Why India is becoming a hotspot for steel capacity addition
The country’s steady, healthy steel demand growth, preference for domestic capacity, states’ drive for value addition and a healthy balance sheet situation make it an attractive destination
US Presidential election is not just about the public persona of Trump and Harris. Policies and principles matter more
India-US ties are growing on the back of strategic convergence. An election outcome won’t alter the long-term trend. However, America has the world’s most impactful culture and what happens there ripples out. Donald Trump negativity, therefore, represents a problem for everyone
AI-Powered Cybersecurity: Harnessing AI for cyber defence and digital protection
As cyber threats grow in sophistication, AI is crucial in enhancing cybersecurity. By analysing vast datasets and detecting anomalies, AI improves threat detection, response, and prediction. Adopting AI, along with a unified security view and zero-trust architecture, strengthens defences and ensures proactive protection against evolving cyber risks
Jharkhand Assembly Polls: How tribal identity issue has taken centrestage
RSSFACTS: Jharkhand is set for assembly elections on November 13 and 20, focusing on tribal identity. The Janjati Surakasha Manch seeks to delist converted tribals from Scheduled Tribe status, a contentious issue impacting the polls
How to decode the festive sparkle in October auto sales
All the festivals came bunched up in October, which along with hefty discounts, fuelled PV and 2W retail sales. Will this continue?
Investors should ignore the election noise
Longer-term equity, asset class and sector returns are not generally reflective of a presidency
Chart of the Day: Q2 cement demand weakest in two years
After subdued Q1 and Q2, hopes now are pinned on recovery in H2 FY25
Are markets headed towards procyclicality?
Procyclicality is when stock prices move in tandem with economic growth. While it is due to visit in 2025, the slide in markets is raising the prospect of it setting in early
IMF flags protectionism, geopolitics as downside risks to Asia-Pacific economies
The prospect of a deepening slowdown in China is a key risk, given the level of integration in Asia-Pacific economies and the central role that the country plays across the region
New Search Engine Wars: Can Google hold on to its turf?
Google’s search dominance is now under serious threat for the first time in its life -- from Generative AI-powered search engines as well as specialist, and privacy-focused, new rivals
Harris or Trump: America’s free-lunch economy is over
Higher interest rates mean that the next president, whoever it is, will find it much harder to reduce taxes and increase spending
The Federal Reserve must deliver two things this week
The first is a steadier hand on the policy wheel and the second is abandoning the 'only game in town' mindset
India likes to say no in trade talks. Here’s how to get to yes
A new roadmap could liberate negotiators to evaluate deals from a wider perspective, with less fear of the consequences
Seven terror strikes in Kashmir Valley in 18 days is an attempt to undermine democratic process
An effective elected government in J&K is critical to build on counter-terror successes of the last few years. A shift in attacks to the Valley from the prior Jammu-centric approach aims to drive a wedge between the security establishment and the democratic set-up. There’s no room for complacency as terrorism planners shift focus based on available ‘operational space’
A Kafkaesque tale of Indian consumer banking
After discovering a shocking drop in his credit score, the author faces a frustrating battle against a mysterious fraudulent account. Despite efforts to rectify the situation, he finds himself trapped in an unresponsive system, highlighting the challenges many consumers face in India
Ruchir Sharma | The US economic boom is a mirage
Its lopsided, brittle quality helps explain why so many Americans will cast votes in anger
Chart of the Day | The impact of US Presidential elections on market performance: What history tells us
The S&P 500 typically shows higher returns in the lead-up to presidential elections than in non-election years. However, stock market returns in the one, six-, and twelve-months following election day are significantly lower than in similar periods during non-election years.
Have Congress’ unrealistic promises begun to affect Karnataka’s fiscal health?
Sanghnomics: The Karnataka government's recent shift on some welfare schemes highlights concerns over its fiscal health. With proposed expenditures for these guarantees soaring, Karnataka faces rising revenue deficits and unsustainable debt, raising questions about the long-term viability of such promises
Dr Lal PathLabs: Exit of a company veteran stokes investor concerns
Om Manchanda, managing director of Lal PathLabs, is moving on to an advisory role after steering the company for close to two decades
Can COP29 walk the talk on climate commitment?
The Baku summit should focus on actions to ensure that emissions don’t spiral out of control
Trump or Harris: two different foreign policy approaches for India
If elected, Kamala Harris and Donald Trump would influence India’s foreign policy in different ways. New Delhi will have to undergo some difficult policy adjustments but there is no way any American president can push and shove the new India with its wide political influence
Why alarm over India’s slowing economic growth is needless
There are ample indications that India’s growth story remains strong, recent concerns on slowing demand notwithstanding. To be sure, growth is reverting to its potential but that is on expected lines
Bibek Debroy, renaissance man
Bibek Debroy, renowned for his ten-volume translation of the Mahabharata, passed away shortly after a discussion on translations. Debroy significantly contributed to India's legal reforms and made ancient texts accessible, leaving a lasting legacy in academia and government
Journey Through Time: The Mughal highway experience
The Mughal Highway stretches beyond Punjab, revealing remnants of Mughal and earlier civilisations across Haryana, Delhi, Uttar Pradesh, Bihar, and Bengal. Exploring these historical structures collectively unveils their significance, transforming them from isolated artifacts into vital links to a rich cultural heritage
Basic Structure Doctrine: Safeguarding the soul of the Constitution
The first two decades of Independence saw a build-up of jurisprudence on the limits of the Parliament’s power to amend the Constitution. It culminated in 1973 with an extraordinary judicial innovation dubbed the ‘basic structure’ doctrine. This doctrine which evolved from the Supreme Court’s most consequential case till date did put a check on Parliament’s amending powers. However, to this day ‘basic structure’ has it critics
