Why India need not worry about Trump revising immigration rules
At first glance, Trump’s anti-migrant policy may appear frightening. But a closer look shows that the fallout would be limited. Instead, there may be some gains like a reverse brain drain and possibly an impetus for the Indian IT sector to focus more on innovation
Budget 2025: Growth slowdown, global challenges can best be countered by capex focus
The budget for the next fiscal year must endeavour to retain focus on capex and maintain it at levels in the range of 3-3.4% of GDP, which will be the highest in nearly two decades. That in turn will aid state level capex and help crowd in private corporate investments
India-Indonesia bilateral ties are underpinned by defence partnership
Cultural and trade ties go back at least a millennium and the two countries took a lead role in the formation of the NAM. However, the emergence of China as an unsettling power and India’s eastward focus have opened a new chapter where the partnership is set to deepen
How India created a generation of brainwashed investors. And the macro disaster this has created
'Investing is about capital preservation at its core. But in our twisted, warped investing marketing in India, taking bullets, arrows, and even mortar shells became substitutes for common sense,' says ace investor Shankar Sharma, writing as Le Grand Fromage
Vault Matters | Why lenders need to be blamed for the ‘overleveraging’ mess
The recent issue of a customer complaining about being harassed by banks for repaying multiple loans despite low income, highlights a lack of proper loan assessments, inadequate tracking of borrowers' credit scores, and the dangers of increasing indebtedness due to unchecked lending practices
The Reading List: January 24, 2025
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
A battle of narratives on Indian tribals unfolds at Maha Kumbh
RSSFACTS: ABVKA’s events at Maha Kumbh 2025, including Youth Kumbh and Tribal Conferences, aim to promote tribal unity, cultural integration with Sanatan Dharma, and address issues like conversion, enhancing awareness of tribal rights, and strengthening social and religious bonds
Budget can turbocharge Fintech
Just as the elimination of angel tax was a game-changer for the startup ecosystem, changes in areas such ESOP can provide another boost. India is among the top three globally funded markets and the budget should build on the global vote of confidence
Budget expectations from infrastructure sector
Budget 2025 focuses on enhancing India's infrastructure with significant capital outlay for key sectors like roads, railways, power, and steel. It aims to boost private investment, ensure continued growth, and drive sustainability through increased budget allocation and asset monetisation strategies
Structural changes raise concerns about long-term viability of trading, according to Jainam Broking’s Milan Parekh
With narrowing profit margins and elevated costs, sustaining operations becomes increasingly difficult, raising concerns about the long-term viability of trading in Indian markets
US stocks at most expensive relative to bonds since dotcom era
Tech-fuelled equity rally throws up red flag on ‘Fed model’ for comparing valuations
As Supreme Court turns 75, a look at some of its milestones
Created by the Constitution, the Supreme Court in the words of the first Chief Justice HJ Kania has 'goodwill and sympathy for all, but is allied to none.'
BFSI recovery holds out hope for IT companies amid Trump uncertainty
Frontline IT companies saw incremental improvement in financial services business in Q3 FY25
India’s on the cusp of becoming a global music powerhouse
India is already the second largest streaming market worldwide for music. Digital platforms have democratized the space, providing musicians a way to reach a global audience without traditional hindrances such as record labels. Policy can give this trend a big boost by being mindful of the consequences of technological advancement and rights of artists
The Indian economy needs a growth boost, can the Budget help?
Expectations are high from the Budget. It must bat for growth, alleviate urban stress, encourage private investments and boost exports, but at the same time stay on the path of fiscal consolidation
Budget Snapshot: Is it time to address government debt-to-GDP ratio?
Debt-to-GDP ratios have surged across the globe post pandemic and are hardly coming down.
We need an extraordinary budget for extraordinary times
The Budget must deliver a boost to consumption, must increase capex and at the same time provide incentives to the corporate sector to invest. The stimulus to consumption should be provided by tax cuts rather than through handouts
Fed to keep rates on hold for ‘foreseeable future’, Pimco says
US central bank will wait for more details of Trump’s policies before resuming cuts, says bond manager’s investment chief
Trump’s economics are anybody’s guess. Here’s mine
Prepare for inflation, higher interest rates and turbulence as the president puts his plans into action
UK millionaire exodus is more drip than flood
Taxes notwithstanding, the rise of economic nationalism may be diminishing the appeal of the ultra-rich nomadic lifestyle
Agriculture sector needs imaginative policies in Budget 2025
Much attention in the Budget is focused on allocation to subsidies, dole-outs and funding for crop support prices. What is needed is ways to make it more profitable for farmers and a more valuable contributor to the economy
Driving India’s circular economy through tax rebates and sustainability initiatives in Budget 2025
India’s transition to a circular economy is vital for sustainable growth. Budget 2025 can accelerate this shift through tax incentives, waste-to-energy investments, and expanded PLI schemes, driving innovation, job creation, and environmental benefits while enhancing economic resilience.
Foreign Investment and India’s Economy: Role of tax policies in Budget 2025
India's tax policies play a crucial role in attracting foreign investment, which drives economic growth. Budget 2025 offers an opportunity to simplify tax regulations, reduce capital gains tax, and introduce sector-specific incentives to enhance India's global investment appeal
Budget Snapshot: Weak capex could drag Centre’s spending to a 6-year low in FY2025
Economists underscore the need for Centre’s capex to expand by 65 per cent yoy between December and March to meet the FY25 target of INR 11.1 trillion
Will Trump’s 'drill, baby, drill' send a chill down climate course?
Beyond the psychological impact, the US withdrawal from the Paris accord may not make a substantive difference to global climate action
