OPINION | Taking cue from China for building copper reserves in India
India must adopt a proactive copper strategy, focusing on increasing in-use copper reserves, improving recycling, and reducing dependence on imports to meet growing demand and ensure economic and technological security
OPINION | RSS’ Vision and the Six Global Transitions: Can India chart its own course?
Sanghnomics: Mohan Bhagwat advocates for India’s unique development path rooted in Dharma, emphasising traditional values and collective progress. This vision aligns with global transitions, offering India a chance to lead innovation
A durable peace in the Middle-East remains a mirage
The key problem in the Middle East is the dichotomy between the economic and national security needs of its nation-states and the underlying ideological attitudes of its populace
The difficult art of successful trading in the new F&O regime
The new MWPL limits have meant traders have to contend with two adversaries—price and time. How should they alter their trading strategy to survive
Glimmer of festive cheer in early Q2 metrics of lenders, but risks remain
Deposit growth has decelerated in Q2 for banks.
Chart of the Day: Earnings cuts prelude to Q2 FY26 results season
Earnings downgrades continue to outstrip upgrades in Nifty 50 companies
The regulatory deficit that turns India's pharmaceutical strength into fatal weakness
Following the deaths of 14 children from the contaminated cough syrup in India—and 70 earlier deaths in Africa—urgent questions emerge about quality control in the world's largest generic drug manufacturer
OPINION | Trillions are stuck in disputes at commercial tribunals but reform agenda ignores it
Litigation amounting to nearly 7.5% of GDP is stuck at the level of tribunals, locking in capital. It’s not the stuff of headlines but it’s a big contributor to regulatory cholesterol. Reform attempts should not ignore blockages in the plumbing
OPINION | Will AI open the Nobel door for the global south or shut it further?
The Nobel in medicine in 2025 has been jointly awarded to three scientists, two from American institutes and one from Japan. Very likely over the next week other awardees will be from Western institutions. AI has the potential to tilt the balance towards Global South, if they get the ecosystem right. That said, AI won’t necessarily guarantee a more discerning way to judge scientific contributions
OPINION | India takes on Google’s digital advertising monopoly
India's Competition Commission investigates Google's dominance in digital ads, aiming to address unfair practices, promote transparency, and empower local publishers and advertisers for a more competitive ecosystem
America is now one big bet on AI
It’s seen as the magic fix for every threat to the US economy
OPINION | Unintended consequences of blending ethanol with petrol
Contrary to initial expectations, maize and rice, not sugarcane, are the primary sources of ethanol. This has had an unanticipated adverse fallout on soybean cultivation. The policy question now is should we choose food security over mobility security
Impact of Trump tariffs is beginning to show in US consumer prices
Trade levies are starting to drive up costs for goods from cans of soup to car parts
OPINION | The peril of blind affection in leadership
A leader’s true legacy is built on fairness and integrity, not partiality. The story of Dhritarashtra offers timeless lessons on ethical leadership and the dangers of bias
The Eastern Window: Will Sanae Takaichi reshape East Asian geopolitics as Japan’s Iron Lady?
Japan is on track to appoint its first female prime minister after Sanae Takaichi was elected leader of the ruling Liberal Democratic Party. A staunch conservative who regards former British Prime Minister as a role model, Takaichi might strengthen the military giving sleepless nights to Chinese leaders
Trump's pharma tariffs are a steep tax on innovation
Trump's 100% tariff on imported patented drugs threatens to crush emerging pharmaceutical innovators who can't afford billion-dollar US manufacturing plants
Before the ASEAN Summit: India's rush to fix a broken trade agreement and $45 billion deficit
The review of the AITIGA must be hastened to help India consolidate its position in world trade in the face of US tariffs and geopolitical flux
Chart of the Day | India missing out on the emerging markets party
Emerging markets hit four-year highs, but foreign investors are on a selling spree in India and its market is lagging far behind the global rally
CESC to turbocharge growth with renewable energy, execution is the key
The company aims to double its profits in five years
OPINION | US military is caught between a rock and a hard place
President Trump’s address to the brass was very political in nature. The dilemma for the military comes from the effort to demand loyalty to the President, which will challenge a force that swears loyalty to the US Constitution
Moneycontrol Pro Weekender | Festive fumes
Festive spending surges with GST cuts and supportive RBI policies, but growth continues to be below aspirations
The Reading List: October 3, 2025
Our research and opinion teams have curated a selection of articles and social media gems from the world of economy, business and finance for your weekend read
OPINION | Vault Matters: Big-ticket corporate loans return, but stress lurks
With India Inc’s financial health at its best and loan growth remaining anemic despite efforts, the regulatory nudge towards big-ticket corporate loans is understandable. But who will lend in this cycle and more importantly, what happens to cautious lending are key questions ahead of the sector.
OPINION | India’s Innovation Handicap: How to overcome it
What India needs is regulatory courage, policy urgency, and a cultural rewiring that sees innovation as national infrastructure, not optional luxury
