OPINION | Context Engineering: The next IT services frontier
Models are the new microprocessors, and context is their raw material. This shift expands IT services from competing for IT budgets to addressing enterprise-wide budgets — a transformation that will redefine the industry and its customers’ leadership agendas
OPINION | Modi’s belated visit to Manipur gave hope. It now needs to be followed by action
The visit of the PM did generate a glimmer of hope among many in the state. It must be seen as a beginning of efforts by the Centre to take the violence-hit state towards normalcy. This opportunity must not be wasted
Post Fed rate cuts, Julius Baer's Unmesh predicts continued weakness in US Dollar and stronger FPI sentiment for India
Julius Baer's global research expects the Fed to carry out two additional rate cuts of 25 bps until December, and additional cut(s) until March. The inflation increase in the US from the tariff situation is expected to be transitory, with the slowing growth and demand offsetting some of the tariff impact.
OPINION | India’s climate disclosure regime needs careful calibration
RBI and SEBI want banks and companies to report climate risks, but messy rules and weak oversight could create expensive paperwork instead of useful information for investors
Peak oil is coming — but nobody seems to know when
The point at which consumption starts to tail off is being pushed further into the future
OPINION | If Pakistan does not apologise for its army’s genocide in 1971, ties with Bangladesh won’t really blossom
Bangladesh recently asked the visiting Pakistani foreign minister to apologise for the mayhem unleashed 54 years ago. Successive Pakistani governments have sidestepped the issue but it refuses to go away. The events preceding Bangladesh’s liberation are an albatross that limit the efficacy of Pakistan’s outreach
The Fed: good questions, no answers
Plus, who gets to own a home?
Start-up Street | To be continued… Sequels take hold in VC/PE industry
Continuation funds ensure continuity of ownership in a business while also avoiding a hurried exit for investors that could prevent maximising returns on initial investments
Indian Exports: A longer-term analysis reveals deep competitiveness issues
While recent export growth seems positive, a deeper look at 4-year data reveals a troubling competitiveness gap, with imports surging at more than double the rate of non-petroleum exports
If India is Asia’s fastest growing FMCG market, is urban demand slowdown a canard?
Asia’s FMCG market saw sales grow by 2.5% in Q2 2025 while India’s urban FMCG sales grew by 9.3 percent. While this calls into question talk of a consumption slowdown, the headline numbers don’t tell the full story
OPINION | The HIRE Act Hype: Why India’s IT advantage still holds
The proposed HIRE Act poses a political, not practical, threat to India’s IT sector. Real disruption stems from AI, not outsourcing bans, as economic logic still favors India’s cost advantage
How long will the government keep exporters waiting?
The sequential decline in August export numbers underlines the need for quick support measures to keep India’s trade boat steady
Chart of the Day | Non-aero revenue in key airports surges to match global benchmarks
PPP model airports generate about 86 per cent of the total non-aero revenue
How to unpack Groww's IPO
Groww's Rs 7,000 crore IPO at $9 billion valuation presents a classic case study of high client growth versus revenue efficiency
OPINION | Will Prashant Kishor’s Jan Suraaj be the ‘wild card’ in Bihar’s election?
His party is drawing attention, triggering unease among established players. His novel approach, which is to take on politicians who rose on the heels of the churn triggered by the Mandal report, and ask questions on their governance record may remain to be tested in an electoral arena but Bihar is in for a humdinger of an election
OPINION | The real Kerala story
The state is now outperforming the US in some critical social and economic indicators despite having a fraction of the latter’s per capita income. Kerala is an outlier in the truest sense. A look at what went into making this development model
OPINION | What business leaders can learn from Prime Minister Modi
In a world where external developments are increasingly shaping economic and strategic landscapes, C-suite executives and board directors could learn valuable leadership lessons from PM Modi
OPINION | Empowering India’s Sporting Future: Aligning with National Sports Policy vision
India’s National Sports Policy encourages investing in grassroots talent and infrastructure, fostering long-term growth, and supporting indigenous sports with the overarching aim of creating a thriving sports ecosystem
A weak dollar threatens the Fed’s rate-cut magic
Greenback is weighed down by expectations of lower rates and threats to central bank independence
Why data centres deserve a tax break
India proposes significant tax incentives for data centres as the country positions itself to capitalize on the AI boom and compete in the global digital infrastructure race.
OPINION | India’s Digital Competition Bill: Mirage of fair play or a path to innovation?
The Digital Competition Bill aims to level the playing field for startups but risks stifling innovation. It requires tailored, phased modifications to foster growth and competition
The real challenges in India’s AI infrastructure race
Why investors are holding on to banks despite earnings pressure
Banking shares don’t seem to be fully reflecting the challenges of lenders this year.
The Employment Divide: Rural India's job growth outpaces urban centres as unemployment falls to 5.1%
India's unemployment rate declined to 5.1 percent in August 2025, but beneath this headline figure lies a tale of two economies—one rural and recovering, the other urban and uncertain
Will the Fed ignore BIS’s bubble concerns as markets bet on rate cuts?
As the FOMC meets on September 16-17, 2025, the BIS’s stark warnings about fiscal risks and market exuberance cast a shadow over expectations for dovish rate cuts
