While currency volatility is a concern for central banks, including the RBI MPC, these are overrun by domestic priorities. The fiscal policy assumed a contractionary impulse on the back of a narrower deficit target for FY26, passing the baton to the central bank. If inflation is aligned with the targets, monetary policy is likely to assume a growth supportive stance in the quarters ahead.
The sharp fall in inflation, particularly food inflation dropping to 6% from over 8% in previous months, provides the RBI with much-needed policy space.
The president hammered grocery prices on the campaign trail but has shifted gears now that he’s in office
With the private sector reluctant to invest in foundational technologies, the state must step in
Ongoing operatic rivalry between billionaire and OpenAI chief Sam Altman remains major subtext
While Naren's comments on valuations of small and midcap stocks are valid, an average mutual fund buyer cannot time the market like an expert fund manager
Failing to act now by not ramping up innovation and R&D investments by 100x could stand to make us irrelevant. India must significantly ramp up AI R&D investment to assert global leadership in innovation and economic growth, drawing inspiration from Moore’s Law for future progress.
New governor Malhotra has stuck to the old script when it comes to forex intervention, both in talk and walk
By definition, reciprocal tariffs mean imposing the same tariff rate on imports from other countries as those countries impose on US exports
Start with a maximalist position, adapt to the response and keep both allies and rivals off balance all the time. It’s all there in the Gaza plan proposed by Donald Trump as stakeholders, Israel included, find the ball is in their court without the US having to take concrete steps initially
In administrations, it’s often argued people are policy. In a Trump administration - this parable holds even more meaning. PM Modi and his team will be well prepared for tariffs and transactionalism from Trump.
The outcome of the visit will have a significant impact on India’s economy, manufacturing sector, defence capabilities and its projection as a global superpower
Companies say recycling electric waste can provide a new independent source of the sought after elements
Unless Western governments are ready to accept higher prices, Russia, Venezuela and Iran will continue to evade sanctions
Consumer expectations about price increases can be self-fulfilling
A quick delivery service and popular menu items from top QSRs, cater to the convenience-driven preferences of Generation Z. It is designed for busy consumers seeking quick, hygienic, and delicious nourishment throughout the day
A Chinese hedge fund, high-flyer, has transformed into DeepSeek, a pioneering AI company, challenging traditional capital-intensive models. Its success underscores the unpredictable creativity of capitalism, where even speculative sectors like hedge funds fuel technological breakthroughs
The Nifty 500 market breadth is at a 10-year low. Here’s an analysis of which stocks investors should focus on and why they should await positive corporate earnings signals
Traders are switching to options from futures, to cope with higher capital allocation requirements. But that’s the wrong solution for the problem they are seeking to solve
An excessive punitive approach not only risks stifling the microfinance sector but also threatens to undermine the very credit ecosystem that sustains the state's most vulnerable populations
Given that over the last two years, the Budget did little to rev up allocations in infrastructure the EPC sector may continue to face sluggish order flows, unless private capex takes over
India’s contract research (CRO), development and manufacturing (CDMO) services markets doubled between 2019 and 2023
Tighter regulations are now deferred but relief on margins won’t be quick for banks
The US intends to impose a 25 percent tariff on steel and aluminium and also levy reciprocal tariffs on all imports, posing risks to metal producers in particular and industry in general
Sanghnomics: The newly elected BJP government in Delhi faces long-term challenges of managing migration and job creation, while addressing short-term issues like financial mismanagement, infrastructure neglect, and significant cuts in the capital outlay for key sectors.
