Bank of America's Amish Shah warns Nifty offers just 12 percent upside as capex hopes fade and valuations stay stretched
Given the belief that capex growth will continue to disappoint, we are negative on anything linked to capex- steel, cement and the industrial sector, says Shah
Is India ready to face EU’s carbon levy from January 2026?
New Delhi needs to engage with Brussels diplomatically to limit the impact of CBAM till a final solution is achieved
Data Story: Private sector is tightening its grip over India’s healthcare services market
The hospitals and clinics market is estimated to exceed Rs 10 lakh crore by FY29
Chart of the Day: How a multi-decade low rate differential deflated bond index inclusion euphoria
Index inclusion offers access to a wide range of investors but not a guarantee that dollars will come
Beyond GST boost, slower growth and margin threat await life insurers
Large, listed life insurers have seen valuations gallop even though business growth hasn’t.
Global markets pricing in two more rate cuts from US Fed in 2026, says Julius Baer's Unmesh Kulkarni
The sharp division of views within the FOMC makes it a bit challenging to gauge the likely future course of rate decisions by the FOMC, as there are differing views among FOMC members on the future direction of rates.
Following Fed rate cut, attention moves to how the new Fed chair will navigate monetary policy
The new chair’s policy leanings, communication style and appetite for risk management will shape expectations for years to come.
OPINION | Why developments in East Asia should matter to India
The East Asian dynamic is a crucible for India’s long-term identity in world politics, whether it can actually function as a pivotal, agenda-setting actor in a fragmented, multipolar order, or is reduced to a crisis-driven hedger between blocs whose rules it did not shape
Rahul Gandhi’s claims fall flat: CIC appointments from 2005 tells a different story
Leader of Opposition Rahul Gandhi recorded his dissent, alleging that the shortlists did not include names from the Scheduled Caste, Scheduled Tribe, OBC, EBC communities.
OPINION | India’s GDP outperformed all expectations in 2025, but low nominal growth’s got downsides
After the tariff blow who would have thought India’s growth rate would touch 8% in the first half of this fiscal? But a consequence of very low inflation pulling down nominal growth is a relatively high interest rate
How China racked up a $1tn trade surplus
Beijing shakes off damage caused by US President Donald Trump’s trade war
Ghost Malls: An opportunity hiding in plain sight
From the United States to China and India, once-thriving shopping centres now stand empty—but these "ghost malls" may represent billions in untapped redevelopment potential
The Babri Masjid Gambit: Can a new party split Bengal's Muslim vote and hand victory to the BJP?
As West Bengal's 2026 assembly elections approach, expelled TMC leader Humayun Kabir's plans to form a new party could fracture Mamata Banerjee's minority vote base—potentially opening the door for BJP gains
Can Indian IT companies pull off a Netflix-style move, or is the risk too great?
As Netflix bids for Warner Bros. and tech swallows Hollywood, India's IT giants with billions in cash remain conspicuously absent from the entertainment game. But that may need to change
OPINION | Bridging the Nutrition Gap After 50: Smart supplementation for seniors
As India ages, traditional diets aren't enough for optimal health after 50. Advances in nutrient delivery systems, like phospholipid encapsulation, can enhance absorption, making supplementation more effective for senior health
Startup Street | Why some startups prefer the many shades of grey
The presence of multiple regulators for industry or lack of will or consensus to arrive quickly at regulatory procedures leads to grey areas for start-ups to take advantage of
Chart of the Day | Post-festive season, structural drivers for CVs get weak
The CV cycle will remain in a gradual recovery phase through 2HFY26
Align safety norms with labour reforms for a better workplace
As India's new Occupational Safety and Health Code prepares for rollout, misalignments with progressive state labour reforms—particularly around IT sector exemptions and working-hour flexibility—risk creating compliance confusion unless Centre and states coordinate effectively
The Great AI Gold Rush: Why technology titans are betting billions on India
A high-stakes race is underway as Microsoft, Amazon, Google, and others commit tens of billions to secure their foothold in India's booming, data-rich AI market
The Currency Battleground: How undervalued yuan powers China's surplus while India's rupee tells a different story
Beyond the political noise, BIS exchange rate data exposes the true scale of competitive devaluations, showing why China's surplus is a policy outcome while India's deficit reveals a growth story
OPINION | Conscious Leadership: Navigating complexity with inner clarity and purpose
Leadership today requires inner clarity to navigate external challenges effectively. Drawing on the Bhagavad Gita, conscious leadership focuses on self-inquiry, long-term purpose, and decision-making that transcends short-term pressures and external circumstances
OPINION | Why the BJP is not going it alone in Maharashtra
BJP dominates its coalition and has relegated allies over time. Yet, the party appears to feel it’s premature to go it alone. It’s the reason why it is likely to keep its alliance intact for the forthcoming civic polls
Quick Commerce: A race to finish first or a plunge to the bottom?
The 10-minute delivery industry is seeing a rush to raise funds. The risk of hyper competition leading to unwise business decisions exists, but is not visible as of now
OPINION | From Delaware to Dalal Street: Balancing shareholder will and institutional oversight
This article explores the tension between shareholder decisions and the institutional mechanisms that delay or override them, examining cases like Tesla and Vedanta to highlight procedural hurdles in corporate governance
