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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
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
The central bank, the market regulator, and the finance ministry must work in tandem to make money available to curb emissions
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
Bonds can bask in policy rate cut expectations but watch for forex forward unwinding
China’s rapid strides in chips, AI, and quantum computing are closing the tech gap with the US, while India risks falling further behind due to limited investment in cutting-edge research and development. Without urgent reforms, India’s reliance on imported technology may deepen, leaving it a 'techno colony' instead of a global innovator
The plant load factor of thermal power plants rose to about 73 percent in February 2025
As March approaches, traders are eyeing the so-called "March Magic" rally — a period when stock prices traditionally rise due to fiscal year-end dynamics. However, this year’s rally may face stiff resistance, thanks to market disruptions and mounting investor caution
'P/E of the Market' concept is absolute baloney. It fails miserably to stand up to any analytical and conceptual rigor. It is simply the dumbing down of what is a very complex science: to figure out what the true intrinsic value of any market, sector or stock is
Mark Carney, Canada’s new PM, is the seventh central bank governor to get his country’s top political job. India’s Manmohan Singh got there earlier and is only one of two people to head the central bank, finance ministry and eventually the government. Usually, it’s a political or economic crisis which makes a former central bank boss the go-to person. The flow is not always in one direction. Many have been finance ministers before landing up with the top job at the central bank
Every sell-off is a reversal in market leadership, to a greater or lesser degree, as investors sell growth and cyclicality and buy steadiness and defensiveness
Its nascent revival may be short-lived if insecurity in the borderlands comes to urban centers
High and Ultra High Net Worth Individuals are seeking to diversify their investments by parking their money in luxury real estate.
Sanghnomics: The Swadeshi Jagaran Manch has been a proponent of Swadeshi economics and has a few suggestions that could protect India’s interests amid tariff war with the US. From making bilateral agreements to boosting “Atmanirbhar Bharat” policy, these are a few ideas that SJM thinks could help India chart its way forward
India’s growing bilateral trade surplus appears to be the factor that has catalyses charges of unfair practice. A law proposed by US Congress representatives gives the President the option to use tariffs as tools to force another country to lower its levies. This is likely to be first choice approach of the US, aiming to increase its exports and eventually wiping out its bilateral trade deficit with India
Europe faces mounting security and economic challenges as it grapples with Donald Trump’s unpredictable policies, rising geopolitical tensions, and internal divisions. The EU’s proposed ReArm Europe Plan aims to rebuild defence capabilities while balancing economic resilience and green commitments
The Ukraine peace talks involve many complex issues and the egos of leaders from three countries. The U.S. is using economic pressure to force Russia’s Vladimir Putin to agree to a ceasefire, but Putin is looking for a military victory. The immediate challenge is the lives of a large number of Ukrainian soldiers caught in Russia’s Kursk region
Weather-related vagaries are increasingly becoming visible, making it imperative for policymakers to take steps to protect the economy
After an audacious train hijack on March 11, the Baloch Liberation Army has continued to target Pakistan’s security personnel through smaller attacks. The country is in the grip of a relentless cycle of violence, with no long-term solution as the polity is subservient to an army which continues to repeat mistakes. Pakistan’s neighbours need to be mindful of a spillover effect
Investors behind the 145 million new demat accounts opened since 2019 are in unfamiliar territory, where bears rule the roost. What they do now will determine how their returns fare in the long run
RSSFACTS: Arunachal Pradesh faces a rise in Christian conversions, impacting its demographic and strategic balance. The Akhil Bharatiya Vanvasi Kalyan Ashram demands the implementation of the 1978 Religious Freedom Act to protect indigenous faiths and cultural identity amid growing opposition
Our research and opinion teams have curated a selection of articles and social media gems from the world of economy, business and finance for your weekend read.
Despite the rapid growth of online higher education, skepticism remains, particularly regarding employability and skill readiness. Affordability is another concern, as many students find online higher education expensive
Omar Abdullah’s tenure as Jammu & Kashmir’s CM has seen limited progress, with key issues like statehood restoration, liquor bans, and reservation policies unresolved. His leadership is increasingly questioned amid growing frustration over the region’s diminished autonomy
Pharmaceutical groups are rushing to dominate market that will grow to 900mn people by 2030
