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
Perplexity’s Chrome Tones: Is this the boldest AI ‘land’ grab yet?
Perplexity’s audacious bid for Chrome is less about buying a browser than seizing the gateway to the internet itself. If it succeeds, the startup could leap decades ahead in influence, data, and AI capability - but the risks, from regulators to rivals, are as immense as the prize
The silent bank run: How Mutual Funds are dismantling a century of deposits
Systematic investment plans are no longer just a side option; they are becoming the default. The question to be asked is not whether FDs will lose ground, but how long the FDs will remain relevant.
Atmanirbhar Bharat roadmap in PM’s speech
Need of the hour due to Global uncertainty, GST reform to boost consumption
The Reading List: August 15, 2025
A look at some articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams for your weekend read
When courts find no one guilty after a crime, it’s the justice system that’s in the dock
Two high profile terror cases recently collapsed in different courts. The judgements held the prosecution guilty of doing shoddy work, which led to acquittals. However, none of the acquitted are likely to be ever free of suspicion following years of trial and jail terms. These acquittals show that investigation, the first step towards ensuring justice, is a weak link in the chain
Modi’s I-Day speech signals the need for atmanirbharta from cynical big powers
He faces perhaps the toughest challenge in his 11+ years as PM, with the world’s dominant powers displaying hostility. He has called for a big economic transformation to insulate India’s strategic decision making space from the cynical manoeuvring of big powers. This transformation will have to be politically spearheaded by Modi himself
IBC Amendment Bill brings in essential reform to speed up insolvency resolution
The underlying principle of IBC is that quick resolutions are more likely to preserve value in firms going through an insolvency process. The track record, however, is of timelines being breached frequently. The amendment bill tries to find a solution to delays and simultaneously empower creditors
As India celebrated Independence, RSS played a key role in partition relief
RSSFACTS: During Partition, the RSS played a key role in rescuing and rehabilitating refugees, providing critical relief across India, and ensuring safety amidst widespread violence and displacement
Forgotten foot-soldiers of Bharat’s freedom struggle
Revolutionary activity characterised by armed insurrection was a strand of India’s drawn-out independence struggle. Many foot-soldiers in this strand of the struggle have faded into obscurity. On the eve of Independence Day, here’s a look at three individuals whose valour and sacrifice bookended over a 100 years of struggle that brought an end to the British Raj
Who pays for the $3tn AI building boom?
With the data centre race in full swing, private capital is joining Big Tech in seeking to capture the rewards
Why India must zero-rate exports to empower its trade sector
India is recalibrating its export policies, transitioning from MEIS to RoDTEP. The scheme must be expanded to cover all products exported from India. It is imperative for India to strengthen its trade policies supporting the exporting community by zero-rating exports in terms of taxes and duties imposed
SEBI prioritises ease of doing business in market overhaul
SEBI has unveiled sweeping regulatory reforms in a consultation paper featuring 20 proposals designed to modernise stock brokerage operations while strengthening investor protection and market oversight
Will the new sports governance law help make India a sporting giant?
There is a dire need for a strong legal framework to govern the growing but chaotic sporting activity and business. Much of its success depends on implementation
Kal, Aaj, Kal: An Independence Day reflection
From childhood optimism to middle-class restlessness, daily lived-experiences in an India still becoming. A reflective call to look beyond pride, confront contradictions, and invest in equitable growth, justice, and meaningful governance
