Chart of the Day | NBFCs’ overall loan growth moderates in December quarter, but gold loans surprise
India's loan growth story isn't over; it's merely taking a breather.
How to make the nuclear tilt in the energy mix work?
Budget announcement, foreign collaborations, and NTPC’s plan all indicate India’s conscious push for low-carbon energy
Europe wakes up to a tectonic shift in the continent’s geopolitics
US-EU-NATO amity nurtured during the Cold War is being buried by the Trump administration. Europe is out in the cold. This message was hammered home on February 18 when the US and Russia agreed to work together to end the conflict in Ukraine, relegating other stakeholders to the periphery.
Quo vadis, Shashi Tharoor?
Elected four consecutive times to Parliament from Thiruvananthapuram, but always the ‘outsider’ to the state unit. Arguably, the most popular Congress leader in Kerala, but now at odds with his party as his state heads for an assembly election. Stuck in a Lok Sabha characterized by repeated disruptions and little space for opposition MPs, where does that leave the man once seen as Kerala’s CM-in-waiting?
Apple’s quiet pivot to India
The iPhone maker wants to diversify its supply chain beyond China. Can the world’s largest democracy deliver?
EU’s challenge in Ukraine starts with bonds
Jointly issued defence debt is low-hanging fruit for even ardent sceptics
Dry January is least of the alcohol industry’s problems
Brewers and distillers face a triple measure of woes due to demographic shifts, diet drugs and health warnings about alcohol
A huge opportunity in the healthcare space is attracting large business houses
As healthcare hots up with middle class seeking comfort and wellness, Corporate India smells an opportunity
Banking sector holds key to markets
The weight of the banking sector in the Nifty is higher than the next three heavy weight sectors combined. That makes the banking and financial sector the swing sector for the Nifty
Ripe for Disruption: Opportunities and challenges in the evolving insurance sector
The insurance sector offers significant growth potential despite challenges like outdated underwriting, trust issues, and complex processes. Opportunities exist in areas such as vehicle underwriting, SMB insurance, and surety bonds, with innovation-driven startups poised to capitalise on these gaps.
What do Q3 asset quality trends for banks show?
While PSBs have cleaned up their books well, private sector banks (PVBs) are grappling with rising delinquencies in unsecured retail loans and microfinance portfolios.
Dual regulation must go to arrest frequent deaths among cooperative banks
Dual regulation is making cooperative banks a cesspool of corruption
Retail Lending: What got us here, will no longer take us too far ahead
Retail lending’s growth thus far has been partially aided by structural factors such as a large pool of new-to-credit borrowers. With low hanging fruit no longer available, retail lenders need to enhance analytical and risk management capabilities to once again record high but sustainable growth rates
Chart of the Day: How massive investor flows built froth in small, midcap stocks
Even after the recent correction, small cap and mid cap indices trade at a significant premium to the Nifty 50 index
A snapshot of the Production Linked Incentive scheme
PLI schemes are collectively expected to utilise 16% of the outlay by the end of FY26, even though some schemes such as those for drones and mobile phones have utilised a higher proportion. To improve utilisation rate, the government could consider additional incentives in some sectors.
India needs a 'Third Way' to deal with new economic challenges
Sanghnomics: Trump’s protectionist stance sparks debate in India, with SJM advocating for a 'Swadeshi' economic model. The focus is on domestic demand, employment generation, and strategic autonomy to navigate global economic challenges
Chart of the Day: The perfect storm for Indian markets
A combination of high valuations, low growth, and a weakening currency is leading to a shift of funds out of India and into markets perceived to have faster growth potential
Trade isn’t all about Trump
World business and commerce are changing in ways that have nothing to do with the US president’s tariff threats
Futureproof the Force: Uncrewed, uncompromised, and strategically unstoppable
UAVs are reshaping modern warfare by offering autonomy, resilience, and advanced capabilities. With a focus on indigenisation, strategic autonomy, and technological superiority, nations, especially India, are positioning themselves as leaders in drone innovation for defence and broader sectors.
Personal Finance | Panic selling is the enemy of retail investors
The amount invested in large caps, in fixed income and in gold will determine your portfolio’s ability to cushion volatile shocks from the portion invested in small caps
In West Bengal, Mamata Banerjee’s fortress seems impregnable
RSS Sarsanghchalak Mohan Bhagwat is camping in West Bengal for 10 days, an indication of the electoral importance of the state for the BJP. TMC, however, is sitting pretty, thanks to the significant backing of Muslims who comprise 27 percent of the population. The magnitude of this support gives TMC the cushion to withstand problems that have come in the wake of three successive terms
India rolls out the red carpet for private nuclear firms
France and India last week declared an intent to partner each other to develop advanced modular nuclear reactors and SMRs. Juxtaposed with the recent union budget’s proposals to rework India’s legal framework for nuclear energy and set a rather ambitious capacity addition target, there’s a clear signal to the private sector to step in.
Will Trump oblige as Modi dials M for India-US trade momentum?
US President’s tariff tantrums prompt New Delhi to line up initiatives to pacify Washington and blunt the impact of any retaliatory step
IT sector’s stable technology budgets may face macro headwinds
Industry consultants and managements of IT companies indicate a stable or relatively better technology spending in 2025
US-Europe alliance comes under pressure after Munich conference
US President Donald Trump’s representatives have shaken up European countries by their statements and political moves over the Ukraine issue. The question is whether European countries are capable of joining hands to face up to the new challenge from Washington politics
