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
The Reading List: February 14, 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.
The case to regulate opinion trading in India
Opinion trading platforms often claim to foster skilful engagement, even though their core mechanics align more with gambling for two primary reasons - unpredictable outcomes and binary decision making. Therefore, it is vital that India regulate the opinion trading sector.
Shankar Sharma writes on " The Unbearable Lightness of being Hare-ish"
Writing as Le Grand Fromage, the market veteran says that a hare can swivel, zigzag, and most importantly, make U-turns, the characteristics an investor needs when the bull market euphoria is at its peak.
What is Donald Trump’s ‘reciprocal’ tariff plan?
US president orders options to retaliate with tariffs against host of perceived trade barriers
Bangladesh is India’s problem because Americans couldn’t care less
Donald Trump put to rest the allegation of an American ‘Deep State’ involvement in Bangladesh. India, however, has a problem on its hands and reason to be interested in what’s going on there.
Tackling litigation delays to boost India’s economic growth
Litigation delays in India hinder investment, economic growth, and infrastructure development. Addressing these inefficiencies requires judicial reforms, improved court infrastructure, and proactive government action to create a predictable business environment that fosters innovation, entrepreneurship, and sustainable growth
Mohamed El-Erian: The mounting risks to US exceptionalism
Trump’s fire hose of policy changes could make companies more cautious on spending and investment
India’s milk revolution is fizzling out. Blame climate change, policy missteps
Reviving ‘vaad’ India’s ancient tradition for healthy content and constructive debates
RSSFACTS: This article highlights the importance of India’s ancient tradition of Vaad, advocating for constructive debate rooted in truth, as a solution to the current toxic discourse. It explores examples from the Ramayana, Upanishads, and Mahabharata, offering valuable lessons for contemporary discussions
Trump's tariff tantrums spook markets, will it get worse before it gets better?
As long as tariff tantrums continue, the global economy would be on edge, waiting for the next blow. In this uncertain economic environment, investors would rush to the safety of the dollar
The Income Tax Bill 2025: A milestone in simplification
Over six decades of amending the income tax law has made it an unwieldy legislation, increasing the incidence of litigation. The new income tax bill tabled in Parliament on February 13 tries to cut through the complexity and offer stakeholders a simpler legislation.
Global Tariff Tensions: Bernstein’s Venugopal Garre on risks, resilience
The Indian economy has bottomed out. The pace of recovery will, however, be slow given the lack of global support, inability to drive leverage-led growth and constrained government finances.
Apparel, home textile exporters see healthy uptick in sales amid trade tensions
Vendor consolidation and shift in global sourcing away from China, Bangladesh is expected to benefit India
Chart of the Day: Born in bull market, will new mutual funds investors stick around?
Most mutual fund investors have not experienced a bear market yet
Exclusive Interview | Have seen material improvement in delinquency trends since November: Satin Creditcare CMD
While banks have slowed down on lending, foreign DFIs (development finance institutions) continue to lend to the microfinance sector, albeit selectively, said HP Singh
