State of Affairs: From managed disorder to systemic shock cascade
The Finance Ministry’s latest review warns that a dangerous global scenario once considered unlikely may now be unfolding
How can India safeguard trade amid Iran conflict?
As military tensions escalate, New Delhi’s proactive inter-ministerial strategy aims to shield supply chains and stabilise a jittery economy
OPINION | In the second week of the US-Israel-Iran war, the region confronts four known unknowns
US and Israel don’t appear to have the same political aims; Gulf Arabs aren’t getting air defence replenishments fast enough and Iran’s regime faces a succession dilemma that can undermine cohesion
Expanding Women’s Rights: Landmark judgments that translated constitutional vision to reality
On the occasion of Women’s Day, we take a look at pathbreaking judicial outcomes that brought down barriers that enforced gender-based discrimination
Beyond resilience: Building an antifragile edge for women
Women face persistent barriers at work and rising uncertainty. Building inner strength and external career capital can help them move beyond survival and thrive in change
The Hormuz shock: Why a narrow Strait matters for India’s economy and markets
If Brent crude sustains above the $90 per barrel mark, the implications for India could extend well beyond higher fuel prices. A widening current account deficit, pressure on the rupee, and a potential delay in interest-rate easing could begin to weigh on corporate earnings and market valuations.
US-Iran tensions to be in spotlight next week as US economic data looms
Markets remain fixated on the US–Iran conflict as Trump has vowed to strike “very hard,” while Iran’s president apologized for regional strikes and said Iran would refrain from attacking neighbouring countries “unless attacked first”. Crude oil and aluminum stand to gain most if the conflict deepens.
OPINION | The Yoginis - India’s forgotten sisterhood of divine power
The Yoginis were a branch of the Hindu pantheon that emerged between the 9th and 12th centuries CE and then faded away. Their shrines went into disuse and were abandoned
OPINION | Opening Markets, Guarding Farmers: Balancing trade deals and agriculture
War in Iran could raise crude and fertiliser costs and disrupt exports to MENA. This could test India’s new FTAs as rising costs and disruptions threaten agricultural exports and farm trade surplus
The Reading List: March 6, 2026
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
OPINION | Iran, US and AI: Why 2026 will test Indian foreign policy establishment
From regional projectile wars and global geopolitical churn to technological contestations, the Indian foreign policy establishment will have to redefine itself to deal with a world in disarray
How is the sovereign gold bond market adjusting post-Budget?
With the secondary market for SGBs turning unattractive due to lower yields and liquidity, what viable options remain for investors seeking an exposure to gold?
OPINION | RSS annual ABPS meeting to review plans during centenary year
RSSFACTS: RSS leaders will meet at Samalkha from 13 to 15 March to review organisational work discuss future plans and deliberate on initiatives during its centenary year
How the Iran War is splitting India’s stock market into winners and losers
While the Nifty 50 index has fallen less than 3 percent this week, some stocks have erased more than 10 percent of investor wealth. Some stocks have reaped handsome gains
Why Nestle and Unilever are quitting the global ice cream business
Ice cream must be a core business or else it becomes a costly distraction that could melt a large MNC’s profits
Chart of the Day: West Asia's shadow on FY27 current account deficit
A widening of the CAD may not be alarming but it surely will drag an already battered rupee down
OPINION | Why attempting regime change in Iran through leadership decapitation is a fool’s errand
Leadership structure is diffused, providing the regime with a shock absorber when individuals are targeted. Moreover, strong ideological commitment makes it tough to engineer enough defections
How the Iran conflict has affected India’s maritime strategy
India may have no option but to rapidly scale its own merchant shipping fleet
OPINION | How three former Delhi captains imparted their tough-minded approach to J&K cricket
J&K’s maiden Ranji Trophy triumph was not a fluke. It was built on a hard-nosed approach, that once characterised Delhi’s cricket, married to the raw talent in J&K. The outcome was a win for the ages
OPINION | Scaling India’s EV ecosystem beyond infrastructure deployment
India’s EV growth now depends on reliability, local execution, and simpler charging experiences. The next phase will reward operators who prioritise usability, workforce capacity, and smart deployment
OPINION | Hypoglycemic hallucinations in an Indian ‘Bear Market’
The Bull Market's slothful largesse made people indolent. The Bear Market's excruciating starvation has made people silly
Can Nvidia’s margins last?
Chipmaker’s symbiotic relationship with TSMC has been lucrative but it is also a key vulnerability
India may enter a regime where 7%+ growth, moderate inflation can co-exist
SEBI’s portfolio overlap cap: A win for mutual fund investors
SEBI's new overlap rules expose a structural flaw that eroded diversification benefits for millions of Indian mutual fund investors
Market mayhem reveals surprise global winners
Global markets are reeling under the American-Israeli strike on Iran — but not every market is bleeding
