Nehru had sidelined Ambedkar forcing his resignation and failed to protect Harijans
RSSFACTS: Dr. Ambedkar resigned from Nehru's cabinet in 1951, criticising his treatment and neglect of Dalit welfare. He expressed frustration over lack of portfolio assignments, cabinet committee exclusions, and the Congress's failure to address the needs of Scheduled Castes
Has the Fed’s hawkish turn changed the Indian stock market outlook?
Despite retail investor support through mutual funds as well as directly in equities, fundamentals will need to show signs of improvement
What’s the outlook for mutual fund investors in 2025?
Balancing optimism on growth with a focus on quality investments, diversification and realistic expectations will help investors capitalize on India's growth story while mitigating risks effectively
The Nehru Narrative: What the economic numbers say
Nehru’s record on economic growth was worse than that of most comparable countries
Chart of the Day: EM currencies are in for a pounding next year
Volatility will rule and investors are clueless on EM trades
Trump and the Fed: battle lines
Have the Fed members made a mistake, thinking they know what Trump’s policies will be, and how they will impact the rate trajectory?
Corporate Japan is steeling itself for hostile interest
The volume of shareholder activism and dealmaking by private equity has mushroomed
AAP expands sops for women ahead of Delhi polls, following recent election trends
With increased amount under the Mahila Samman Yojana, AAP aims to boost its popularity among women voters. Timed before the Delhi Assembly elections, it reflects AAP’s strategy to strengthen its appeal amid national party challenges, and position itself as a champion of economic equality for women
Options trading curbs: A case of throwing the baby out with the bathwater
The retail investors and traders that regulators aimed to protect are now falling victim to various dabba operators, over whom the authorities have no control.
The import risk Chinese overcapacity poses to Asian countries
With the US raising tariffs on Chinese imports, there could be a flood of Chinese goods to other Asian economies. While countries such as Thailand and Indonesia are particularly vulnerable, sectors such as metals in India may be hit
Building Resilient Startups: A shift towards sustainable growth in India’s ecosystem
In India’s evolving startup ecosystem, investors prioritise sustainable growth by focusing on customer acquisition, retention, and monetisation. With a shift towards revenue milestones over unicorn valuations, this approach aims to build resilient businesses capable of long-term success and scalability
US-China antimony trade war reflects a weaponised industrial reliance
Antimony is at the centre of US-China trade war, ironically also of their mutual dependence
Startup Street: 2024 -- A year when Indian startups thrived amid global turmoil
Indian startups can bank on another blockbuster year in 2025
Soft raw material prices to support record profit margins of pharma companies
The falling prices can pose headwinds to API producers but can benefit final drug manufacturers
Markets too bullish for comfort, says global fund manager survey
The Bank of America survey of global fund managers says that the only times cash allocation among global fund managers was near December 2024 levels were back in January -March 2002 and in February 2011, which were huge tops in risk assets. Wednesday’s sharp fall in the markets supports the BofA view
Is the falling rupee an opportunity or a risk?
The RBI’s liquidity play entwined with its forex interventions could be a boon for bonds
Delhi can electrify its path to clean air
Delhi’s air pollution problem is not insolvable. Beijing represents a prominent success story of a city that cleaned up its act. Vehicular emissions are primary cause of Delhi’s poor air quality. Therefore, public policy which encourages adoption of electric vehicles in place of combustion engine powered vehicles is the key to changing things for the better
VFS Global needs to be scrutinised by the competition regulator
VFS Global performs what used to be a sovereign function of consular, passport and visa services. The law gives it a de-facto monopoly, making it impossible for competition to come up. Given this context, there’s a strong case for the competition regulator to investigate the company’s practices to see if the consumer is really the king here
A better way to make billions as Chinese companies look abroad
Investors can ask which companies will be disrupted — or receive unexpected windfalls — as Chinese firms rush abroad
The Federal Reserve should pause before cutting interest rates again
Interest rates might need to fall further in 2025, but it’s too soon to say
Climate politics could be about to go into reverse
It’s not just Trump — elections around the world may produce a new crop of net zero critics in 2025
NPCI, please implement your directive on UPI market share
National Payments Corporation of India’s deadline to transition to a system where no single UPI app has more than 30 percent market share is fast approaching. However, the deadline is not sacrosanct as it has been extended earlier. A policy professional argues that there should be no more extensions as a near-duopoly in market share of third party apps disincentivizes innovation
The agricultural marketing policy will help bring the fruits of development to farmers
Focusing on the food processing sector will deliver multiple goals such as fighting rural employment, rural poverty, food security and food inflation. Emerging policy needs to ensure that the APMC system promotes food processing
Bleak global outlook, a negative for Indian auto component exporters
A weak demand environment in global auto sales coupled with sluggishness on home turf could be tough posers for India’s component manufacturers
The hidden cost of convenience is adding to the rising e-waste crisis
The growing e-waste crisis is fuelled by impulsive buying and rapid technological upgrades. Consumers, businesses, and policymakers must prioritise sustainability, repair over replacement, and responsible recycling to mitigate environmental harm and ensure longer product lifespans
