OPINION | Mo Money, Mo Problems (and fewer customers)—Why conglomerates struggle with digital commerce
Conglomerates struggle in Indian e-commerce due to slower decision-making and lack of cultural relevance. Success lies in leveraging existing strengths—supply chains, partnerships, and trust—rather than mimicking startups
US impetus for India to bargain hard with EU on carbon levy
As the next round of India-EU FTA talks get underway, New Delhi’s focus should be on getting some relief on the CBAM
Chart of the Day | How lower indirect taxes could ease pressure on inflation
With recent GST reforms easing inflationary pressures and fiscal deficit projections intact, Mint Road gains more policy space while staying firmly data dependent.
Global macro shifts and their impact on Indian markets
Global markets are grappling with the clash between cyclical economic slowdowns and persistent structural pressures, driving unprecedented volatility and reshaping the financial landscape
OPINION | The growing importance of skills in shaping employability
In India's evolving job market, employers are prioritising practical skills over academic qualifications. Skill-based hiring, online certifications, and vocational training are reshaping career paths, driving innovation and economic progress
Does valuation matter anymore in the age of AI?
Durability of corporate growth and profit margins might outweigh metrics showing the cheapness of a stock
OPINION | Leading from the Front: Transforming solitude into leadership
Leadership is often lonely, requiring inner strength and authenticity. True leadership emerges from alignment with values, embracing solitude, and transforming challenges into growth, not just for oneself, but for the greater mission
OPINION | Mamata Banerjee steps up the attack on BJP leadership to safeguard her electoral cushion
West Bengal’s CM launched an unprecedented personal attack in the Assembly on the national leadership of her primary rival in the forthcoming state assembly election. It was a calculated move to protect her support base among Muslim voters and dispel a suspicion that she has a tacit understanding with the BJP
OPINION | Politics behind social media ban that triggered massive protests in Nepal
The tragic deaths of Gen Z protestors in Kathmandu on September 8 has its roots in the frustration they experience over lack of livelihood opportunities in the country. Linked to is the failure of political parties to create conditions that could provide the country’s young with hope
OPINION | Why MSMEs should embrace online dispute resolution to address payment delays
India’s MSMEs face cash flow challenges due to delayed payments and tariffs. The government’s Online Dispute Resolution portal offers a timely solution to resolve payment disputes efficiently
Sector Rotation: The games that Big Money plays
You may think the only reason why sector rotation occurs is because big money does not want retail traders to know how they form patterns of rotating their money. But there is a bigger motive at play
OPINION | India’s path to self-reliance in rare-earth magnet supply for the future
India is pivoting towards self-sufficiency in rare-earth magnets, essential for EVs, renewables, and defence -- through policy reforms, private sector involvement, and expanding domestic mining and recycling capacities
Mahindra: GST tailwinds to power earnings across businesses segments
PV industry had gone through a rough patch between FY2022 and FY2023 when PV sales softened on the back of a surge in costs and vehicle prices
Data Story: How credit to small businesses has big overlaps with retail
Small businesses not only borrow on the strength of their balance sheet but also on their owner's personal capacity
New product approvals put Lupin firmly on growth path
The company has several limited competition products in its portfolio for the US market
Chart of the Day: Soft demand hits thermal power plant utilisation in August
Thermal power plant utilisation levels declined to 61.7 percent in August 2025
India Beyond the Dollar: Navigating a shifting currency order
As global reliance on the US dollar declines, India cautiously adapts—balancing local currency trade, reserve diversification, and strategic autonomy to strengthen its financial resilience in an emerging multipolar global economy
Ruchir Sharma: Why the Fed should not cut rates now
Amid loose financial conditions and a bubbly market, it’s exactly the wrong time
GST reforms, swadeshi economics and the challenge from China’s trade tactics
Sanghnomics: Amid rising US tariffs and China's trade practices, India is strengthening measures against unfair trade, including dumping. A ‘Swadeshi’ economic model could counter China's economic statecraft and safeguard Indian industries
Indo-US ties are based on mutual benefit, not ‘strategic freeloading’
Ill-informed commentary from a section in the US suggests that India is a strategic freeloader in a manner similar to NATO allies. That is a wholly inaccurate portrayal of the bilateral relationship which is based on a two-way flow of advantages. Also, India is charting its own path to enhance its Comprehensive National Power
Warren Buffett Turns 95: Lessons for India’s next-gen promoters
Berkshire’s smooth leadership transition offers a masterclass for Indian promoter families: prioritize systems over surnames, clarify governance, and communicate early to build market trust and ensure institutional continuity
Chart of the Day | Gold shines brighter
Time and again, gold has established itself as a safe haven for investors. The recent price increase can be largely attributed to decisions made by US President Donald Trump
The Eastern Window: China's weak economic growth remains Xi Jinping's Achilles heel
China’s Xi Jinping projected tremendous power as the country displayed sophisticated weapons at the Victory Parade. But his real challenge lies in reviving the Chinese economy which is facing low consumer demand, declining exports, rising unemployment and a sharp reduction in net FDI
Jobless Growth: Decline in employment in India’s small enterprises despite Q1 GDP surge
India’s strong 7.8 percent GDP growth in April-June 2025 masks a worrying decline in jobs within unincorporated non-agricultural enterprises, raising questions about the inclusiveness of economic progress
