Retail exuberance in IPOs: Caution, curvy roads ahead
IPOs often generate significant hype, capturing the attention of retail investors with the allure of quick gains. However, the true potential for wealth creation lies not in chasing immediate listing-day profits, but in a disciplined, long-term approach to accumulation.
The Reading List: October 17, 2025
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
OPINION | Karnataka’s anti-RSS push and the court verdict Congress forgot
RSSFACTS: The Madhya Pradesh High Court quashed restrictions on central government employees' involvement with the RSS, recognising its apolitical social contributions and questioning the basis of past anti-secular claims, vindicating its nationalist role
OPINION | Are all land-losers entitled to the same treatment?
Two High Courts have reached opposite conclusions on the issue of taxing compensation received by people whose land is acquired under different statutes. It’s now the legislature’s duty to clarify the position and mitigate the feeling of being hard done-by
The PLI scheme’s success in manufacturing should be replicated in employment
While the government has broadly succeeded in its effort to step up India’s manufacturing footprint, it should lose little time in incentivising employment creation which is an equally pressing need of the hour
Chart of the Day: Tea drinkers may rejoice, but growers and marketers may balk at price slide
A fall in tea prices has the industry worried, as it not only hurts realisations for plantations but also poses a conundrum for branded tea companies
OPINION | Vault matters: Who's to be blamed for steep healthcare cost inflation?
Healthcare costs have inflated in double digits post-pandemic, showing no sign of easing. Meanwhile, private equity and venture capital investments in India’s hospital landscape have touched around $15 billion since FY20. Is the changing capital structure of the healthcare business resulting in higher costs?
Credit cockroaches
JPMorgan Chase took a $170mn charge-off stemming from the bankruptcy of the subprime auto lender Tricolor in the second quarter
OPINION | The struggles of India's media & entertainment industry
India's media and entertainment sector faces a crisis with shrinking satellite markets, OTT budget cuts, soaring star costs, and regulatory changes, threatening the diversity and quality of content and the survival of independent producers
Potential Emirates NBD-RBL deal reveals foreign banks' new India playbook
Foreign banks are pivoting from branch expansion to strategic equity stakes in Indian lenders to unlock retail growth opportunities they can't access alone
Navigating New Waters: The impact of port fees on global trade politics
The US-China trade war just went maritime: new port fees are reshaping global shipping routes and driving up costs worldwide
The new NPS rules add flexibility, but may also leave investors confused
Flexibility and autonomy are great things to have while investing. But investors already have that in plenty with several other investment products. Did the NPS need so much flexibility is the question
Nuclear Power — From margins to mainstream in India’s energy mix
The government will have to take a judicious approach in implementing the proposals for achieving 100 GW nuclear power by 2047
Decoding India's Trade Deficit -- Strong domestic demand, not tariffs, is the real story
Recent trade data reveals that while Trump's tariffs impacted specific US-bound exports, India's overall trade story is dominated by resilient export diversification and a domestic demand-driven import surge, particularly in gold
OPINION | Does the rise of non-bank funding represent financial disintermediation or liquidity shuffling?
On paper, non-bank sources have offset the fall in bank funding to commercial sector. But trace the source of funds and we go back in many cases to banks, who continue to play an outsized role. India still lacks enough diversity in sources of funding
OPINION | The Hidden Compliance Cost of Good PR: A cautionary tale for regulated industries
Public statements by healthcare startups carry legal, regulatory, and reputational risks. Careless disclosures on partnerships, valuations, or roles can damage trust, hinder deals, and trigger costly litigation—discipline in communication is essential
The silver bullet fallacy
The idea that a lot of problems are difficult to fully solve doesn’t mean we should stop trying
OPINION | From Fantasy Cricket to Forecast GDP: A better game for India
India can channel its appetite for instant outcomes into regulated, event-based markets. Linking small, transparent bets to official economic data strengthens policy, enables practical hedging, protects households, and improves market integrity
Startup Street: Can India’s home-grown technology alternatives enter the big league?
India has chosen openness and competition, which benefits users but unfortunately, raises the bar for homegrown challengers
How Cochin Shipyard is leveraging global collaboration to expand ship repair, shipbuilding business
Successful collaborations with global companies can improve Cochin Shipyard's growth rates
Chart of the Day | Can the world break China’s dominance over rare earths?
Countries including the US and Europe are committing billions of dollars to rare earth mining/refining
MPC minutes show a policy pause that sounds like a whispered rate cut
Inflation is at eight-year lows, growth is solid, and two members are keen to ease — yet the RBI still sits on its hands
Data Story: Trump’s Tariffs and Indian Jobs: What the latest PLFS data reveal
The sharp 50% tariffs imposed by the Trump administration on Indian exports have raised alarms about job losses, but September’s unemployment data reveal that the impact, while real, remains concentrated and nuanced rather than a broad spike
IMF flags fragile foundations beneath market optimism
The IMF’s latest reports reveal a global economy holding firm on the surface, but hiding deeper financial vulnerabilities that investors shouldn't ignore
