Nvidia and the AI boom face a scaling problem
The idea that putting more data into a bigger model will deliver smarter systems is starting to break down
Who is the real saviour of our Constitution: RSS or Congress?
RSSFACTS: The RSS has played a key role in restoring democracy, despite repression. In Contrast, the Congress Party has taken several controversial actions like curbing free speech through the First Amendment, imposing Emergency, and bypassing judicial rulings
Forcing Google to sell Chrome is not going to take away its dominance
Most monopolies in the technology world have been reduced to dust by startup business ideas using newer technologies. A push to divest it may spur Google to invest further in AI to diversify its business lines
Stress builds on the books of microlenders, what should investors do?
Higher delinquencies lead to higher provisioning and credit costs, thereby affecting their bottom line
Chart of the Day | What RBI data tell us on trend in fake notes over last 5 years
The sharp jump in fake 500-rupee currency notes came in the year 2021-2022 when the number doubled to 79669 mpcs from 39453 mpcs in the previous fiscal year
Will artificial intelligence help WTO regain its lost glory?
As AI continues to reshape lives and livelihoods, the world trade body pitches for the watchdog role to monitor its impact on global trade
Resilient loan segments make some NBFCs a good pick amid downturn
Housing finance continues to win among investors and unsecured lending is an untouchable.
Financial scams in US are a huge problem. Banks need government help
Financial institutions are at the front lines of fighting fraud, but they can’t do it alone
Donald Trump’s oil and gas math fails to add up
The incoming administration’s "drill, baby, drill" demand will fall on deaf ears unless rising prices encourage more production
Trump 2.0 tariffs are a blunt tool to meet multiple aims. That’s bad news
This time, Trump appears to be using tariffs as a blunt instrument to meet different objectives, from choking the flow of fentanyl to the U.S to the more conventional economic goal associated with protectionism. It is likely to make the fallout harder to foresee
Five things the market got wrong about China’s stimulus package
The approach is more like a marathon than a sprint, focused on making the country’s economic framework more durable and resilient
Incredible India, but not yet for Indians
The holiday season is right round the corner, but Indian jetsetters would rather prefer travelling abroad than making domestic travel plans. This piece looks at the insights provided by domestic travellers and what ails the domestic tourism industry
Why TMC is pushing for Mamata Banerjee to head INDIA
Mamata’s stocks have suddenly risen after her Trinamool Congress trounced the Bharatiya Janata Party by record margins in all the six assembly seats in West Bengal where bye-elections were held – in sheer contrast to the Congress Party’s rout in Maharashtra preceded by its shocking defeat in Haryana. TMC’s contention is that Rahul is a serial loser and Mamata a serial winner
ANI vs OpenAI: Copyright, AI, and the future of text data mining
The ongoing legal dispute between ANI and OpenAI raises critical issues around copyright infringement, data mining, and AI's use of copyrighted materials in India, highlighting the tension between content ownership and technological innovation
Tariff wars bring China’s massive industrial investments into focus
China’s investments in industrial production pose grave dilemmas globally. Huge capacity built up in several industries — from old to new — can affect other countries’ ability to invest unless demand picks up speed
Chart of the Day: Q2 aggregate corporate profit growth down, but ROCE up
The aggregate ROCE for both financial and non-financial listed firms in Q2 is well above the levels seen during the pre-COVID years
Waaree Energies’ rich valuations confront US business uncertainty
An overwhelming 72 percent of the company’s order book is from the US.
A handful of states beget more stress for banks chasing credit growth
Not only are bad loans concentrated in a few states, they are also from a handful of segments.
A rate cut by RBI will squeeze profitability of banks
When their incremental lending rates went up by 174 points between March 2022 and Sept 2024, their incremental rupee deposit rates shot up by 242 points. Despite deposits continuing to be under pressure, they managed to remain profitable. Though a rate cut looks unlikely now, if and when it happens it may perhaps be their turn to experience stressful borrowing costs
Smog-hit Delhi: Four heritage destinations to escape high pollution levels
Here are four historical places in Rajasthan, Uttarakhand, Uttar Pradesh and Madhya Pradesh - close to Delhi, that are worth exploring and not just as a retreat from the haze of the national capital region
How to deal with Donald Trump’s tariff threats
Canada, Mexico and China have options to avoid a trade war
Why timing the market is overrated
If an investor missed the top 25 days in the market in terms of returns, over the last two and a half decades, his returns would be hardly anything. Unfortunately, no reliable method consistently predicts which days will yield such significant gains; it’s far better to be consistently invested at all times.
There’s a storm coming for the banking industry
Three big sets of draft rules are up in the air for a banking system stymied by low deposits
Why construction firms’ earnings may face a speed bump in the near term
Project execution in the years of general elections fell by an average 5 percent YoY in four prior instances, independent of whether there was a change in the government or not
There is ample global funding for viable infrastructure projects: VA Tech WABAG CMD Rajiv Mittal
WABAG’s order book is 80 percent from government and flagship domestic projects
