Saudi, UAE and Qatar: Three Middle Powers setting the bar on leveraging soft power
It’s a world in flux, with the foremost power entering into a revisionist phase. Middle Powers, in this fluid state, need to adapt. Three Gulf monarchies are showing the others how to leverage their core strength, hydrocarbon reserves, into soft power
Are financial stocks on the cusp of realising their investment potential?
Since September 2024, the sector index has gained 4 percent in contrast to the broad index’s 7 percent decline. Are gathering tailwinds strong enough to push returns higher is the question
Chart of the Day: Sectors most at risk from Trump's reciprocal tariffs on India
Some industries will be hit harder than others, but India's best hope lies in an alternative to a sector-wise tariff
Bloom or gloom — What will AI spell for the Indian job market?
India has the wherewithal to leverage AI provided an abundant skilled workforce and robust institutional framework are available
What is the sharp slowdown in fintech loans warning us of?
Fintechs are seeing personal loans slow down, but this corner of their book is keeping overall risk elevated
Services exports are booming, and this is just the beginning
Policy focus is primarily on manufacturing and to lesser extent on IT/ITES. In terms of growth, it’s “other business services” which have outpaced traditional software exports. Dominated by small firms, the potential for further growth here is huge if government clears regulatory cholesterol
Dr Copper's being served a bitter tariff pill
Copper prices have already zoomed in 2025, more so in the US. Will there be more pain in store?
Looking beyond Tesla versus BYD to tackle congestion
A steep, revenue neutral Vehicle Area ‘Tax’ will greatly reduce travel time in cities by reducing vehicular congestion. By reducing the demand for road area, it will reduce local heating in our vicinity by preserving trees, plants and soil that would otherwise get paved over to build roads
The philosophy behind Trump’s Dark Enlightenment
An English magus of anti-democratic neoreaction has become a touchstone for the alt-right
How SEBI's FPI disclosure rules will impact foreign flows
SEBI takes a bold step on disclosures for foreign funds, marking a significant shift in its regulatory approach
Can COMAC disrupt the Boeing-Airbus duopoly in global aviation?
A seismic shift could be brewing in the aviation industry, as a new contender takes bold steps forward. With changing dynamics and evolving challenges for established players, the stage is set for a potential shake-up. Here's a closer look at what's taking flight
Larsen and Toubro's unprecedented move in global energy
With its latest achievement, L&T is not just breaking records but also paving the way for a larger role on the international stage. Here's why this development is a game-changer
Chart of the Day | India’s Digital Boom: What’s powering the rise of data centres?
The rapid rise in India’s digital consumption is propelling an unprecedented demand for data centres. But how sustainable is this growth?
Data at a Glance | When was the last time policy uncertainty was so high?
The world is gripped by a growing sense of unpredictability. Markets are wavering, businesses are treading cautiously, and consumers are feeling the strain. How deep is the unease, and how does it compare to previous episodes of massive uncertainty?
What's the main worry in India's economic outlook?
India's economic outlook gets a reality check in the finance ministry’s latest review. Amid resilience and risks, the report hints at what could drive—or derail—growth ahead
Neogen Chemicals at a crucial juncture despite the fire accident
Neogen is making bold strides into the growing battery chemicals space, eyeing exponential growth in a rapidly expanding market. However, challenges on the path to scale-up and key industry dynamics are shaping its journey.
The ugly aftermath of West Bengal’s ‘Dalit emancipation’
State administration and judiciary helped Dalits overcome barriers to worship in temples in Gidhagram and Debogram, leading to praise. The story didn’t end there. Subsequent economic boycotts and harassment of Dalits there show West Bengal’s long invisibilisation of caste stems from deep-rooted prejudice. Socially, it’s no different from other states
Data at a Glance: States’ growth ambitions clash with rising debt
An analysis of state finances offers a mixed picture on financial health. Here are the top findings.
A 'wall' that is hard to breach
Telangana’s Assembly this month passed a bill with the support of the state’s major political parties to push overall reservation beyond the 50 percent barrier. That’s a tall order as attempts by states such as Bihar and Maharashtra in the recent past have been struck down by the Supreme Court. Decades of jurisprudence on reservation have accommodated multiple points of view but getting past the 50 percent barrier is anything but easy
The key drivers behind March's market rally
Indian markets have rallied by 8 percent from their lows this March. What sparked this sudden surge, and have investors missed the boat?
It may be premature for India to mandate emissions trading
India’s energy transition is crucial, focusing on low-cost green energy, nuclear power, and renewables. The potential introduction of a mandatory Emissions Trading Scheme (ETS) could impact manufacturing competitiveness
Data at a glance: Who are the market leaders in this rally and why
After months of decline, Indian markets have turned a corner in March. But what’s driving this unexpected rebound, and could it be a sign of things to come?
Is a beneficial tariff deal on agriculture with the US possible?
Can seasons greetings with mangoes win a diplomatic deal for agriculture trade with US?
Trumponomics is putting lipstick on a policy pig
How do technocrats expect the needed macroeconomic adjustments to occur?
Data at a Glance: Will realty firms achieve pre-sales guidance for FY2025?
Pre-sales values achieved until the December quarter show that the ask rates are reasonable
