Is copper the new gold?
Copper's record-breaking price surge, driven by severe supply constraints, tariff-induced hoarding, and structural demand from electrification and AI, is fundamentally challenging its traditional role and valuation in global markets
Latest GDP estimates reaffirm that growth will recover on domestic demand resilience
A resilient 7.4 percent GDP growth masks a stark divide
While India's economy is projected to grow at 7.4 percent in 2025-26, the expansion remains narrowly driven by a couple of services sectors, leaving the vast majority of workers in agriculture and mass-employment sectors behind
OPINION | Siddaramaiah beats Devaraj Urs in longevity, but not legacy
Karnataka’s politics has always been characterised by chronic instability, with only two of the state’s 23 CMs finishing a full term. Siddaramaiah and Urs are the two who each lasted a full term. But it was Urs who was the real game changer
Don’t be fooled — Everything has changed for the global economy
Damage caused by US tariffs has so far been muted but that won’t last
OPINION | As the 'Don' runs riot in Venezuela, Western media reach for the dictionary
By avoiding legally precise language when Maduro was kidnapped, Western media reframed a foreign military operation as procedural necessity, echoing patterns seen during past interventions
OPINION | Prisoners of Capital: Why India can’t scale overnight
Capital doesn’t just fund economic activity; it shapes national identity. A nation trained for 70 years to survive on scarcity cannot wake up one morning and behave like it was bred for scale and global dominance
OPINION | From Infrastructure Scale to Reliability: Budget 2026’s real test
India has built infrastructure at scale; Budget 2026 must now ensure reliable execution, stronger transmission networks, and system readiness so public investment delivers consistent outcomes for citizens and industry
Margins crack raising financial viability concerns for road construction firms
Large sized firms are better poised to weather the risks arising from high competition, weak order flows and long working capital cycles
OPINION | India’s space economy enters a new strategic era
New policies, liberalised investment, and private participation are reshaping India’s space sector, even as legal gaps, execution risks, and regional competition test its long-term resilience
The RBI's tale of two equity markets
Beyond the headlines, the RBI's Financial Stability Report issues a dual alert: caution against global AI euphoria and a red flag on India's sentiment-driven small-cap rally
The PMI's warning for the Budget: Animal spirits are fading
As private sector optimism hits a multi-year low, the clearest call from the latest PMI data is for the Union Budget to make a decisive move to restore business confidence and rekindle investment appetite
Banks may see robust loan growth in Q3, but margins may bite
Credit growth has improved across banks but deposits are another story
El Nino will raise electricity demand, but can hurt farm sector
El Nino conditions can pose growth challenges for agrochemicals industry for the second consecutive year
Budget Snapshot | India’s banks look healthy, but the real risk lies beneath the balance sheet
Strong capital, low NPAs and rising profits mask a quieter shift in how Indian banks fund growth and earn returns
OPINION | A Netflix takeover of Warner Bros will polarise India’s content ecosystem
Control has shifted to whoever owns the app, the user data, and the payment relationship. In the coming decade, the industry will be divided between platforms that command consumer relationships and those that rent them
OPINION | AI in Classrooms: Necessary reform or premature distraction?
India's push for early AI education raises concerns about overloading children with complex concepts, potentially distracting from basic literacy and critical thinking skills development
OPINION | SIPs, Slips, and Side-Bets: How the middle class became the market’s exit liquidity
Average monthly gross inflows into systematic investment plans more than doubled in the current fiscal when compared to FY23. Is it great news, or a case where the crowd provides permanence and professionals harvest the yield?
China’s influence in US backyard tested by Nicolás Maduro’s downfall
Oil-rich Venezuela has been a springboard for Beijing’s geopolitical and economic interests in Latin America
Iran unrest injects volatility into global fault lines
As widespread protests challenge Tehran's regime, the resulting instability risks escalating into regional conflict and drawing in world powers, exposing the fragility of the current world order
The Indore warning: Why India must fix its urban waste crisis now
Indore’s recent tragedy of sewerage-contaminated drinking water killing residents exposes the deadly gap between India’s clean-city awards and its ground-level sanitation failures
Venezuela and the new American doctrine: A regional strike reveals a global strategy
The US action in Venezuela was the opening salvo of a stark new global strategy—one that treats alliances as transactions and sovereignty as conditional
Why oil markets heaved a sigh of relief: Venezuela – the untold story
The recent U.S. move in Venezuela was less about its vast, heavy oil reserves and more about securing a far more valuable prize next door: Guyana’s light, sweet crude
Budget Snapshot: Fertiliser subsidy to rise on firm prices, tight supplies
In India, government provides subsidy to manufacturers for selling fertilisers below the production cost
OPINION | The Quiet Engine of India’s Budget: Will it roar again?
India’s budget increasingly relies on RBI dividend transfers, but with global conditions shifting, fiscal planners must prepare for uncertain future payouts and invest wisely
