OPINION | TMC and BJP exchange fire ahead of West Bengal’s do-or-die 2026 election
BJP is expected to soon bring in an unprecedented 1200 leaders to campaign in the state. Will that be enough to offset the combination of Mamata Banerjee’s appeal and TMC’s superior ground game?
OPINION | Decades-Old RSS Warning: Demographic imbalance now a critical concern
RSSFACTS: India’s changing religious demography, driven by illegal migration, poses national security concerns. The RSS has raised alarms, urging government action on border control, population policy, and safeguarding cultural identity
Chart of the Day: Alarm bells ring as Buffett indicator hits all-time high for US market
As US stock valuations surge to historic extremes—with the Buffett indicator hitting an unprecedented 217—a growing chorus of financial leaders is warning that the gap between market euphoria and economic reality has become dangerously wide
Escalation in US-China trade war poses major risks to world economy
The Eastern Window | China's 15th five-year plan: Navigating growth amid global challenges
China’s next 5-year plan will focus on tackling the tariff challenge from the US and resolving domestic issues like weak consumer demand. But it will not be easy for President Xi Jinping because some of the much-needed reforms can result in job losses and damage to the Communist Party’s credibility
As tariffs, rare earths roil markets, will Trump settle for a deal?
As new tariffs and rare earth controls trigger market panic and supply chain fears, the central question becomes whether economic pressure will once again force a tactical pause in the US-China trade war
Trade tips for India amid weak WTO forecast
New Delhi should lower tariff and non-tariff barriers and ratchet up trade engagements with Asian neighbours to expand its export market
Earnings downgrades loom large over chemical companies
Fluorine based chemical producers are seen to be better placed
AI Boom or Bubble 2.0? The Fiber Optic Flashback
The dot-com and fiber-optic bust of the early 2000s didn’t occur because the internet was a bad idea, it happened because expectations ran ahead of monetization. The same risk shadows AI today.
The Reading List: October 10, 2025
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
RBI’s big liberalisation push for banks and foreign loans spells much growth and some caution
Latha Venkatesh assesses central bank's recent regulatory reforms
America is sucking in growth from the rest of the world
Global FDI is flowing west — this may well be one of Trump’s biggest legacies
OPINION | Acquisition Financing: RBI should keep prudence at the heart of reform
Allowing Indian banks to fund corporate acquisitions introduces opportunities but also unfamiliar risks - ones most are neither structured nor seasoned to manage. What is framed as financial modernisation must be guided by the same prudence that has long defined India’s banking stability under RBI’s stewardship
Exploring Chhattisgarh’s journey of culture and change
From ancient temples to sporting glory, Chhattisgarh is transforming its narrative, blending rich heritage with modern innovation
Gold bubble should prompt central banks to sell the metal
The world is thoughtless of history when it treats bullion as desirable and a store of value
For ethanol blending to become popular among consumers, it needs to reflect in lower pump prices
Brazil and the US, the two major markets where ethanol blending happens on a large scale, incentivised the transition in the early years through taxes and subsidies
World Bank wants South Asia to cut tariffs despite global protectionist wave
As the world builds tariff walls, the World Bank wants South Asia to tear them down. With 16 million people entering the job market annually but only 10 million finding work, the region faces a stark choice: embrace trade liberalisation that could unlock manufacturing growth or maintain protectionist barriers that may be trapping workers in low-productivity sectors
Markets at a crossroads: Breakout, breakdown, or déjà vu?
As the Nifty sits at a crossroads, here are the factors that could support the market’s move up or push it back into a holding pattern
From Surge to Stall — Why India’s RE bidding has hit a speed bump
Over-enthusiasm, weak off-take, and tender cancellations have slowed the momentum in renewable energy
Chart of the Day: Securitisation growth slows for a second year as banks retreat
The need to free up capital is low right now for lenders
OPINION | Vijay vs. NTR: Two superstars, two outsiders, two approaches
NTR’s successful disruption in AP politics, and not TN politics, offers a reference point to contextualise Vijay’s effort. There are useful lessons for him in the way NTR crafted a stunning upset in his electoral debut
OPINION | Everything advertising mandarins want to ask about AI (but are afraid to)
The next moat will be infrastructure for AI advertising, the ability to generate accurate, diverse, and trustworthy consumer representations at scale. If history is any guide, the ones who choose infrastructure over stunts will be the ones left standing
Ratan Tata had a phenomenal grasp of emerging technologies
Not only was he the first one to put India in the rarefied world of global conglomerates, he also had an unbelievable grasp of new technologies across many fields, says Venu Srinivasan, who worked closely with Tata
OPINION | Risk-based premium for deposit insurance provides banks with the right set of incentives
The move will reward safer banks with lower insurance cost and, thereby, foster a more robust banking system. On the flipside, increased cost burden on weaker banks may also make it harder for them to compete
