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If the US implements reciprocal tariff on Indian component imports, the impact would need to be absorbed by Indian auto component manufacturers or US OEMs, the former being more likely
According to BoB Research, Indian industry remains well-positioned to meet its debt obligations, as reflected by the ICR. Despite the marginal dip, the ICR remains high by historical standards
The hit from derivatives discrepancies could result in a net loss in IndusInd Bank’s March quarter
It says that authorities will review existing policies for 180 days during which new investigations under Foreign Corrupt Practices Act won’t be enforced. The order doesn’t take away the American AG’s power to start a new investigation nor does it make earlier cases vanish. Its aim is to secure US strategic interests. While there may be temporary relief, it’s essential that companies operating in India continue to prioritize anti-corruption efforts
The sudden change in investors’ growth expectations for the three largest economies is upending many consensus trades
The US president says no one has been harder on Russia, but these days no one has been weaker
Self-reinforcing momentum carried US equities for two years. Now, inertia is pulling them in the wrong direction
China's local governments drive innovation through fiscal autonomy, incentives, and policy experimentation. India can adopt similar reforms by enhancing fiscal power, creating innovation zones, and aligning municipal leaders’ incentives with startup growth to foster a competitive, innovative economy
Dhananjay Munde’s resignation from Maharashtra’s council of ministers once again turns the spotlight on the shadowy links between criminal elements and the political class. The former’s role in election funding represents a serious challenge to the country’s internal security
Acquisitions and licensing deals over the last two years strengthened Sun Pharma's specialty drug pipeline
The answer lies in the cost of funds theory. The trader who understands this theory has a sizeable advantage over traders who do not understand it
The Billionaire Bloat-o-Meter (BBM) measures billionaire wealth relative to GDP, highlighting economic imbalances. India’s soaring BBM signals risk, while China’s decline suggests stabilisation. As governments often intervene in such imbalances, China’s policy shifts could offer investment opportunities
RBI’s crackdown on P2P companies exposes compliance failures
Two-wheeler loans are a small proportion of lenders’ loan books but are important enough to be monitored.
While US exports to India have gone up 25 times in the last 30 years, imports have gone up 38 times
Gifting food has deep cultural roots, from ancient traditions to modern online deliveries. The Ordering for Others (OFO) category highlights how people express love and care through food, with major spikes during festivals, anniversaries, and special occasions like Mother's Day and Valentine's Day
In wholesale markets, wheat price has inched upward over the last six months to register an inflation rate of 9.75 percent in January. A relatively warm winter has added to anxiety about the price trend of this critical cereal which will have a bearing on food inflation. Despite adverse developments, initial signs suggest that we are not likely to see a repeat of 2022, when a surge in temperature undermined wheat output
Financial stress is forcing reform and recovery in many overlooked countries
The Indian stock market has been on a decline since its peak in September 2024, with Foreign Institutional Investor (FII) sell-offs playing a key role. As investors assess whether the downturn is nearing its end, historical data offers insights into potential recovery timelines.
Fernando Fernandez believes US and India are Unilever’s main anchor markets and ‘accelerating in India is very important’ to him. HUL’s Investors will agree
Sanghnomics: As US-China trade tensions rise, China seeks India’s support. However, India remains cautious due to past economic and security concerns. Experts argue India should prioritise ties with the US while leveraging trade opportunities arising from the tariff war
SEBI Chairman Tuhin Pandey’s tenure is expected to focus on enhancing market participation, increasing regulatory transparency, and fostering a more efficient, technology-driven financial ecosystem. Rather than advocating for disruptive changes, he stresses steady, data-driven reforms
The US not just provided the largest support to Ukraine among individual countries, its supply of military hardware has no immediate substitute. Moreover, Europe’s stated intent to ramp up military spending will run into the constraint caused by the continent’s relative economic decline. The US is irreplaceable in Ukraine’s war effort
Supply chain managers worldwide have faced multiple disruptions in the past decade, from the COVID-19 pandemic to geopolitical conflicts. However, the unpredictability brought by Donald Trump’s second term, with rapid tariff threats and trade wars, has created unprecedented challenges
The fear of US public debt, often exaggerated by policymakers, overlooks fundamental economic realities. Instead of focusing on debt reduction, the priority should be ensuring government expenditures enhance productive capacity to sustain economic growth
