OPINION | Layers to Pak-Saudi defence pact will usher in more volatility
Pakistan-Saudi defence agreement solidifies a new strategic reality. It raises the stakes for both India and Iran, and may prompt several countries in West Asia to recalibrate their doctrines. While the pact has been designed for deterrence, it may usher in a new volatile reality in West Asia
Foreign buyers bet South Korea is the new Japan
As Kospi rallies, efforts to reform country’s poor corporate governance give foreign investors new hope
Mohamed El-Erian: The influence of ‘geoeconomics’ is growing
Financial anomalies are another sign of how political factors are shaping economic policies and markets
Chart of the Day: Steel sector at a crossroads
The future of India’s steel industry hinges on overcoming key challenges to maintain leadership in the global market
OPINION | IPO Journeys: No standard blueprint applies
It can be tempting to draw parallels and make comparisons between prominent companies, especially those under the same corporate umbrella. For example, while evaluating the IPO prospects of PhonePe (which has filed for a mega Rs 12,000 crore IPO), versus Flipkart, such direct comparisons can be misleading. These two entities, despite their shared Walmart parentage, operate on fundamentally different business models
The H1B scare's impact on Indian tech hiring, seen from a recruiter's lens
It's not all gloom and doom for Indian techies, after Trump's H-bomb fell. In fact, for India-based talent, it may actually prove to be a blessing. A contrarian view
The Eastern Window: Chinese stocks defy Trump challenge with government-backed bull run
RBI MPC Meet: Status quo likely, but a growth pivot can’t be ruled out
Benign inflation and sluggish credit raise chances of a cut, though the base case remains an extended pause
OPINION | Empowering women through fiscal measures requires a nuanced approach, not only cash transfers
While cash transfers provide immediate financial support, they might not necessarily lead to long-term “agency” in a woman or her economic empowerment. Participation income, on the other hand, encourages women to engage in economic activities
OPINION | There’s a window of opportunity now for a repo rate cut
Inflation’s low but urban consumption is tepid, investment cycle is yet to pick up and geopolitical uncertainty is a dampener. Fiscal support’s come through GST rate adjustments. Monetary policy needs to complement it
India at crossroads of history: Can we shape the next world order?
The US Dollar’s reign isn’t over yet — but the foundations are shaking. For the first time in decades, India has the demographics, the digital rails, and the entrepreneurial energy to compete for a leadership role.
The Reading List: September 26, 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 | India’s incredible, but not appealing enough for globe-trotters
The eve of World Tourism Day should trigger a conversation on why India draws in a paltry number of overseas tourists given its rich heritage. A travel writer focusing on India’s heritage monuments suggests a concrete set of measures to change this situation
OPINION | From Meenakshipuram to Ramjanmabhoomi: The untold story of RSS’ 1980s transformation
RSSFACTS: A mass conversion over four decades ago catalysed outreach among Scheduled Castes. In the process, it set in motion a chain of events that have arguably altered the course of Indian history Arun Anand
How investors should place bets on AI
Investment strategies vary according to the expected vision of the future
Defending defence is the hot new strategy in ESG investing
Europe’s aerospace and defence sector is up more than threefold since Russia invaded Ukraine in February 2022
India’s cities are reaching for the skies, but collapsing on the ground
When no thought is paid to the environmental and human impact of unchecked development, and the underlying institutional and infrastructural support to sustain this not created, it becomes a recipe for disaster
How can states further energise the RE drive?
The Centre must suggest steps to make PPAs more acceptable to states that are reluctant to raise clean power off-take
Banks are no longer at the centre of funding for the economy
India’s economic growth is not always bank-led
Chart of the Day: RBI’s short dollar positions limit its selling mojo to defend rupee
Balancing liquidity and the rupee’s level is getting tricky
Prashant Kishor's Jan Suraaj could be a game-changer in Bihar Assembly elections
Political strategist-turned-politician Prashant Kishor's newly launched Jan Suraaj party is poised to disrupt Bihar's traditional caste-based politics, with surveys indicating it could influence multiple seat outcome in the upcoming 2025 assembly elections
India's fertility rate falls below replacement level: Kerala shows the way forward
With India's fertility rate dropping to 1.9—below the critical replacement level of 2.1—the country faces an urgent demographic shift that Kerala navigated three decades ago, offering valuable policy lessons for managing an aging population while maintaining economic growth
After H1B blow, how should investors position their portfolios?
With more than 10% weight in the Nifty 50 Index, a correction in the IT sector affects the broad market as well
Commoditisation: Let’s treat data as an asset
India urgently needs to commoditize data - to treat it as an economic asset that can be standardized, traded, and leveraged across sectors. Doing so will not only power innovation but also ensure that the wealth generated from India data stays in India and serves Indians
