NVIDIA CES 2025: Transforming AI, gaming, robotics, and more
At CES 2025, NVIDIA introduced ground-breaking innovations like the GeForce RTX 50 GPUs, NVIDIA Cosmos, and Project DIGITS. These advancements are set to revolutionise AI, gaming, robotics, and autonomous vehicles, accelerating development and empowering creators across industries
Budget Snapshot | Will Budget 2025 see higher focus on government capex?
In the current fiscal year, the government has had the tough task of balancing subsidies to alleviate the impact of rural distress on the one hand and capex for economic growth on the other
Improving cancer care in India - challenges and path forward
India's cancer care faces challenges in affordability, accessibility, and infrastructure. Key solutions include reducing import duties, promoting local manufacturing, enhancing awareness, and strengthening prevention and rehabilitation efforts. The upcoming Union Budget offers an opportunity to address these pressing issues
India's family offices are transforming domestic private markets
Patient family office money is transforming India’s funding dynamics
Chart of the Day | What are the drivers of economic growth in 2024-25?
Private consumption is expected to account for 4.1 percentage points of the 6.4 percent GDP growth this fiscal year
Focus on new products at pharma companies as generic Revlimid opportunity draws to a close
The current market restrictions that are powering generic Revlimid revenues will end in January 2026
Chart of the Day: Why is manufacturing's share in total GVA in FY25 same as in FY07?
The schemes being rolled out to boost India’s manufacturing sector don’t seem to be working
Union Budget 2025: Key expectations for GIFT IFSC growth
Stakeholders anticipate crucial reforms in the Union Budget 2025 to enhance GIFT IFSC’s appeal. Key expectations include tax parity for resident investors, inclusion of non-residents in OTC transactions, green bond incentives, and clarity on post-tax holiday taxability.
The fight over robots threatening American jobs
As automation becomes a reality everywhere from retail warehouses to restaurant kitchens, the use of robots is increasingly controversial
An economically dynamic India is Manmohan Singh’s greatest legacy
He drove radical reform of an anti-market policy regime that was strangling growth
High costs and low volumes: The challenges facing India's options market in 2025
With rising trading costs and the Indian market currently in correction mode, this is an unfavourable time to engage in options trading in India.
How a $2.6 trillion fund was taken for a ride in India
A front-running scandal shows how tough it is for large investors to trade Indian stocks without tipping their hand
Meta’s fact-checking reversal lets Mark Zuckerberg drop the charade
The company’s decision to abandon fact-checking lets the CEO walk away from a responsibility he never wanted in the first place
RBI’s financial stability review spots two risks from Trump 2.0
Human Metapneumovirus in India: Separating fact from fear
Human Metapneumovirus (hMPV) cases in India spark anxiety, but officials assure the situation is under control, with existing surveillance systems and preventive measures in place to mitigate its spread
Domestic rubber prices fall, but it is early for tyre firms to rejoice
In the current fiscal year, tyre makers took price hikes of about 5-6 percent in replacement markets mainly, which is hardly sufficient to offset the pain from raw material price increases
Infrastructure: Need to ensure consistent growth, over to Budget 2025-26
A late final budget for FY2024-25 due to the General Assembly elections may have resulted in a 14 percent YoY decline in the central government’s capital expenditure until October 2024
Q3 to be a quarter of slowdown for banks as asset quality becomes a test
Big banks would be a drag in Q3 while smaller peers may surprise
Eight wishes for Indian banking in 2025
Both economic and geopolitical contexts have deteriorated since the beginning of the previous year. After a robust performance in FY24, banks have begun experiencing challenges. In this backdrop, here’s a wish list to navigate a challenging year safely
GDP estimate shows Budget 2025-26 should boost capex, not push consumption
Budget Snapshot: Will Budget 2025 prioritise stress resolution in banking?
An analysis by CareEdge Ratings highlights worsening delays in the corporate insolvency resolution process (CIRP). By September 2024, over 71% of ongoing CIRPs exceeded the 270-day completion timeframe, up from 63% in September 2022 and 67% in September 2023.
Estimated GDP growth pickup in second half to help fiscal policy stay the course
The central government can accelerate capital spending in line with budget estimates and continue to aid state level capex. Overall revenue growth is also supportive for maintaining capex at around 3% of GDP for another year
Urban India's economic drive powers rural consumption growth
Rural-urban consumption gap has been narrowing over time, which is a good development. With at least two of three agricultural households working marginal land holdings, there are limited economic prospects for them in the rural economy. It’s the income, over 50 percent, sourced from areas beyond their farm which is holding up consumption
Google's most serious rival isn't Microsoft but startup Perplexity
Through strategic diplomacy, Perplexity AI's founder has become a formidable challenger in search
European Economy: A weaker Euro won't solve the EU's problems this time
There’s no silver bullet in the currency markets
