What can the world do with Hamas?
Both EU and Arab League members want to exclude it from administering Gaza if a truce with Israel is reached. Hamas however, remains an ingrained factor in the Palestinian question. Palestinians would turn to Hamas because of feeble Fatah. Hamas may not score over Israel, but it remains a dominant player within Palestine
Jamie Dimon delivers a masterclass in managing up
JPMorgan chief’s letter to shareholders is an exercise in blending in with the political wallpaper
US Tariffs | Is it India’s chance to capitalise on lost opportunities in global trade?
Harsh reciprocal tariffs and the resulting trade war risk tripping the economic growth journey of India. But it’s not a lost cause
Data Story | Changing topography of PE investments in real estate
PE investors in India shifted lanes from commercial real estate that attracted huge investments in FY2024 to logistics and warehousing
What will be the impact of Waqf Act on Bihar state elections?
In the shadow of a contentious new law, Bihar’s political landscape is simmering with possibilities. Allies are walking a tightrope while rivals sense opportunity
Chart of the Day: Shipping lines face tariff whipsaw after a bumper 2024
Shipping lines face uncertain future as tariffs dim outlook for global trade
India’s marine exports under severe threat, post Trump tariffs
The negotiations for a trade agreement with the US are not going to be easy. In India, there is great concern that opening of agriculture sector for import from US will adversely impact the livelihood of a vast majority of farmers and those who depend on the agricultural operations. Our policy makers will do well not to downplay the threat posed by the tariff of 26 percent tariff on Indian goods
Can RBI stop the bleeding in markets? It can try
The cost of capital is central to the RBI’s policy in its efforts to keep inflation-growth dynamics conducive
Time to buy stocks?
Markets are in free fall, and the siren call to 'buy the dip' grows louder by the minute. Could this be the golden opportunity everyone’s waiting for—or a trapdoor hiding unseen risks?
Pakistan’s ugly geopolitical playbook exploits Afghan refugees for aid and other concessions
Pakistan has long leveraged the displacement of Afghans to its advantage by reinforcing colonial-era borders, extracting foreign humanitarian aid, and asserting regional dominance. Forced displacement has always been a tool in Pakistan’s geopolitical playbook
Time for CAAR 2.0: Revolutionising India’s customs rulings for global efficiency
India’s Customs Authority for Advance Rulings (CAAR) has improved timelines since 2021. However, procedural delays persist. A shift to CAAR 2.0, with internal technical units and digital reforms, can achieve rulings within 30 days, enhancing global trade efficiency
The weekend Trump’s tariff threats became real for global investors
If global long-only funds start to rotate out of risk the market turmoil could get worse
Indian policy makers need to look beyond the erroneous World Happiness Index
Sanghnomics: India ranked 118th in the World Happiness Index, raising concerns over the unrepresentative data. The India Policy Foundation advocates prioritising happiness over GDP with a focus on health, education, poverty, and governance
Why Indian metal stocks got scorched
The initial reaction of metal stocks to Trump's 26 percent tariff was one of relief but it soon turned to despair
Will Donald Trump's actions end up hurting the US rather than helping it?
For the first time, US allies feel the kind of distrust that China and Russia have nursed for years
How hard will JLR’s pause on US exports hit Tata Motors?
A bumpy road ahead for JLR with revenue and earnings cuts in the near-term seen given the need to rework trade terms with the US market
NHPC commissions long delayed projects, investors should note cost overruns
Addition of the under-construction hydroelectric projects will significantly boost NHPC’s regulated equity base.
Chart of the Day | Financial maturity of Indian investors
While the growing interest in equities among retail investors is all too evident, the key question is whether their behaviour has become more mature or not
Shah Bano moment for Congress in Kerala
Kerala’s Latin Christians have been the bulwark of the Congress’ support base in the state. However, a bitter dispute between Waqf bodies and Christians over land holdings in the Munambam fishing hamlet found the grand old party unable to reconcile differences. Following the passage of the amendments to the Waqf law by Parliament, which Congress opposed, Kerala’s principal opposition party is on the back foot just when its prospects seemed bright for the 2026 Assembly election
Trump’s tariffs signal a hard pivot to security-driven economic nationalism
Metamorphosis: How Uncle Sam became Uncle Scrooge
What is Trump’s strategy behind the global trade disruption?
The Reading List: April 4, 2025
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
Ranchi’s profoundly sad link to WWII’s ‘Forgotten Army’
From 1942 through till 1945, the 14th Army fought its way into Burma, but its exploits were buried under other Allied successes. So pressing was the requirement of troops that they were brought in from across the entire Commonwealth. Only about 13% of this army was ethnic British, with Indians comprising about 65% of the troops and many of the fallen soldiers are now mere memories, save for their tombstones in the Commonwealth war cemetery
Why a new Waqf law was needed to protect India’s Scheduled Tribes
RSSFACTS: The Waqf (Amendment) Bill, 2025, addresses tribal land rights, with ABVKA highlighting misuse of the 1995 Waqf Act. The bill includes provisions to protect tribal lands from unlawful usurpation by Waqf Boards, benefiting Scheduled Tribes
How ‘weaponised trade’ could lead to ‘weaponised capital’
The bigger investment risk from tariffs may be from the resulting decline in global portable capital
