Chart of the Day | RBI's LCR overhaul aims to fortify banks in a digital era
Malhotra’s RBI is betting that a year-long transition and a 6% LCR boost will smooth the path. Whether banks—and the economy—can walk this tightrope without stumbling remains to be seen
Is the Gold Rush here to stay?
Trend reversals in gold prices are not uncommon but only when the myriad uncertainties are behind, and that is anybody’s guess
Data Story: The incredible rise of Indian fintechs
India’s BFSI sector has been a beacon of returns even during dark times
India’s make-or-break moment to ignite a manufacturing revolution
The Centre must adopt bold, decisive reforms to transform manufacturing nodes into dynamic hubs and realise their full economic potential. In this article, five actionable steps are mentioned that the Central government could take to capitalise on this opportunity
Donald Trump needs Jay Powell
And he probably knows it
Chart of the Day | Profitable IPOs take centre stage globally
Mere returns on listing do not suffice to appease investors
China digs in to insulate CCP from fallout of Trump tariffs
Roughly 20 percent of the Chinese workforce—around 180 million people—is estimated to be engaged in export-oriented jobs. A significant loss of employment, particularly when the economy is already under significant strain, could result in social instability
Urban Dreams, Distant Realities: The smart cities mission and India’s top-down urban failures
India’s urban schemes faltered due to top-down approaches, sidelining local governments. Empowering municipalities with funds, authority, and planning capacity is crucial for inclusive, sustainable, and locally responsive urban development
The trilemma of achieving carbon market harmony in India
Carbon markets are complex but need both enforced compliance and voluntary efforts
Why diversified infra firms are on better ground than their highway counterparts
Few companies have met their FY2025 order book guidance, given the slack in government tendering activity, particularly in roads
RBI’s accounting policies lack transparency, burdening taxpayers
RBI has taken an overly conservative approach to risk management and lacks transparency in how it implements its policies. It withholds surpluses belonging to the government, instead allocating to its own reserves. This compels the government to borrow more from the market
Why RBI wants better monetary transmission in the banking system
The RBI is probably playing a patient waiting game and for the right reasons
How much capital does a full time trader need?
The answer will surprise you but pay close attention to the methodology as well
Regulatory clarification on bonus shares provide a template to boost capital inflows
Recognising the need for capital inflows into India, this might be the ripe time for the Government to partially relax the PN3 restrictions by permitting Indian companies to undertake bonus and rights issue of shares to existing investors from land bordering countries, without requiring a prior government approval
One Fell Scoop | As summer approaches, ice cream re-emerges as hot favourite
In India, rising year-round demand, flavour innovation, and food delivery growth are fuelling a booming, investor-attracting ice cream market. Even world leaders like Putin, Trump, and Obama have shown their fondness for ice cream
Karnataka’s caste survey opens a Pandora’s Box for the polity
A deeply divided Cabinet, outraged mutt heads and thwarted ambitions muddy the waters. Two key questions remain unanswered. Will Siddaramaiah realise his ‘dream project’ of making the OBCs have a greater say in Karnataka politics? Can any political party remain unscathed by the fallout of the report?
Ruchir Sharma: Mapping the high tariff world
How the trade war will reorder the global economy — not burn it down
‘Anti-fragile India’ is set to emerge stronger in a chaotic world
We are living in historic times. Century-old alliances are being tested. India is “antifragile” – it will not only emerge relatively unscathed from the tariff-related turmoil, but it is also going to benefit from the displacement in the medium to long term
Chart of the Day: On a slippery road
Road construction has slowed down in the past two years. While the reasons are known, whether they will continue to hold back growth is the key question
The Eastern Window: Is China's control over rare earth weakening Trump's bargaining power?
Beijing’s biggest leverage is rare earth minerals
Closing Bell : Nifty closes at 24,125 while Sensex rises 855 points; Nifty Bank touches record high with all other sectoral indices ending in green
Domestic indices Nifty 50 and Sensex extended their gains for the fourth consecutive session on April 21, as banking stocks contributed to the sharp upswing. Broader markets gain about 2%
The Tamil Nadu Governor Case: Overstepping or stepping up?
In the initial days of the Supreme Court’s existence, the Court went by the letter – but gradually moved towards constitutionalism based on the experience of its working and in furtherance of the cherished principles. Absolutism is unknown to our constitutional structure. And the Court can surely exercise judicial review powers to bring institutions to account, without substituting the institution itself
Data Story | How Wipro fell behind Infosys, TCS in Europe
Recovery in Europe will be key to Wipro’s revival
Two biggest private banks face a slowdown, but also show resilience
Net interest margin would be a key metric to see in FY26
Indian banking’s held back by inadequacy of long-term funding
RBI has eased short-term liquidity pressures through various tools, but these are no substitute for the stable, long-term funding banks need to support credit growth. The core issue is long-term availability of stable funding—mainly through deposits or long-term bond issuance. India’s banking system is in a delicate balance—supported by liquidity interventions but hindered by long-term funding gaps
