Data Story: Trends in bank credit that should worry RBI
Unsecured retail has bounced back; gold loans are keeping up pace and MSME lending is the mantra for banks in Q1
How AIIB can help India ramp up its green capex
New Delhi should leverage the Beijing-headquartered AIIB’s plan to raise the share of private projects in its overall lending portfolio in India
Chart of the Day: Hydro power generation picks up pace after healthy rains
Thermal power generation, however, remains subdued on weak demand
An opinion born of frustration that is dead on arrival
In the case of the US, there are simply too many variables shaping Indo–US ties. Leadership factors, even if occasionally not healthy, are peripheral in shaping the bilateral relations. The dead economy comments against India were made less out of conviction and more out of frustration
‘Duck Curve’ and electricity derivatives
Electricity demand and price show sharp daily swings on the heels of an increasing role of renewables in power generation. The introduction of electricity derivatives will help stakeholders smoothen operations but they will need more sophisticated risk management frameworks to make the most of these contracts
India's declining management capability and the need for urgent reform
India's management capability has declined, hindering economic growth. Key areas like innovation, financial leadership, and people management require urgent reforms. Emphasising tech adoption, employee development, and strategic alignment is crucial
Lessons from the 1920s, 1930s on tariffs and markets
Investors today might be too complacent about the risks to earnings from slower growth and higher inflation
Chinese manufacturers rethink south-east Asia pivot after Donald Trump’s tariffs
Narrow difference between duties on China and alternative hubs make costs of relocating less appealing, producers say
Elections may legitimise Myanmar’s military junta, not foster democracy
Myanmar’s military junta is holding elections after a gap of four years to solidify its rule. Two junta-backed parties are in a strong position because the National League for Democracy, the biggest party, will not contest elections. NLD’s leaders including Nobel prize winning Aung San Suu Kyi are in jail
Data Story: A revamped Cognizant is upping the ante for Indian IT
Cognizant has won more mega deals compared to Indian IT peers so far this year
Chart of the Day: Unlocking India’s maritime might
Despite the difficulties encountered by two major commodities for port traffic, the overall impact has been somewhat mitigated by growth in other segments of trade
TCS Layoffs: Ghosted by HR, hunted by algorithms
TCS layoffs aren’t pink slips, but neon signs flashing: “Adapt or Evaporate.” The new playbook? Forget tenure, flaunt agility. The key is to acquire transferable assets like negotiation skills, resilience, systems thinking, and stakeholder orchestration
RBI’s MPC Meet: Will caution trump growth concerns?
As the Monetary Policy Committee meet starts on August 4, India awaits cues on whether the RBI will hold steady or surprise with a rate cut amid global trade tensions
How misinformation aims at thwarting the India-UK FTA
For India and the UK, while the signing of the FTA has been a historic moment, fact remains that for both, there will be mobilisation in their democratic civil societies to thwart the positives of the FTA. Misinformation and disinformation will emerge in bigger ways. The best way to counter it is to pre-empt and ensure easily understandable information is made available on the FTA
Weekend Wild Card: Nothing says 'INDIA IS OUR FRIEND' like a 25% tariff
US President Donald Trump on Wednesday announced 25% tariffs and an additional penalty against India ahead of the August 1 deadline.
The Reading List: August 1, 2025
Our research and opinion teams have curated a selection of articles and social media gems from the world of economy, business and finance for your weekend read
Nixon to Trump: Tracing the ups and downs of a mercurial engagement
Trump may not share Nixon’s personal dislike of Indians. But Nixon, who passed away a few decades ago, has a successor when it comes to damaging bilateral ties.
US Tariffs: India must hold the line on more concessions
US tariffs on Indian exports are set to rise, influenced by geopolitical issues like India’s ties with Russia and BRICS. Negotiations for a trade deal remain complex, requiring careful diplomacy from India
How fair and transparent loans will help NBFCs and small businesses grow by 2047
NBFCs play a vital role in India’s inclusive growth by providing transparent, fair credit to underserved communities. Responsible lending builds trust, reduces risks, and drives sustainable economic development towards 2047 goals
Investors glimpse pay-off for Big Tech’s mammoth spending on AI arms race
Earnings reports of major players show how artificial intelligence services are boosting revenues
Remembering Pramila Tai Medhe and the journey of Rashtra Sevika Samiti
RSSFACTS: Rashtra Sevika Samiti is an RSS-inspired organisation like three dozen other organisations. It is independent, autonomous and has quietly worked to establish a massive footprint away from the media glare
Is O Panneerselvam a spent force? Why his exit may not create ripples in Tamil Nadu politics
Although seen as a trusted lieutenant of Jayalalithaa and her friend Sasikala, OPS has been in the political wilderness for the last two years, coming up as a poor second in the power struggle in the AIADMK.
Markets shrug off Trump’s India tariff shocker, are investors making a mistake?
In the run-up to the August 1 tariff deadline, markets were already exhibiting nervousness. Now that they have been announced, what should investors be looking out for?
Infant industry paradox: Trump's tariffs raise questions about US protectionism
Many goods that are exported to the US are from factories contracted in India by some iconic US corporations. Apple is an example. Levis Strauss & Co. is another. These aren’t `infants’ that need tariffs to ringfence them from competitive pressures. They are matured giants with a storied legacy, who have set up supply lines across the world
