India's Foreign Secretary Vikram Misri's January 8 meeting with Taliban Acting Foreign Minister Amir Khan Muttaqi in Dubai, the highest-level contact since 2021, highlights shifting regional security dynamics in South Asia
The country might witness a resurgence in the M&A activities after a dull few quarters, as there are indications that the government is most likely going to increase capital expenditure outlay in the next fiscal year as a way to push economic growth
Thanks to populist policies, India’s general government expenditure, as a proportion of GDP, is much higher than that of its Asian peers
If the government strikes the right balance between domestic industry needs and international trade obligations, Budget 2025 could lay the foundation for a more efficient, self-reliant, and globally competitive India.
Reasons to doubt Bajaj Finance’s growth momentum seem to have largely disappeared
While the Budget is likely to be fiscally prudent, the Government is likely to stimulate growth by way of incremental reforms, while also providing measures to boost consumption.
Jurisprudence favours a balance between free expression and the right to protection of one’s reputation. A Law Commission recommended that in India defamation be retained within the scheme of criminal laws. The tricky part still remains the search for the line of demarcation between acceptable speech and damage to one’s reputation
The economy will benefit from liquidity support by way of monetary expansion, considering that India’s money supply which grew at 17 per cent a few years ago, is now at around 10 per cent. Monetary reflation could manifest via a combination of rate cuts and/or liquidity injection
There was a de facto monetary easing between April and January, with term premium sliding to a decade low. However, at present interest rate have hardened and credit offtake has slowed down. In this scenario, if budget proposals lead to lower net market borrowings, it will open up space for more monetary easing
The logjam of tax disputes is a critical issue that the Budget needs to address, particularly at the Commissioner of Income Tax (Appeals) level with over half a million cases pending and Rs 14.2 lakh crore at stake at this level itself. Also, there are more than 350 cases pending resolution at the Board of Advance ruling and over 800 pending Advance pricing agreement cases
SEBI is considering subsidising the initial client acquisition and there is nothing wrong with SEBI using the funds it collects from every trade to attract more investors to the market
Union Budget 2025 should prioritise labor-intensive sectors, regional hubs, and value-added manufacturing to boost India’s share in global production. Empowering women, youth, and rural areas can address employment gaps, fostering inclusive growth and industrial competitiveness.
The impact of artificial intelligence on productivity could be epoch-making
The Union Budget 2025 can drive India’s retail transformation by focusing on youth employment, entrepreneurship, infrastructure development, and sustainability. Strategic initiatives can unlock significant potential in tier 2, 3 cities, foster franchising, and modernise the retail landscape
TVS has, over the years, recorded impressive improvement in its positioning across ‘growth’ categories like premium motorcycles, scooters and also exports
The right policies and allocation in sectors such as education and health can go a long way in improving the quality of India's human capital, which is essential for sustainable economic growth
Successive governments in India have lacked the vision and ambition to be a world leader in science and technology
The proposed bill is intended to address the increasing complaints of harassment by lenders, especially in rural areas, where farmers and marginalized communities have become vulnerable to exploitative lending practices.
Banks are increasing fund flows to the agriculture sector because it’s an obligation under the rules. Under the priority sector lending (PSL) norms, banks are mandated to lend 18 percent of the adjusted net bank credit to agriculture
Congress may have a comfortable majority in the Assembly but runs a government that appears to be under siege. It is not on account of the BJP, which has three factions in the state that are locked in a struggle. And the very act of survival may be an achievement for JDS. Eventually, it’s the state and its people who will pay the price for dysfunctional politics
Category III AIFs face unclear tax regimes, causing operational and taxation challenges. Simplifying taxation, possibly mirroring mutual funds’ system, could boost growth, ensuring clear rules for investors, single-level taxation, and more efficient management of funds.
Research indicates monetary equivalent of women’s unpaid care labour is $270 billion. Women in India spend an average of seven hours daily on unpaid domestic and caregiving work. For India to achieve gender parity in its workforce, it’s important to treat the care economy as a strategic economic opportunity
In the forthcoming Budget for FY2026, the government should announce an ambitious disinvestment target of Rs 2 lakh crore, There is good demand for the papers being floated by PSUs and there is ample liquidity in the system.
The United States built its global dominance in the 21st century not brick by brick but byte by byte. But with DeepSeek’s impressive leap forward, the question now is whether China can surpass the US and redefine the global tech landscape
Rural consumption is in good health while urban consumption trends remain weak. Should the Budget wait for urban consumption to right itself or introduce measures to boost it is the main question
