Gold miners outstrip AI, bitcoin to put ‘unloved’ industry in spotlight
Stock outperformance is set to unlock bumper profits but sparks concern about repeat of financial indiscipline
OPINION | The Great Capital Shift: Unlocking India’s real estate renaissance
India’s real estate sector faces financing challenges amid growing demand. Innovative capital solutions, government initiatives, and policy reforms are essential to support sustainable growth and equitable development across city tiers
Bihar Elections 2025: 5 key X factors that could decide the outcome
The Bihar Assembly elections, scheduled for November 6 and 11, 2025, promise a high-stakes battle following a contentious voter list revision and a volatile political landscape. With a shorter two-phase election and a hefty women-centric cash transfer scheme, several X factors could tilt the scales in this closely contested race
Japan has an ‘enshortification’ problem
An ageing workforce is affecting all sorts of professions
Chart of the Day | AI poses growth challenges for IT services sector
Clients are yet to realise returns on the capital spends incurred on IT so far, in the post-Covid digitization trend
Why are stock prices lagging performance in listed realty firms?
Strong home sales in the premium segment at elevated prices dominate the real estate landscape, but growth rates are coming off
IMF warnings on forex market that policymakers must heed
India’s share in global forex market is tiny, but is not immune to volatility
China’s solar policy shift can raise costs, but will benefit India in the long run
Policy changes in China are driving up prices of polysilicon, a key raw material of solar PV components
The Ratan Naval Tata we miss
It’s been a year since Ratan Tata passed away and his calming presence and sensibility are already conspicuous by their absence in the wake of challenging moments for his group. A friend and his biographer explains why this is so
Ratan Tata: A legacy of grace, grit, and goodness
The head of India’s oldest conglomerate was an enthusiastic stakeholder in the country’s startup journey. A fellow traveller shares her memories of him and the insight that his leadership was based on authenticity, not authority
Remembering Ratan Tata: A legacy of integrity, humanity, and compassion
Ratan Tata passed away a year ago, leaving a void in Indian public life. Suhel Seth, who was an associate of Mr Tata for three decades, writes that he was the very personification of decency whose guiding principle was that people deserve a better life.
Ratan Tata’s personality radiated ibadat, inayat and insaniyat
Tata's private and public personas overlapped because all engagements and decisions were undergirded by same three sterling qualities, reminisces a Tata veteran, a year after he passed away
OPINION | City hotels must evolve into in mixed-use ecosystems
The pandemic exposed the limits of stand-alone hotels. Mixed-use hospitality developments offer resilience, community value, and diversified revenue, making them essential for future-ready urban living and investment
EU’s steel duties a new threat for Indian producers
The EU’s proposal to halve tariff-free import quotas and double duties to 50% on the rest may be meant to halt Chinese imports, but it could end up singeing Indian exporters too
OPINION | RBI's October 2025 Policy Shift: Bold regulatory reforms for a resilient future
The RBI’s October 2025 policy overhaul focuses on price stability, strengthened Basel norms, AI regulation, and revamped credit frameworks. This shift aims to enhance financial resilience, encourage innovation, and sustain growth
Brace for a market melt-up
Some say this is a ‘good’ bubble, but investors should remember that all bubbles burst in the end
The populist shadow hanging over central banks and QE
The massive bond purchases are being unwound at a time of fierce political criticism of the monetary authorities. The controversy could limit options in future crises
The muddled quest for Digital Swaraj
India's sporadic attempts at achieving Digital Swaraj through homegrown tech alternatives repeatedly fail due to lack of long-term strategy and commitment to world-class quality
We are committed to improving free cash flows, return ratios: Neeraj Kanwar, MD, Apollo Tyres
Tyre sales were slow in the first half of FY26 but we are hopeful of a better second half on the back of GST rate cuts
Gold hits $4,000: Ray Dalio, Jeffrey Gundlach push for 15-25% portfolio allocation
Gold shatters the $4,000 barrier amid global uncertainty, with experts predicting further gains as investors flee traditional assets for the safety of the precious metal
Chart of the Day | Where do households see inflation ahead?
The RBI’s latest surveys offer a glimpse into the public expectations on inflation
M&A funding: Why banks must lend with their eyes open
Allowing banks to finance takeovers could unleash a deal wave. But unless guardrails are tight, today’s “growth enabler” could turn into tomorrow’s NPA headache
OPINION | Comparative look at India and China at a GDP level of $12 trillion
Extrapolating recent growth rates, India’s economy will be at that level in a decade. The economic structure will be dominated by services, contributing almost two-third of GDP. China, at that level, had more balance between industry and services. Indian policy measures must now be tailored to a destination that’s clear: a services‑led economy with confident industrial heft
OpenAI’s computing deals top $1tn
Partners including Nvidia, AMD and Oracle have signed up to Sam Altman’s huge bet on the future of artificial intelligence
