Jamie Dimon’s geopolitical letter to shareholders
Jamie Dimon’s latest shareholder letter reads less like corporate reporting and more like a realist’s playbook for U.S. dominance in a dangerous new era
How the US-Iran conflict could impact Indian tyre makers
High crude oil prices apart, volatile commodity markets and any moderation in auto sales as fallouts of the US-Iran conflict could impact tyre makers prospects
OPINION | Gulf Wars and India’s economic challenges and policy shifts
Gulf wars raised oil prices and hurt India’s economy. The 1991 crisis led to reforms. The 2026 crisis shows risks and need for new reforms
Chart of the Day | World Population Projections: India vs China, Europe and the US
Per the latest UN projections, India will remain the world’s demographic anchor while others shrink
A transparent states' borrowing plan is just a small blessing for the bond market
The West Asia war effect will be visible on states’ revenues and therefore their market borrowings in FY27
Earnings Preview: A quarter caught in the crossfire
Corporate India’s Q4 FY26 earnings season arrives with modest 6% Nifty growth after a brutal quarter of war, crude shocks and rupee stress — but a fresh West Asia ceasefire now offers early relief for the road ahead.
Quick Take: Markets kept the faith in TACO
Markets are smarter than pundits. While commentators screamed about Trump bombing Iran to hell, equities didn't panic, because they knew Trump Always Chickens Out
OPINION | Leadership is Like Sadhana: A journey of humility, curiosity, and service
True leadership is not a position. It requires daily humility, honest enquiry, and service. Leaders grow through practice, reflection, and acting for the benefit of others
M&A megadeals belie weaker activity ahead
The outlook is stormy with oil prices, Treasury rates and corporate debt spreads spiking as the Iran war continues
OPINION | In the shifting sands of Assam’s politics, BJP retains its competitive edge
Campaigning in Assam ends today. The contest between the alliances led by the BJP and Congress is keener than it appeared a month ago, but the former remains in pole position
OPINION | Monetary policy may opt for status quo on interest rates
West Asian conflict has imparted a significant level of uncertainty to the economic environment. It may persuade MPC to wait and watch, while RBI uses it liquidity tools to prevent hardening of yields
The Iran war is recasting the US-Europe relationship
A full decoupling remains unlikely in the short term given the depth of integration; a more plausible outcome is one where ties persist but are increasingly hedged against political risk
OPINION | From Normandy to the Strait of Hormuz: The changing world order
The US built and led the modern global order, but now it faces growing constraints from economic pressures and military overreach, while rising powers redefine influence and authority worldwide
Geopolitical Crucible: Assessing India’s corporate resilience against exogenous shocks
India’s defences in the form of corporate balance sheets, banking system resilience and macroeconomic stability are strong
This swing sector has a big day coming up
This sector’s weightage in stock market indices gives it a lot of power, to steady markets or send them plunging
Chart of the Day: More earnings downgrades ahead of the results season
Earnings estimates of more Nifty 50 companies were cut in March compared to February
Can India, China move beyond strategic duality?
Balancing economic compulsions with strategic caution, New Delhi and Beijing test the limits of coexistence
HDFC Bank AT1 controversy reignites fears over high-risk perpetual bonds
AT1 bonds, once peddled as safe high-yield substitutes for fixed deposits, have once again become the villain for Indian investors, as HDFC Bank’s fresh controversy revives painful memories of sudden capital wipeouts
OPINION | Renewable energy sources need sustained policy support
The impressive progress since 2014 in expanding renewable capacities has been, in large part, the product of supportive public policies. That must continue
Ruchir Sharma: Why this oil shock is different
Governments and central banks are out of policy ammunition to contain the economic fallout
OPINION | Why India needs a duty-free trade in digitally delivered services
With India being a net exporter of digitally delivered services, its IT sector relies on seamless, low-cost cross-border flows—making taxation on such transactions economically self-defeating
The MSME ‘time bomb’ nobody’s worrying about
India’s MSMEs are staring at top management exits without succession plans
Mergers like EPL and Indovida are building India’s industrial backbone
Across packaging, speciality chemicals, auto components and contract manufacturing, fragmented industries are being steadily consolidated
Maruti Suzuki’s sales surge hides an EV gap in its portfolio
While GST cuts provided a short-term boost to sales and its share price, the domestic market’s tilt towards SUV remains, cost pressures are building and most importantly, its EV strategy is yet to play out
OPINION | Transgender Amendment Bill redefines gender identity, reorders recognition and legal protections
The 2026 Transgender Rights Amendment changes identity recognition from self-identification to certification. It limits individual autonomy and narrows legal protections. The law places gender identity under institutional oversight
