Welcome to the new bond order
India's bond market faces headwinds as Trump's tariffs and GST reforms create a complex macro environment, though favourable liquidity conditions may limit yield upside
Hits and misses of India's new joint cyber doctrine
The recently released joint cyber doctrine’s significance goes beyond the fact that it is the first such publicly available document. The doctrine bats for a greater private sector involvement, enunciates key features of cyber warfare, and focuses on audit and supply chain security. However, on information warfare and quantum technologies, the doctrine leaves scope for further strengthening
India is at a premium over EM peers, but that's hardly a signal to sell
India is at a premium over EM peers, but that is hardly a signal to sell
A look at the Q1 FY26 unemployment numbers, on the eve of the GDP estimates
India’s unemployment rate stands at just 5.4 percent, but that number hides a troubling reality of underemployment and unpaid work
The way forward in opening up civil nuclear energy to private participation
Government has shown its intent by setting ambitious targets to enhance the share of nuclear energy in the overall energy mix. It comes in the backdrop of a push towards introducing small modular reactors. To realise the new goals, legislation covering nuclear energy will have to be tweaked and a broad consultative process adopted
Ahead of PM Modi's visit, India's Blue Economy wins global acclaim in China
A special tasting session of Indian seafood delicacies and a B2B Buyer–Seller Meet further strengthened India–China business connections in the marine products sector.
Thermal power and its vital role in India's green energy transition
Thermal power remains crucial to India's energy security despite the shift to renewables. Public and private sectors play key roles in expanding and modernising capacity, ensuring reliable power amidst growing demand
Full GST exemption on life and health insurance policies will be a mixed blessing
If the GST Council opts to exempt individual life and health policies from tax, insurers are likely to lose the benefit of input tax credit. Without ITC, potential benefits of a GST exemption are likely to capped while complicating operational matters for companies
‘Full of bugs’: How the world’s biggest carmakers fell behind in software
The shift from a manufacturing model to a digital one is proving difficult and expensive for many of the industry’s traditional companies
In Russia-Ukraine peace deal talks, China wants a seat at the table
Beijing is taking a long-term view, as is its wont, and clearly pointing out that it not only has a role in any peace process in Ukraine, but its role cannot be underplayed
Chart of the Day | The growing trend of premiumisation in India’s industrial real estate market
Grade A facilities are preferred by occupiers following demand created by the rising e-commerce, light manufacturing and consumption
AI Psychosis: Why your GenAI Chatbot is not your friend, philosopher and guide
The problems crop up, says an article in Psychology Today, because Chatbots tend to reinforce and amplify delusions
Start-up Street | How desi businesses are thriving and earning big
The culturally diverse and vast Indian market, with a new generation seeking cultural identity, makes a good market for ethnic start-up businesses that are commercially viable
IBC 2025: Ambitious reforms undermined by institutional weakness
The IBC Amendment Bill 2025 proposes major reforms to expedite insolvency resolution and empower creditors, but its success hinges on strengthening the NCLT’s capacity and addressing persistent institutional shortcomings
Affordable housing finance companies face growth slowdown as market matures
Elevated operating costs and pressure on margins would keep growth under check
From Trade to Coercion: What Trump’s India tariffs reveal about the new world order
Trump's punishing tariffs on India are not an isolated trade dispute but a stark sign of a deeper shift: the collapse of the US-led liberal order and the return of coercive, bloc-based imperialism
India GDP Q1 FY26: What to watch for in the Friday numbers
India's Q1 FY26 GDP data, releasing Friday, will test whether the economy can sustain growth above RBI's 6.5 percent forecast despite mixed industrial signals and evolving consumption patterns
The real risk to India’s gig economy isn’t platforms. It’s policy
Flexibility, ease of entry and short-term fallback options are core features of platform-based gig work. Undermining these features by introducing misplaced control can unintentionally harm the very stakeholders the Government is aiming to protect, including gig workers, consumers, and small businesses
Karnataka leads water governance with geo-tagging revolution
Karnataka’s geo-tagging of 41,875 water bodies is transforming water governance. By integrating technology, legal enforcement, and community participation, the state sets a model for sustainable, climate-resilient water management in India
As Washington sows chaos, India faces old challenges in a new form
A surprising thaw in US-China ties and an unsurprising bonhomie between Pakistan and Bangladesh alter the nature of India’s security risks. At this juncture, India should try to preserve and strengthen ties with Nepal, Sri Lanka and Maldives, and not neglect the importance of that regional buffer
Why the Google Play Store case could redefine India’s digital markets
The Supreme Court’s upcoming ruling on Google’s Play Store billing practices will shape India’s digital economy, balancing competition oversight with innovation, market fairness, and regulatory stability for global platforms and local startups
How a unified Tax Bill will reshape corporate compliance
This unified bill is a foundational reform that establishes the certainty and predictability essential for a modern economy and is set to reshape corporate compliance in India
Beyond Design: India's strategic bet on semiconductor manufacturing
The first private sector chips fabricated in India will roll out this year. There’s considerable local chip design talent, but without manufacturing India will remain out of the core innovation loop. Fabrication is also essential to safeguard strategic decision making space
BJP’s communication apparatus needs a rejig
BJP’s ascent to power in 2014 was shaped, among other things, by an astute communications strategy which had Arun Jaitley’s imprint. His absence has had an adverse effect on the party’s communication and other aspects which today don’t reflect its unprecedented political dominance. The next party president needs to introspect on these matters
Place your bets on the rise of the US prediction market
Users can take a punt on the outcome of events, from sports matches to the Nobel Peace Prize
