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
WORLD
Tariffs, Deals, and the Power of Scale: Why Trump’s new accords can’t replicate the Amazon‑China playbook
If the United States truly wants a home‑grown manufacturing renaissance, nudges will not suffice. Either erect a near‑total barrier as China did in e‑commerce or create a market environment that lets smaller players compete on speed and price. The real lesson is not that protection wins, but that scale married to relentless reinvestment wins
INDIA
Brownfield mining operations are enough to meet India’s rare-earth needs
India does not need a maximalist mining push to meet its rare‑earth goals. A calibrated build via expansion of existing mining projects to roughly 20,000 tonnes of TREO is sufficient
BUSINESS
Chart of the Day: The great market divide
In the large-cap arena, 37 percent of stocks are trading within 10 percent of their recent highs, a figure that diminishes to 28.68 percent for mid-cap and merely 11.85 percent for small-cap stocks
BUSINESS
Data Story | Is global steel output feeling the heat from US tariffs?
In June 2025, global steel output fell by 6.2 percent over a year ago and by 4.7 percent sequentially, with the largest steel producer China suffering a 9.2 percent decline
BUSINESS
Income-tax Bill 2025 needs to revisit concept of beneficial ownership
A nuanced, clearly defined approach to beneficial ownership is essential, one that preserves the integrity of the tax system without penalizing legitimate corporate activity. After all, if the goal is to simplify, we must ensure we don’t complicate the process
INDIA
Billion-dollar Rain: Why India can’t afford to ignore urban flood risk
On 26 July 2005, Mumbai recorded 944 mm of rainfall in a single day—almost 40% of its annual rainfall—coinciding with high tide and peak hourly rainfall of up to 80mm. It remains the costliest natural catastrophe for the Indian insurance industry. Increasing urban concretisation and also growing instances of intense short-duration rainfall have magnified risks for urban India since then
BUSINESS
The Reading List: July 25, 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
Unlocking the power of India’s 470-million women
India’s 470 million working-age women are a massive untapped economic force. Recognising their invisible labour and designing contextual financial solutions is key to unlocking inclusive, sustainable national growth
BUSINESS
How rural India can power the next trillion-dollar growth
Rural India, home to 64% of the population, is central to India's economic future. With rising agri-sector growth, policy support, and investment, it’s driving GDP, consumption, and inclusive development forward
BUSINESS
Chart of the Day: Why the rupee is losing even when the dollar is weak
Liquidity compulsions and forex reserves optics will keep the RBI an active foreign exchange market participant
