BFSI catches investor’s eye, but risks linger underneath
BFSI is investors’ favourite currently but some risks must be acknowledged
Why Modi’s water war could hurt Pakistan more than military action
India’s Suspension of the Indus Waters Treaty is a diplomatic dagger aimed at Pak after Pahalgam’s tragedy
Suspension of Indus Treaty shouldn’t shock Pakistan; it was warned
During Modi’s tenure between 2014 and 2019, Indus Treaty was referred to twice, indirectly and then directly. During his second tenure, Modi referred to the IWT, directly, once in January 25, 2023. In his current third tenure, the Modi government sent Pakistan a notice in August 2024 for treaty modification. Finally, in April 2025, it’s been suspended. Proxy wars have consequences
Indus Treaty suspension is a wakeup call for Bangladesh
Yunus government in Dhaka has been cosying up to Pakistan and China, unmindful of India’s security concerns. Posters of the banned Hizb-ut Tahrir are widespread in Bangladesh. Al-Qaeda flags are a common sight in Dhaka. The India-Bangladesh Ganga Water Treaty comes up for renewal next year. It’s still not too late for Bangladesh to reassess its approach to India
The Innovation Deficit: Moving from quick fixes to quantum leaps
India’s startup landscape is dominated by ventures catering to consumer convenience which are useful, but insufficient for long-term technological leadership. Here are three steps to boost investment in deep tech
Corporate America puts Wall Street on alert over damage from trade war
Executives use earnings calls to lay out costs and supply chain impacts from Donald Trump’s tariffs
Yunus regime is doing irreparable damage to Bangladesh’s economy
Sanghnomics: India's cancellation of transshipment facilities to Bangladesh, following anti-India rhetoric from the Yunus regime, threatens Bangladesh’s economy, worsens regional ties, and disrupts South Asian trade and connectivity initiatives
Data Story: IMF projections highlight shifts in US, China economic trajectories
The US-China tariff wars have reshaped global trade dynamics, with far-reaching economic implications. IMF projections offer insight into how both nations may evolve through 2030 amid rising protectionism
Chart of the Day: What the IMF forecasts say about India
The IMF’s forecasts show that India’s share of world output will continue to increase steadily
MPC minutes: ‘Uncertainty’ dominates the show — and probably will again
The rate cut call signalled a shift toward nurturing domestic demand to propel India’s growth amid a turbulent global economic landscape
How Trump's tariffs are sinking global logistics and trucking firms
The global movement of goods is entering a turbulent phase amid the trade war. New data reveals changes unfolding across ports, shipping lines, and logistics hubs
The TRUST factor can be vital in India-US trade ties
Stronger technological cooperation can act as a catalyst in expediting a trade deal between New Delhi and Washington
Data Story | Palm oil brings good tidings for FMCG companies
The commodity, used in everything from household kitchens to processed foods to soaps, had seen prices hold firm even as others such as crude oil were falling sharply
Long-term dilemmas await Asia caught in US-China tariff rivalry
India has diplomatic edge but cannot escape the threat from the US-China rivalry
Start-up Street | Seed stage funding bounces back
The year 2025 started with a sectoral recalibration in fund flows to start-ups
India’s military options are subject to the larger political message being sent
Terror will not get a free pass and India has used it first card, suspension of the Indus Water Treaty. Military options remain on the table but require careful consideration. They can’t be viewed through the prism of emotion. Moreover, the nature of military response will be influenced by the larger political message that India wants to convey
Bluff and Bloodshed: Unmasking General Munir's Kashmir gamble
The Pahalgam massacre bears a chilling resemblance to the Hamas attack on unarmed civilians. It’s a desperate attempt to lure India into a trap. Pakistan anticipates an Indian retaliatory strike. Such a response would be a strategic trap, playing directly into Munir’s hands. India must project strength without succumbing to full-scale war
How Saudi Arabia, Pakistan’s ally earlier, tilted towards India
Pahalgam terror attacks happened when PM Modi was on a state visit to Saudi Arabia. Following the attack, the Kingdom immediately offered India assistance. It encapsulated the extent of change in its approach, characterised by zero tolerance for terrorism and a deepening of counter-terrorism co-operation with countries such as India
How to think about returns in a bear market
Adjusting for four factors can lower your headline returns. Get used to feeling deflated
Are the steel dumping duties too little, too late?
While the main cause was excess steel because of China’s weak economy, the duties are landing at a time when the world economy is in a state of flux
Pahalgam terror attack leaves Kashmiris in a bind, loans to repay and a tourist season blown away
Those who took loans or sold personal assets like jewellery and land to invest in the industry now face dire uncertainty. Hoteliers, Shikara riders, and vendors, once symbols of economic stability, may grapple with dwindling visitors and mounting debts as the violence shatters the narrative of normalcy promoted by the government
How a falling market and tighter regulations impacted brokers
A falling market and SEBI’s regulatory clampdown have hit brokerages hard, slashing both client counts and profitability. But are we seeing green shoots of recovery?
China’s façade of neutrality in Russia-Ukraine conflict
There may not be a cogent justification for Chinese soldier-volunteers to fight against Ukraine, but China would not send them without a long-term strategy. It must be part of a calibrated strategy that is yet to emerge in public domain
IMF report reveals which countries are most and least affected by Trump’s tariffs
How do you forecast global economic growth when unpredictability is the only constant? The IMF’s answer in its newest World Economic Outlook is to present not one, but multiple growth scenarios, shaped by the evolving US-China tariff tensions and other global headwinds
Chart of the Day | RBI's LCR overhaul aims to fortify banks in a digital era
Malhotra’s RBI is betting that a year-long transition and a 6% LCR boost will smooth the path. Whether banks—and the economy—can walk this tightrope without stumbling remains to be seen
