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
With no tariff break, textile mills grapple with falling fortunes
Reinstating 11% import duty on raw cotton has seen local prices move up in tandem, eroding profitability of cotton spinning mills already reeling under steep US tariffs
Budget 2026 — Tariff reset must ensure smarter shield, not higher walls
With nearly a third of GDP flowing through customs, tariffs must be used to cut costs, boost competitiveness, and anchor India firmly in global supply chains
Budget Snapshot | What bank credit data for small firms tell us
After a strong year of expansion, the shape of lending to small businesses is changing and that matters for Budget 2026
OPINION | What AI changes for mobile developers - and what it doesn't
AI changes the tools, cost structures and even what users expect. What it doesn't change: the hard work of figuring out what's worth building, for whom, and why they'll care. That's still the game
OPINION | Budget 2026 tests India’s FTAs at customs and borders
As India readies Budget 2026–27, the effectiveness of FTAs hinges on customs reform, predictable border processes, and simpler origin rules, without which trade agreements risk remaining underutilised despite tariff concessions
OPINION | Budget can boost renewable energy push by incentivising grid strengthening and storage
In the current fiscal there’s been a slowdown in RE project bidding as the supporting ecosystem is not yet ready. Budget should address this challenge
How BJP elects its national president? Some interesting facts about Sangathan Parv
This Electoral College played a decisive role in the election of the BJP's next national president, a process that has already drawn nationwide attention.
Trump’s Arctic ambitions torch the most important US asset
The market reaction to the threat of tariffs on supposed allies over Greenland has been extremely telling
OPINION | Government push ends 10-minute delivery, signals gig worker protection
Sanghnomics: The government’s move to curb 10-minute deliveries reflects a broader policy shift towards safeguarding gig workers’ safety, dignity, and social security, backed by labour reforms and support from trade unions
Canada's China EV Deal: A Pacific pivot that splinters Trump's Hemisphere strategy
Prime Minister Mark Carney's new trade agreement with Beijing, reversing punitive tariffs on Chinese electric vehicles, is less a technocratic fix and more a calculated geopolitical hedge—one that fractures the US vision of a unified Western Hemisphere and reasserts Canadian agency
Beyond the Headlines: IMF report reveals stark divergence between gloom narrative and steady growth
Despite geopolitical storms, tariff uncertainties, and other tensions, the IMF projects global growth to remain solid at 3.3% in 2026, powered by AI-driven investment and adaptive policies
OPINION | India’s alcobev imports face tariff reckoning in Budget 2026
As Budget 2026 nears, India’s alco-bev industry seeks tariff rationalization, customs amnesty, and procedural clarity to unlock growth, reduce litigation, and support premium imports amid expanding trade agreements
The metamorphosis of Davos Man
Davos Man has shed his cosmopolitan cloak, revealing the enduring pursuit of power and profit in a fragmented world where the strategies have changed, but the game remains the same
Is the Nifty at a double top?
While chartists debate a potential double top at the Nifty's 2024 high, the real resistance level—factoring in the 16-month cost of capital for trapped bulls—lies far closer to 30,000
RBL Bank’s Q3 makes investors twitch as big money waits in the wings
The expected foreign capital infusion from Emirates NBD is critical for RBL Bank’s next leg of growth to come true.
Budget Snapshot: The wide gap between India’s healthcare needs and delivery capacity
A large number of hospital beds are currently concentrated in urban areas
OPINION | The case for a continuing focus on public investment in the budget
The economic multiplier from an infrastructure buildout beats alternative deployment of funds. The next phase should be about synchronising infrastructure investment with larger economic goals
OPINION | Greenland is a strategic hotspot, but Trump’s approach is self-defeating
In a mapping of potential flashpoints in big power rivalry, Greenland will occupy an important position. But the US approach only serves to weaken its protective shield
OPINION | What finance sector expects from Union Budget 2026
Stakeholders expect higher capex-led growth, deeper regulatory simplification, eased FDI norms, faster dispute resolution, and enhanced GIFT-IFSC incentives to boost investment, sustain fiscal discipline, and strengthen India’s financial competitiveness globally
OPINION | Tiger Global ruling: Why India’s tax certainty debate is back in focus
At the heart of the judgment lies the Court’s endorsement of the principle - that transactions must be evaluated in light of, inter alia, commercial realities
OPINION | Leadership as collective capability, not personal dominance
Effective institutional design reduces dependence on individuals by strengthening systems, shared leadership, and accountability, enabling organisations to learn from failure, sustain purpose, and remain resilient through leadership transitions
