Big Tech’s ‘breathtaking’ $660bn spending spree reignites AI bubble fears
Big Tech stocks sold off heavily after unveiling plans to spend $660bn this year on AI, as investors fret that the “breathtaking” capital expenditures are outpacing the earnings potential of the new technology
OPINION | The long shadow of political violence against RSS in Kerala
RSSFACTS: Rajya Sabha member C Sadanandan Master recalled a brutal political attack. His testimony highlighted decades of violence against RSS workers in Kerala and ongoing ideological clashes
Quick Take | RBI Governor's steady hand puts credibility over celebration
By holding the repo rate at 5.25 per cent and sticking to a neutral stance, the central bank is signalling that low inflation is an achievement to be protected, not a cue for haste.
Budget 2026 — Turning point for transfer pricing certainty in GCCs
Safe harbour rules streamlined to reduce characterisation and audit risk
How Anthropic took the lead in the AI race, overtaking OpenAI and Google
By pivoting from the chatbot arms race to building specialised, agentic tools for real-world business functions, Anthropic has redefined the AI competition and taken a startling lead in the enterprise market
India’s private sector must return to the shop floor
Despite soaring GDP projections, India's path to a $5 trillion economy is hamstrung by a widening chasm between its booming services sector and a stagnant manufacturing base
The fine print in BFSI stocks’ recovery
After outperforming the broad market, the upward trend in BFSI stocks looks set to continue. Margins are expected to improve. But a few key risks remain
OPINION | Vault Matters: When in doubt, hire a PSU Banker
A pattern which started in 2020 has become the playbook for private banks. Does this suggest reluctance to hire young dynamic private bankers or signal a lack of leadership bench strength in private banks?
What car badges tell us about the Indian consumer
The dense cluster of badges on Indian cars, from trim levels to tech acronyms, reveals far more about the nation's social and economic psychology than it does about automotive specs R Srinivasan
Fix the delivery points to help power reforms deliver
Why three official reports converge on discom reform, and why privatisation may no longer be optional
Chart of the Day: A snapshot of transmission pain for RBI
Transmission of accommodative policy on bond yields has been a failure this time.
Union Budget 2026: Speculate less, build more!
A 22-year tax holiday on data centre buildout is a truly visionary step.
OPINION | Juice, Not Just Water: Why power, not water, is the true bottleneck for Indian data centres
Learning from the mistakes of the US’ approach, there are three ways in which India can sidestep the most important constraint when a rapid scale up of data centres starts
Effective Tax Rates of large companies show why MAT may have been rationalised
Despite the new corporate tax regime of 2019 becoming popular, the older one continues to have its followers, with income taxed under it also growing
OPINION | Mamata Banerjee, the first sitting CM to argue a case in SC, seizes the initiative from BJP
After 15 years in power, and weighed down by the weight of anti-incumbency, Banerjee showed her political savvy by converting the SIR issue into one of Bengali self-respect. It forces BJP into a reactive position
OPINION | Union Budget 2026 charts a path for emergent Bharat
The Budget 2026 balances growth with inclusion, focusing on manufacturing, services, and agriculture to transform Emergent Bharat while advancing India’s long-term vision of Viksit Bharat
It’s not just a tech sell-off
And more on the sentiment puzzle
Where is AI showing up in the productivity data?
Signs of its effects are already starting to peek through
OPINION | Can India’s carbon market shield exporters from Europe’s climate tax?
With both systems launching in 2026, India’s carbon market could help exporters manage costs and compliance, but its effectiveness will depend on design, credibility, and alignment with EU rules
OPINION | Why India’s defence–GDP ratio matters less than capability
India’s defence spending should focus on capability and modernisation. Predictable funding matters more than fixed GDP targets. This approach ensures preparedness despite fiscal constraints and long-term security challenges
Chart of the Day | Legacy automakers’ market share in electric two-wheelers surges
New age firms are incurring huge EBITDA losses and supported by investor funding
KEC International: Robust order flows, but weak execution weighs down margins
Execution delays and time taken on claims settlement are a drag on profitability
For UPL, gains from US trade deal can go beyond near-term sales recovery
Focus at the company is on debt reduction and balance sheet strengthening
Why investors must keep an eye on Bajaj Finance’s asset quality, post Q3
Bajaj Finance has proactively set apart provisions using ECL method against potential stress, but investors should remain wary
Pakistan PM’s T20 World Cup India boycott and the hypocrisy of preaching 'no politics in sport'
Pakistan PM supporting the boycott is itself a political act. To say sports and politics should not mix is hypocrisy at its best.
