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
BUSINESS
India's declining management capability and the need for urgent reform
India's management capability has declined, hindering economic growth. Key areas like innovation, financial leadership, and people management require urgent reforms. Emphasising tech adoption, employee development, and strategic alignment is crucial
BUSINESS
Chart of the Day: Unlocking India’s maritime might
Despite the difficulties encountered by two major commodities for port traffic, the overall impact has been somewhat mitigated by growth in other segments of trade
BUSINESS
How misinformation aims at thwarting the India-UK FTA
For India and the UK, while the signing of the FTA has been a historic moment, fact remains that for both, there will be mobilisation in their democratic civil societies to thwart the positives of the FTA. Misinformation and disinformation will emerge in bigger ways. The best way to counter it is to pre-empt and ensure easily understandable information is made available on the FTA
BUSINESS
The Reading List: August 1, 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
US Tariffs: India must hold the line on more concessions
US tariffs on Indian exports are set to rise, influenced by geopolitical issues like India’s ties with Russia and BRICS. Negotiations for a trade deal remain complex, requiring careful diplomacy from India
BUSINESS
How fair and transparent loans will help NBFCs and small businesses grow by 2047
NBFCs play a vital role in India’s inclusive growth by providing transparent, fair credit to underserved communities. Responsible lending builds trust, reduces risks, and drives sustainable economic development towards 2047 goals
BUSINESS
Chart of the Day: Can India avoid the penalties over Russian oil?
Russian oil is at a deep discount but walking away from Moscow and towards other oil suppliers would be easy.
BUSINESS
India–UK FTA signals strategic shift in trade policy
The India–UK FTA marks a major policy shift, promoting inclusive growth, export diversification, and global integration. It reflects India’s maturing trade strategy ahead of key deals with the U.S. and EU
BUSINESS
AI demands more than investment, it demands understanding
AI is not just another innovation cycle, it’s the fastest, deepest transformation in business history. As valuations skyrocket and capital floods in, the difference between winning and burning out lies in one thing: informed precision. The AI boom won’t wait and only those with real insight will ride it to the top
BUSINESS
Convenience comes at a cost and now it’s court-approved
In a key ruling of the Bombay High Court, the right of multiplexes to charge a convenience fee for the service of online ticket booking has been upheld, marking an important precedent for all digital platforms providing services
INDIA
Advanced manufacturing holds the key to securing India’s place as a global manufacturing leader
The world is waking up to India's potential not just as a consumer of global products, but as a producer—of IP, precision, and scale. The building blocks are already in place—and advanced manufacturing is the lever that will get us there. If we get this right, we won’t just participate in global manufacturing—we’ll shape it
INDIA
It's in drones-as-a-service that India will dominate the industry
India’s drone industry is rapidly growing, fueled by policy shifts, manufacturing strength, and AI expertise. It’s poised to become the global drone hub, revolutionizing agriculture, industry, and global supply chains
