RBI's AI Push: A goldmine for investors, but not without risks
Savvy investors must weigh the lucrative opportunities against unchecked risks in AI
GST ambiguity casts a shadow on the ride-hailing industry
India’s ride-hailing sector faces regulatory uncertainty due to conflicting GST interpretations, disrupting innovation, funding, and compliance. A clear, consistent tax framework is essential to ensure fairness, transparency, and growth
Scientific Method and Shastras: Can the twain ever meet?
A new education policy to provide students from gurukuls direct entry into IITs is an example of misplaced inclusivity. Indian Knowledge Systems ought to be subjects of serious study. But to mix them with a system that is fundamentally different in its approach to accumulation of knowledge risks diluting one of India’s premium brands: IIT
Ctrl+Alt+Comply: Why India’s digital laws need a system update
As India races to regulate its growing digital economy, businesses are finding themselves entangled in a web of overlapping laws and duplicative compliance obligations. Without coherence and coordination, this new regulatory architecture risks overwhelming the very ecosystem it aims to discipline
Trump’s Ukraine peace juggernaut careers onwards
Lack of clarity over US security guarantees shows primacy of form over substance
Tata Motors braces for new roads with bold moves
Amid softening domestic demand in CVs and PVs, global tariff and trade tensions, Tata Motors’ 1:1 demerger will set the two entities on new roads. Here’s a gist of risks and challenges ahead
Pradhan Mantri Viksit Bharat Rozgar Yojana: Empowering youth and boosting employment
The Pradhan Mantri Viksit Bharat Rozgar Yojana (PM-VBRY) aims to generate 3 crore jobs by 2027, focusing on youth employment, formalising jobs, and enhancing social security across sectors, particularly manufacturing
Rahul Gandhi's Bihar march revives Opposition unity over Election Commission transparency
Rahul Gandhi's 'Voter Adhikar Yatra' has not only challenged the Election Commission over alleged voter list irregularities in Bihar but also revived opposition unity and reshaped alliance dynamics ahead of crucial state elections
Emotional Capital: An understated dimension of trading
The current market is one that calls for traders to give more priority to capital preservation than capital appreciation
Chart of the Day: Vishal Mega Mart’s value focus is yielding good results
Shares of the company almost doubled from its IPO in December 2024
Indian IT should take a leaf from Accenture’s M&A strategy
Accenture is using acquisitions to quickly scale-up in new growth areas
Why India’s bond market is not elated with the S&P rating upgrade
Not everything in the economy is positive for bonds right now
NDA’s choice for VP: A symbol of southern outreach and Sangh–BJP cohesion
This choice should put to rest the rumour mill which has been working overtime to establish that there is a rift between the Rashtriya Swayamsevak Sangh(RSS) and the Bharatiya Janata Party (BJP). CP Radhakrishnan is an RSS swayamsevak
The Power of the Pivot: Recognising and reversing organisational decay
Organisations, like individuals, can decline through small shifts -- mediocrity, procrastination, and failure to execute. Leaders must recognise these signs early, enforce standards, streamline decisions, and commit to disciplined execution for sustained growth
Will GST cuts speed up urban demand revival?
Urban consumption has been ailing and the proposed GST rate cuts are a welcome boost. But much depends on the specifics such as the final slabs and what constitutes common man or aspirational goods
Tech utterly dominates markets. Should we worry?
Concerns about concentration and valuation should be kept separate
Trump's tariffs vs India's MSMEs: the David vs Goliath story
Business confidence among MSMEs has been on the rise, a positive for the economy and employment creation. While Trump's tariffs cast a shadow, supportive government policies can help them sustain growth
IBC Rewired: Practical fixes for a complex economy
Nearly a decade of insolvency law’s operation has shown that there are loopholes in its design which limit its potential benefit. The recently introduced amendment bill seeks to resolves key jurisprudential conflicts, streamline procedures, and empower creditors
Trump faces European revolt at Monday Ukraine meeting after controversial Putin summit
Trump's negotiations with Putin have expanded beyond Ukraine into a broader realignment of US-Russia relations, prompting European leaders to unite in protecting Ukraine's interests while raising concerns about territorial concessions
Chart of the Day: Tariffs impact India’s market confidence
India's stock market has plummeted from being Asia's most favoured investment destination to the least preferred among global fund managers, as Trump's punitive tariff threats and corporate earnings concerns trigger a dramatic investor sentiment reversal.
India Buys in Hindi, Dreams in EMI: Why the metro-first strategy is broken
India's market is diversifying beyond metros. Brands must evolve strategies, catering to both urban and rural needs, balancing aspiration with accessibility, and embracing regional preferences for sustainable growth
Why Perplexity wants Chrome so desperately
AI search engine Perplexity made waves with a bold $34.5 billion unsolicited bid for Google Chrome, despite having only an $18 billion valuation itself
From Geopolitics to Markets: Tracking investment clues from Alaska to Red Fort
India's strategic pivot towards self-reliance amid geopolitical turmoil creates a compelling investment narrative for domestic-focused sectors
GST 2.0 — A step closer to one nation, one tax?
Prime Minister Modi promises a big-bang overhaul of the indirect tax system with reduced slabs this Diwali
SIF might be the smartest Rs 10 lakh you ever allocate: Radhika Gupta of Edelweiss MF
Not a magic wand, but it may just be the missing link for sophisticated investors who want structure without straitjackets and flexibility without fiscal frustration, the author writes
