GST cuts to fuel demand — But is consumption already at full throttle?
The latest GST rate reductions aim to boost consumption, but data show India is already operating near peak demand levels
Policymakers missed what Project 25 spelled out for India
The Trump administration's recent moves against India—from H-1B visa restrictions to tariff threats—weren't sudden policy shifts but predictable outcomes clearly outlined in the Heritage Foundation's Project 25 blueprint
OPINION | The Wire Across the Roof of the World: China pushes the clean electricity frontier
China is stringing an extension cord across the roof of the world. If it hums as planned, it will light coastal cities and lock the Tibetan plateau more firmly into the national core. It is a lesson in how clean energy and state power can travel together
India’s an antique land, but its antiquities law needs to be modern
The prevailing law treats every collector with suspicion. The outcomes are lost opportunities to project soft power and limited revenue for the government. The law needs to change and treat collectors as partners in preserving India’s rich heritage
Bachat Utsav: How GST 2.0 makes Navratri a festival of savings and growth
Lower taxes on essentials and aspirational products create household relief, stimulate consumption, and unlock sectoral opportunities
Rahul Gandhi’s election integrity campaign has grabbed attention, but can it deliver votes?
The real test lies not in television debates or press statements but on the ground—will Gandhi’s gambit strike a chord with voters, or will it fade into yet another episode of political shadowboxing remains to be seen
India’s Earth Observation satellite ambition hinges on private sector push
India’s ambitious plan to launch 119 Earth Observation satellites by 2040 requires major private sector involvement, strategic policy support, and clear execution to scale effectively and compete in the global EO market
How broad is the rally?
Plus the capex boom
GST rate cuts and consumption demand: What should investors be watching out for?
In the immediate aftermath of the GST rate cuts, here are the main questions facing the economy, business and investors
Chart of the Day: SEBI's REIT reclassification opens door to $20 billion commercial real estate market
India's Real Estate Investment Trust market is experiencing unprecedented momentum following SEBI's strategic reclassification, positioning the $20 billion sector for substantial growth
The new geo-economics India must prepare to compete in
India’s rising share of global GDP signals opportunity but not inevitability. Converting scale into lasting influence will demand human capital, institutional strength, innovation, and deeper but tougher reforms
NTPC should flex its execution muscles to reduce valuation gap with peers
Power generation capacity additions lagged expectations in FY25
A roller coaster ride for agrochemical companies as harsh monsoon hurts demand
Crop damage and incessant rains have hit demand for crop protection products
PM Modi may be signalling a seminal thrust towards swadeshi and atmanirbharta
The message of the speech, in the backdrop of the tariffs and visa issues, is probably to indicate that hereafter India should and will learn to go it alone, writes Latha Venkatesh
The $100,000 H1B visa fee impact – Lose, Lose in the short run
Trump's dramatic $100,000 H-1B visa fee represents a calculated policy shift that will fundamentally restructure US-India tech partnerships and accelerate corporate adaptation strategies
Trump’s H-1B blunder and India’s golden opportunity
Donald Trump’s $100,000 H-1B tariff could add 1% to India’s GDP as talent floods home. India stands to benefit as never before. Returnees will bring global experience, world-class skills, and often Silicon Valley stock options converted into capital
Understanding the Saudi-Pakistan defence pact and its context
The old security order is crumbling fast as the US’ guarantees are proving to be worthless. While these two countries have long-standing security ties, the new pact has its roots in the expanding West Asian conflict. India cannot afford to remain on the sidelines any longer
Muted markets, hidden tailwinds: Why H2FY26 could spark a surprise equity revival
With earnings expectations already reset lower, a series of monetary and fiscal tailwinds could surprise markets on the upside and reignite risk appetite.
Vault Matters | Can a Sumo wrestler play kabaddi? That’s SMBC’s real challenge with Yes Bank
There have always been a lot of apprehensions on what incremental value add a foreign bank can bring to India, more so with the exit of biggies such as Citi and Deutsche from India’s retail terrain. Can Sumitomo Mitsui Banking Corporation help find an answer?
Missing: services disinflation
And QT rolls on
OPINION | Conversions Back in Focus: Kerala debate rekindles a national question
RSSFACTS: A recent article by Kesari sparks debate on religious conversions in Kerala, with the RSS challenging missionary activities. The controversy revisits historical anti-conversion measures and their impact on India’s religious landscape
OPINION | Making India a Global Sporting Power: A vision for excellence and manufacturing growth
India aims to enhance sports infrastructure, boost manufacturing, and position itself as a key player in the global sports goods market through strategic initiatives and innovation
Global regulations are forcing Indian companies to rethink third-party risk
Regulators are demanding complete disclosures, vendor management and risk assessment from IT firms
OPINION | India and the WTO Investment Facilitation Agreement: Beyond misleading headlines
IFD’s provisions are crafted to streamline administrative procedures, enhance transparency, and improve coordination among government agencies. India does not have to choose between sovereignty and openness. By adopting a calibrated middle path, it can reinforce its global reputation as a leader of the Global South
OPINION | India's Corporate Financing Shift: From bank loans to bonds
India's corporate financing has evolved from bank loans to a competitive blend of equity and corporate bonds. Q1 FY25 saw a record bond issuance, signaling growing entrepreneurial ambition
