OPINION | GAAR, Grandfathering and the Tiger Global Case: What the new rules mean for investors
A Supreme Court ruling in January 2026 raised questions about the tax treatment of older foreign investments in India. The government responded within weeks by amending the rules
OPINION | India strengthens border infrastructure as China builds strategic advantage
India is expanding border infrastructure to match China. Rising tensions and past gaps show the need for faster development to improve defence and strengthen its position
The ceasefire bounce
And the Hormuz bitcoin tollbooth
OPINION | How China manages its energy security
China’s energy strategy is not about achieving complete self-sufficiency. It is about ensuring that dependence does not translate into vulnerability
OPINION | China’s West Asia Strategy: The method in Beijing's silence
As West Asia absorbs its worst energy shock in half a century, China's quiet response reveals a method for operating under pressure, one that India is now being tested on
War is almost over, the challenge to rejig portfolios starts now
Supply shocks created by the US-Iran conflict will take time to reverse
Global AI data centre expansion plans hit multiple hurdles
Memory shortages, geopolitical conflict and environmental concerns are hitting AI data centre cost and time estimates
OPINION | India’s new pesticide bill must keep pace with emerging export challenges
Indian agriculture faces supply disruptions and rising input costs. Global pesticide rules are getting stricter. This calls for faster reforms and better access to modern crop protection technologies
Middle-East crisis: A bane turns into boon for India’s infra sector
India’s infrastructure firms may see new opportunities in rebuilding of damaged assets in the Middle-East
Stay cautious: Ceasefire is a pause, not peace
The ceasefire math doesn't add up: markets priced a resolution, but the Strait of Hormuz is running at a fraction of its capacity
Ceasefire or Conflict: RBI has mapped out what each means for India
The RBI's latest Monetary Policy Report quietly lays out what a prolonged Middle East conflict — or its resolution — would do to India's growth, inflation, and the rupee
Chart of the Day: West Asia war hits confidence of Indian consumers
The Indian consumer could soon be back with resilient optimism, if the ceasefire holds.
RBI leaves the swinger: A smart pause in a swinging macro pitch
The MPC's neutral stance provides the flexibility to respond swiftly should conditions materially deteriorate, while avoiding the policy misstep of raising rates to combat an externally-driven supply shock.
RBI April policy chooses to wait, watch and respond, rather than react hastily to transient shocks
For investors and businesses alike, this implies a period of relative policy stability but one that remains contingent on an evolving and uncertain global environment.
SIR revisions adds new layer of uncertainty to the Bengal Election outcome. BJP feels it needs a small swing
It is on this basis, the BJP sources say that the closer look at the numbers suggests that a BJP victory in West Bengal may be far nearer than conventional narratives admit
RBI policy suggests growth risks may outweigh inflation risks; MPC likely to maintain prolonged pause
If the ceasefire results in a more durable peace accord, fixed income and equity markets should both benefit and revert to more reasonable levels and help improve investor sentiment (domestic and global).
OPINION | ‘Epic Fury’ morphs into ‘Epic Folly’
Any war, when embarked upon must be a sagacious choice, more so when the commencement of hostilities is a deliberate act – as was the case with the Trump-Netanyahu combine
OPINION | RBI holds rates in the backdrop of supply-side shock
RBI keeps rates steady amid global supply disruptions. Inflation risks remain from trade shocks. Policy balances growth and stability while monitoring currency pressures and capital flows
OPINION | US-Iran ceasefire is welcome but negotiation framework suggests narrowing gaps will be tough
Even the old nuclear deal did not envisage US lifting primary sanctions on Iran, which may now be up for negotiation. Also, will the US restrain Israel?
Will the Iran war derail the energy transition?
Countries in Asia and Europe are turning to coal to power their economies but analysts argue solar will be a long-term winner
OPINION | India’s fashion demand shows shift in consumer spending behaviour
India’s consumers are more selective in fashion spending. Demand remains but decisions are slower. Value and usage matter more than trends in purchase choices today
OPINION | How the SDPI is using the Kerala election to emerge as a mainstream party
There are signs of an understanding with the Left Front as the party, once seen as politically radioactive, seeks to eventually create space for itself in mainstream alliances by dislodging IUML
Quick Take: RBI adjusts to West Asia reality, but outlook and rate moves are written on sand
A capricious war outcome threatens the math and assumptions for the RBI
OPINION | Iran ceasefire is likely to hold as Trump needs it
US miscalculations have been apparent for a while and it has begun taking a toll on Trump’s popularity ratings. He was looking for an off-ramp and gains nothing in escalating the conflict
Data Story: The supply chain gauge flashes red again
The New York Fed’s supply chain pressure index is signalling a new phase of stress, a result of the war in the Persian Gulf
