opinion

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

RE focus must be on storage to support enhanced output

A calibrated strategy that takes care of ground realities will help in a smooth transition to clean power

How RBI's proposed principles-based framework can be a gamechanger for Indian fintechs

It's high time RBI empowered innovation without getting into micromanagement

GST 2.0: The big picture

The government’s bet is that lower rates and reduced compliance burdens will expand the tax base and stimulate consumption. However, this must be supported by clarity in classification, promised faster refunds, and improved digital infrastructure to ensure that the benefits reach all stakeholders

Swadeshi and the art of guarded globalisation

India’s approach to swadeshi is rooted in continuity rather than abrupt change. Previously, swadeshi was associated with a self-contained, inward-looking model of self-sufficiency. Today, it is reimagined as ‘guarded globalisation’ 

GST 2.0: A long-awaited reset, but more fixes are needed

India’s reforms may not be perfect, but they are a step in the right direction and are laying the foundation for sustained growth. For investors, this is not the time to retreat but to accumulate.

Is Indian talent sparking global anxiety?

Racism in action: Western economies cannot function without migrant professionals. Hospitals without Indian doctors would buckle. Universities that drive away international scholars bleed relevance. Yet, their politics thrive on vilifying migrants.

The Reading List: September 5, 2025

Our research and opinion teams have curated a selection of articles and social media gems from the world of economy, business and finance for your weekend read.

India's Digital Competition Bill: Unlocking innovation and fair competition

India’s digital economy faces platform dominance, limiting innovation. The draft Digital Competition Bill offers proactive regulation to ensure fair competition, empowering startups and unlocking digital growth, akin to successful EU regulations

Why a flood-hit Punjab is bad news for food security

Punjab is reeling under the worst flood it’s experienced in decades. It’s still too early to assess the damage, but the signs are not good. A big hit to the paddy output will have national implications as the state is a critical supplier to the PDS

Goldman Sachs wants everyone to be long-term greedy

Wall St bank and T Rowe Price team up to pitch private investments to everyday investors

AI boom, AI bust?

Plus European value stocks, and more on the Fed

GST Rate Rationalization - what it could mean for business margins

Under GST’s design, rate reduction will percolate through the entire value chain, and a lower GST outgo shall reduce the upfront cash outflow towards the tax liability. This would improve working capital efficiency, and reduce reliance on working capital borrowings, thereby lowering interest costs

GST 2.0: Bold reforms set to lower prices and drive growth & inclusion

India’s GST reforms streamline tax structures, reduce compliance burdens, and lower costs on essentials. GST 2.0 promotes economic growth, boosts consumer spending, and fosters an inclusive, business-friendly environment

The Partition Dilemma: Political compromise and exhausted leadership

RSSFACTS: Mohan Bhagwat referenced HV Seshadri’s The Tragic Story of Partition, critiquing Congress leadership for compromising Bharat's unity, highlighting their exhaustion and political bargaining, while showcasing RSS efforts in protecting Hindus and Sikhs

Waaree makes an opportune investment in Kotsons

Kotsons will help Waaree provide integrated solutions and diversify its revenue mix

Chart of the Day: It is not banks but shadow banks that power India’s MSMEs

India’s MSMEs approach NBFCs more than banks for loans, given the latter’s nimbler credit underwriting approach

It's time employers put elder care into the HR rulebook

As India's elderly population surges to 149 million with projections to double by 2050, the lack of institutional elder care support is forcing working families into an impossible balancing act between career demands and caregiving responsibilities.

Personal Finance | Credit growth riding on personal loans spells caution for borrowers

Borrowing against assets for spending and not for asset-creation could lead to a strain on household cash flow 

GST 2.0 Reforms: Why markets celebrated, then cooled off on Thursday

India's much-anticipated GST reforms arrived early as a Diwali gift, but sector-specific nuances in the new rate structure created mixed market reactions despite the overall consumer benefits