Trump likes tariffs and tariff threats. Investors, on the whole, do not. At some point the time for posturing will end and the time for policy will begin
An anthology of writings and speeches of the eminent jurist, who passed away last year, contain insightful observations on perennial issues such as corruption and contempt of court. They will continue to be a reference point of many a debate on legal issues
With high global uncertainty and moderated domestic growth, the Government of India is expected to continue fiscal consolidation while focusing on capital expenditure to boost infrastructure. Projections suggest a modest fiscal deficit reduction, tax revenue growth, and strategic debt management
Elon Musk favours lowering trade barriers to increase two-way commerce between New Delhi and Washington
India confronts hostile neighbours which makes the current defence spending of 1.9 percent of GDP inadequate. It needs to rise up to 3 percent of GDP and composition of spending has to pivot from salaries and pensions eating up more than half the share to prioritising the modernisation drive by upgrading armaments
With growing healthcare needs, India should ramp up healthcare infrastructure and insurance coverage
Shifting from a formidable parent support to agents for more business is commendable but filled with challenges.
In a procyclical phase in markets, the trading ranges are likely to be narrow. Going for the big hits in this market can bring grief to unsuspecting traders
As the Founder and Chairperson of the Alliance for Global Good, Smriti is set to play a pivotal role in advancing global conversations on equity, inclusion, and sustainable development.
Donald Trump is set to become president in the backdrop of three consequential challenges, Russia-Ukraine conflict, the unsettled state of West Asia and the adverse global fallout of China’s economic model. On China, the signals have been mixed, with his team comprising hawks and members such as Musk who are invested there. His decisions on China will have a bearing on India and so will the choices exercised to realise the MAGA agenda
Will tariffs be his only tool? Or will he support industrial policy and US workers in more effective and durable ways?
A new Invoice Management System to strengthen GST compliance which is to be rolled out in April is a positive step. However, the lead time to enable MSMEs to adapt to a new system is inadequate. Indeed, some core features need improvement. To leverage the full potential of IMS, government needs to handhold MSMEs during the transition
Sanghnomics: Hindu economics, rooted in ancient Indian texts like the Vedas and Arthashastra, offers unique insights into abundance, market regulation, and fair trade. With a focus on self-employment, wage fairness, and consumer protection, it presents a potential solution to modern economic crises
While in the short run, the practical impact of this proposal on India will not be significant, it essentially hobbles the country’s future ability to be a major player in the technology
Budget 2025 should focus on expediting PPA signings, enhancing supply chain resilience, advancing technology adoption, and strengthening financial markets to accelerate renewable energy growth. Incentives for CCUS, energy storage, and R&D will drive India’s clean energy transition
A one standard deviation shock to the global GPRI can lead to a trade volume decline of 1.0 percentage point and a capital flow cutback of 0.3 percentage points
Being disruptive and provocative is part of the Donald Trump playbook. Therefore, his observations on Greenland and Panama Canal should not really be a surprise. His position on nuclear equilibrium, however, should of greater concern because after August 1945, the US has maintained a certain degree of nuclear rectitude. But that doesn’t gel with Trump’s unsettling approach to security
Donald Trump is showing eagerness to strike a deal with China. The US and China have as many reasons to come closer as they had to oppose each other. Does a US-China deal serve India’s interest?
The forecast for India in 2025 has remained the same over the course of the past year
The author recommends Finance Minister to consider adding a clarification to treat the date of possession as the date of acquisition for under-construction properties under Sections 54 and 54F.
The silver lining for defence sector investors is that these stocks often demonstrate a degree of resilience. In downturns, they tend to fall less sharply than the broader market, while in upswings, they frequently outpace the benchmark indices
Foreign exchange interventions, both spot and forward, effectively counter capital flows volatility, with symmetric effects of purchases and sales, says article by RBI researchers
Pritish Nandy was a man of parts. It was as an editor that he displayed leadership qualities which set him apart. A journalist who worked with him narrates an incident which encapsulates the man, one who embodied raw courage, high journalistic principles and unimpeachable integrity.
Our research and opinion teams have curated a selection of articles and social media gems from the world of economy, business and finance for your weekend read.
Donald Trump will be sworn in as US President next week for the second time. In this context, an economist argues that despite deep underlying fractures in its soil, America does not need to be made great again. It is great in many ways. Instead of triggering futile tariff wars, the incoming policy team can look at another way to bring back manufacturing jobs
