IIP data confirm PM's warning on foreign imports
India's industrial production registered a modest 2.7 percent year-on-year growth in April 2025, marking a weak start to FY26 despite outperforming expectations, given the core sector's dismal 0.5 percent expansion. The sluggish performance reflects deeper structural challenges in the manufacturing sector, particularly in consumer goods production
Nara Lokesh 2.0 holds the promise of a blockbuster
TDP is in the midst of its three-day Mahanadu at Kadapa, the home ground of its arch-rival Jagan Reddy. Beyond the symbolism of holding its meeting there, the party is expected to announce a more substantive change, the appointment of Nara Lokesh as working president. From being dismissed as a dynast a decade ago, Lokesh has come through a trial by fire. While Chandrababu Naidu is TDP’s unquestioned leader, his son’s star is in ascent
The lessons from China’s dominance in manufacturing
Beijing’s aggressive investments in domestic production have strained trade relations with western partners. But can the world learn from it?
When bitcoin is the business model, investors should beware
Most shareholders of listed companies still prefer real assets with predictable cash returns
Is Trump's tariff flip-flop causing a supply chain meltdown?
President Trump's shifting trade policies are sending shockwaves through global markets and manufacturing. As port congestion rises and shipping rates spike, the world's supply chains are bracing for more disruption.
India’s an emerging drone giant, with 10% market share. Is this tech really a game changer?
This month’s Indo-Pak conflict saw South Asia’s first drone battle, with India winning hands down. It’s unleashed a wave enthusiasm across the domestic drone ecosystem and sparked speculation on drones being a military silver bullet. A clear-eyed assessment, however, shows drones to be just one among the efficacious options. And it’s most effective when used in combination with other weaponry
Technology may shine, but it is science that will fuel India’s rise
Technology may capture the spotlight, but science lays the foundation for lasting innovation. India’s rise as a global leader depends on bold investment in fundamental research and scientific talent
Is the pace of EV adoption slowing in India?
The next two years are critical to see a decline in battery costs and interest rates tango to drive down EV prices
What are the characteristics of high performing states?
A recent report on state rankings reveal how states that are falling behind can take measures to improve their performance on various parameters
What Silicon Valley’s Indian entrepreneurs have lost, but can relearn from Brad Feld
Brad Feld’s book ‘Give First’ champions mentorship without expectation, showing how intentional generosity can build thriving startup ecosystems. In this article the author talks about urging communities to build trust, give generously, and institutionalise support for lasting entrepreneurial impact
Chart of the Day | RBI dividend transfers, pre and post Bimal Jalan panel
The calculations to compute dividend transfers were amended post the Bimal Jalan panel recommendations
Data Story: What is a bleeding microfinance industry telling us?
Surplus liquidity and easing interest rate environment are potent temptations for lenders to stoke up microfinance again.
Reputation is the No. 1 CEO concern even if it doesn’t top the rankings
Reputation isn’t just a brand or PR issue. It is the accumulated public perception of how well a company manages every single one of its business concerns, the columnist writes
India's $4 Trillion Moment: The rise of a resilient and reformist India
IMF has forecast India’s GDP in FY26 will surpass that of Japan, making it the fourth largest economy in the world. A spokesperson for BJP argues that the journey from the 11th to 4th largest economy over a 12-year period owes much to the policies and execution capacity of the Narendra Modi government
How the judiciary assumed greater theological authority than high priests of religions
In the ongoing challenge in the Supreme Court to amendments in the Waqf law, the issue of the role of charity in Islam came up. The origin of this argument and similar ones in earlier cases can be traced to a unique Indian judicial invention, the essential religious practices doctrine. It arose from the need for the judiciary to gauge the point of demarcation between secular law of a modern state and traditional religious practices that cannot be tampered with
Stablecoins are bank deposits
And stablecoin issuers are banks
SEBI’s ESOP rules for promoters need a rethink
SEBI’s evolving stance on ESOPs for promoters highlights regulatory inconsistencies. A unified, transparent framework is needed to balance founder incentives with public shareholder interests in India’s changing startup landscape
Now is the time to reopen the Eurozone bond debate
The EU now has a unique chance to capitalise on investor doubts about the US and promote the euro as a reserve currency
Trump’s myopic view on trade deficits mars the future of transatlantic cooperation against China
Trump’s latest tariff threat against the European Union exposes the fragile underpinnings of transatlantic trade. With mutual dependencies high and China lurking as a strategic rival, the US and EU face a tough test of economic diplomacy
Mid-sized firms are apple of a banker’s eye as EMI-induced purchases slow
Medium enterprises have grown cautious in borrowing and prefer internal accruals over bank loans for business.
Chart of the Day: Rising fuel inventories at power plants should worry Coal India’s investors
Dispatches by Coal India slowed in FY25 and in April FY26
The power and pitfalls of India’s ascent to the fourth-largest economy
India’s rise to the fourth-largest economy is a milestone worth celebrating, but real prosperity lies in lifting per capita incomes. Sustained, inclusive growth demands tough reforms, value creation, and a shift from populism to productivity
AI threatens jobs of millions of Indians. What counter-measures should the government take?
The rise of AI and automation threatens to upend the current ecosystem, targeting the repetitive, rule-based roles that employ millions
Data Story: India’s fourth largest economy status comes with a K-shaped reality
India’s ascent to the world’s fourth-largest economy marks a milestone. But the rising GDP has been accompanied by a sharp increase in inequality
In June, RBI has tough choices to make
Which way interest rates head subsequent to the MPC meet will have an impact on the cost of money, which affects investors, apart from savers and depositors
