opinion

MPC minutes signal RBI may keep its powder dry ahead

If a rate cut happens at all, it will likely come only by year-end, once the effects of already-taken rate actions play out fully. The MPC needs time to assess the impact of its front-loaded moves.

US-China trade war leaves India confronting three negative spillovers

Export controls which cause collateral damage, deliberate targeting of Indian industry by China and the overarching problem of securitization of cross-border trade pose problems. To offset these challenges, Indian diplomacy needs to work along with industry in a more coherent and effective way

Is the US attack on Iran a turning point for the world order?

Iran’s latest plans to block the Strait of Hormuz, if implemented, would affect trade by several countries, including India and China, besides unsettling energy and stock markets. This is one of the several repercussions that are likely to result from the U.S. bombing of nuclear sites in Iran

What science says about yoga, meditation, and the human brain

Yoga and meditation offer science-backed tools to reduce stress, sharpen focus, and foster emotional balance. The essential skills for thriving in today’s fast-paced, distraction-filled world

On International Yoga Day, the world needs to tap into one of India’s greatest contributions

Human life span is increasing on the heels of great advances in medical technology. However, it doesn’t ensure that quality of life is satisfactory. Yoga is now a pillar on which enterprises are ensuring that ageing is not accompanied by undue loss of self-reliance

Vault Matters | The sudden rush of action in financial services sector

Development in the financial services space is a mix of good, bad and ugly. Nonetheless, the current happenings and its impact, expected to unravel in the next 12 - 18 months, will be critical in shaping the medium-term outlook for the financial services sector

The Reading List: June 20, 2025

Our research and opinion teams have curated a selection of articles and social media gems from the world of economy, business and finance for your weekend read

Dhaka Diary 3: Yunus administration outdoes Hasina government in record time

Fake cases, arbitrary arrests and political persecution are some defining characteristics of the Yunus-led administration in Bangladesh. Indeed, it is no different from the record of the deposed Sheikh Hasina-led government.  The difference, if that matters, is the Yunus-led regime has likely undermined the judicial system to a greater extent in far less time

Samvidhan Hatya Divas: How RSS ran a movement that world witnessed with awe

RSSFACTS: Fifty years after the Emergency, this account recalls how Indira Gandhi’s authoritarian rule was resisted by the underground movement, with the RSS and Jana Sangh playing pivotal roles in defending democracy

Who are the companies hoarding bitcoin?

Corporate treasuries now hold more than 3% of the world’s biggest cryptocurrency, a stash worth $87bn

Should we worry about Trump undermining the dollar?

History warns that the greenback may one day be superseded as the global trade currency

Are cracks deepening in the residential property market?

Demand for homes is weakening in some markets and price points but easy inventory levels are a positive

Banks need innovative hacks to bring young savers back into the fold

As interest rates fall, acting as a disincentive to savers to keep money in banks they must do more to lure young savers who put their money in other assets

India is pushing for rare earth elements — an opportunity for investors too?

The race to secure supplies of rare earths has just begun, which can yield opportunities for investors as long as they don’t lose sight of the uncertainties 

Chart of the Day: How Fed rate policy shaped RBI’s response over the last decade

RBI’s rate playbook over the past decade shows strategic alignment with the Fed’s moves

Sanjay Malhotra’s Six Months at RBI: Bold bets, bumpy roads

Unlike his predecessor Shaktikanta Das, Malhotra has leaned decisively toward growth.

India’s green energy vision needs policy stability

Renewable energy holds the key to meeting the country’s climate commitment. Capacity expansion of RE was aided significantly by waiver of interstate transmission charges, a policy measure that will end this month. There’s a powerful case to extend it to give the sector the stability it needs

Ukraine’s Op Spider Web proves strategy and preparedness are essential to battlefield wins

A surge in drone usage in recent conflicts has led to a belief in technological determinism. Seductive as drones and other weaponry are, evidence from the ground in recent conflicts show that getting the basics right makes the difference. Weapons need to be undergirded by strategy

Moneycontrol Pro Panorama | It's not the rate pause but stagflation that's worrisome

In Moneycontrol's Pro Panorama June 19 edition: India's gain from Modi’s latest G7 outing explained, is the oil industry in a crisis, will cement prices rebound after FY25 lows, microfinance troubles could be a temporary blip, and more

Will Nippon Steel regret the many concessions it made to acquire US Steel?

The Japanese steel major has agreed to onerous conditions imposed by the Trump administration that give the US government unusual oversight and powers over a private enterprise

Why ‘attention’ is the most underrated skill of our time

Globally, organisations are facing an unspoken crisis where ‘distraction’ has become institutionalised and ‘attention’ is no longer protected as a strategic resource. These enterprises risk becoming like a treadmill where enormous effort is made to move forward without any real movement

Survival Over Speculation: A smarter investing strategy

If a stock is in free fall and forms a larger part of your portfolio, holding on to it in hope of recovery is not the best idea

Why Big Tech cannot agree on artificial general intelligence

It has been tipped as the next big breakthrough out of Silicon Valley, but is it a scientific goal — or a marketing buzzword?