Rising lead prices apart, there are other posers to battery makers’ earnings
The ability to pass on lead price increase to customers and smooth transition to L-ion cells will determine profitability in the near term
Is the Nifty rally built on sand?
The Nifty50's approach to record highs masks troubling weakness in the broader Indian market, where just six stocks are driving the rally while hundreds languish below key technical levels.
Chart of the Day | Credit Boom: Businesses see financial flows jump sharply in first 7 months of FY26
A sharp uptick in both bank credit and non-bank financing is fuelling easier access to capital for India's commercial sector, with total financial flows rising nearly 24 percent in the first seven months of FY26
What to look for beneath Friday’s Q2 GDP headline
India’s Q2 GDP data will likely show strong real growth, but the real signal lies in the nominal slowdown that’s straining revenues, profits, and fiscal arithmetic
Sandesara Settlement: Has the SC just opened a Pandora’s box?
The Sandesara ruling may have many ramifications in similar cases
Eight years on, the IBC is buckling under delays, haircuts, dodgy deals
With creditor recoveries stuck at nearly one-third and banks chasing pre-IBC fraud almost equal to total recoveries, India’s insolvency regime is flashing red signals
OPINION | Will the outcome of the 2027 Punjab polls influence the Centre’s approach to Chandigarh?
Prized by Punjab, Haryana and the Union, the Centre’s stillborn idea of tightening its grip on the city through a constitutional amendment may have been a way of testing the waters. The last word hasn’t been said yet
OPINION | India's Manufacturing Moment: Shaping the factories of tomorrow
India's manufacturing sector is evolving with advanced, tech-driven processes. Initiatives like Make in India, along with AI, robotics, and IoT, are boosting efficiency and growth
Why Kwality Wall’s 0% EBITDA margin is not as chilling as it appears
The to-be-demerged company’s investor presentation discloses an aggressive pricing strategy and investments, as it seeks to become a much larger, faster-growing company. But the ride could be a rough one
BHP’s fleeting Anglo bid shows the race for copper is heating up
It was second time unlucky for the Australian miner, but a third attempt at a later date might be the charm
OPINION | The Seeds Bill, 2025, needs patient effort to build adequate support
The last two attempts to introduce a new iteration of a law governing seeds ran into strong opposition. Government needs to take States and other stakeholders on board to successfully update the legal framework Siraj Hussain
OPINION | The AI boom is real. The ‘hype accounting’ it has created is unreal
In AI-rush, world’s most celebrated industrial-disruption ever, the fastest is the imagination of those financing it. The circus of circular-money and ‘vibe-revenue’ around it is defying human-arithmetic
Why OMO is back in the news, and why debt investors should track it closely
The bond market has a liquidity problem, and RBI’s intervention is keenly awaited. How does this tool work, what impact will it have and how should fixed income investors position themselves?
The new Labour Codes do not create flexibility — They just make it legal
India’s new labour codes formalize a flexibility that already existed, promising broader social protection in return
Chart of the Day: Corporate hospitals cash in on surge in international patients as geopolitical tensions ease
Higher patient volumes drove international business revenue growth at Fortis, Max and Medanta in the September quarter
Will the AI bubble burst? Or just the LLM bubble?
As AI valuations soar and LLM progress appears to plateau, industry insiders are pivoting to radically different approaches—but will they arrive before the bubble bursts?
Will rate cuts revive market sentiments?
Bull markets occur in spite of three powerful countervailing forces – limited resources of bulls, selling pressure by profit takers and/or bears and gravitational forces. When there is expansion in the first criterion – ample supply of money at lower interest rates-- markets witness euphoria
OPINION | India in 2040: A nominal GDP of over $11 trillion is within reach
A base case scenario of average growth rate till 2040 of 6.7 percent will place India in the upper middle-income category of economies. Investment and labour availability will play key roles in this journey
OPINION | India’s Labour Law Reform: Building the foundation for Viksit Bharat
India’s labour law reform consolidates 29 legislations into four Codes, simplifying compliance, enhancing worker protections, and promoting flexibility. These changes aim to boost investment, job creation, and inclusivity, supporting economic growth
OPINION | Bengaluru’s Tunnel Road: A solution or slogan?
Bengaluru’s proposed tunnel road project faces opposition from the "moving people, not cars" lobby. Critics argue it favours private transport, but the project could ease traffic congestion while supporting both public and private mobility
Howard Marks: 'People are shakily optimistic'
The Oaktree chair on Fomo, private credit, and the challenge of remaining prudent
Why the US would not conduct explosive nuclear tests
The greatest resistance to US nuclear testing would not come from China or Russia, but from the southwestern states of Nevada and Utah which have historically suffered because of nuclear testing
Chart of the Day | IT sector continues to navigate uncertainty
Gartner predicts that by 2026, global spending on software incorporating generative AI will actually surpass spending on traditional software without AI capabilities
Putin's Delhi Visit: How a fighter jet deal could redraw geopolitical lines
President Putin's visit to India marks a strategic turning point, with a landmark technology transfer deal that strengthens India's hand against China and the West
