US metal tariffs may be a negotiating tactic, but can still hurt metal producers
The tariff and removal of carve-outs implies a significant increase in costs for US consumers. That raises the possibility of negotiations but US will bargain from a position of strength especially after it imposes reciprocal tariffs
‘The Opec of nickel’: Indonesia’s control of a critical metal
What the country does with its newfound power will be crucial for everything from prices to the future of mining investments
SEBI’s settlement mechanism needs an overhaul
SEBI’s settlement mechanism aims to give applicants a chance to settle potential enforcement actions, in conjunction with the regulator, as opposed to lengthy adjudicatory proceedings. This powerful tool is increasingly losing its efficacy because of flaws in the process. It requires a relook by the regulator to live up to its potential
China’s DeepSeek and the perils of discarding the Nehruvian paradigm
China has surpassed the US in critical technologies, while India's neglect of science and technology education threatens its future, highlighting the need to revive Nehru's vision for a scientifically advanced nation.
Beyond Handouts: India's inclusivity push must shift from cash to careers
The stakes are high, and India’s economic future depends on its ability to equip its workforce with the skills required to compete in an increasingly complex and automated global economy
Bet on consumption demand, not rate cuts, to catalyse investment
Interest rate changes by RBI work mostly through credit channels in a bank-dominated financial system. Experience over the last six years suggest factors other than interest rate have had a dominant influence over lending. On balance, it appears a sustained increase in consumption may be more likely to trigger private investment revival
At Paris AI summit, it was US, UK versus the rest of the world
The US not signing the agreement was hardly unexpected. Indeed, the surprise was that the US attended the conference at all, given its track record of walking out of global treaties and institutions
Two years since whip on unsecured loans, which banks are toeing the regulatory line?
Unsecured lending has been reined in but stress is about to flare up more.
Is the worst behind for Apollo Tyres?
A weak domestic and global environment, moderating sales in domestic and international markets and skyrocketing rubber prices have punctured investor optimism
Chart of the Day | PVs can gain from penetration-led demand
The gap between rural and urban areas is relatively small in 2Ws compared to PVs
India: Will a weak rupee constrain the easing cycle?
While currency volatility is a concern for central banks, including the RBI MPC, these are overrun by domestic priorities. The fiscal policy assumed a contractionary impulse on the back of a narrower deficit target for FY26, passing the baton to the central bank. If inflation is aligned with the targets, monetary policy is likely to assume a growth supportive stance in the quarters ahead.
Lower January inflation opens door to an April rate cut
The sharp fall in inflation, particularly food inflation dropping to 6% from over 8% in previous months, provides the RBI with much-needed policy space.
Trump's new inflation message? Just change the topic
The president hammered grocery prices on the campaign trail but has shifted gears now that he’s in office
DeepSeek is India’s final call to board the AI flight
With the private sector reluctant to invest in foundational technologies, the state must step in
Elon Musk gatecrashes OpenAI restructuring
Ongoing operatic rivalry between billionaire and OpenAI chief Sam Altman remains major subtext
Don’t panic, just SIP
While Naren's comments on valuations of small and midcap stocks are valid, an average mutual fund buyer cannot time the market like an expert fund manager
India needs to find its Moore’s law of growth by investing in AI innovation
Failing to act now by not ramping up innovation and R&D investments by 100x could stand to make us irrelevant. India must significantly ramp up AI R&D investment to assert global leadership in innovation and economic growth, drawing inspiration from Moore’s Law for future progress.
A change of guard at the RBI may not mean a change of approach in forex
New governor Malhotra has stuck to the old script when it comes to forex intervention, both in talk and walk
Where does India stand against US in the trade war? These numbers say a story!
By definition, reciprocal tariffs mean imposing the same tariff rate on imports from other countries as those countries impose on US exports
In the audacious Gaza proposal, different dimensions of Trump 2.0 tactics are on display
Start with a maximalist position, adapt to the response and keep both allies and rivals off balance all the time. It’s all there in the Gaza plan proposed by Donald Trump as stakeholders, Israel included, find the ball is in their court without the US having to take concrete steps initially
As Modi meets Trump, the premise and promise of US-India ties
In administrations, it’s often argued people are policy. In a Trump administration - this parable holds even more meaning. PM Modi and his team will be well prepared for tariffs and transactionalism from Trump.
Modi’s US visit can help India secure its long-term strategic goals
The outcome of the visit will have a significant impact on India’s economy, manufacturing sector, defence capabilities and its projection as a global superpower
The start-ups seeking to challenge China’s stranglehold on rare minerals
Companies say recycling electric waste can provide a new independent source of the sought after elements
The black market for oil will continue to thrive
Unless Western governments are ready to accept higher prices, Russia, Venezuela and Iran will continue to evade sanctions
Trump fanned inflation fears. Now they haunt his presidency
Consumer expectations about price increases can be self-fulfilling
