Chart of the Day | What the latest IIP numbers tell us
November’s IIP print suggests India’s industrial engine may finally be running on more than hope.
OPINION | Building trust in India’s property system through digitisation
India's property system struggles with outdated records and lack of integration. Digitising data, standardising protocols, and integrating systems can ensure faster, more reliable ownership verification, driving growth and trust
Climate action: Why India must shift from targets to outcomes
Grid bottlenecks, coal dependence, and funding gaps show why India’s climate fight now hinges on delivery
IBC at the crossroads: The direction that 2026 must show
After nearly a decade, India’s bankruptcy law faces a moment of reckoning on haircuts, delays and credibility
Data Story | Big dreams, and bigger leverage fuel India’s small business loans
India’s small firms have greater access to formal credit but that should come with a warning against too much leverage.
Tough adjustments await the green energy sector in 2026
Plain vanilla solar power is no longer in demand
Shaping Judges: Essays that illuminate law, justice, and judicial integrity
Eminent jurists contribute essays honouring Dr Balram K. Gupta in ‘Shaping the Judges’. The book explores judicial ethics, training, and wisdom, reflecting on the qualities and responsibilities that define great judges
Delivery start-ups finally get the K-shaped economy they need
Now could be the ideal environment for a service pandering to wealthy urbanites and in need of gig workers
OPINION | Swadeshi Economics: India’s third way beyond western models
Sanghnomics: India’s economic future calls for a ‘Third Way’ rooted in Swadeshi Economics. Revived under Modi, it seeks self-reliance, sustainability, and resilience, moving beyond Western capitalist or Marxist frameworks while addressing global and domestic challenges
Three key trends will be visible in India’s AI ecosystem in 2026
AI investment Is scaling up in India, as companies integrate it in their operations. Its expanding role creates opportunities but also risks
Are natural gas prices headed for a super-cycle?
Natural gas demand is seasonal and prices are volatile
Russia, Ukraine and the dangerous geometry of a premature peace deal
The gap between US policy, Russian intent, and China’s long-term strategy is the most important strategic variable shaping the conflict’s future
Chart of the Day: Weight loss drugs to give fillip to Indian pharma market in 2026
Generic weight loss drugs can help expand Indian pharma market
After historic 2025 gains, which precious metals still have room to run?
The precious metals rally of 2025 demonstrates that despite being grouped together, each metal follows its own narrative
India’s future lies in expanding its export services beyond IT
India’s unique strengths give it the ability to step up the pace of services exports, which can act as a counter to any pressures on its goods exports
OPINION | India needs five to six world-class cities built from scratch
For a certain segment of our population, income levels may increasingly resemble those of Singapore or parts of Europe, but the lived experience outside gated communities and premium condominiums falls dramatically short. This mismatch explains an accelerating trend: wealth and brain drain. Those who can leave do so. Those who cannot ensure their children leave as soon as schooling is complete, writes Rajat Arora
OPINION | Digital Lending Fraud in 2025: When AI became both the weapon and the shield
Globally, fraud in 2025 shifted away from document manipulation toward identity-led abuse. Synthetic identities and account takeovers became more prevalent than single-use fraud attempts. AI was used to probe and evade detection systems
OPINION | The political spokesperson is dead. Long live the communicator
India’s political spokespersons are fading as television declines and digital platforms rise, exposing parties’ failure to adapt communication strategies to younger audiences who value authenticity, explanation and platform fluency
OPINION | Inside India’s big savings slowdown and rising debt culture
A move from fixed deposits to SIPs, and from thrift to credit, is redrawing India’s social map. The shift is strengthening aspirations but also increasing fragility, creating clear winners among financially literate households and leaving others vulnerable
OPINION | Indian equity markets in a volatile 2025 displayed resilience
The domestic macroeconomic environment continues to provide a solid foundation, underpinned by moderating inflation
The AI boom is not a bubble
Valuations may be spectacular and a bust could come — but while there’s exuberance there is no mania or irrationality
Chart of the Day | Flexi cap funds redefine investor strategy in 2025
The concentration of flows in flexi cap funds, coupled with rising interest in gold and silver ETFs reveals a market seeking both flexibility and hedging instruments
OPINION | Trump trade policy in 2025 didn’t work as it ignored Economics 101
The US President’s ‘Liberation Day’ tariff announcement has seen a partial rollback to mitigate domestic political repercussions. Moreover, neither China nor India gave in under pressure
Eastern Window | Japan, South Korea enter arms race, threatening stability in North Asia
Countries in North Asia like China, Japan, South Korea, and North Korea are engaged in an intense arms race with efforts to acquire nuclear weapons. Such moves amid US-China rival may threaten the stability of the region
Fixed Income 2026: Navigating India's post-rate cut landscape
Benign monetary policy may be at its end and fixed income investors must take note
