation wherever possible with our social and economic development. While addressing procedural anomalies is important, it is crucial to remain mindful of the larger economic import and the primary goal of providing a second chance to failing but viable businesses
BUSINESS
‘Duck Curve’ and electricity derivatives
Electricity demand and price show sharp daily swings on the heels of an increasing role of renewables in power generation. The introduction of electricity derivatives will help stakeholders smoothen operations but they will need more sophisticated risk management frameworks to make the most of these contracts
