Governor Malhotra disregards global political climate, displays his green credentials
Safeguarding the financial system from climate change impact remains high on RBI’s to-do list
An American strategic crypto reserve will force governments to change regulatory frameworks
When the world’s largest economy throws its weight behind crypto assets, other economies will find it hard to ignore. These assets lack an intrinsic value and come with risks, factors that require countries to go back to drawing board to design an effective law to regulate them
Can Fin Homes investors must brace for a slower revival of loan growth
Affordable housing segment is a growth bet for investors, and Can Fin Homes is yet to show it
IndusInd Bank – too big to fail?
Its forex positions were naked and not hedged, leading to losses. Also, the bank failed to apply mark-to-market accounting. These so-called “discrepancies” are in reality, fraudulent. The bank’s governing board has not exercised its fiduciary duty of oversight and supervision
Atrocities on Pashtuns in Pakistan | Pro-Pashtun Group Stages Massive Protest at UNHRC
TM Switzerland organized a protest before the United Nations Human Rights Council in Geneva. The demonstration aimed to denounce the brutal crackdown on PTM activists following the illegal ban on the movement. Protesters also condemned the arbitrary detention of key PTM leaders, including Ali Wazir, Samad Khan, and Malak Naseer Afridi.
Steel producers get relief from dumping, but tariff war uncertainty continues
Steel prices had already increased in anticipation of a safeguard duty, which has now been proposed at 12 percent on imports. It throws a lifeline for integrated steel producers although Trump’s tariff wars remain a risk to watch out for
Traders on edge as SEBI’s new rules could drain market liquidity
The Securities and Exchange Board of India (SEBI) is tightening regulations on derivative trading to curb manipulation and reduce investor losses. However, industry experts warn these measures may significantly reduce market liquidity and increase volatility.
Fighter jet fury makes Emmanuel Macron's planes look good
When a $100 million fighter jet looks like a geopolitical clunker, it’s time for change
Federal Reserve faces new threat from soaring inflation expectations by US consumers
University of Michigan survey shows American households’ outlook for price growth is at its highest since the early 1990s
How logistics parks are reshaping India’s $5 trillion economy vision
India's infrastructure transformation, including expanded highways, electrified railways, and modern logistics parks, boosts connectivity and trade. With advanced multimodal solutions and the National Logistics Policy, India aims to reduce logistics costs and enhance global competitiveness, fueling economic growth
Pragmatic approach will help guide India’s youth, shaping a skilled, performance-driven workforce
The Apprentices Act 2025 bridges the gap between academic learning and industry needs through structured, performance-based training. By fostering skill development and accountability, it ensures India’s workforce remains agile, competitive, and ready for emerging global challenges in technology and innovation
In defence of DEI
Diversity, Equity, and Inclusion policies are being rolled back fast at many corporations on heels of a shakeup in US politics. It’s unfortunate. DEI was never a counter to Merit, Excellence, and Intelligence (MEI). Instead, it was a sincere attempt to address structural issues that prevent the pursuit of true MEI. DEI and MEI complement each other
Farewell Allianz, hello growth? Bajaj Finserv’s post-exit prospects
Bajaj Finserv’s investors will benefit once insurance firms begin to contribute more to the company's profitability
US tariffs an opportunity to lower trade barriers, enhance competitiveness, boost exports
The US administration’s reciprocal tariff plan may seem like a challenge, but for India, it also presents a strategic opportunity. By reducing tariffs — particularly on industrial inputs and key imports — India can boost its manufacturing competitiveness, attract foreign investment, and strengthen its position in global value chains. This shift could unlock long-term economic growth while improving trade ties with the US
Chart of the Day: Reciprocity or retaliation? Yale study estimates US reciprocal tariff fallout
The Yale Budget Lab’s analysis reveals that the proposed "reciprocal" tariff policy would trigger sharp tariff hikes for several major US trading partners. European nations face the steepest increases, with tariffs on US imports from Hungary rising by 27 percentage points, followed by Denmark and Sweden at 25 points, the UK and Russia at 20 points, while tariffs on imports from India would rise 17 percentage points
‘Freebie’ road to chaos
History is replete with states imploding on the heels of overspending. From ancient Rome to Sri Lanka, we have seen fiscal recklessness led to instability and shook the very foundation of a state. India’s political parties clearly haven’t learnt any lessons. Recent elections have seen parties win on the back extravagant welfare promises which are followed by a fiscal struggle. It’s time for pragmatism
NACL acquisition will help Coromandel reduce dependence on regulated business
Companies have greater pricing freedom in non-subsidy based businesses
There’s no case to create barriers between advocates and in-house counsels
Advocates (Amendment) Bill 2025 was withdrawn by the government following opposition from an influential section of lawyers. A revised version is expected soon. Two counsels argue that the earlier version of the Bill took an important step in eliminating rules which disfavour lawyers who take up full time employment. Mature legal markets offer the same statutory status to practicing lawyers and in-house counsels
Income-tax Bill's clause to empower tax authority to access digital space represents evolution, not revolution
The Income-tax Bill 2025 grants tax officers power to access digital spaces, including social media and bank accounts, to combat tax evasion, with safeguards to protect privacy and ensure compliance while enhancing taxation fairness and equity
Small-cap stocks are not signalling recession
It is important, at this odd moment, to focus on what we know and not extrapolate too aggressively
President’s Rule in Manipur gives BJP a chance to retrieve the situation
The “free movement” day announced by the Centre this month backfired, highlighting how deep the animosity is between Meiteis and Kukis. Notwithstanding the reversal, direct administration of the state by the Centre should be underpinned by a determined effort to recover looted weapons by militias. Time’s short for Governor Bhalla as the next assembly election is due in 2027
Tariff Troubles: Why Trump’s trade war is more about politics than policy
Donald Trump’s tariff policies have long been viewed as impulsive, yet new research suggests a calculated strategy — rewarding allies and punishing opponents. A closer look reveals that political connections played a pivotal role in determining which firms secured tariff exemptions
Trade Winds Shift: India’s services strength masks export concerns
India posted an overall trade surplus in February 2025, driven by a robust surplus in services trade that offset a merchandise trade deficit. While this provides some relief amid global trade uncertainties, weak merchandise exports, looming US tariffs and rising imports from China highlight lingering concerns in India’s trade landscape
Will RBI’s nudge open the floodgates to climate finance?
The central bank, the market regulator, and the finance ministry must work in tandem to make money available to curb emissions
Observing China through Western lens
China’s actual defence spending remains a mystery, with Western estimates placing it within an unusually wide range. Indians fall into a cognitive information trap by relying on these sources. India needs to enhance it capabilities to understand China, which should lead to knowledge production that caters to India’s strategic interests
