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.
A hawkish ease? The Fed’s 2026 clues could shift capital from AI to emerging markets
While markets have already priced in a rate cut, the true significance of this FOMC meeting lies in the signals it sends about the longevity of the easing cycle and its implications for a richly valued AI-led rally and global capital flows
OPINION | What drives your workforce? Aligning the 3Rs for success
The ‘Why We Work’ study reveals key motivators for Indian professionals, highlighting the importance of risk, resilience, and reward in shaping career paths, offering insights for both employees and organisations
OPINION | Tiruppur’s fight to de-risk itself from geoeconomics
The capital of India’s cotton knitwear exports is battling a trifecta of negative events, particularly U.S’ weaponisation of tariff. Complemented by policy support, manufacturers have begun to diversify
OPINION | Delivery Diaries: India’s Changing Plate: A new era of food preferences
India’s evolving food landscape reflects the blend of regional diversity and national integration, driven by technology and changing consumer preferences, reshaping the nation’s culinary identity for the future
Investors bet Fed, ECB headed in opposite directions on rates
Higher borrowing costs expected in Australia, Canada and euro area could leave Federal Reserve as an outlier in 2026
OPINION | Manish Tewari’s Anti-Defection Bill: A sensible call to rethink the whip culture
The Constitutional amendment proposed by the Congress MP raises vital questions about legislator efficacy and democratic functioning
The US National Security Strategy signals a new pivot: Asia must now hedge
The new US National Security Strategy marks a significant shift in American foreign policy, prioritizing the Western Hemisphere while signalling that Asian allies must shoulder greater responsibility for regional security
Trading Psychology 101 – What makes a successful day trader?
A day trader is a pure capitalist whose agenda is three fold – make the most amount of profit, in the shortest possible time and at the most reasonable levels of risk
China's $1 trillion trade surplus: How a domestic demand crisis became the world's problem
China's record US$1.08 trillion trade surplus signals both a manufacturing triumph and a looming systemic crisis that could reshape everything from currency markets to India's industrial ambitions
Data Story: GDP numbers show several sectors suffering from deflation
Deflation is gripping farms, mines, and construction—but is the data hiding the true health of India's urban economy?
India Inc’s interest cover peaks, but the real story may be weak demand
Lower interest costs, tax tweaks and healthy balance sheets paint a bright picture. Yet underneath it all lies a question: is the economy signalling a demand problem?
Chart of the Day: New products, price hikes keep up the growth momentum for Indian pharma
Among large companies, Sun Pharma and Cipla gained market share in the last 12 months
OPINION | Insolvency process needs to be retooled to meet the resolution deadline
The quicker the process, the more the value that can be extracted. With firmer timelines, stronger adjudicatory infrastructure, and more consistent decision-making by both tribunals and creditors, insolvency process can move from slow attrition to swift resolution
OPINION | Rajasthan’s ‘Shaurya Diwas’ rollback and the politics of polarisation
Opposition in the political arena and from civil society made the state government withdraw the order to schools to celebrate December 6, a day that evokes diametrically opposite reactions. It’s a sign of the changing nature of the BJP in the post-Vasundhara Raje era
OPINION | West Bengal Polls 2026: SIR politics and voter purges raise new risks for Mamata Banerjee
The SIR-driven voter purge has intensified political tensions in Bengal, giving the BJP a new narrative while allowing Mamata Banerjee to rally supporters. Yet the exercise risks alienating key communities and may not significantly erode TMC’s core base
Donald Trump drives historic shift of power from investors to boardrooms
Moves to curb proxy advisers and passive investment giants chip away at foundations of shareholder capitalism
OPINION | ‘Fraud-stack’ can’t be defeated by front-door surveillance
India’s rising digital-fraud epidemic is pushing policymakers towards extreme fixes, including a proposal to keep satellite location tracking permanently switched on in every smartphone sold in the country. But combating crime cannot mean converting an entire nation into traceable dots on a map, which might just end societal trust at scalek
India's new Russia agreements hinge on Ukraine peace
India and Russia entered into significant agreements outside the traditional military sphere during Russian President Vladimir Putin's visit last week. But some of the deals—including energy supplies and transfer of military technology—may be difficult to implement if the Ukraine peace talks fail
Chart of the Day | After a remarkable 2025 rally, can gold’s momentum continue?
Gold shattered 50 all-time highs and surged over 60% in 2025—now analysts are asking whether the rally can extend into 2026, with forecasts ranging from cautious optimism to predictions of $5,000 per ounce
OPINION | SEBI’s New Era of Enforcement: Incentivising compliance through litigation risk
The market regulator is ensuring a rise in compliance standard by resorting to parallel regulatory action, which significantly increases risks for intermediaries
The boundless optimism of the Indian consumer
Why does the Indian consumer remain so hopeful, even when their income says they shouldn't be? The answer might just be what's keeping the entire economy afloat
Moscow momentum for India’s maritime muscles
The transport agreements inked with Russia during President Putin’s New Delhi visit will help India to leverage sea routes better for enhancing Indo-Pacific clout
Who will pay the price for the IndiGo debacle?
While the government has promised an inquiry and fixing of accountability, the real price may be paid by a different stakeholder
