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
BUSINESS
Chart of the Day: It is not banks but shadow banks that power India’s MSMEs
India’s MSMEs approach NBFCs more than banks for loans, given the latter’s nimbler credit underwriting approach
BUSINESS
GST 2.0 rings in positive changes, but businesses have to work fast to be ready for the new structure
The overarching aim is to boost consumption with a reduction in rates across a slew of products. Industries such as FMCG may have to grapple with an inverted duty structure but measures to speed up refunds will help
BUSINESS
Aatmanirbhar Bharat and the rise of India’s manufacturing power
India’s shift towards self-reliance is evident in its growing role in global value chains, with innovations in manufacturing, defense, and transportation. Aatmanirbhar Bharat emphasizes assertive growth, quality standards, and policy support
ECONOMY-2
Chart of the Day | Industrial credit offtake remains challenging for banks
Good cash flows in most front-rung companies and a vibrant equity market resulted in decline in industrial credit offtake
BUSINESS
Are Indian stocks near fair value after global underperformance?
Despite a challenging year that saw Indian markets emerge as global laggards with zero dollar returns, valuation metrics suggest the market may be approaching but hasn't yet reached its fundamental bottom
BUSINESS
Why GST reform must recognise the pivotal role of beverages in retail outlets
While many staples leave retailers with slim returns, aerated drinks offer margins in the 19–24 per cent range, giving Kiranas the cushion they need to cover costs. GST 2.0 proposal still considers keeping them in the demerit category, even as other packaged goods are likely to move to lower slabs
BUSINESS
GST 2.0: A game-changing overhaul for India's tax system
The 56th GST Council meeting in September 2025 aims to overhaul India’s GST structure with simplified tax slabs, compliance reforms, and sector-specific relief, aiming to boost consumption and ease business burdens
BUSINESS
AI's transformative impact on India's financial services
AI is reshaping financial services in India by enhancing operations, improving customer experience, and expanding access; unlocking new opportunities for startups, incumbents, and consumers across the financial ecosystem
WORLD
Chart of the Day | Currency crisis: Why India's rupee is the weakest in emerging markets in 2025
The Indian rupee has emerged as the worst-performing emerging market currency as President Trump's aggressive 50 percent tariffs trigger unprecedented capital outflows and export challenges for Asia's third-largest economy
