Dr Copper faces a tough tariff challenge
The steep 50% tariff, similar to that levied on steel and aluminium, could be a bargaining chip for Trump or a move to localise production. Which one it is will determine how the industry shapes up in the coming years
How thorough are RBI’s stress tests?
RBI evaluates impact to NPAs and capital adequacy based on macroeconomic stresses under two scenarios. But surely it also needs to stress-test them against an increased demand for wholesale credit from industry and infrastructure. Even on interest rate risk management banks seem to be dependent on benign regulatory forbearance
The law of unintended consequences strikes again
A cooking oil subsidy has given fraudsters in Malaysia both motive and opportunity
India’s defence ecosystem is entering a new era of innovation strategic shift
India’s defence sector is transforming through integrated commands, digital infrastructure, and co-development ecosystems, aligning industry and innovation to build a more agile, mission-ready national security framework
Chart of the Day | Risks to auto sector earnings mount
As auto sales across vehicle segments hit the skids, other challenges too increase the risks to lower earnings
IPO corner: Is ICICI Pru AMC a strong bet in the booming mutual fund industry?
ICICI Prudential AMC is set to become the largest listed asset management company in India, but how does it compare with its peers in profitability, retail reach, and growth potential?
Siddaramaiah vs DK Shivakumar outcome in Karnataka may hinge on ‘corruption scandals’
Shivakumar’s supporters through public statements are seeking to create conditions for a change in CM. All signs point to the current CM Siddaramaiah digging in and the Congress central leadership all at sea. The deadlock could be broken by adverse court rulings on ‘corruption scandals’ the CM confronts
Will Modi magic be able to redefine BRICS?
The current global economic milieu suggests the possibility of a bipolar world order where India will have to play its cards right
Pressure builds on Indian pharma as Trump threatens massive tariffs
Indian drug exporters have been on a wait and watch mode till now
Can the world break free from China’s rare earth dominance?
China’s chokehold on rare earth supplies has triggered global alarm, forcing nations like India to rethink their strategies for resource independence
‘Sinister scheme’: India ban threatens Jane Street’s money machine
Allegations of market manipulation and temporary block on activities pose wider risks for Wall Street trader
Judiciary treats Constitution’s preamble as a no-go area
RSS general secretary Hosabale wants a discussion on whether a decision to introduce the words “socialist” and “secular” in the Constitution in 1976 should be reversed. When asked to decide on the same issue earlier, the judiciary has signalled that it’s the Parliament’s call
The dark side of derivatives: How young, low-income traders are paying the price
A damning SEBI study reveals that 91 percent of individual traders lost money in derivatives trading, with retail investors collectively losing Rs1.06 lakh crore in FY25 while sophisticated algorithmic traders profited at their expense
Himachal’s recurring monsoon tragedy is a manmade disaster
Unchecked construction, flawed development models, and ecological disregard have turned Himachal into a zone of recurring devastation
Post-listing, Siemens Energy scripts a tale of value unlocking
After the demerger of Siemens Energy, here’s how the company and Siemens Ltd look in terms of growth prospects
What Donald Trump’s ‘Big, Beautiful Bill’ means for Corporate America
Private equity cheers the legislation while Tesla and AI start-ups lose out
India’s Deep-Tech Moment: Building innovation for a $10 trillion future
India must strengthen deep-tech ecosystems through shared infrastructure, early demand, and patient capital to achieve its $10 trillion economic ambition and global innovation leadership by 2047
Why investors should look past NBFCs' Q1 numbers
The first quarter metrics won’t stretch to the rest of the year for NBFCs
Is India more socialist than China?
India's surprisingly low inequality score has it beating "socialist" China and Vietnam at their own game—but the numbers hide a complex reality
India shouldn’t be unduly worried about a China-driven axis in South Asia
A trilateral meeting last month between China, Pakistan and Bangladesh triggered fears of an anti-India grouping. Regional mechanisms excluding India cannot be prevented from blooming. The only goal should be to develop as much leverage as is necessary to have India represented on more tables than not
Chart of the Day | What's behind the sharp surge in securitisation volumes in Q4?
NBFCs drive securitisation to Rs 49,000 crore but microfinance and smaller players falter
RG Kar, Law College rape cases put Mamata Banerjee’s credibility at stake in poll-bound Bengal
TMC faces growing disillusionment, internal discord, and public outrage over governance failures, especially concerning women’s safety. With allegations of corruption and political patronage, the party risks losing key voter support in 2026
Trump’s Vietnam tariff deal signals Asia’s vulnerability to US-China rivalry
The crucial factor for Asia’s nation-states is to assess both their need for economic nationalism and security vulnerabilities—both economic and military
Why banks must reimagine themselves for a generation that is reimagining everything
Legacy banks must reinvent to meet Gen Z’s expectations for fast, frictionless, and mobile-first financial experiences. Challenger banks are setting the pace, and incumbents must adapt or risk losing relevance
Gates open for affluent to invest in private credit
Industry transformation under way to broaden access to the asset class to mainstream of wealth portfolios
