Call Trump’s tariff bluff; diversify export destinations
His harsh treatment of India is not just about mean tariff rates. The underlying approach is to squeeze India’s sovereign space in decision making, including areas such as IP and digital taxation. In addition, India is to bear the economic cost of Trump’s role as peace broker between Ukraine and Russia. Give in now and demands may multiply. Instead, government needs to consider seven ways outlined here to offset Trump’s approach
India-US trade deal: It’s time to seize the moment
As US tariff pressure mounts, India stands poised to transform crisis into opportunity by accelerating long-overdue economic reforms that could make the nation more competitive globally
Mohamed El-Erian: Reasons for caution amid America’s triumphant market surge
With most traditional valuation indicators now flashing amber, investors should be vigilant
Trump's potential penalties could impact market more than tariff hike
Indian markets face mounting pressure as Trump's tariff threats trigger a sharp rupee decline to four-month lows of 87.42 against the dollar. The Gift Nifty's drop signals continued volatility ahead, with analysts warning that uncertainty over additional Russia-related penalties could derail the market's recent upward momentum.
25% Tariffs, 100% Wake-Up Call: Rethinking India’s trade sovereignty
The actions of the Trump administration may compel India to reconceptualise trade as a strategic endeavour rather than merely a commercial one. This should serve as a catalyst for change, not to withdraw from global engagement but to fundamentally transform the manner in which India interacts with the international community
Chart of the Day | Some indicators suggest the worst is behind for commercial vehicles
Besides improved E-way billing, there are reasons to believe that replacement demand will improve
Tariffs, disinflation should motivate RBI’s MPC to vote for rate cut
Tariffs will first hit growth and then inflation. The RBI needs to act accordingly.
Applying Equity Principles to Crypto: Smart diversification strategies
Crypto may feel new, but smart diversification strategies from equity markets apply here too — and may matter even more
New tariff dawn awaits India Inc: Will it thrive, survive or flail?
A high 25 percent US reciprocal tariff and a ‘penalty tariff’ threaten to put a spoke in India’s US exports. Here are some scenarios that could play out, that investors can keep a watch out for
Second in Line, Not in Power: The office of India’s Vice-President
The Indian Vice-President occupies a high office structurally, but his influence is largely circumscribed by the limited and situational nature of his executive authority. A close examination of the powers and functions of the Vice-President reveals that they are almost entirely rooted in his role as the ex-officio Chairman of the Rajya Sabha
Why Trump’s tariff bomb could deal a blow to the Rupee
US imposes 25 per cent tariffs and penalties on India, rattling economic ties and the rupee’s fragile stability
AI demands more than investment, it demands understanding
AI is not just another innovation cycle, it’s the fastest, deepest transformation in business history. As valuations skyrocket and capital floods in, the difference between winning and burning out lies in one thing: informed precision. The AI boom won’t wait and only those with real insight will ride it to the top
Op Sindoor: For now, all is quiet on the western front
The most important outcome of the 87-hour military confrontation in May between India and Pakistan is that the latter will now have to think twice about the cost of pursuing terror as a strategic tool. An analyst connects the dots in the conflict and locates it in a larger strategic context
Convenience comes at a cost and now it’s court-approved
In a key ruling of the Bombay High Court, the right of multiplexes to charge a convenience fee for the service of online ticket booking has been upheld, marking an important precedent for all digital platforms providing services
The Future of Credit: How India will lend to its next 100 million borrowers
India’s financial landscape has transformed through digital innovation, enabling faster, inclusive credit access. New data-driven models are reshaping lending for underserved segments, especially in rural and semi-urban regions
Advanced manufacturing holds the key to securing India’s place as a global manufacturing leader
The world is waking up to India's potential not just as a consumer of global products, but as a producer—of IP, precision, and scale. The building blocks are already in place—and advanced manufacturing is the lever that will get us there. If we get this right, we won’t just participate in global manufacturing—we’ll shape it
How Novo Nordisk lost its lead in the weight loss race
Drugmaker struggled to adapt to very high demand and a market where celebrities are more influential than doctors
Will Mark Zuckerberg’s secret, multibillion-dollar AI plan win over Wall Street?
Meta has splashed out on star hires and infrastructure as it tries to make up ground in the artificial intelligence race
India’s domestic strengths to trump global uncertainty
Domestic factors such as a healthy monsoon, easing inflation and healthy services growth give it the ability to tide over trade-related uncertainty, leading to an upward revision to GDP growth and overweight stance on equities
Race for AI supremacy — A test of real intelligence for America, China
China has responded to Trump’s AI action plan with the proposal of a global cooperation organisation
Data Story | What’s driving optimism in the real estate market?
Realty developers are confident of a steady demand in the premium and luxury homes market while they adopt a cautious approach towards mega office properties
Chart of the Day | India’s digital payments are surging, so are the risks
As India’s digital payments soar to new heights, the journey to a cashless economy faces critical tests in security, inclusion, and regulation.
Rage without Resolution: A year of disappointment for Bangladesh
The July Uprising removed an entrenched regime, the aftermath has revealed deeper, structural problems. The interim government, instead of unifying the country and ensuring peace, has largely contributed to the national discontent. With no end to protests and no election date in sight, Bangladesh stands at a dangerous political crossroads
TCS’ job cuts may not be about AI, but its fallout across sectors is visible
The advent of GenAI has made white collar workers more vulnerable than blue collar workers, an inversion of the traditional cycle. In any industrial revolution, it’s destruction effect and the consequent worker displacement which is apparent in the early stage
