What does inward remittance data tell us?
Indian migrants are no longer predominantly working in blue-collar jobs in the Gulf
Chart of the Day | How Trump’s tariffs are changing IT companies’ demand outlook
Tariffs are not expected to uniformly affect all business segments of IT companies
Can the judiciary ever be made accountable?
Official misconduct and impropriety are not rare in any branch of the state. What sets the judiciary apart is its lack of accountability. The judges of the higher judiciary, that is, the Supreme Court of India and High Courts, are accountable only to Parliament. However, enforcement of accountability through this mechanism is practically non-existent
Indo-US ties recorded an inflection point 25 years ago. This base will insulate the relationship from hiccups in trade and technology
In March 2000, US President Bill Clinton addressed the Indian Parliament, an occasion that encapsulated a nascent bipartisan change in approach to ties with India. The challenge for India in the years ahead to make the engagement with the US more robust will be to navigate two interrelated strands – trade and technology
Why ships are the new chips
The Trump administration wants to make America’s maritime capacity great again
Chart of the Day| MF SIP investors are falling into the market timing trap
Retail investors tend to panic and exit during market downturns, harming their long-term returns, as they miss out on the best-performing days
Tackling Payment Fraud: The industry is solving it the wrong way
Digital payment fraud has evolved beyond stolen identities to sophisticated networks using synthetic identities and manipulated trust scores. The industry must shift from post-transaction detection to proactive, real-time, dynamic fraud prevention, focusing on continuous verification and ecosystem-wide intelligence sharing
Flash PMI’s low selling price inflation will help MPC cut rates as Trump tariffs loom
India’s private sector continues to show strong growth momentum, according to the Flash PMI for March. But while domestic demand is robust, the Monetary Policy Committee must take into account the impact of Trump’s reciprocal tariffs
The Eastern Window | India’s Neighbourhood First policy might need tweaking if Bangladesh wins China’s heart
Bangladeshi leader Mohammad Yunus is not only trying to seek China’s assistance but is also engaging in a bigger diplomatic game to put pressure on India. The move comes when China has named areas in Ladakh as its own counties
A billion-tonne coal milestone highlights India's energy dilemma
For India, the use of fossil fuel cannot be wished away in a hurry, while the strategy should be to expedite RE investment
Open Source in Tech: What India can learn from China
India and China have embraced open source software for different reasons and with contrasting outcomes. While India focuses on digital public goods like Aadhaar and UPI, China is leveraging open source to build cutting-edge products like the DeepSeek AI model and the C930 chip
Four takeaways from Raisina Dialogue on contemporary geopolitics
From Ukraine to information warfare, discussions at the Raisina Dialogue revealed insights about the shifts in contemporary geopolitics that India would do well to adapt to
Germany finally shakes off its fiscal straitjacket to cope with tectonic shifts
Both houses of Germany’s Parliament have approved carveouts in the country’s restrictive “debt brake” in the wake of mounting economic and geopolitical challenges. A militarily assertive Germany, rearmed with public spending, can alter the balance of power within Europe and NATO. For Washington, it offers a much-needed “burden-sharing” partner. For Russia and China, it is a clear signal that Europe is mobilising for long-term strategic competition
With Indorama, EPL gets another stab at growth acceleration
Indorama plans to encourage EPL pursue growth aggressively
The Reading List: March 21, 2025
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
Water, our most abused fundamental natural resource
March 22 is World Water Day. It’s an occasion to take a close look at water, a resource that is relatively scarce in India, which is classified as “water stressed”. As the economy grows and per capita incomes rise, water availability will have to increase. The way out is dust off old plans such as interlinking of rivers and use technological solutions to reuse water. Implementing them well is a prerequisite to be a developed nation
Chart of the Day: States’ borrowing spree isn’t leading to a spending one
The outlook on state capex is benign while poll-promised freebies could dent fiscal position.
Dollar slump magnifies stock market pain for foreign investors
Simultaneous sell-off in US equities and currency ends ‘virtuous cycle’ for fund managers in Europe
But for geography, the South will beat the rest of the country in agriculture. Here’s why
Apart from having separate agriculture budgets in three Southern states, there is a focus on measures to mitigate the impact of climate change on farmers
Trump’s tariff gambit sparks dollar dominance debate
Donald Trump's renewed tariff threats underscore the United States' deep concern over the dollar's global dominance. While such threats may temporarily disrupt efforts to reduce dependence on the dollar, they could also hasten the search for alternatives
Climate change — Can’t beat the heat? Learn to cope with it
Adaptation strategies by way of heat action plans for urban areas and heat-proof housing for rural areas must be actively pursued
Four guiding principles that will drive the RSS centenary celebrations
RSSFACTS: The RSS's centenary celebrations, set for 2025-2026, focus on expanding its core principles, including societal transformation, selfless work, and the Shakha system. These principles have helped the RSS grow into the world's largest voluntary organisation, shaping its impact across various fields
Indian IT stocks have been correcting again, is this time different?
The IT sector’s roller-coaster ride post-pandemic continues. After yielding a 57 percent return in 2024, the Nifty IT Index has corrected by 15 percent so far in 2025. What should investors do?
US tariffs on Chinese shipping can disrupt global trade
To counter China’s dominance in the shipping industry, the US government is considering imposing hefty tariffs on Chinese-built and -operated vessels. While it’s aimed at boosting the US shipping sector, the proposed fees could lead to widespread disruption in global trade and economic loss for American exporters and farmers
Justice Chandrachud was his own man, a disadvantage in a world obsessed with pigeonholing
A judge’s most important qualification is impartiality and non-commitment to any particular idea or point of view. But, in a highly polarised world, neutrality can be seen as a lack of commitment rather than a principled stance. However, neutrality can also be a form of resistance—an assertion that one refuses to be manipulated into extreme positions
