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
OPINION | Can you claim ownership of your AI-generated creatives?
AI is not only disrupting the creative world, but also emerging as a creative contender itself. Because of the scale of innovation, there is a need for clarity of the law in protecting AI-generated outputs guided by humans
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
