Has the US market lost its charm?
While global markets reel under the weight of President Trump's tariff shocks, India has staged a quiet comeback—emerging as the first to bounce back from the chaos of 'Liberation Day', even as uncertainty clouds Wall Street
Tailwinds to lift IndiGo into high skies
While several factors are supportive of Indigo’s surging valuations, the industry is not sans some risks. Read here
Keep UPI free, keep it fair
India’s UPI, a public digital payment system, thrives on zero-cost, trust, and inclusion. Reintroducing fees or enabling market concentration risks undoing progress. This article talks about why India must resist UPI fees and rein in market power
RBI’s outlook spells tough year for Indian banks
As the new financial year dawns, the Reserve Bank of India’s latest policy signals a year of recalibration for the banking sector. Underneath the surface of regulatory adjustments and rate movements, deeper structural challenges are beginning to emerge—ones that could reshape how Indian banks operate and compete in the year ahead
Trump trade war could challenge US credibility, says Jamie Dimon
JPMorgan chief tells the FT that Washington and Beijing ‘should engage’ as tariffs escalate
The rare weapon in China’s economic arsenal
As tensions rise between Washington and Beijing, a quiet but powerful move is playing out in global supply chains. This isn’t just about tariffs or tweets—it’s about materials hidden in the gears of global innovation, from defence to electric vehicles. A new front in the US-China standoff has opened, and the implications are far-reaching
Liquidity takes the lead in RBI strategy
The Reserve Bank of India’s evolving stance on liquidity underpins its monetary policy
Chart of the Day | FD Rate Cuts: Who gains, who loses?
Which are the banks that have cut FD rates of late? Take a look
India needs a balanced approach towards building a trusted digital data protection framework
The Draft DPDP Rules aim to support India's data protection law, but concerns exist regarding data localisation, data retention, and age verification. A more pragmatic, flexible approach is needed to balance privacy, business needs, and innovation
Torture by police continues because they believe it works
A survey of police personnel reveals 'that a significant proportion of police personnel justify the use of torture and violence in the course of their duties, and also believe that they should be allowed to use force without any fear of punishment.' This is problematic and not something the political class should ignore
How Wall Street got Donald Trump wrong
Titans of finance and business are beginning to realise they misread the president’s second-term priorities
Why gold may not lose its sheen any time soon
While gold experienced a dip in March when stock markets gained traction from renewed foreign investor participation in local equities, the precious metal showed resilience in April
As the 2026 state election nears, Bengal’s political turf war turns communal
The recent unrest in Murshidabad has reignited concerns over communal harmony and political accountability in West Bengal. As conflicting narratives emerge and displaced families seek shelter, the incident has become a flashpoint in the run-up to a high-stakes 2026 election
The Future is Equal: Strategies to close the gender gap in AI
India leads globally in women STEM graduates but faces barriers in workforce participation, leadership roles, and academia. To advance AI, diversity is essential. Addressing biases, work-life balance, and support initiatives is crucial for inclusivity
As the world reels from Trump tariffs, India’s playing it right
Panic-stricken offers to bring tariffs down to zero haven’t really impressed Trump. No one’s off the hook yet. Given this context, India’s approach has been wise in trying to impart greater stability through a bilateral trade agreement with the US. The 90-day pause needs to be utilised to firm up the deal, followed by FTAs with all major trading partners except China
The Eastern Window: Is Trump losing the tactical battle against China?
The tariff war may result in the US-China rivalry spreading to strategic areas like Taiwan and having serious implications for American bonds. The crucial issue is which of the two leaders will take the first step to resolve the tariff issue before it gets out of hand
Data Story: How growth outlook for IT companies deteriorated from February 2025
IT spending came under increased scrutiny as tariff-related economic uncertainty intensified
Chart of the Day: India adds record renewable power generation capacities in FY25
Solar installations accelerated on addition of large-scale projects, traction in private green energy markets
Markets may attempt to bounce back this week. Should you buy?
The market sends out smoke signals that can be read from the data provided by exchanges. Investors should pay heed to them
IMF flags geopolitical shocks as threats to global markets
The IMF’s latest Financial Stability Report underscores the growing impact of geopolitical tensions on global asset markets, warning that trade disruptions and policy uncertainty pose systemic risks
Giving Hindutva hardliners a free rein lands BJP in a fix in Rajasthan
A basic contradiction BJP faces is that while communal rhetoric is overlooked as it often gets political/electoral gains, casteist slurs and notions of ritual purity are frowned upon as they could alienate Dalit voters and lead to serious electoral consequences
Are global markets over-reacting to US tariffs? A contrarian view
Despite escalating US-China tariffs, India remains resilient with strong IT exports, favourable macroeconomic conditions, and a growing manufacturing hub. Reduced dependence on US trade, combined with strategic policies, positions India for continued growth
Public servants, private suffering: When citizens are held hostage by the system
Public feedback must become the cornerstone of civil service evaluations. Government employees’ promotions and salaries must be directly tied to citizen feedback
Deep tech is India’s field to dominate, if we have faith in local talent
The belief that India lacks deep tech capability is a myth. The country has the talent and also the ability to deliver. We need self-belief and a cold-eyed assessment of both Silicon Valley’s reality and Chinese capability. However, there’s a missing link in India, which is entrepreneurship
AI ‘application’ start-ups become big businesses in new tech race
Companies building consumer products on top of LLMs are growing fast and attracting investor interest
