As tariffs, rare earths roil markets, will Trump settle for a deal?
As new tariffs and rare earth controls trigger market panic and supply chain fears, the central question becomes whether economic pressure will once again force a tactical pause in the US-China trade war
Trade tips for India amid weak WTO forecast
New Delhi should lower tariff and non-tariff barriers and ratchet up trade engagements with Asian neighbours to expand its export market
Earnings downgrades loom large over chemical companies
Fluorine based chemical producers are seen to be better placed
AI Boom or Bubble 2.0? The Fiber Optic Flashback
The dot-com and fiber-optic bust of the early 2000s didn’t occur because the internet was a bad idea, it happened because expectations ran ahead of monetization. The same risk shadows AI today.
The Reading List: October 10, 2025
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
RBI’s big liberalisation push for banks and foreign loans spells much growth and some caution
Latha Venkatesh assesses central bank's recent regulatory reforms
America is sucking in growth from the rest of the world
Global FDI is flowing west — this may well be one of Trump’s biggest legacies
OPINION | Acquisition Financing: RBI should keep prudence at the heart of reform
Allowing Indian banks to fund corporate acquisitions introduces opportunities but also unfamiliar risks - ones most are neither structured nor seasoned to manage. What is framed as financial modernisation must be guided by the same prudence that has long defined India’s banking stability under RBI’s stewardship
Exploring Chhattisgarh’s journey of culture and change
From ancient temples to sporting glory, Chhattisgarh is transforming its narrative, blending rich heritage with modern innovation
Gold bubble should prompt central banks to sell the metal
The world is thoughtless of history when it treats bullion as desirable and a store of value
For ethanol blending to become popular among consumers, it needs to reflect in lower pump prices
Brazil and the US, the two major markets where ethanol blending happens on a large scale, incentivised the transition in the early years through taxes and subsidies
World Bank wants South Asia to cut tariffs despite global protectionist wave
As the world builds tariff walls, the World Bank wants South Asia to tear them down. With 16 million people entering the job market annually but only 10 million finding work, the region faces a stark choice: embrace trade liberalisation that could unlock manufacturing growth or maintain protectionist barriers that may be trapping workers in low-productivity sectors
Markets at a crossroads: Breakout, breakdown, or déjà vu?
As the Nifty sits at a crossroads, here are the factors that could support the market’s move up or push it back into a holding pattern
From Surge to Stall — Why India’s RE bidding has hit a speed bump
Over-enthusiasm, weak off-take, and tender cancellations have slowed the momentum in renewable energy
Chart of the Day: Securitisation growth slows for a second year as banks retreat
The need to free up capital is low right now for lenders
OPINION | Vijay vs. NTR: Two superstars, two outsiders, two approaches
NTR’s successful disruption in AP politics, and not TN politics, offers a reference point to contextualise Vijay’s effort. There are useful lessons for him in the way NTR crafted a stunning upset in his electoral debut
OPINION | Everything advertising mandarins want to ask about AI (but are afraid to)
The next moat will be infrastructure for AI advertising, the ability to generate accurate, diverse, and trustworthy consumer representations at scale. If history is any guide, the ones who choose infrastructure over stunts will be the ones left standing
Ratan Tata had a phenomenal grasp of emerging technologies
Not only was he the first one to put India in the rarefied world of global conglomerates, he also had an unbelievable grasp of new technologies across many fields, says Venu Srinivasan, who worked closely with Tata
OPINION | Risk-based premium for deposit insurance provides banks with the right set of incentives
The move will reward safer banks with lower insurance cost and, thereby, foster a more robust banking system. On the flipside, increased cost burden on weaker banks may also make it harder for them to compete
Should dip in FMCG sales due to GST cuts be a concern for investors?
Consumers and trade channels both deferred purchases for different reasons, say FMCG companies, hurting their September quarter sales growth. Will it cast a shadow on FY26 performance?
Gold miners outstrip AI, bitcoin to put ‘unloved’ industry in spotlight
Stock outperformance is set to unlock bumper profits but sparks concern about repeat of financial indiscipline
OPINION | The Great Capital Shift: Unlocking India’s real estate renaissance
India’s real estate sector faces financing challenges amid growing demand. Innovative capital solutions, government initiatives, and policy reforms are essential to support sustainable growth and equitable development across city tiers
Bihar Elections 2025: 5 key X factors that could decide the outcome
The Bihar Assembly elections, scheduled for November 6 and 11, 2025, promise a high-stakes battle following a contentious voter list revision and a volatile political landscape. With a shorter two-phase election and a hefty women-centric cash transfer scheme, several X factors could tilt the scales in this closely contested race
Japan has an ‘enshortification’ problem
An ageing workforce is affecting all sorts of professions
Chart of the Day | AI poses growth challenges for IT services sector
Clients are yet to realise returns on the capital spends incurred on IT so far, in the post-Covid digitization trend
