Certainty is now a scarcity in markets
Capricious policies from Washington have created a very unpredictable economic environment
All’s not well between the US and Japan amid Trump’s return to power
Japan’s ties with the US face uncertainty under Trump, with trade disputes, security tensions, and shifting global alliances. Concerns over US reliability are pushing Japan to strengthen regional partnerships, maintain economic ties with Washington, and cautiously re-engage with China
A Nasdaq meltdown, like China’s big tech in 2021?
The US is risking a massive devaluation of growth stocks
Trade wars won’t make American farming great again
The US trade war will hurt food exports and increase the agricultural trade deficit
New rules for SME IPOs aim to reduce risks, but may cool investor appetite
SEBI’s new rules for SME IPOs aim to improve listing quality and protect investors amid a surge in smaller company offerings. While these measures introduce stricter norms, they may also limit growth opportunities and deter retail participation.
The case for succession planning at Indian family-owned businesses
Indian billionaire families increasingly prefer investment management over active business roles, raising succession concerns. Family disputes, weak governance, and promoter dominance threaten business stability. Robust succession frameworks, professional leadership, and regulatory compliance are crucial for corporate governance, investor confidence, and sustainable long-term growth
India’s share of global arms imports falls on local production boost
India’s declining dependence on arms imports reflects its growing defence self-sufficiency. As SIPRI’s latest report highlights, India’s efforts to boost indigenous production have steadily reduced its reliance on foreign suppliers
Are Indian auto component firms’ earnings at risk from soft demand, tariffs?
If the US implements reciprocal tariff on Indian component imports, the impact would need to be absorbed by Indian auto component manufacturers or US OEMs, the former being more likely
Chart of the Day | India Inc’s debt cushion remains strong despite dip in interest coverage
According to BoB Research, Indian industry remains well-positioned to meet its debt obligations, as reflected by the ICR. Despite the marginal dip, the ICR remains high by historical standards
IndusInd Bank’s derivatives mess shows credibility trumps all for investor faith
The hit from derivatives discrepancies could result in a net loss in IndusInd Bank’s March quarter
The lowdown on Trump’s executive order on FCPA
It says that authorities will review existing policies for 180 days during which new investigations under Foreign Corrupt Practices Act won’t be enforced. The order doesn’t take away the American AG’s power to start a new investigation nor does it make earlier cases vanish. Its aim is to secure US strategic interests. While there may be temporary relief, it’s essential that companies operating in India continue to prioritize anti-corruption efforts
Mohamed El-Erian: What is behind the dramatic shift in markets?
The sudden change in investors’ growth expectations for the three largest economies is upending many consensus trades
Putin's faced some tough US presidents. Not this one
The US president says no one has been harder on Russia, but these days no one has been weaker
Is the bull market in ‘detox’ or melting down?
Self-reinforcing momentum carried US equities for two years. Now, inertia is pulling them in the wrong direction
Lessons from China's support for local startups — a path to innovation for India
China's local governments drive innovation through fiscal autonomy, incentives, and policy experimentation. India can adopt similar reforms by enhancing fiscal power, creating innovation zones, and aligning municipal leaders’ incentives with startup growth to foster a competitive, innovative economy
Criminal-politician nexus is a structural problem undermining internal security
Dhananjay Munde’s resignation from Maharashtra’s council of ministers once again turns the spotlight on the shadowy links between criminal elements and the political class. The former’s role in election funding represents a serious challenge to the country’s internal security
Sun Pharma is putting its cash pile to good use
Acquisitions and licensing deals over the last two years strengthened Sun Pharma's specialty drug pipeline
Why options traders are not earning profits
The answer lies in the cost of funds theory. The trader who understands this theory has a sizeable advantage over traders who do not understand it
Billionaire Bloat-o-Meter: A new lens on billionaire wealth—India’s red flag, China’s green light
The Billionaire Bloat-o-Meter (BBM) measures billionaire wealth relative to GDP, highlighting economic imbalances. India’s soaring BBM signals risk, while China’s decline suggests stabilisation. As governments often intervene in such imbalances, China’s policy shifts could offer investment opportunities
India’s P2P lending space needs overhaul, not a mere slap on the wrist
RBI’s crackdown on P2P companies exposes compliance failures
Stress lurks in two-wheeler finance; lenders, investors must stay watchful
Two-wheeler loans are a small proportion of lenders’ loan books but are important enough to be monitored.
Chart of the Day | The US-India tariffs equation: Who wins, who loses?
While US exports to India have gone up 25 times in the last 30 years, imports have gone up 38 times
Delivery Diaries: The timeless tradition of gifting food - love on a plate
Gifting food has deep cultural roots, from ancient traditions to modern online deliveries. The Ordering for Others (OFO) category highlights how people express love and care through food, with major spikes during festivals, anniversaries, and special occasions like Mother's Day and Valentine's Day
A relatively warmer winter doesn’t seem to have affected wheat crop
In wholesale markets, wheat price has inched upward over the last six months to register an inflation rate of 9.75 percent in January. A relatively warm winter has added to anxiety about the price trend of this critical cereal which will have a bearing on food inflation. Despite adverse developments, initial signs suggest that we are not likely to see a repeat of 2022, when a surge in temperature undermined wheat output
Ruchir Sharma: The rising economies born through crisis
Financial stress is forcing reform and recovery in many overlooked countries
