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co-presented by
ASSOCIATE SPONSORS
Learning from the mistakes of the US’ approach, there are three ways in which India can sidestep the most important constraint when a rapid scale up of data centres starts
Despite the new corporate tax regime of 2019 becoming popular, the older one continues to have its followers, with income taxed under it also growing
After 15 years in power, and weighed down by the weight of anti-incumbency, Banerjee showed her political savvy by converting the SIR issue into one of Bengali self-respect. It forces BJP into a reactive position
The Budget 2026 balances growth with inclusion, focusing on manufacturing, services, and agriculture to transform Emergent Bharat while advancing India’s long-term vision of Viksit Bharat
And more on the sentiment puzzle
Signs of its effects are already starting to peek through
With both systems launching in 2026, India’s carbon market could help exporters manage costs and compliance, but its effectiveness will depend on design, credibility, and alignment with EU rules
India’s defence spending should focus on capability and modernisation. Predictable funding matters more than fixed GDP targets. This approach ensures preparedness despite fiscal constraints and long-term security challenges
New age firms are incurring huge EBITDA losses and supported by investor funding
Execution delays and time taken on claims settlement are a drag on profitability
Focus at the company is on debt reduction and balance sheet strengthening
Bajaj Finance has proactively set apart provisions using ECL method against potential stress, but investors should remain wary
Pakistan PM supporting the boycott is itself a political act. To say sports and politics should not mix is hypocrisy at its best.
Overall, the Budget is unlikely to materially alter the medium-term outlook for equities. Rather, it reinforces the view that the past 15 months have marked a reset – shaped by geopolitical shifts and global macro uncertainty.
Overall, the budget is in line with expectations and is positive. The near-term challenges of changes in tax structure on certain financial instruments do not have any significant impact on the economy or the underlying value of the securities.
For the first time in decades, US and Russia, owners of the world’s two largest nuclear stockpiles, will gauge each other’s intention without a formal framework to defuse tricky situations. It makes the world less safe
The presumptive next chair might be better than others on the list, but he is a confusing, perhaps confused, figure
Lower US tariffs, EU market access: double bonanza for Indian auto parts
India’s sound macroeconomic indicators will be complemented by the announcement. It should ease the pressure in financial markets and enable economic growth
Indian markets surged 2.55% on trade deal hopes, but intraday volatility and bearish options positioning reveal investor caution beneath the surface optimism.
India's measured response to Trump's tariff announcement reveals a sophisticated strategy of using trade as geopolitical leverage while protecting strategic autonomy
The India–US trade deal has taken pressure off the currency. The real question is whether flows and fundamentals can do the rest.
RBI’s latest sector-wise credit data shows demand is broad-based and resilient, but the message to Mint Road is clear: this is growth that still needs watching, not cheering.
The India-US trade deal has brightened the prospects for growth and the exchange rate. The first reduces the need to cut rates and the second reduces the RBI’s need to intervene.
With a large manufacturing base, India can emerge as a credible supplier of solar modules and cells to the US
