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co-presented by
ASSOCIATE SPONSORS
Chancellor Merz’s recent visit led to a critical defence agreement. When seen in the context of Germany’s strategic reorientation in response to geopolitical fluidity, Indo-German defence ties have the potential to eventually reach the level of French ties with India
The Budget will herald a shift to a new fiscal anchor, the debt-to-GDP ratio. Given the indicative glide path to lower the ratio, interest rates are unlikely to decline sharply
Are the Global investors signalling that India’s traditional technology narrative no longer excites them? Artificial Intelligence is quietly dismantling the labour-intensive model on which much of corporate India’s success was built
Governments are hoarding rice and grain as insurance against a world they increasingly view as unstable. But many economists believe it could be counter-productive
Contrary to opposition fears of targeted deletions, draft electoral rolls reveal BJP-ruled Uttar Pradesh and Gujarat experienced far higher voter removals than West Bengal under the Special Intensive Revision process
Oil markets have turned nervous once again, as US’ actions in Venezuela and civil unrest in Iran lead to uncertainty. Will higher prices bring equities down is the main question
India’s growth risks becoming narrow and unequal unless productivity-led sectors generate large-scale employment, reconnecting economic expansion with jobs, incomes and inclusive development
India must urgently shift to prevention-led, sustainably financed healthcare to manage rising NCDs, expand capacity, strengthen diagnostics and build long-term national health resilience
India's current investment rate, while lower than its 2011-13 peak, represents a structural change—an upgrade from the fragility of a credit-fuelled, import-heavy boom to a more sustainable, model of growth
Even as midcaps, smallcaps, and IPOs lost their way through 2025, Indian retail investors poured record amounts into these segments—a paradox revealing extraordinary conviction amid widespread losses
Official budget documents and parliamentary analyses show that interest outgo has become one of the largest and least flexible components of central government expenditure
A tight fiscal policy and an accommodative monetary policy is the best outcome for bonds
Multitude of restrictions pushed debt to foreign hubs. That is set to change now as rules are being eased
Interpreting history as society classified into good and villainous segments is inaccurate. The past is messier than is often acknowledged
India’s manufacturing momentum demands Budget 2026 support through digitalisation, MSME competitiveness, skilled workforce development and sustainable infrastructure to cement the nation’s position as a leading global manufacturing hub
In 2025, digital assets evolved into credible financial infrastructure, driven by institutions, clearer regulation and innovation, supporting stability, real-world utility and deeper integration across global financial systems
They will eventually
Trump’s actions in Venezuela and Xi’s machinations around Taiwan are creating the optimum conditions for horizontal nuclear proliferation in Asia, Africa and Latin America in the decade to come
The oil and gas industry urges reforms in cess, GST, duties and incentives to improve upstream earnings, reduce costs, promote natural gas, boost domestic production and enhance investment
Global car buyers are putting the brakes on adoption of electric vehicles, with many shifting back to internal combustion engines
The weakness in cement prices, amid input cost pressures and rupee depreciation, is a challenge for expansion in profit margins
The American involvement with the India-headquartered ISA was materially limited
By demanding ownership of Greenland and threatening invasion, Trump is transforming a stable ally into a strategic asset—and risking the very Western alliance he claims to secure
In FY25, the growth in commissions for life insurers was higher than business growth.
