Affordable urban housing holds key to continued rapid economic growth
As urban India prepares to contribute three-quarters of the national GDP, a NITI Aayog report reveals a critical shortage of 60 million liveable homes and prescribes a four-part remedy of land reform, density incentives, innovative finance, and rental housing to sustain growth
Acquisition moves of Sun, Zydus point to Indian pharma’s shift from generics to biopharma
A potential Sun Pharma-Organon deal is the clearest signal yet of Indian pharma's urgent, multi-pronged strategy to escape the low-margin generics trap by acquiring a foothold in high-value biosimilars and specialty therapeutics
Q3 FY26 scorecard so far – Opportunity or value trap?
Q3 revenue growth threw up a positive surprise across most sectors while margins were sluggish
Budget 2026 — Can India build the financial backbone for its climate ambitions?
As global climate politics is fractured, India’s next Budget must move beyond capacity creation to fixing the missing pieces of its energy transition
Budget Snapshot: Are divestment targets set only to be missed?
Divestment targets hardly seem relevant when reliance has reduced.
OPINION | Capital outlay might exceed Rs 13 trillion in FY2027 Budget
The increase in central public investment, mainly in roads, railways and defence, has seen a sharp increase over the last few years. This trend is expected to continue
OPINION | Here’s how Budget 2026 can power M&A activity
IT Act 2025 will soon be operationalised. Finance minister should consider a few tweaks to power M&A activity, and consider the full implication of changes in capital gains regime
OPINION | Union Budget 2026 can complete India’s income-tax simplification agenda
While the Income-tax Act, 2025 marks a major reform, lingering ambiguities and compliance burdens remain. Budget 2026 offers a crucial opportunity to clarify provisions, reduce litigation, and strengthen tax certainty
OPINION | Can a year in the private sector make India’s bureaucracy sharper?
Emerging markets are a better gauge of investors’ mood than gold
US moves on Greenland may have boosted traditional havens such as precious metals but the developing world is on a roll
The great Greenland climbdown
After a rambling speech, Trump announced he would not be imposing tariffs on his allies
OPINION | Why early-stage investors must rethink risk in deep-tech ventures
As innovation shifts from software to science-driven ventures, investors must rethink risk, prioritising technical uncertainty, IP-led moats, and team capability to back deep tech shaping future industries
Startup Street | Will SC’s Tiger Global judgment curb Indian startups' animal spirits?
A landmark Supreme Court verdict rejecting treaty protection for a major fund's exit has sent shockwaves through India's investment ecosystem, forcing a fundamental rethink of offshore structures and tax risk
Budget Snapshot: Optimism masks the struggling affordable housing story
The need of the hour is to correct the divergent trend between rising luxury home sales and a struggling mass housing segment
‘Sell America’ is back in the market: Global confidence in US wavers
From Greenland to the Fed, Trump's actions trigger a global "Sell America" panic, forcing Wall Street to confront the cost of political instability.
India is making its mark in clinical trials amid changing global landscape
Clinical trial activity has increased in India
Tariffed and Tokyoed: The Indian rupee's perfect storm
India’s GDP growth is expected to be healthy in FY27 but the rupee may not reflect it
OPINION | The case for capping market share to minimise systemic risk in India
Market concentration is not inherently problematic. Economies of scale matter, and large players often drive efficiency gains. But there is a threshold beyond which concentration becomes a systemic risk rather than a competitive advantage
OPINION | Indian aluminium sector needs a custom duty re-jig
India’s aluminium tariff structure harms MSME manufacturers, raising input costs and reducing competitiveness. Reforming tariffs on primary aluminium is vital for boosting domestic value addition and export potential
OPINION | India’s Budget test in a harder global economy
This year’s Union Budget will be read as a signal of intent, not a list of allocations. In a fractured global order and a charged domestic economy, India must show whether it is ready to govern for the decade ahead
OPINION | Budget 2026 and the road ahead for housing and urban growth
Affordability remains the most delicate lever. Budgetary measures that enhance home-buying benefits can meaningfully improve buyer confidence
Tariffs and the US Supreme Court: Watch what happens next
Plus the sustainability of the small-cap rally
OPINION | The Great Compute Crunch: Why India’s AI destiny depends on backend infrastructure
The strategic pivot must be toward the "infrastructure layer"; comprising sovereign cloud architectures, orbital computing arrays, and domain-specific edge silicon. These backend companies are what will thrive immensely
What should taxpayers, investors expect from the Union Budget?
The key is to raise business confidence in the economy, crank up private capex and bring long term investors into the country. Here’s how
OPINION | Union Budget 2026 and the road ahead for India’s direct tax regime
Budget 2026 is anticipated to focus on tax simplification, reduced litigation, clarity on digital and cross-border taxation, streamlined compliance, and enhanced innovation incentives to drive growth
