Indic Large Language Models will be transformative
There is a huge population out there waiting for LLM-powered applications to bring about a change in their life by bringing the right content to them in the right way at the right time. If this goal is to be realized, using Indic languages is a prerequisite
Government purchases don’t need atmanirbharta; foreign firms are required
Government procurement makes up about 15% of GDP, or $600 billion. Restricting it mostly to local firms leads to inefficiencies and higher costs, which are borne by tax payers. India will be better off if foreign firms are allowed to bid for government purchase contracts, thereby catalyzing efficiency gains in domestic companies and reducing the bill value
Chart of the Day | Sugar output slips in 2024-25 but it’s not a bitter harvest
Weather conditions and crop infestation hurt output in 2024-25 but mills coped with the situation and are gearing up for a better season
Investors ask ‘what next’ as the American fever breaks
Inflated stock prices may have been mistaken for growth-driven superiority
Bond Yields and Downgrades: Debunking the mainstream economic myths
Moody’s recent downgrade of US debt rattled bond markets, triggering sharp moves in yields. But dig deeper, and you’ll find a more complex reality behind the headlines
Banking on AI: How financial institutions can stay ahead
AI is transforming India’s financial services sector. Banks must integrate AI strategically, balance innovation with regulation, and adopt responsible AI to enhance productivity, customer experience, and long-term growth
Decoding Economics: Are consumer sentiment surveys misleading?
Despite steady economic growth and rising incomes, consumer sentiment in India and the US remains surprisingly gloomy. A new study explores why people may feel worse off even when they’re actually spending more than before
Whirlpool puts up a decent show amid parent’s stake sale overhang
Promoter Whirlpool Corp plans to lower its stake in Whirlpool India to 20 percent this year
Is India’s growth accelerating? All eyes on Q4 GDP numbers
India's Q4 GDP data, due on May 30, could offer critical clues on whether the economy is gaining momentum or plateauing. From sectoral trends to corporate investment signals, there's a lot riding on this print
IndusInd Bank unearths fraud, investor confidence to hit rock bottom
The board found out that a bunch of key personnel perpetrated fraudulent accounting practices
Shashi Tharoor: Suitors aplenty but no great options
The animosity between the MP from Thiruvananthapuram and sections of Congress High Command is barely concealed. It a steep fall from the time Tharoor seemed to be a potential Kerala CM on a Congress platform. Is his defence of the BJP-led Centre a signal of his impending destination, or a harking for a more bipartisan era? Or, is Tharoor just a hard-nosed politician extracting something out of the leadership of a party under pressure?
Investors flock to equity funds that exclude US after Donald Trump’s return to power
World ex-US funds have long been out of favour but have attracted $2.1bn in assets over past three months
India's Artificial Intelligence vision shines in Shanghai
India with its strategic advantage, is not just participating in the AI revolution but shaping it, creating an AI for all that uplifts humanity.
Direct tax buoyancy is a standout feature of India’s growth story
India’s higher tax buoyancy—exceeding GDP growth continuously for more than four years—suggests improved compliance, greater use of technology, stronger corporate profitability, and rising taxpayer incomes. Going forward, it is imperative for the finance ministry to maintain this momentum by enhancing compliance, simplifying tax regulations, and putting an end to tax disputes and tax terrorism
How revised rules for AIF affect lenders
The RBI has revised its strict investment norms for Alternative Investment Funds, softening the December 2023 blow that rattled the financial sector. With clearer definitions and relaxed provisioning, regulated entities now see a more balanced compliance path ahead
From Margin to Mainstream: Rewriting the rules of consumption in Bharat
Bharat’s Tier 2/3 consumers are driving India's next wave of growth with rising digital adoption, localised preferences, and brand loyalty. Success demands value innovation, cultural relevance, and trust-based engagement beyond traditional metro-centric strategies
Criminalising minor offences is how legislature contributes to judicial backlog and unease of living
The State of the System report by Vidhi Centre exposes India's overcriminalisation of minor regulatory offences. Of central laws, 42 % contain criminal provisions. It leads to an overreliance on imprisonment and jails filled with undertrials. Finally, there are signs that the government is taking steps to undo the damage
What’s at stake in India’s Gulf gamble?
Stronger ties with GCC nations will help India not only to reap economic benefits but also bolster its geopolitical clout
Data Story: India's core industrial output stalls in April: What the numbers reveal
India’s core industrial sector has stumbled out of the gate in FY26. A sharp drop in growth in April raises fresh questions about the strength of the recovery — and one heavyweight sector may be to blame
Chart of the Day | FD rates are falling fast; SBI the latest in the rate cut club
A look at the bank rate actions on deposit rates so far.
Only growth won’t get LIC Housing Finance investor love in FY26
The outlook on net interest margins is not a sanguine one for LIC Housing Finance
How a small Southern bank is outshining peers in profitability
The management’s guidance on margins for FY26 is modest
Getting to the core of GDP
In a volatile global economic environment, headline GDP can be overly influenced by exogenous shocks like the ‘Trump tariff'. A way to segregate the influence of temporary shocks and gauge the long-term trend is to calculate the core that makes up GDP, private consumption and fixed investment. In India’s case, over the last two decades, core GDP’s growth has outpaced the overall economic growth
Will steel makers get a reprieve from dumping of Chinese steel in 2025?
A slippage in China’s steel output in April raises the possibility of more cuts ahead, but it also raises a key risk. The answer lies in the balance
Deepfake equity analysts hint at the future of finance
More financial groups will inevitably follow UBS in wearing their AI on the outside
