co-presented by
ASSOCIATE SPONSORS
co-presented by
ASSOCIATE SPONSORS
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
Talk of AI-led change is pervasive. What’s still not clear to many is the anatomy of change in a business operation. A financial intermediary founder provides an insight into this aspect by breaking down the use and effect of AI in his firm’s operations
Why write about markets at all?
Necessitated by the end of the GST compensation cess, the new indirect tax regime is expected to keep the tax outgo unchanged, but investors should wait for the fine print
India and Silicon Valley represent two ends of the same spectrum - one defined by scale and inclusion, the other by speed and capital. The next era of AI leadership will depend on uniting these strengths to build a model that combines innovation with inclusion, and speed with soul
Slower execution of projects and payment issues mainly in roads sector put EPC firms in a tight spot
A confluence of factors will ensure that bullion retains its lustre, even if the gains may not be as outsized in recent years
The need of the hour is not a debatable rate cut but a fix for liquidity
Siddaramaiah-Shivakumar rivalry over the office of CM leaves the national leadership in an unenviable situation. Both leaders command a support base that the party cannot afford to lose. Therefore, a decision to settle the issue could damage the party’s prospects
Speculation about public sector bank mergers has surfaced again. The jury is out on the efficacy of the last round of mergers. Yet, an IMF-World Bank assessment on India’s financial sector asks for privatisation of select banks. The government may not be averse to this idea in the long-term which makes a merger a stepping stone to exit
As the Supreme Court refuses to impose timelines on Governors but warns against constitutional paralysis, and as the Telangana Speaker faces possible contempt for declining to decide defections, the Republic confronts an uncomfortable truth. Constitutional silence, once a gesture of restraint, is increasingly becoming a method of power
