OPINION | Draft Electricity Amendment Bill represents a missed opportunity for reform
On the positive side, linking to tariffs to costs is a step forward. However, the underlying approach to legislation is hamstrung by a reluctance to allow genuine market-driven competition in the power sector
In ending the penny, Trump lightens pockets in a good way
The use of small denominations has fed into debates over the public’s changing attitudes to payment
OPINION | India’s push for thorium-based nuclear energy and self-reliance
Sanghnomics: India is focusing on thorium-based nuclear energy to ensure energy security, reduce geopolitical vulnerabilities, and enhance global leadership in clean energy, with significant reserves and long-term development plans in place
The Eastern Window: The New Tech Cold War -- China answers Trump with a blitz of innovation
In the months since Donald Trump's return to the White House, China has unleashed a flurry of technological claims, signalling a bold strategy to break its reliance on the U.S. and seize the global innovation lead
Beyond Freebies: How BJP's social engineering, coalition mastery delivered Bihar's landslide
The NDA's sweeping victory in Bihar is less about welfare schemes and more about strategic social engineering, disciplined coalition management, and the BJP's ability to transform political arithmetic into electoral dominance
Chart of the Day: Why global sentiment stays strong despite record economic uncertainty
As policy turbulence pushes the World Uncertainty Index to historic highs in 2025, business and consumer confidence defies expectations—revealing a paradox that challenges conventional wisdom about economic resilience
Bihar's landslide verdict cements bullish case for India's political economy
Bihar's decisive verdict proves that targeted welfare and infrastructure spending build durable political coalitions while generating the consumption demand and policy stability that investors prize
India’s export vision — Near sight clear, far sight blurry
While the Export Promotion Mission addresses short- to medium-term challenges, structural and strategic issues need attention
After a spectacular rerating, what next for Fortis Healthcare?
The company aims to improve profit margins to 25 percent from 20.5 percent in FY25
OPINION | Big Tech’s ‘free hit’ era in India will end because of personal data protection rules
The rules which were notified on 13 November raise the threshold of compliance for Significant Data Fiduciaries, which include e-commerce firms and social media intermediaries
The Reading List: November 14, 2025
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
No, it's not about rewaris for the women of Bihar
Bihari women have scripted their own story of empowerment aided by the state. The women of Bihar have voted for Nitish Kumar’s brand of clean politics, bank accounts, better maternal health and more, writes Shweta Punj
OPINION | Nitish Kumar didn’t just demolish the opposition, he’s also changed intra-NDA dynamics
His ability to defy incumbency fatigue, a feature in Indian politics, is remarkable. But the potential scale of this victory, and the visible support from women, mean that within his coalition, Nitish has strengthened his position
OPINION | ‘Sushasan Babu’ has the last laugh as Bihar’s women voters show who calls the shots
It’s lazy analysis to say cash transfers clinched NDA victory helmed by Nitish Kumar. It was also his record in ensuring safety and women’s empowerment that helped. Critically for Bihar, caste moulds in electoral politics have been shattered this time
OPINION | Trump’s Asia Visit: Key lessons for India in securing a fair deal with the US
Trump's Asia visit highlighted key economic and security deals with allies, offering India valuable lessons on leveraging market, money, and minerals to secure comprehensive deals and strengthen strategic ties with the US
Saffronisation with social justice: A grand success of Modi formula in Bihar
Gone are the days when BJP was considered a 'urban-brahmin-bania' party supported by forward caste. It's now firmly engrossed in rural India.
The golden age of US credit card rewards may be at an end
Freebies, it turns out, were never really free
OPINION | Why ‘Bharat Mata’ is central to the RSS’s concept of patriotism
RSSFACTS: For the RSS, patriotism is intertwined with devotion to the nation as a divine, collective entity. RSS chief Mohan Bhagwat highlighted the central role of ‘Bharat Mata’ in RSS ideology, emphasising its spiritual significance
How India can retain its healthcare workers
India sends one of the highest amount of doctors and nurses abroad, but is woefully short of healthcare professionals domestically
Apple's negotiations with Google show its innovation engine has run dry
Apple’s competitors are giving it a run for its money on AI
Thematic schemes are booming, performance is not
In December 2024, twelve new thematic fund NFOs mobilized more than Rs 11,000 crore in AUM. But eight of these 12 new thematic funds have underperformed the Nifty 50 index since then
Chart of the Day: Is the gold rally a warning about inflation ahead?
Markets have not priced in a sharp uptick in global inflation
EPL sets an ambitious plan to improve return ratios
Hemant Bakshi is set to take charge as managing director and global CEO of EPL from January 2026
OPINION | All-rounder or all-round confusion as India and South Africa face-off?
Indian cricket appears to have a surfeit of all-rounders. Only appears as it’s not clear what Washington Sundar, for example, is primarily picked for. A batsman who can bowl a bit, or the other way around. Sundar and Reddy would do well to take a leaf out Jadeja’s book and focus on one skill right now to nail down a safe spot
Does the K-shaped economy theory even make sense?
Plus, more on memory stocks
