Trump’s H-1B blunder and India’s golden opportunity
Donald Trump’s $100,000 H-1B tariff could add 1% to India’s GDP as talent floods home. India stands to benefit as never before. Returnees will bring global experience, world-class skills, and often Silicon Valley stock options converted into capital
Understanding the Saudi-Pakistan defence pact and its context
The old security order is crumbling fast as the US’ guarantees are proving to be worthless. While these two countries have long-standing security ties, the new pact has its roots in the expanding West Asian conflict. India cannot afford to remain on the sidelines any longer
Muted markets, hidden tailwinds: Why H2FY26 could spark a surprise equity revival
With earnings expectations already reset lower, a series of monetary and fiscal tailwinds could surprise markets on the upside and reignite risk appetite.
Vault Matters | Can a Sumo wrestler play kabaddi? That’s SMBC’s real challenge with Yes Bank
There have always been a lot of apprehensions on what incremental value add a foreign bank can bring to India, more so with the exit of biggies such as Citi and Deutsche from India’s retail terrain. Can Sumitomo Mitsui Banking Corporation help find an answer?
Missing: services disinflation
And QT rolls on
OPINION | Conversions Back in Focus: Kerala debate rekindles a national question
RSSFACTS: A recent article by Kesari sparks debate on religious conversions in Kerala, with the RSS challenging missionary activities. The controversy revisits historical anti-conversion measures and their impact on India’s religious landscape
OPINION | Making India a Global Sporting Power: A vision for excellence and manufacturing growth
India aims to enhance sports infrastructure, boost manufacturing, and position itself as a key player in the global sports goods market through strategic initiatives and innovation
Global regulations are forcing Indian companies to rethink third-party risk
Regulators are demanding complete disclosures, vendor management and risk assessment from IT firms
OPINION | India and the WTO Investment Facilitation Agreement: Beyond misleading headlines
IFD’s provisions are crafted to streamline administrative procedures, enhance transparency, and improve coordination among government agencies. India does not have to choose between sovereignty and openness. By adopting a calibrated middle path, it can reinforce its global reputation as a leader of the Global South
OPINION | India's Corporate Financing Shift: From bank loans to bonds
India's corporate financing has evolved from bank loans to a competitive blend of equity and corporate bonds. Q1 FY25 saw a record bond issuance, signaling growing entrepreneurial ambition
The US Fed blinks, time to buy equities?
The Fed’s 25 bps rate cut with more expected in 2025 raises hopes of better times for equity investors
Indian Oil’s green hydrogen bet is a brave move at a time of energy transition
IOC’s bold move on hydrogen deserves credit even though the odds remain uncertain
Chart of the Day: Why FIIs cannot make up their minds on Indian bonds
Foreign investors are back to buying Indian bonds
Why the government shouldn’t conflate autonomy with stake dilution in public sector banks
The government’s ownership in public sector banks has been a key reason for their crucial role in spreading inclusive growth
OPINION | India Inc’s financial metrics are world-class. Leverage it to dominate global markets
We are at an inflection point. India Inc is more profitable than ever, more resilient than ever, and more ambitious than ever. But national dominance is no longer enough. The time for global ambition is now
OPINION | Context Engineering: The next IT services frontier
Models are the new microprocessors, and context is their raw material. This shift expands IT services from competing for IT budgets to addressing enterprise-wide budgets — a transformation that will redefine the industry and its customers’ leadership agendas
OPINION | Modi’s belated visit to Manipur gave hope. It now needs to be followed by action
The visit of the PM did generate a glimmer of hope among many in the state. It must be seen as a beginning of efforts by the Centre to take the violence-hit state towards normalcy. This opportunity must not be wasted
Post Fed rate cuts, Julius Baer's Unmesh predicts continued weakness in US Dollar and stronger FPI sentiment for India
Julius Baer's global research expects the Fed to carry out two additional rate cuts of 25 bps until December, and additional cut(s) until March. The inflation increase in the US from the tariff situation is expected to be transitory, with the slowing growth and demand offsetting some of the tariff impact.
OPINION | India’s climate disclosure regime needs careful calibration
RBI and SEBI want banks and companies to report climate risks, but messy rules and weak oversight could create expensive paperwork instead of useful information for investors
Peak oil is coming — but nobody seems to know when
The point at which consumption starts to tail off is being pushed further into the future
OPINION | If Pakistan does not apologise for its army’s genocide in 1971, ties with Bangladesh won’t really blossom
Bangladesh recently asked the visiting Pakistani foreign minister to apologise for the mayhem unleashed 54 years ago. Successive Pakistani governments have sidestepped the issue but it refuses to go away. The events preceding Bangladesh’s liberation are an albatross that limit the efficacy of Pakistan’s outreach
The Fed: good questions, no answers
Plus, who gets to own a home?
Start-up Street | To be continued… Sequels take hold in VC/PE industry
Continuation funds ensure continuity of ownership in a business while also avoiding a hurried exit for investors that could prevent maximising returns on initial investments
Indian Exports: A longer-term analysis reveals deep competitiveness issues
While recent export growth seems positive, a deeper look at 4-year data reveals a troubling competitiveness gap, with imports surging at more than double the rate of non-petroleum exports
