Financial regulation needs a different approach, says Economic Survey
The Survey makes a quiet case for regulating financial activity, not financial labels.
What will India’s inflation trajectory look like, going forward? Economic Survey dives in
The Survey expects inflation to rise over the next two years. That may be less a warning signal and more a return to balance.
OPINION | Davos Diaries: AI, and the battle for cognitive infrastructure
Davos shows the AI race is no longer about better models alone. It is about trust, governance and infrastructure, which will decide how AI scales and who controls it
How shopping chatbots might transform retail
Industry giants Walmart and Amazon are taking different approaches to a technology that could further automate shopping
Is silver's record rally running out of steam?
Silver's explosive 250% rally has pushed it to record highs, but signs of demand destruction and institutional profit-taking suggest the historic surge may be losing momentum.
OPINION | Budget 2026-27 must balance growth and fiscal discipline
India’s upcoming Budget must balance fiscal discipline with growth by boosting middle-class consumption, and translating rising household wealth into durable investment
The outlook for equity and bond markets as Budget day nears
A weak start to equity markets in 2026 leads to the possibility of a post-Budget rally, if it manages to improve market optimism
Startup Street | 2025 was a boring year for VC investments, and that’s good news
A finer look at the headline numbers shows the year was one of consolidation sans any boom or gloom
What bond markets should expect from the FY27 Budget
Bond markets should expect steady fiscal consolidation in FY27, with the deficit targeted at 4.2% of GDP and gross borrowing rising to ₹16.5+ trillion despite manageable net supply
IIP growth surges to 7.8%, giving Budget room to tackle debt, boost employment
Amidst sustained industrial growth and robust high-frequency indicators, the Union Budget should shift focus to fiscal consolidation and targeted support for lagging employment sectors
Budget Snapshot | Will the Budget drive capex in data centres -- the next big opportunity?
India ranks lower compared to many countries in terms of data centre investments
OPINION | Is a free grinder as an election promise, okay? Yes, but Supreme Court’s now uneasy
The apex court in the past ruled that promises in election manifestoes do not fall into the category of corrupt electoral practice. However, recent observations by judges indicate a subtle shift in perception
OPINION | India’s $7 billion cap on foreign equity investments by mutual funds needs a rethink in the budget
Doubling the cap on foreign equity by mutual funds will help retail investors diversify risk and better returns. Union Budget 2026 provides an opportune time to implement this
Budget 2026 — Can FM address India’s AI paradox?
India’s AI ambition hits a hard constraint: capital, compute and the cost of catching up
Banks’ Q3 struggle: Deposits trail loans, CASA falls, PSBs worse off
Despite a revival in credit growth, Indian banks continue to grapple with sluggish deposit mobilisation and declining low-cost CASA ratios, putting pressure on margins and complicating monetary policy transmission.
OPINION | Pre-Budget Expectations for Investment: Turning momentum into credible capital
The 2026–27 Union Budget should focus on execution and credibility. Public spending must attract private and foreign investment. Strong FDI, clear rules, and sectoral growth are key
Investors bet on ‘hot’ US economy heading into mid-term elections
Stocks rise with inflation expectations as fund managers anticipate more stimulus despite strong growth
Physical or electronic bullion, where does the money lie?
Some prefer the electronic or the ETF route to buying bullion while some buy the physical commodity. But one of these provide more peace of mind
Can BJP break Mamata's grip on Bengal in 2026?
As West Bengal prepares for assembly elections in March-April 2026, the BJP faces an uphill battle to dislodge Mamata Banerjee's TMC from power despite corruption allegations and law-and-order concerns that have historically failed to sway the state’s voters
OPINION | India’s True Two-Front Battle: America and China
The US and China have presented themselves as two sides of the same coin. They exhibit the same tendency, albeit using different methodologies, of undermining stability and sovereignty
Why Japan’s yen intervention could rattle global markets
Japan's yen has pulled back from critical levels after intervention warnings, but analysts warn the relief may be temporary as underlying pressures persist.
Big realty firms Q3 results show some cracks in luxury home sales
Big realty firms Q3 results show some cracks in luxury home sales
OPINION | Union Budget ideas to transform India’s cities
Despite unprecedented urban investments, Indian cities lag due to weak planning and poor empowerment, targeted reforms in roads, and project preparation are essential
Trade as Strategy: Why the India–EU FTA belongs to today’s age of geoeconomics
The FTA provides India with institutionalised access to a large, affluent and potentially alternative market, while offering EU a partner willing to resist Trumpian caprice
OPINION | Why the India–EU Trade deal finally happened and what it says about coercive trade practices
US’ weaponisation of its economic heft to realise its strategic goals nudged both India and EU to the finish line. EU showed that a slow, institutionalised path to talks will deliver results
