Donald Trump’s new tariff regime deepens global trade war
US president’s latest ‘reciprocal’ levies hit many countries that had struck deals with Washington
The way to protect Indian companies from secondary sanctions
A robust blocking statute must bar Indian persons and companies from complying with any extraterritorial sanctions that conflict with national law or policy unless they obtain an explicit waiver from a designated Indian authority
Chart of the Day | Will the sharp rise in cement prices continue to ensure profit growth?
All eyes are on demand expansion and input costs mainly petcoke prices
Crafting Voice AI for India: Innovations and challenges in multilingual voicebots
India’s linguistic diversity demands culturally aware multilingual voicebots. Advances in NLP, government initiatives, and market demand are driving inclusive voice AI solutions across healthcare, retail, education, and financial services
Amid weak awards, listed firms’ share in road construction drops sharply
Share of listed players falls to 24 percent now from about 61 percent in FY2016-18
China’s weaponisation of supply chains poses threat to India’s manufacturing ambitions
China’s export curbs aim to stall India’s manufacturing rise, but they could drive India to diversify supply chains, enhance domestic capacity, and forge global partnerships, strengthening its high-tech ecosystem
Why retail investors can't get enough of small-cap stocks
During the April-June 2025 quarter alone, while Nifty delivered a respectable 10.15%, mid-cap indices surged 16.61%, and small-cap indices soared an impressive 19.35%
Trump’s penalty — India, US must douse the flames of friction soon
New Delhi and Washington must expedite trade talks to limit further damage to bilateral ties between the two countries
RBI surveys show Indians are becoming more cautious on jobs, prices
Rural consumers are willing to increase discretionary spending in the future even though a lesser number expect improvement in job prospects
RBI signals end of rate cut cycle; MPC flags growth risks from tariffs
RBI also alludes to core inflation having remained somewhat elevated – probably another reason why the RBI would not have wanted to further ease monetary policy.
RBI MPC’s unanimous pause on rates reflects caution amid softening inflation and geopolitical uncertainty
With the central bank projecting inflation for Q4FY26 and Q1FY27 above 4 percent, and maintaining the growth forecast compared to the last policy, it seems that the bar for a future rate cut is high unless growth weakens.
Mint Road signals watchful pause
In a world marked by uncertainty, anchoring expectations and a data-driven policy approach remain key to preserving macroeconomic stability
Keep calm and carry on is RBI’s message
A calibrated approach while steering policies to bolster domestic growth and preparing to act if external shocks, especially tariffs, begin to weigh more heavily on recovery can be the most prudent way forward. RBI will thus remain data dependent, closely tracking the evolving developments, especially on external front
Disinflation meets MPC hesitation as RBI fears inflation edging higher next year
Despite a downward revision in the inflation numbers, the RBI preferred to take a forward-looking view, expecting inflation to edge back up next year.
Extended pause in RBI’s policy rate has likely started
With unchanged rates in this meeting, an extended pause is now underway. By the time the data starts showing a slowdown in quarterly GDP growth prints, inflation will likely have normalised to above 4%. This would surely constrain further monetary easing, going ahead
Limited space available for further monetary easing
Based on the current inflation outlook, the space for further easing is limited to 25-50 bps over the second half of this fiscal year
Opinion | RBI unlikely to go dovish unless growth is challenged, inflation outlook rules out further easing
Lower CPI inflation is no longer a sufficient criterion for easing; from the RBI Governor’s speech, it appears that Core inflation (which has been largely steady but seeing some uptick) will also become a monitorable going ahead.
Without technology, where’s the profit growth?
And the public private assets paradox
Quick Take: RBI lowers its inflation projection, but has it missed the bus on policy action?
Why did the RBI choose to worry about a higher 1-year ahead inflation when the increase would be mostly statistical?
Human-AI collaboration is transforming the way we work
Generative AI’s impact depends on how effectively organisations empower, train, and build trust with their people—creating a continuous learning cycle where human-AI collaboration drives innovation and growth
Brace for lower trading profits as market winds have changed direction
When the market is in no mood to yield profits to traders, don’t tempt fate by pushing your luck by trading more aggressively
US strategy to counter China’s mineral strengths is riddled with contradictions
The dependency-driven vulnerabilities on China could be lessened if Washington would take a comprehensive, competitive industry vision-driven approach to the problem, involving some resource-rich allies
Chart of the Day | Inflation’s dual dance: RBI’s MPC faces a tightrope walk
CPI eases to 2.1 per cent, but core inflation at 4.72 per cent keeps the Reserve Bank cautious ahead of its policy call
India, US & Russia: The great ‘pot and kettle’ game
India is not defending Russia’s war in Ukraine. It is defending its sovereign right to economic stability in the face of volatile global energy politics. It defends the principle that developing economies should not be asked to make sacrifices that wealthier nations themselves are unwilling to make
