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
When Pakistan names its missiles after invaders of its own land, it’s rewriting history for war
The country’s missiles that are attributed to indigenous development are named after historical characters who primarily invaded or raided the Indian subcontinent, including contemporary Pakistan. The fallout of this rewriting of history reinforces historical grievances and will sow the seeds of conflict
New road assets ensure sustained returns for IRB InvIT unitholders
The acquisition of these three road assets increases the average life span of IRB InvITs asset portfolio from 14 years to 17 years
Quick Take: Asian stocks resilient despite new tariff threats, but is there a Trump strategy in play?
Financial markets are displaying scepticism toward Trump's new tariffs, with Asian stocks remaining resilient and currencies stable as investors bet these threats are merely negotiating tactics
Oil prices are down. But don’t pop the champagne yet!
Falling oil prices could mean a moment of economic reckoning is nearing for Arab nations
Chart of the Day: India’s defence stocks dwarf global peers on valuations
Valuations of Hindustan Aeronautics, Bharat Electronics, Bharat Dynamics, Cochin Shipyard have increased significantly
The Day The Riffs Died: How Rock n’ Roll faded from the charts
Apple Music’s Top 500 most-streamed songs of the last decade show that rock music barely registers for Gen Z. It all about Hip-Hop, Pop and R&B now. Not a single new rock anthem cracked the top tier
Can a flood of liquidity trigger another round of high inflation?
In theory, this could fuel demand-pull inflation, as more money chases goods and services. The RBI, however, is playing a cautious game.
IndusInd Bank’s Q1 update signals a sobering year ahead
Microfinance misadventures have shown up as a big contraction in the loan book for Q1Highlights:
Kashmir faces extreme heatwave, air coolers sell like hot cakes
Kashmir is grappling with record temperatures, driving demand for affordable air coolers. Climate change, urbanization, and environmental degradation threaten the region’s economy, water resources, and agriculture
Air India’s Real Turbulence: where is the passenger-first intent?
The Ahmedabad plane crash has raised many questions -- Is Air India missing a TrueNorth. Not just for crisis response, but for its purpose of existence
The global economy is suffering from the Rashomon effect
The same data and events can be interpreted in contradictory ways by different market participants
Urban FMCG demand is healing, but for earnings it’s still a glass half full
Rural demand has company. Three large FMCG companies have reported a sequential uptick in demand with two of them calling out a revival in urban demand
Thackeray cousins gain, Shinde’s under pressure, but BJP remains in pole position
A joint rally last week by the Thackeray cousins was a landmark event. It’s likely to be followed by a joint campaign in local body elections which will be mutually beneficial. Shinde Sena will be hard put to claim the Bal Thackeray legacy. None of these developments however are likely change Maharashtra’s political reality: BJP is in pole position
India’s Tibet stand signals diplomatic maturity
New Delhi’s response to the Dalai Lama’s reincarnation announcement should help India gain an edge over China in soft power as the two compete for supremacy in the Global South
India walks the thin line between BRICS and strategic independence
BRICS has severely criticised the tariff policy of the Trump administration. But this group, which represents 40% of global economic output, is not strong enough to bring about major changes in world affairs. An important reason is its internal differences
