REITs and InvITs: From niche instruments to core institutional allocations
Mutual funds in India are shifting from tactical to strategic investments in REITs and InvITs, driven by strong yields, regulatory support, and growing market maturity, redefining long-term income generation
Chart of the Day: BHEL’s record order book faces a moment of reckoning
The company saw record order inflows for second consecutive year in FY25
Will Japanese alarm bells ring on Dalal Street?
In an intricately linked global economy, the movement of capital in response to interest rate shifts can send ripples across continents — with profound implications for financial markets
Criminal Chips? Trump escalates US-China tech war with global warning on Huawei AI
The fragile truce between the US and China after the Geneva trade talks is already under pressure, with President Trump’s administration targeting Huawei’s AI chip ecosystem. The move marks a renewed escalation in the ongoing tech war between the two global powers
Why Indian women are the country’s most underrated asset allocators
Indian women have expertly managed household finances and assets. With growing digital access and financial literacy, they’re poised to become powerful, informed asset allocators across India
US-China rivalry heats up in Gulf tech, defence deals
President Donald Trump’s recent trip to Saudi Arabia, the UAE, and Qatar marked a dramatic shift in US foreign policy—from values-driven diplomacy to pure transactionalism. Massive tech, defence, and mining deals highlight an intensifying US-China rivalry playing out in the Middle East
India’s water crisis isn’t just about scarcity – it’s also about storage and delivery
India’s water crisis goes beyond scarcity, it’s a challenge of storage, delivery, and access to safe water. Holistic infrastructure, innovation, and awareness are essential for long-term water security and resilience
Joseph Nye embodied ‘soft power’ with his charm and personality
A giant in the discipline of modern international relations, Nye teased out the many dimensions of power. His concept of soft power and its subsequent iterations were widely studied and followed. A strategic affairs analyst pays tribute to Nye who passed away last week
Chart of the Day: Why India's young workforce could make you rich
India’s equity market is witnessing a transformative shift, powered by rising domestic participation and a youthful, growing workforce.
Family arrangements in India: Legal backbone of legacy realignments
Family arrangements offer a sophisticated legal mechanism to engineer inter-generational realignment without disruption. They enable families to navigate the complexities of succession, governance, and business separation in a way that is collaborative, forward-looking, and shielded from public acrimony.
Indo-Pak Conflict: Time to build an indigenous economic defence strategy
Sanghnomics: The border conflict with Pakistan highlights the need for Swadeshi Economics as India’s indigenous economic model. India must build a self-reliant framework amidst global instability and conflict
The markets are declaring tariff victory too soon
A potential supply and demand shock means the US economy may be in for years of volatility
India and Pakistan aren’t getting re-hyphenated
India's emergence as a significantly large economy, ahead of Japan sometime this year, will ensure that doesn't happen. But India will have to ensure that it emerges as the leading player in the China +1 strategy of MNCs and has access to the top AI technologies to translate its recent military triumph into a wider strategic victory
India-US talks — More than trade?
Goyal’s trip to the US comes at a time when global power alignments are going through a churn
Data Story: Pharma companies ride profitability wave amid Trump jitters
Return ratios of Dr Reddy's Laboratories, Cipla and Lupin increased significantly in the last five years
Why people of J&K feel Indus Waters Treaty shortchanged them
J&K has always been cut up about IWT as the UT has not been to exploit the full potential of its natural resource. In addition, it is believed that the limited use of the UT’s water resources has helped India’s lower riparian states at its own expense. There’s now hope that the situation will change with the Treaty being held in abeyance
What is the bilateral impact if India-Turkey tensions escalate?
For India, it’s a bold assertion of strategic red lines. For Turkey, it’s a costly misstep
Decoding India’s Strategy: Amplifying the anti-terror narrative amid Western ambivalence
Seven teams of MPs visiting different countries should do more than convey India’s role in the fight against cross-border terrorism. They need to find out why many countries are reluctant to support India publicly and find ways to rectify this problem. The battle of narratives needs to be won for both military and economic reasons
Data Story: China’s long game shows in its strategic move away from US debt
The UK has overtaken China as the second-largest holder of US Treasury securities in March 2025, raising questions about China’s long-term strategy. Is this a sign of decoupling from the US?
The Reading List: May 16, 2025
Our research and opinion teams have curated a selection of articles and social media gems from the world of economy, business and finance for your weekend read.
Regulating the seven svaras
India’s music does not require pre-approval to connect with the soul. It needs warmth, space, support, and freedom to be what it has always been—a reflection of who we are
Payback Time: Turkey’s support for Pakistan sparks backlash among swadeshi activists
RSSFACTS: India’s Swadeshi Jagaran Manch (SJM) has launched a nationwide boycott of Turkish goods and tourism in response to Turkey’s support for Pakistan. The campaign includes protests, economic sanctions, and calls to suspend aviation links, impacting trade and tourism
Has gold peaked?
Plus inflation expectations
India’s space sector set to soar
A robust foundation has already been laid through public sector. Going forward, it will be complemented by a policy framework that harnesses private sector resources to expand the country’s space economy fivefold over the next decade to about $44 billion
Why Indian stocks soared after Trump’s ‘Zero Tariff’ claim
Indian markets surged on Trump’s zero-tariff claim—revealing investor optimism despite unresolved trade negotiations
