Reasons to be bearish about China’s rise
Yes, its economic engine is remarkable, but there are factors that should temper predictions of global hegemony
Chart of the Day | Is OFS exodus a warning sign?
In the first eleven months of 2025, OFS accounted for nearly 65 percent of all IPO proceeds by value
Rethinking the Classic 60:40 Portfolio: The case for a 60:20:20 allocation
An asset class with fundamentally different and distinct drivers such as gold can create additional diversification
The Eastern Window: Amid political uncertainty in Bangladesh, India faces tough choices
Politicians in Bangladesh are wading through troubled waters. The elections, if held as planned in February 2026, are unlikely to throw up a clear winner. The National Citizens Party formed this February by rebel student leaders is yet to make an impact. India may consider cultivating relationship with BNP leader Tarique Rahman if it does not want to see the pro-Pakistan Jamaat e Islami in power
OPINION | Equal pay for women’s cricket isn’t charity — it’s paying them their due
Cricket’s market(ing) power was never built on merit alone — it was built on belief. When we extend that belief to women cricketers, we will make the game ‘just’. Equality is the most rational investment India can make in its future champions
A welcome reset in government’s renewable energy plans
India has come a long way in galvanising green power generation capacity additions
Sun Pharma breaks away from pure play generic companies in US
Sun Pharma’s revenues from specialty drugs surpassed generic medicines for the first time in the US
COP30: Baku to Belém — In search of climate cash
Unless there’s a fundamental change in approach, the latest roadmap on climate financing will largely remain aspirational
M&A loans: RBI is opening the gates. Do Indian banks have the playbook?
Governor Malhotra says guardrails are in place and judgement should rest with banks. History suggests judgement, not regulation, will decide the outcome.
OPINION | The rise of Vertical AI
The cloud era was about making human workflows digital. The AI era is about letting machines handle those workflows altogether. The next decade will belong to Vertical AI: specialised applications that marry powerful models with domain-specific data, workflows, and go-to- market expertise
The Reading List: November 7, 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
OPINION | Vault Matters: The consequences of dichotomy of ownership structure in banks
There is difference in approach at present in the ownership structures, whether through the government, foreign owners or the local promoter. While this issue hasn't gathered momentum yet, it would be constructive for the RBI to harmonise the capital structures before it can become a heated debate
OPINION | RSSFACTS: ‘Vande Mataram’ at 150: A prayer to the motherland; not a call to idolatry
RSSFACTS: It’s the song of the nation’s soul that inspires everyone. When the tendency to fragment the society on the parochial bases of caste, language, geography is on the rise, Vande Mataram is a thread that can bind us together
Sequoia’s shake-up may be a VC turning point
Turnover of leaders shows how hard it can be to ride out the vicious financial and tech cycles
Are bubbles good, actually?
Beyond Carbon: Why COP must bring life cycle thinking into the climate conversation
The Life Cycle Assessment (LCA) framework, which evaluates environmental impacts from cradle to gate to well, offers the systemic clarity needed to avoid burden-shifting between sectors or resources
Tackling farmer distress requires imaginative long-term solutions
Farm loan waivers have been in vogue for decades, but have done little by way of materially altering the fortunes or sustainability of Indian farming
OPINION | Private participation in India’s space ecosystem will reach a milestone in 2026 with rocket launches
Investment and attention have been concentrated in satellites. Two startups aim to change this as they prepare to add to existing domestic capacity in the primary infrastructure: launch vehicles
Nvidia's $5 trillion m-cap milestone puts AI stock market hype to the test
This is to say that not all AI firms will emerge as winners, particularly if priced to perfection. Investors should approach AI as a multi-product thesis
India’s R&D push — The reality and the dilemma
The Rs 1-lakh-crore RDI Fund will be meaningful if it encourages industry to loosen purse strings to fund innovation
Chart of the Day: Lending to infrastructure grows -- at one-year high rate
Power and ports drove the credit increase to infrastructure sector in September
Is there finally light at the end of the tunnel for microfinance loans?
Microfinance loans are showing reduction in stress but growth isn’t in sight yet.
OPINION | Companies Act Amendments: A renewed push to ease doing business
Parliament’s winter session is expected to see a bill to amend the Companies Act, with the aim of removing superfluous requirements and also harmonising the law with contemporary business needs
Chart of the Day | L&T’s rising overseas orders -- more to flow?
The IEA estimates that the Middle East could account for about 20 per cent of global hydrogen-focused renewable capacity by 2028
