Chart of the Day | EPC firms’ working capital cycle deteriorates, margins slip
Slower execution of projects and payment issues mainly in roads sector put EPC firms in a tight spot
Should bullion form part of your investment portfolio in 2026?
A confluence of factors will ensure that bullion retains its lustre, even if the gains may not be as outsized in recent years
RBI can explain a liquidity measure easier than a rate cut this time
The need of the hour is not a debatable rate cut but a fix for liquidity
OPINION | Congress’ Karnataka leadership crisis leaves the party in a catch-22 situation
Siddaramaiah-Shivakumar rivalry over the office of CM leaves the national leadership in an unenviable situation. Both leaders command a support base that the party cannot afford to lose. Therefore, a decision to settle the issue could damage the party’s prospects
OPINION | Bank mergers may be a prelude to government’s partial exit from ownership
Speculation about public sector bank mergers has surfaced again. The jury is out on the efficacy of the last round of mergers. Yet, an IMF-World Bank assessment on India’s financial sector asks for privatisation of select banks. The government may not be averse to this idea in the long-term which makes a merger a stepping stone to exit
OPINION | Two Constitutional dramas, one deep anxiety
As the Supreme Court refuses to impose timelines on Governors but warns against constitutional paralysis, and as the Telangana Speaker faces possible contempt for declining to decide defections, the Republic confronts an uncomfortable truth. Constitutional silence, once a gesture of restraint, is increasingly becoming a method of power
OPINION | BMS backs labour codes, marking major reform shift
Sanghnomics: The Bharatiya Mazdoor Sangh supports the Modi government’s new Labour Codes, which modernise outdated laws, expand wage and social security coverage, and introduce protections for gig and unorganised workers nationwide
Ruchir Sharma: The best time to buy quality stocks is now
A generational opportunity in otherwise bubbly markets
Chart of the Day | From distress to mainstream: The rise of gold loans in India
Contrary to popular perception, gold loans are no longer primarily distress-driven
OPINION | India’s farmers and their tryst with the golden grain
Contrary to initial forecasts, maize has overtaken sugarcane as the primary source of ethanol. It’s pushed up acreage under the crop but returns to farmers haven’t been commensurate. This situation should catalyse policy makers to revisit their package of incentives
Trump’s intensified immigration policy may face judicial, economic hurdles
US President Donald Trump has extended the scope of his anti-migrant policy, leveraging a shooting incident. Whether it will do any economic good for the US is questionable
Data Story: Why Cognizant’s rebound should worry Indian IT
Cognizant added significantly higher amount of incremental revenue in April-September compared to large Indian IT companies
Atomic Bill — What is needed to give it a real power boost?
Changes to the liability and damage legislation are essential to truly open up India’s nuclear energy sector
Pen Urban Bank fraud: A wake-up call for India’s cooperative banking system
The PMLA court’s refusal to discharge former directors in the Rs 598-crore Pen Urban Bank scam exposes deep governance failures that the cooperative banking sector can no longer gloss over
Reforms, stability, and momentum: India’s economic story rewrites global expectations
PM Modi’s vision of India as an economic superpower is no longer aspirational rhetoric; it is unfolding in real time, in data, and in measurable national capacity.
OPINION | Supreme Court to reconsider plea for reviving NJAC system
Reform of the Collegium system should prioritise efficiency, transparency, and accountability, avoiding power struggles and ensuring judicial independence in appointments
Why a blowout Q2 GDP print makes it a close call on rates for the RBI
To counter external headwinds, the space for further fiscal stimulus is limited. Monetary stimulus space has become available on the back of subdued inflation
OPINION | Broad-based growth puts India in a domestic sweet spot
A stunning growth rate of 8.0% in the first half of the year, despite global headwinds, higher US tariffs on Indian exports, and volatility in capital flows, highlights the underlying strength of robust private consumption and investment
OPINION | Growth surprises on the upside again; chance of rate cut recedes
GDP topped 8% in July-September quarter, the first such occasion in five quarters. The underlying economic momentum will influence RBI’s monetary policy committee
OPINION | Bihar’s pre-election political economy will eventually victimise women
Women proved they can decide who forms the government. The question now is whether anyone can stop governments from mortgaging their future to buy their consent, one bank alert at a time
OPINION | When brands use apologies casually, credibility is the real casualty
What began as a creative hack to grab attention has quickly become a gimmick. And like all gimmicks, it risks trivialising something important
Is China winning the innovation race?
Once the world’s factory, Beijing’s relentless focus on R&D means the country has become the world’s laboratory
Chart of the Day: How competitive is India on the corporate tax front?
The 2019 corporate tax cuts have yielded India a more favourable ranking, but some competing Asian economies continue to enjoy a comparative advantage
OpenAI partners amass $100bn debt pile to fund its ambitions
Cloud companies and developers rely on lossmaking start-up to repay huge loans
OPINION | India’s Data Centre Boom: A path to sustainable growth
India's data centre growth can drive sustainability by repurposing waste heat for industrial uses, supporting cooling, agriculture, and manufacturing, while reducing energy costs and emissions By Ateesh Kumar Singh
