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Industry giants Walmart and Amazon are taking different approaches to a technology that could further automate shopping
Silver's explosive 250% rally has pushed it to record highs, but signs of demand destruction and institutional profit-taking suggest the historic surge may be losing momentum.
India’s upcoming Budget must balance fiscal discipline with growth by boosting middle-class consumption, and translating rising household wealth into durable investment
A weak start to equity markets in 2026 leads to the possibility of a post-Budget rally, if it manages to improve market optimism
A finer look at the headline numbers shows the year was one of consolidation sans any boom or gloom
Bond markets should expect steady fiscal consolidation in FY27, with the deficit targeted at 4.2% of GDP and gross borrowing rising to ₹16.5+ trillion despite manageable net supply
Amidst sustained industrial growth and robust high-frequency indicators, the Union Budget should shift focus to fiscal consolidation and targeted support for lagging employment sectors
India ranks lower compared to many countries in terms of data centre investments
The apex court in the past ruled that promises in election manifestoes do not fall into the category of corrupt electoral practice. However, recent observations by judges indicate a subtle shift in perception
Doubling the cap on foreign equity by mutual funds will help retail investors diversify risk and better returns. Union Budget 2026 provides an opportune time to implement this
India’s AI ambition hits a hard constraint: capital, compute and the cost of catching up
Despite a revival in credit growth, Indian banks continue to grapple with sluggish deposit mobilisation and declining low-cost CASA ratios, putting pressure on margins and complicating monetary policy transmission.
The 2026–27 Union Budget should focus on execution and credibility. Public spending must attract private and foreign investment. Strong FDI, clear rules, and sectoral growth are key
Stocks rise with inflation expectations as fund managers anticipate more stimulus despite strong growth
Some prefer the electronic or the ETF route to buying bullion while some buy the physical commodity. But one of these provide more peace of mind
As West Bengal prepares for assembly elections in March-April 2026, the BJP faces an uphill battle to dislodge Mamata Banerjee's TMC from power despite corruption allegations and law-and-order concerns that have historically failed to sway the state’s voters
The US and China have presented themselves as two sides of the same coin. They exhibit the same tendency, albeit using different methodologies, of undermining stability and sovereignty
Japan's yen has pulled back from critical levels after intervention warnings, but analysts warn the relief may be temporary as underlying pressures persist.
Big realty firms Q3 results show some cracks in luxury home sales
Despite unprecedented urban investments, Indian cities lag due to weak planning and poor empowerment, targeted reforms in roads, and project preparation are essential
The FTA provides India with institutionalised access to a large, affluent and potentially alternative market, while offering EU a partner willing to resist Trumpian caprice
US’ weaponisation of its economic heft to realise its strategic goals nudged both India and EU to the finish line. EU showed that a slow, institutionalised path to talks will deliver results
As Parliament readies a revamped insolvency law, the Budget must address the system’s slow bleed and unlock growth trapped in delay
One can expect more liberalization from the Budget, especially in the banking, financial services and insurance sectors as it is essential for lifting market sentiments and India’s global ambitions.
By almost any yardstick, the performance is lacklustre when compared to competing markets. It doesn’t help that taxation on equity investing has made the asset class unattractive for both the domestic and foreign investor
