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The Kalyana Karnataka region needs targeted industrial investment to bridge its economic gap, requiring a pragmatic approach and balanced environmental protection to foster growth and development
A sharp spike in Treasury yields triggered an abrupt pause in planned tariff hikes. While the U-turn is welcome, it sends disturbing signals about policy making under Trump
Donald Trump may have pressed the pause button on tariffs for some countries, but uncertainty still looms large. When seen in this context, RBI’s monetary policy committee has been wise to undergird its approach in a way that boosts confidence, remains cautious about global headwinds and also provides a cushion for the domestic economy through lower policy rates
The market turmoil and pressure from Wall Street to Capitol Hill proved too much for the US president
The Trump administration has shown definitive signs of shuffling its hierarchy of threats. Russia, the focus during the last three presidencies, is no longer seen through the same lens. Resources are now being shifted to tackling China. It assumes salience in the backdrop of an intensifying US-China trade war
Given RBI’s inflation forecasts of 4% for FY26, and assuming a real rate of 1.5%, the terminal repo rate in this cycle could be at around 5.50%, implying another 50-bps rate cut in this cycle – to be delivered in June and August.
The RBI ticked all the right boxes - the repo rate was cut further by 25bps to 6%, the stance was changed from neutral to accommodative and the RBI signalled that liquidity conditions would be kept in surplus to enable transmission
Easier monetary policy along with durable liquidity infusion will help ease financial conditions and enhance supply of credit in the economy
India’s FMCG sector continues to be under pressure, showed March quarter's early updates. The unsettling of global commodity markets by US tariff hikes may, however, bring some benefits
10-year treasury yields jump most in almost three years
It's climate change, not a hostile global trade environment, which represents the gravest threat to Indian agro-products. Consecutive dry winters in Kashmir have severely impacted high-density apple orchards, threatening the region’s economy. Water scarcity, due to declining rainfall and snow, risks an economic crisis for apple growers dependent on reliable irrigation
Politics in India at the sub-national level plays out through the Governor’s office. It’s mainly taken the form of Governors sitting on bills passed by State Assemblies by exploiting loopholes in the Constitution. Supreme Court on April 8 closed one such loophole by explicitly setting a timeline for Governors to act when Bills are presented to them. It bodes well for federalism
India’s Oilfield (Regulatory and Development) Amendment Bill promotes Carbon Capture, Utilisation, and Storage (CCUS), setting stricter environmental standards, offering incentives, and imposing penalties to reduce carbon emissions in the oil and gas sector.
Here’s a look at the numbers to understand which way the MPC will move
The trade deficits will remain roughly unchanged — the globe will just end up poorer
The US dollar, not its merchandise or services, became America’s principal export. After decades of enjoying this benefit, US finds itself confronting multiple challenges, including lack of competitiveness in manufacturing. Some of the present global bloodbath was therefore inevitable. History has amply demonstrated that no change in global world order has ever happened without a major bloodbath
Trump’s tariffs have made Asian central banks’ jobs complicated amid a brewing currency war.
At least 3 private banks have cut FD rates, SBI has stopped a popular special deposit scheme. What’s happening?
Both EU and Arab League members want to exclude it from administering Gaza if a truce with Israel is reached. Hamas however, remains an ingrained factor in the Palestinian question. Palestinians would turn to Hamas because of feeble Fatah. Hamas may not score over Israel, but it remains a dominant player within Palestine
JPMorgan chief’s letter to shareholders is an exercise in blending in with the political wallpaper
Harsh reciprocal tariffs and the resulting trade war risk tripping the economic growth journey of India. But it’s not a lost cause
PE investors in India shifted lanes from commercial real estate that attracted huge investments in FY2024 to logistics and warehousing
In the shadow of a contentious new law, Bihar’s political landscape is simmering with possibilities. Allies are walking a tightrope while rivals sense opportunity
Shipping lines face uncertain future as tariffs dim outlook for global trade
