A strong domestic position can propel companies to become truly multinational
The rise of anti-India rhetoric in Bangladesh risks the deep economic and geographical ties between the two
Global volatility makes it a challenge for the RBI to ease policy, but it has already begun the process by easing liquidity.
Given India’s stock market’s lofty valuations, a shift to a positive outlook for China’s economy along with an undervalued economy create conditions for funds to flow from one to the other
As COP29 approaches, public interest wanes despite escalating climate threats. Previous conferences showed diminishing outcomes, and with geopolitical tensions and insufficient funding, expectations for meaningful progress are low. Urgent actions on energy transition and financing are crucial for future climate efforts
16th Finance Commission is working on a resource sharing formula in the backdrop of a squeeze in the share of unconditional transfer of resources from centre to states. This limit fiscal space of states. One way to give states more flexibility is to enhance FC grants, which comes without strings attached
After decades of stagnation, the world’s biggest tech groups and banks are considering an alternative energy option
Even the dollar, which usually surges at times of geopolitical crisis, is showing only a modest pick-up
India’s high logistics cost, when compared with other countries, is due to the high modal mix skewed towards road transport, which is expensive
Beijing is back in investors’ good books. To justify the euphoria, it needs some meaty goals
The quality of smaller listed companies has deteriorated as raising private capital becomes easier than ever
Historically, wars have not had a long-term detrimental effect on markets. While markets typically experience a short-term dip, they often rebound sharply afterwards
Ukraine’s President Zelenskyy recently detailed a victory plan which aims to secure US support. Given Ukraine's resource constraints, the victory plan is perhaps too ambitious and a poor reflection of overconfidence
The curbs on derivatives trading will cause structural shifts and lead to loss of incomes for various stakeholders such as brokers, traders and even the government
Iran’s leaders cannot be seen as shying away from a war. But the readiness of Iran’s economy to fight a war is seriously questionable. Any Russian or Chinese support to its economy might simply not be enough to stave off economic collapse, if war does occur
India’s shadow banks have grown in might and importance, but regulation needs refinement
India, the largest maker of generic drugs, has also the poorest quality control
The huge surpluses of the Gulf states are being invested not only in the region but across the world, from buying up football teams in the UK to the world’s largest technology fund. These huge investments underpin the links of these countries with global capital and with Israel and the US
The first meeting of MPC with new external members is unlikely to throw up dissent.
Parameswaran Iyer, who was hand-picked to lead the Swachh Bharat Mission, explains why it was different in its approach from older sanitation programmes and how it induced a behavioural revolution. It worked because the drive to change habits was not top-down but bottom-up.
Modi is the first PM to raise the issue of sanitation from Red Fort ramparts. His personal commitment raised the profile SBM which has been instrumental in millions having access to toilets, which has other positive spin-offs. It’s now time to focus on qualitative aspects which lead to mass empowerment
Despite formidable achievements and the recent ‘big bazooka’ stimulus, the hostility to the private sector casts a pall over the future. Moreover, trends such as a looming demographic crisis don’t augur well
With American policy in the Middle East in tatters, Donald Trump could be the principal beneficiary of escalation in the region
Iran says that its attack on Israel is over after Tuesday’s missile barrage. But the battle of rhetoric between them carries on. Strategic restraint has characterised Iran’s approach so far, and its domestic vulnerabilities will be a critical factor in choosing its future course of action. However, the geographical spread of the conflict and Israel’s domestic politics indicate all bets are off
AI assistants with agentic reasoning can work as human proxies which can help harness their potential to drive economic growth, and foster a more creative and productive society. The technology exists and now the responsibility lies with us to identify the tasks that can be delegated to these agents
