Chart of the Day | Changing contours of domestic consumption story
Data shows that unbranded players are leading consumption in urban markets
Why tier-two cities can drive forward India’s economic development
According to the Randstad Talent Insights Report 2025, job creation opportunities have grown by 42 percent in tier-two cities during September 2024 to February 2025, as against 19 percent in tier one metros
Can investment flows break free of global tensions?
UNCTAD highlights how trade and geopolitical tussles inhibit global FDI, hampering the economic progress of developing nations such as India
How the Iran-Israel war has altered the market
After a strong rebound from April lows, Indian markets are treading cautiously again—sector churn and fading participation hint at a rally on shaky legs
Lowering tariffs and trade barriers could unlock Viksit Bharat 2047
India's aspiration to become a developed country by 2047 hinges on its ability to unlock unprecedented growth, innovation, and capital
Data Story: A mixed outlook awaits credit cards, but a turnaround is likely soon
Credit card issuances were higher in May compared with the monthly average in FY25
Middle East oil price risk not a headache for RBI yet
Brent crude oil has averaged $66 per barrel so far in 2025-26, lower than the RBI’s assumptions for the year
India’s diplomacy and FTA negotiations – A turbulent path
India’s approach to trade talks are undergirded by two critical premises. One, concessions are linked to geopolitical context. Two, policy space is a strategic asset and not a bargaining chip. In the case of the US as the administration is prone to flip-flops, India’s insisting on review clauses that lets both sides revisit flash points
Fali Nariman, a beacon of moral courage when Emergency was proclaimed
Fali Nariman was Additional Solicitor General of India when Emergency was declared. He resigned in protest, displaying moral fibre when it was scarcely discernible in the executive or judiciary. A look at that tumultuous period through his experiences provides an important takeaway. Once laws remove restraints on the executive, they will act with 'hobnailed boots'
India's CCPA targets dark patterns in e-commerce for fair design
The CCPA advisory urges e-commerce platforms to eliminate dark patterns in design, enhancing user autonomy and aligning with global standards. Platforms must self-audit and ensure transparent, informed consent practices
How oil traders called the Middle East conflict
Open source intelligence and social media posts gave market participants confidence to sell despite turmoil
What is behind Indian rupee's recent rough ride?
The rupee is vulnerable to geopolitical events more now than before
Climate-proof and Profitable: the hidden upside of adaptation investments in India
Adaptation isn’t just climate insurance but also a smart investment. In India, projects that bolster resilience are delivering powerful profits, showing that climate-proofing can be as lucrative as it is necessary
Decoding Economics: Piketty’s new research reveals how the Global South was impoverished to enrich the North
A ground-breaking new analysis by Thomas Piketty and Gaston Nievas reveals how centuries of colonial exploitation systematically transferred wealth from India and other colonies to Europe, fuelling Western prosperity at the expense of the Global South. Their research suggests that, had these transfers not occurred, India could have ended up owning vast assets in Britain itself
Are markets becoming immune to war, geopolitics?
Despite ongoing conflicts from Iran-Israel tensions to the Ukraine war, global equity markets continue their remarkable resilience, barely flinching at geopolitical upheaval. This phenomenon reveals a fundamental shift in how modern markets process risk—filtering every crisis through a single lens: will this affect corporate earnings?
Is India overestimating Israel’s role as a trusted defence partner?
Moving away from a time-tested position of neutrality, India has shown clear signs of being in Israel’s corner. It’s explained by the country’s reliability as a defence partner. Israel’s reliability will eventually be a function of internal and external pressures. It leads to the question if India is overemphasising the reliability factor
From coders to bystanders: Is Indian IT missing the GenAI train?
Accenture’s latest results have sent Indian IT stocks into a tailspin, but the real concern lies deeper than just weak outsourcing numbers. The sector’s inability to engage meaningfully with Generative AI poses a far bigger challenge.
Chart of the Day | How crude oil prices influenced India inflation numbers in last decade
Oil price shocks extend beyond fuel costs and have broader impact on the economies
FTAs are welcome but don’t let them undermine pharma industry and drug access
In last two decades, the country’s IP model continues to serve as a global benchmark for balancing innovation with public health. India’s philosophy remains rooted in a simple principle: innovation and access are not competing goals; they are complementary imperatives. Good health policy isn’t about choosing between science and society; it’s about designing systems where both can thrive, and India’s IP framework proves it’s possible
India’s digital power must be matched by mercantile mindset
India cannot export strategic technology without first understanding what the world is willing to buy. To be a digital power, we must learn to trade like one, not merely posture like one
Martin Wolf: Why global imbalances do matter
If the US wants to accelerate a worldwide discussion with a policy intervention, the obvious one would be a tax on capital inflows
India’s Income Rise: Powered by PM Modi, led by the people
At a time when many nations are choosing uncertainty, India has chosen continuity over chaos, stability over slogans, and growth over gridlock. The world sees it. The markets reflect it. And most importantly, the people have reaffirmed it
Is the glitter gone in gold?
Ceasefire chatter and falling oil prices have spooked some gold investors, raising doubts about bullion's future. But look past the headlines, and the long-term fundamentals still gleam bright
Shashi Tharoor and Ram Madhav on the Constitution is about depth versus dispassion
Their recent books on the Constitution approach it through political lens. It makes the comparison interesting as their approach is from different ends of the political spectrum. A reviewer concludes that while Madhav takes a dispassionate look at the role of framers, Tharoor is more polemical
Chart of the Day | Why India’s trade surplus with the US is likely to get trimmed
The level of tariffs and the basket of merchandise goods traded are to blame for it
