Data Story | India-US-Russia ties: Who needs whom?
Apart from India’s cheaper oil imports from Russia, can it steer away from US markets and find viable alternatives for exports or, will the US be able to sideline India and source from other competing countries?
Staying the course: How Indian investors are weathering market volatility
Indian mutual fund investors are demonstrating unwavering resilience and discipline, with SIPs driving consistent inflows despite global and domestic headwinds.
An 8-year low retail inflation is more arithmetic than rate cut signal
Can a declining inflation and a rising one trigger the same central bank response?
Chart of the Day | Indian NBFCs are in a good spot now
Falling funding costs and equity infusions bolster credit profiles of non-bank lenders.
Why India's approach to dairy in trade talks is rooted not in protectionism but in cultural fidelity
India rejects US dairy imports over cultural, religious, and economic concerns, citing unethical feed practices, heavy subsidies, and threats to small farmers, livelihoods, and the nation’s socio-cultural fabric despite US tariff pressures
India is far from being a dead economy — Here’s proof
With Russia at war, China slowing, and Brazil and South Africa mired in structural issues, India offers the rare combination of a young workforce, political stability, and policy clarity.
Trump’s AI Strategy: Beyond the race for global supremacy
The US AI Action Plan prioritises global dominance over safety, risking market concentration and weaker regulations worldwide. Open models and interoperable standards can spread AI benefits more equitably while safeguarding public interest
Sugar mills headed for output-led bounty in 2025-26?
An 18 percent increase in estimated sugar output raises hopes of an improvement in their performance but a few major obstacles need to be tackled
Unlocking India’s potential in the global toy market
India’s toy sector shows strong export growth, but must deepen global partnerships, boost domestic production, and attract infrastructure investment to strengthen its role in the labour-intensive global toy market
WTO joins multilateral bodies in a free fall as Trump tariffs knock out its foundation
India and the U.S. are likely to narrow differences over trade and levies as the former’s strategic position in the Indian Ocean will influence American foreign policy. However, WTO’s most favoured nation principle which accounts for more than 80 per cent of cross-border goods trade has experienced a severe setback
Europe builds for war as arms factories expand at triple speed
FT radar analysis reveals historic scale of rearmament, stretching over 7mn sq metres of new development
ICICI Bank and the premiumisation of bank accounts
The biggest risk in hiking minimum balance is a slowdown in low cost savings account deposit and loss of market share to competition
India’s electronics exports pick up, but can this sustain momentum?
India’s reliance on imported components, particularly from China, results in higher input costs, which makes the final product less competitive globally
Chart of the Day: Bountiful rains fill up water reservoirs
July 2025 water levels at major reservoirs are higher than in similar month of previous four years
Why the stock market rally is on thin ice
It’s a dangerous moment for retail investors. They are stepping in as FIIs are exiting, even using borrowed money to back their conviction. History has proved unkind to such unbridled optimism
For Fortis, Gleneagles provides both a challenge and an opportunity
The O&M agreement with Gleneagles will add new clusters to Fortis Healthcare
Rahul Gandhi vs. EC: 'Vote theft' charge is dubious but electoral rolls have a problem
Rahul Gandhi’s example of Bengaluru’s Mahadevapura assembly constituency to make his case is unconvincing. However, he has brought to the fore a long festering wound which needs to be addressed squarely, rather than attacking and intimidating a leader, who after all is playing the role of a “messenger”
How police investigates terror cases in India, and how delay in trials is getting in the way of justice
With examples like the 2006 Mumbai Train Blasts and 2008 Malegaon Blast cases, an ex-IPS officer explains where our resource-strapped criminal justice system falls apart – and where the citizenry can put pressure for better results in the future.
Ruchir Sharma: America doesn’t have a monopoly on wealth creation
New research shows many other countries have a booming entrepreneurial culture generating serious wealth
India’s Distressed Asset Market: Ready for growth
The IBC and new RBI frameworks are transforming India’s distressed asset market, improving transparency, recovery rates, and investor confidence, while regulatory reforms and strategic partnerships create growing opportunities for global private equity participation
Unlocking India’s Rare Earth Potential: From policy to production
India’s vast rare earth reserves offer immense strategic potential. With policy reforms, technology, partnerships, and sustainable practices, the nation can reduce dependence on China and become a competitive player in the global REE value chain
The AI driven nuclear energy race is hotting up
Generative AI Models’ insatiable appetite for energy is fuelling the race for nuclear energy reactors
Chart of the Day: Can you trust the buy-and-hold approach to investing?
The Buy-and-Hold strategy may be timeless, but for retail investors, the real test lies in choosing companies with enduring management strength
RBI surveys confirm Indian consumption divide
RBI’s latest consumer confidence surveys reveal a deepening divide between rural resilience and urban hesitation in discretionary spending
