For stockpickers, AI is already both co-pilot and competitor
Intuition, judgment and a gift for reading people are some of the hardest skills to mimic
Wang Yi’s Delhi visit signals a thaw in Sino-India ties but meaningful progress will depend on political directions of leaders’
A tentative step forward has been taken by both sides but it’s unrealistic to expect quick progress. For now, China holds more cards than India and Delhi will have to move with caution and perspicacity
Is banning the online money gaming industry justified?
The Indian government's Promotion and Regulation of Online Gaming Bill, 2025 represents a regulatory overcorrection that threatens to destroy most of the country's gaming market as well as thousands of jobs.
The India Advantage: Ethical AI and inclusive innovation
Fueled by its national AI mission, India's structural advantages offer a new playbook for ethical and inclusive innovation
Chart of the Day | Robust capacity addition may create demand-supply mismatch in cement industry
Surplus capacity is not good news as large manufacturers compete for market share that could weigh on prices
Whether Powell will take a hawkish turn or not is the main risk confronting markets
With equity markets at heady valuations, risk appetite remaining higher and volatility being compressed, a hawkish Fed is likely to cause a major pullback in risk-taking
What Jerome Powell should say at Jackson Hole, but won’t
In this imaginary farewell address at Jackson Hole, Jerome Powell drops the euphemisms and delivers the blunt, uncomfortable truths the Fed—and the US—have long avoided
Start-up Street | The emergence of franchise VC funds
There is a rising investor interest in VC funds due to attractive returns delivered, due to a good exit environment
Trump’s tariffs united both doves and hawks of MPC in August
Whether the outlook for growth was benign or worrisome, tariffs ensured that all members were wary of taking action
Stop Humanising Algorithms: The case for probability-literate regulation
Probability engines cannot be ‘responsible’ or ‘ethical’ because only the humans who design and oversee them can be. Treating AI as sentient is a category error, and Indian financial regulation must confront its statistical reality rather than its mythical persona
Why banning a borderless industry will only hurt India
The dangers of online money games and its implications on a society are etched in India’s history, but to push through a policy that could wipe out an entire industry overnight has deeper ramifications for Indian innovation and entrepreneurship
Investors warn of ‘new era of fiscal dominance’ in global markets
Combination of record government debt and rising borrowing costs puts central banks under pressure
India needs a clear-eyed China policy that serves its own interest, not that of other powers
China’s foreign minister Wang Yi visited India this week, which led to an uptick in the bilateral relationship and the promise of enhanced trade and investment flows. It represents a prudent step as buying-in to the Western narrative of India as a counterweight to China comes with big risks that can undermine the country’s strategic autonomy
GPT-5 ushers in a new era of intelligent, agentic AI for business
OpenAI's GPT-5 enables unified multimodal workflows, end-to-end automation, and deep reasoning. It can now transform AI from a task helper into a reliable, context-aware business partner across industries
Primary market gets another boost from SEBI
SEBI's ground-breaking framework will dramatically improve India's IPO landscape, slashing dilution requirements and extending timelines to attract mega companies to list domestically.
Why India’s climate induced stranded assets need policy attention
The key is to retrofit, reuse and repurpose existing assets to align with new climate friendly resources
Respite on cotton imports unlikely to offset pain from US tariffs for textiles
The duty cut will give yarn mills a breather, but is insufficient to lower costs and make Indian textiles more competitive in the long term
India-China talks — Looking beyond the boundaries
Chinese foreign minister’s visit to India should set the tone for a possible Xi-Modi meeting at the end of this month
Chart of the Day | How did gold loan NBFCs do in Q1 FY26?
Numbers show a mixed trend even as overall loan growth remained robust
RBI's AI Push: A goldmine for investors, but not without risks
Savvy investors must weigh the lucrative opportunities against unchecked risks in AI
GST ambiguity casts a shadow on the ride-hailing industry
India’s ride-hailing sector faces regulatory uncertainty due to conflicting GST interpretations, disrupting innovation, funding, and compliance. A clear, consistent tax framework is essential to ensure fairness, transparency, and growth
Scientific Method and Shastras: Can the twain ever meet?
A new education policy to provide students from gurukuls direct entry into IITs is an example of misplaced inclusivity. Indian Knowledge Systems ought to be subjects of serious study. But to mix them with a system that is fundamentally different in its approach to accumulation of knowledge risks diluting one of India’s premium brands: IIT
Ctrl+Alt+Comply: Why India’s digital laws need a system update
As India races to regulate its growing digital economy, businesses are finding themselves entangled in a web of overlapping laws and duplicative compliance obligations. Without coherence and coordination, this new regulatory architecture risks overwhelming the very ecosystem it aims to discipline
Trump’s Ukraine peace juggernaut careers onwards
Lack of clarity over US security guarantees shows primacy of form over substance
