Trump’s executive orders will disincentivise US industry, boost China
The exit from the Paris Agreement and ending support to EVs risks leaving US auto-makers behind and climate change mitigation-related technology, cementing China’s lead in these markets
Donald Trump threatens to double tax rates for foreign nationals, companies
President orders officials to draw up retaliatory measures against ‘extraterritorial’ taxes
India’s AI Moment: Seizing the future of innovation
The rise of autonomous AI agents marks a transformative shift in business processes. India’s combination of technical talent, cost advantages, and a robust IT services legacy positions it to lead in this AI revolution, creating significant opportunities for startups.
What Union Budget 2025 can do for the auto sector
The Budget must consider lowering tax rates on other clean technologies, like hybrid vehicles which are taxed at 28 percent. Hybrids could act as a bridge between ICE and EV adoption
From Trade Facilitation to Trade Promotion: Expectations of EXIM Trade from Budget 2025
With policy continuity expected, the upcoming Budget will be keenly watched for bold announcements on government’s intent for tackling challenging times ahead
Trump 2.0: Great Disorder Under Heaven
Behind all the bombast, behind all the tough talk and aggressive posturing, is the imperative to preserve America’s hegemony and its economic dominance
Budget Snapshot | No pressing need to capitalise PSBs in this Budget
The RBI rules require banks to maintain a minimum Capital to Risk-Weighted Assets Ratio (CRAR) of 11.50%. This requirement applies to credit risk, market risk, and operational risk. As the chart shows, most PSBs have a CRAR of 16% and above
A decade on, Sukanya Samriddhi Yojana emerges as a clear winner
SSY has the EEE tax benefit available to PPF, which provides attractive post-tax returns in the backdrop of negligible risk. It offers parents a good option to provide a solid investment for their daughter. In its category, SSY is a highly attractive investment product.
Driving the future: Navigating 2025 for the Indian automobile industry
Indian manufacturers must contend with stiff competition from global automotive players, demanding continuous innovation and strategic collaborations to maintain a competitive edge
All hail Captain Vijayan, Kerala’s ‘Red Guardian’
Encouraging a personality cult is the common thread running through Indian political parties, regardless of ideology. CPI-M was a rare exception, opting for a collective framework of decision making. Now, on the verge of near electoral irrelevance, the party has joined the mainstream in its last bastion, Kerala. Pinarayi Vijayan has converted electoral success into the building of a personality cult, reminiscent of a particular era in the Soviet Union
India’s third shot at tax reform mustn’t miss the target
While the middle class hopes for urgent relief, New Delhi wants more people to pay taxes. The new code needs to do a balancing act
Quick Commerce’s need for speed poses risks to key stakeholders
Blinkit’s expansion plans signal a race to get to the top in the quick commerce market. Investors seem to be worried it may turn into a race to the bottom instead
Trump’s trade-offs
Trump likes tariffs and tariff threats. Investors, on the whole, do not. At some point the time for posturing will end and the time for policy will begin
Fali Nariman’s acute observations are a launch pad for research on Constitutional issues
An anthology of writings and speeches of the eminent jurist, who passed away last year, contain insightful observations on perennial issues such as corruption and contempt of court. They will continue to be a reference point of many a debate on legal issues
New Budget to focus on fiscal prudence and growth
With high global uncertainty and moderated domestic growth, the Government of India is expected to continue fiscal consolidation while focusing on capital expenditure to boost infrastructure. Projections suggest a modest fiscal deficit reduction, tax revenue growth, and strategic debt management
Trump 2.0: Can India-US trade ties bet on Musk momentum?
Elon Musk favours lowering trade barriers to increase two-way commerce between New Delhi and Washington
Budget needs to start correcting India’s lopsided defence spending
India confronts hostile neighbours which makes the current defence spending of 1.9 percent of GDP inadequate. It needs to rise up to 3 percent of GDP and composition of spending has to pivot from salaries and pensions eating up more than half the share to prioritising the modernisation drive by upgrading armaments
Budget Snapshot: India’s spending on healthcare rises, focus should turn to capacity build-up
With growing healthcare needs, India should ramp up healthcare infrastructure and insurance coverage
Can agents whip up profitable growth for SBI Life?
Shifting from a formidable parent support to agents for more business is commendable but filled with challenges.
Why traders should go in for ‘Dal Chaawal’ style of trading in 2025
In a procyclical phase in markets, the trading ranges are likely to be narrow. Going for the big hits in this market can bring grief to unsuspecting traders
Smriti Irani—all set to make an impact in WEF2025 at Davos
As the Founder and Chairperson of the Alliance for Global Good, Smriti is set to play a pivotal role in advancing global conversations on equity, inclusion, and sustainable development.
Trump’s MAGA agenda is clear. The question now is can it reinforce India’s own economic goal
Donald Trump is set to become president in the backdrop of three consequential challenges, Russia-Ukraine conflict, the unsettled state of West Asia and the adverse global fallout of China’s economic model. On China, the signals have been mixed, with his team comprising hawks and members such as Musk who are invested there. His decisions on China will have a bearing on India and so will the choices exercised to realise the MAGA agenda
Trump’s trade challenge
Will tariffs be his only tool? Or will he support industrial policy and US workers in more effective and durable ways?
Why MSMEs need more time to transition to the new IMS
A new Invoice Management System to strengthen GST compliance which is to be rolled out in April is a positive step. However, the lead time to enable MSMEs to adapt to a new system is inadequate. Indeed, some core features need improvement. To leverage the full potential of IMS, government needs to handhold MSMEs during the transition
Can traditional Indian knowledge secure the future of ‘economics’?
Sanghnomics: Hindu economics, rooted in ancient Indian texts like the Vedas and Arthashastra, offers unique insights into abundance, market regulation, and fair trade. With a focus on self-employment, wage fairness, and consumer protection, it presents a potential solution to modern economic crises
