Unlocking India’s Potential: Harnessing global value chains for sustainable growth
India’s integration into Global Value Chains (GVCs) offers significant opportunities for economic growth, resilience, and innovation. Focused efforts on sectors like green chemicals and electric vehicles, alongside policy support, R&D, and skill development, will shape India's future role in global trade
Rising dollar, US yields could rob bond market of lower supply benefits
A friendlier fiscal and monetary policy may fail to benefit bonds as foreign money flees
An Indian judge whose work left its mark on judiciary in other lands
Justice AN Grover was one of three judges superseded after having been a part of the majority in the landmark ‘Basic Structure’ judgement. He was also part of the bench which decided on the ‘Bank Nationalisation’ and ‘Privy Purses’ cases. Of the three it is ‘Basic Structure’ which left its imprint in other jurisdictions as brought out in an insightful biography of Justice Grover
The China commodities supercycle is over. Will there be another?
Chinese demand for steel and iron ore has finally peaked. The industry hopes the energy transition will spark a new boom, but it will be shaped by geopolitical competition
A proposed dam on the Tibetan plateau shouldn’t unleash panic in India
China’s proposed 60GW dam at the ‘Great Bend’ of the Yarlung Tsangpo in Tibet may have its roots in the country’s internal investment dynamics. Moreover, once the river enters India as the Brahmaputra, its rainfall which mainly contributes to the volume of flow. Indeed, China cannot weaponize the dam without severe adverse consequences to Tibet. The way forward is to combine downstream readiness and negotiations with Beijing
Budget 2025: Besides higher capex, India must boost private investment in roads
The government’s capital outlay for the road sector is likely to increase by 8-10 percent in FY2026 budgeted expenditure, which is likely to support the improvement in road execution
Testing Market Weakness: What key indicators signal about market direction
Technical indicators signal that the market is nearing a bottom, but the longer term trend will depend on how economic policy manages the challenges ahead
Can Budget 2025 help remove the ‘no-vacancy’ boards?
As the Union Budget 2025 nears, the youth expects a focus on job creation, viewing it as a societal imperative. Here are a few ideas that may help the Finance Minister to tackle employment challenges
A 90-hour work week makes you a poor consumer -- and your company a poorer producer
Cheap labour and long hours are detrimental to the economy
Unleashing Agriculture Growth: Tackling credit and productivity challenges
India's agricultural sector faces productivity and credit inefficiencies, exacerbated by informal tenancy arrangements. Reforms, including formalising tenancy, stabilising prices, and linking credit with insurance, are crucial for boosting productivity and ensuring sustainable growth
Can Budget 2025-26 fix three loose joints in the RE circuit?
The RE capacity addition progress is encouraging, but not enough to meet the 2030 target
Budget Snapshot: Will government present a road map on bank privatisation?
Missing the large-ticket reforms in the next five years will put Indian banks one step back. Privatising India's dozen PSBs has been a tough task and an unkept promise
Small lenders had it tough in 2024, will 2025 see a recovery?
It's not just a funding squeeze that's a bother for MFIs, their asset quality too has shown deterioration in 2024 and there are regulatory concerns on lending discipline
How to avoid antitrust pitfalls in distribution
With manufacturers now opening a direct channel to potential customers, they have a dual role in relation to their traditional distributors. The roles are both complementary and competitive. With the Competition Commission using the European approach as a touchstone, emerging dual distribution models need to be carefully structured to avoid regulatory hassles
J&K’s Omar Abdullah finds his hands are tied
Legal changes in J&K have empowered the Lieutenant Governor at the expense of the elected Chief Minister. The power hierarchy is at odds with public accountability as the elected government is the one which has to deal with people’s expectations. It puts the National Conference government in a tight spot
TikTok ban could create a valuable prize: users’ brain space
For Mark Zuckerberg the biggest coup would be to buy the video app outright
US reliance on Saudi Oil is nearing its endgame
The energy market is no longer a constraint on American foreign policy in the Middle East.
Why affordable housing remains a bright spot in India’s housing sector
Affordable housing in India is growing rapidly, driven by government initiatives, urbanisation, and evolving consumer behaviours. With strong government support, technological advancements, and rising demand, affordable housing is poised to remain a key pillar of India's housing finance sector
INDIA bloc's journey may end with Delhi Assembly elections
India Bloc is under fire as AAP faces its toughest election in Delhi assemblies
Grey areas in draft data protection rules need a relook
Personal data protection rules represent an important milestone. They envisage a phased rollout, with the creation of a regulator before broader provisions take full effect. To ensure a smooth journey, it is essential that government clarify aspects of the draft rules that are unclear and, therefore, can pose problems down the line
India must engage with the Taliban, for regional stability
India's engagement with the Taliban reflects changing regional dynamics, balancing security, trade, and humanitarian aid. India acknowledges the Taliban's influence, focusing on regional stability, security, and continued investments in Afghanistan's infrastructure and development
The lessons from China’s sustained dominance in the global EV market
A recent proposal by China to restrict export of EV battery technology may be just another step to maintain its global EV dominance that has been built carefully over the years
Markets could fall more, investors should prioritise capital preservation
Technical indicators suggest there is more trouble ahead for the Nifty but investors should be careful as the fall in some index constituents could be far worse
The brouhaha over poverty reduction
The missing census is putting policymaking on the dodgy ground of guesstimates
Budget Snapshot: Government weans off exemptions, life insurers hopeful of more breaks
Annuity policies are growing faster than before but their share is still low in insurance portfolios
