There’s value in value stocks
There is more to life than growth and tech
OPINION | Leadership, legitimacy, and Japan’s future
Liberal Democratic Party, which enabled the country’s ‘economic miracle’, is mired in internal trouble. A leadership election scheduled for October 4 will have far-reaching consequences for both country and its dominant political formation
Startup Street: Startups' acquisition of legacy companies -- hard to digest?
Integration after acquisition is something that start-ups are ill equipped for
Is India’s job crisis purely economic, or is it social as well?
While India's GDP growth remains among the world's strongest, the country faces a dual employment crisis that's as much about social dynamics as economic policy
OPINION | Vijay’s Political Gamble: After Karur, what’s next for TVK and TN politics?
Actor Vijay’s political journey with TVK faces hurdles, balancing alliances, leadership growth, and grassroots organisation. He must navigate complex alliances and build a robust political infrastructure to challenge Tamil Nadu’s established parties
Chart of the Day: NBFCs' faster loan growth hits policy transmission
Non-bank lenders do not have access to cheap source of funds
What do the new F&O regulations mean for market participants?
These regulations come on the back of earlier ones as SEBI doubles down on its objective of curbing excessive speculation in derivatives that sees retail traders paying a heavy price
RBI surveys show tax cuts boosted consumer confidence, but urban India still cautious
Urban India is still circumspect over discretionary spending
RBI's risk-based deposit insurance premium: A prudent push, but the real trust booster lies in hiking coverage limits
While the proposal incentivises banks to manage risks better, without raising the Rs 5 lakh insurance cap, depositors' confidence in the system remains shaky amid rising uncertainties
Does China’s WTO stance shift queer India’s pitch?
With Beijing giving up the benefits enjoyed by a developing nation, New Delhi must re-strategise policies to protect trade and retain clout in the Global South
Remembering Mahatma Gandhi, the crusader for justice
As we observe his birth anniversary in a world still scarred by conflict and inequality, Gandhi’s life raises a hauntingly urgent query: can there be freedom without justice?
Regulatory changes overshadow main monetary policy
MPC’s decision to maintain status quo on rates was expected. Its message on policy consistency and economic resilience was reassuring. The highlight, however, was the regulatory package to ease credit flow and smoothen banks’ transition to an enhanced risk standard
‘We, the People’: Pride, helplessness and the dharma of democracy
India today is both a source of pride and a sense of disorientation. Our democracy survives, but the absence of accountability, fairness, and civic discipline raises a blunt question: are we truly living up to the promise of our republic?
Despite moderating growth and lowered inflation forecast, why did RBI MPC hold off on rate cut in October?
While the MPC voted unanimously to keep policy rates unchanged, a couple of MPC members expressed their views for changing the policy stance from ‘neutral’ to ‘accommodative’.
GDP - AI = 0?
Plus, who is paying the tariffs
RBI MPC October policy signals dovish tone, opens up space for future rate cut
Given the backdrop, the commentary by the RBI Governor was dovish as compared to neutral to hawkish in August policy.
RBI policy decision signals emerging space for easing while holding rates for now
Investors should view the current pause as an intermission rather than a finale; the script still allows for a dovish turn. How should fixed income investors tweak their portfolios?
OPINION | Why India’s auto component industry must prepare for a multi-fuel future
India's mobility future is multi-fuel, with EVs, hybrids, CNG, and ethanol vehicles coexisting. Auto component makers must build flexible, tech-diverse capabilities to stay competitive in this evolving ecosystem
No rate cut, but RBI makes up with prudential easing, a softer tone
Prudential levers are being eased for banks to lend more freely to the economy.
Making sense of NSE IFSC's daily expiry options
The initiative to launch 0DTE option contracts has raised eyebrows among traders, particularly given ongoing discussions surrounding the potential phasing out of weekly expiries in favour of longer-dated contracts
Martin Wolf: A world with two predatory superpowers
Nations must work out how to contend with Trump’s America and China
OPINION | Indian Railways unveils ground-breaking engineering feats across India
Indian Railways has achieved major milestones, from the Pamban Bridge to the Katra-Srinagar route, advancing connectivity, operational capacity, and global integration, all while introducing new innovations like Vande Bharat sleeper trains
Data Story: How cement sector dynamics could play out, post GST rate cuts
Given tepid demand due to monsoon, festivities weighing on construction activity, a lull in pricing will prevail for some months ahead
Chart of the Day | RBI's inflation taming: A battle won or just a breather?
With CPI at rock-bottom lows but core acting stubborn, the MPC faces a moment of truth on the rate cut front
