co-presented by
ASSOCIATE SPONSORS
co-presented by
ASSOCIATE SPONSORS
India's impressive growth rates mask a stark reality: half of recent economic expansion comes from high-productivity sectors that employ barely one-eighth of the workforce
REER shows the rupee is undervalued as of October
India's GDP growth of 8.2% masks underlying economic challenges, with nominal growth lagging, the RBI caught between rate cuts and rupee defence, and markets pricing in a potential earnings turnaround despite policy uncertainties
The outbreak of war in Ukraine and Russia’s isolation by the West created an opportunity for enhanced cooperation with India. That was seized and notwithstanding Trump’s threats, bilateral ties are set to deepen
Such a policy can be operationalized by adding a quantitative clause to whatever inflation target measure or formula mandated
Security successes in J&K have pushed terrorists to other parts of the country. With Pakistan using terror as a strategic tool, India needs to factor in its relations with neighbours and the US in dealing with this threat
India’s goal of $200 billion in e-commerce exports by 2030 is increasingly realistic as digital channels deepen MSME participation in global value chains
As the yen carry trade unwinds, foreign investors withdraw funds from riskier emerging markets. An appreciating yen and portfolio outflows have already put downward pressure on the rupee
Elon Musk’s $1tn incentive plan supercharges a long history of rewards driving up executive pay
India has lagged the global AI-driven rally, but its domestically focused sectors and resilient flows provide diversification and relative stability if the crowded global AI trade reverses
Beijing knows that uncertainty is better than prohibition when controlling supply chains
Dependence on foreign tourists has waned. Differential in demand-supply of hotel rooms is likely to widen between FY25 and FY31 on the back of strong domestic travel
A higher efficiency threshold for solar module manufacturing is likely to favour vertically integrated players
While IT companies derive most of their revenues from overseas, a large portion of their expenditure is incurred in local currency
Forty-one years ago, the world’s worst industrial accident occurred this month in Bhopal. It catalysed the creation of a legal framework that made environment quality the focal point. Yet, as a Bhopalite observes, we are still a distance away from confidently saying “never again”
In today’s global economy, tariffs are no longer the decisive factor. Tax regimes and governance standards determine whether businesses can operate with predictability and trust
The IMF retains a ‘C’ grade for India's GDP data due to some shortcomings, yet praises India’s impressive 8.2% GDP growth, fiscal management, digital infrastructure, and robust job creation under Modi’s leadership
In the US and China, AI is not just a theme; it’s the only theme. PitchBook data shows that nearly two-thirds of all US venture investment is now AI-led
India’s proposal to embed a government app inside every smartphone is being sold as cyber safety, but it is fundamentally a test of constitutional restraint. The move raises urgent questions about surveillance, personal autonomy and the quality of digital policymaking itself
The number of projects under operations and maintenance services increased to 12.5 gigawatt
Inflation has eased but remains a tricky pitch for the MPC, when it comes to deciding the course of interest rates
FY26 may disappoint on return on assets but banks will reward their investors in FY27 and FY28
The MPC’s challenge will be to weigh strong real GDP growth prints against relatively weak nominal growth, alongside inflation running below the RBI’s lower bound of the 2–6% target range. A 25 basis points cut in the repo rate appears prudent
PMO becomes Seva Teerth and Raj Bhawnas renamed as Lok Bhawnas: A part of PM Modi's idea that Governments exists only to serve
