OPINION | Leadership is Like Sadhana: A journey of humility, curiosity, and service
True leadership is not a position. It requires daily humility, honest enquiry, and service. Leaders grow through practice, reflection, and acting for the benefit of others
M&A megadeals belie weaker activity ahead
The outlook is stormy with oil prices, Treasury rates and corporate debt spreads spiking as the Iran war continues
OPINION | In the shifting sands of Assam’s politics, BJP retains its competitive edge
Campaigning in Assam ends today. The contest between the alliances led by the BJP and Congress is keener than it appeared a month ago, but the former remains in pole position
OPINION | Monetary policy may opt for status quo on interest rates
West Asian conflict has imparted a significant level of uncertainty to the economic environment. It may persuade MPC to wait and watch, while RBI uses it liquidity tools to prevent hardening of yields
The Iran war is recasting the US-Europe relationship
A full decoupling remains unlikely in the short term given the depth of integration; a more plausible outcome is one where ties persist but are increasingly hedged against political risk
OPINION | From Normandy to the Strait of Hormuz: The changing world order
The US built and led the modern global order, but now it faces growing constraints from economic pressures and military overreach, while rising powers redefine influence and authority worldwide
Geopolitical Crucible: Assessing India’s corporate resilience against exogenous shocks
India’s defences in the form of corporate balance sheets, banking system resilience and macroeconomic stability are strong
This swing sector has a big day coming up
This sector’s weightage in stock market indices gives it a lot of power, to steady markets or send them plunging
Chart of the Day: More earnings downgrades ahead of the results season
Earnings estimates of more Nifty 50 companies were cut in March compared to February
Can India, China move beyond strategic duality?
Balancing economic compulsions with strategic caution, New Delhi and Beijing test the limits of coexistence
HDFC Bank AT1 controversy reignites fears over high-risk perpetual bonds
AT1 bonds, once peddled as safe high-yield substitutes for fixed deposits, have once again become the villain for Indian investors, as HDFC Bank’s fresh controversy revives painful memories of sudden capital wipeouts
OPINION | Renewable energy sources need sustained policy support
The impressive progress since 2014 in expanding renewable capacities has been, in large part, the product of supportive public policies. That must continue
Ruchir Sharma: Why this oil shock is different
Governments and central banks are out of policy ammunition to contain the economic fallout
OPINION | Why India needs a duty-free trade in digitally delivered services
With India being a net exporter of digitally delivered services, its IT sector relies on seamless, low-cost cross-border flows—making taxation on such transactions economically self-defeating
The MSME ‘time bomb’ nobody’s worrying about
India’s MSMEs are staring at top management exits without succession plans
Mergers like EPL and Indovida are building India’s industrial backbone
Across packaging, speciality chemicals, auto components and contract manufacturing, fragmented industries are being steadily consolidated
Maruti Suzuki’s sales surge hides an EV gap in its portfolio
While GST cuts provided a short-term boost to sales and its share price, the domestic market’s tilt towards SUV remains, cost pressures are building and most importantly, its EV strategy is yet to play out
OPINION | Transgender Amendment Bill redefines gender identity, reorders recognition and legal protections
The 2026 Transgender Rights Amendment changes identity recognition from self-identification to certification. It limits individual autonomy and narrows legal protections. The law places gender identity under institutional oversight
OPINION | Pakistan minister’s threat highlights lack of understanding of RSS
RSSFACTS: Pakistan’s defence minister has threatened to target RSS “camps”, showing confusion about the organisation. This reflects a poor understanding of its nature. It also highlights deeper misunderstandings between socio-cultural organisations and militarised state perspectives in the region today
Coal India’s investors have much to look forward to in FY27
Production and sales volumes had declined at Coal India in FY26, but signs point to a much better showing in the current fiscal, barring a few trouble spots
UAE’s economic miracle is facing its worst stress test
The UAE’s brand with its implied promise of safety and business opportunity is under a massive strain as Iran rains missiles and cluster bombs on it. Its economy would alter drastically as the Emirates' rulers are likely to invest heavily in air defence systems and survival mechanism
OPINION | Squatters Ahoy! Why Assam’s eviction drives are an attempt at reclaiming the `commons’
Assam’s aggressive eviction drives are a strategic reclamation of the "economic commons"—forests, grazing lands, and riverine islands—that the state believes have been usurped by alleged illegal settlers. The minoritisation of the Assamese-speaking natives is also emerging as a worrying marker. Elections aside, the lurking fear about losing the rights over indigenous economic, social, cultural commons is where the real anxieties lie
Chart of the Day | March 2026: The hidden crisis in the markets
The Nifty's March 2026 fall was smaller than COVID — but with FII outflows nearly double, valuations offering less cushion, and no swift recovery in sight, the damage beneath the surface may prove far more lasting.
OPINION | Trump’s attacks on NATO’s relevance will have far-reaching consequences
The moment US commitment to the alliance is perceived as weak, the strategic calculus of Russia and China will change
MPC April Policy Preview: The RBI's delicate interlude
For a central bank accustomed to navigating between growth and inflation, April 2026 presents a subtler challenge: managing expectations in a world where neither variable is the immediate problem, but both could yet become one
