Global markets pricing in two more rate cuts from US Fed in 2026, says Julius Baer's Unmesh Kulkarni
The sharp division of views within the FOMC makes it a bit challenging to gauge the likely future course of rate decisions by the FOMC, as there are differing views among FOMC members on the future direction of rates.
Following Fed rate cut, attention moves to how the new Fed chair will navigate monetary policy
The new chair’s policy leanings, communication style and appetite for risk management will shape expectations for years to come.
OPINION | Why developments in East Asia should matter to India
The East Asian dynamic is a crucible for India’s long-term identity in world politics, whether it can actually function as a pivotal, agenda-setting actor in a fragmented, multipolar order, or is reduced to a crisis-driven hedger between blocs whose rules it did not shape
Rahul Gandhi’s claims fall flat: CIC appointments from 2005 tells a different story
Leader of Opposition Rahul Gandhi recorded his dissent, alleging that the shortlists did not include names from the Scheduled Caste, Scheduled Tribe, OBC, EBC communities.
OPINION | India’s GDP outperformed all expectations in 2025, but low nominal growth’s got downsides
After the tariff blow who would have thought India’s growth rate would touch 8% in the first half of this fiscal? But a consequence of very low inflation pulling down nominal growth is a relatively high interest rate
How China racked up a $1tn trade surplus
Beijing shakes off damage caused by US President Donald Trump’s trade war
Ghost Malls: An opportunity hiding in plain sight
From the United States to China and India, once-thriving shopping centres now stand empty—but these "ghost malls" may represent billions in untapped redevelopment potential
The Babri Masjid Gambit: Can a new party split Bengal's Muslim vote and hand victory to the BJP?
As West Bengal's 2026 assembly elections approach, expelled TMC leader Humayun Kabir's plans to form a new party could fracture Mamata Banerjee's minority vote base—potentially opening the door for BJP gains
Can Indian IT companies pull off a Netflix-style move, or is the risk too great?
As Netflix bids for Warner Bros. and tech swallows Hollywood, India's IT giants with billions in cash remain conspicuously absent from the entertainment game. But that may need to change
OPINION | Bridging the Nutrition Gap After 50: Smart supplementation for seniors
As India ages, traditional diets aren't enough for optimal health after 50. Advances in nutrient delivery systems, like phospholipid encapsulation, can enhance absorption, making supplementation more effective for senior health
Startup Street | Why some startups prefer the many shades of grey
The presence of multiple regulators for industry or lack of will or consensus to arrive quickly at regulatory procedures leads to grey areas for start-ups to take advantage of
Chart of the Day | Post-festive season, structural drivers for CVs get weak
The CV cycle will remain in a gradual recovery phase through 2HFY26
Align safety norms with labour reforms for a better workplace
As India's new Occupational Safety and Health Code prepares for rollout, misalignments with progressive state labour reforms—particularly around IT sector exemptions and working-hour flexibility—risk creating compliance confusion unless Centre and states coordinate effectively
The Great AI Gold Rush: Why technology titans are betting billions on India
A high-stakes race is underway as Microsoft, Amazon, Google, and others commit tens of billions to secure their foothold in India's booming, data-rich AI market
The Currency Battleground: How undervalued yuan powers China's surplus while India's rupee tells a different story
Beyond the political noise, BIS exchange rate data exposes the true scale of competitive devaluations, showing why China's surplus is a policy outcome while India's deficit reveals a growth story
OPINION | Conscious Leadership: Navigating complexity with inner clarity and purpose
Leadership today requires inner clarity to navigate external challenges effectively. Drawing on the Bhagavad Gita, conscious leadership focuses on self-inquiry, long-term purpose, and decision-making that transcends short-term pressures and external circumstances
OPINION | Why the BJP is not going it alone in Maharashtra
BJP dominates its coalition and has relegated allies over time. Yet, the party appears to feel it’s premature to go it alone. It’s the reason why it is likely to keep its alliance intact for the forthcoming civic polls
Quick Commerce: A race to finish first or a plunge to the bottom?
The 10-minute delivery industry is seeing a rush to raise funds. The risk of hyper competition leading to unwise business decisions exists, but is not visible as of now
OPINION | From Delaware to Dalal Street: Balancing shareholder will and institutional oversight
This article explores the tension between shareholder decisions and the institutional mechanisms that delay or override them, examining cases like Tesla and Vedanta to highlight procedural hurdles in corporate governance
OPINION | If Netflix gets Warner Bros, global entertainment industry dynamics will change for good
A vertically integrated entertainment behemoth will set the terms across the globe. Algorithms will play a huge role in picking creative ideas that can be financially backed
Howard Marks: Is it a bubble?
Given that the growth of demand for AI is so unpredictable, there can be no doubt investor behaviour is speculative
Data Story | Why the K-shaped recovery in consumption is likely to continue
A host of factors from inflation and weak wage increase have led to lower household savings
How the AI boom could trigger an energy crisis
AI's explosive growth is driving an unprecedented energy crisis, with data centres projected to consume up to 20% of global electricity by 2035 as tech giants scramble for nuclear solutions.
RBI will find it challenging to trounce a steep bond yield curve
The spread between the 10-year benchmark yield and the 30-year bond yield has remained wide this year
Chart of the Day | India’s consumption is holding steady, but investment still moves in spurts
The latest quarterly numbers show a familiar pattern: households are keeping the economy afloat, while capital formation continues to swing from quarter to quarter.
