The markets are declaring tariff victory too soon
A potential supply and demand shock means the US economy may be in for years of volatility
India and Pakistan aren’t getting re-hyphenated
India's emergence as a significantly large economy, ahead of Japan sometime this year, will ensure that doesn't happen. But India will have to ensure that it emerges as the leading player in the China +1 strategy of MNCs and has access to the top AI technologies to translate its recent military triumph into a wider strategic victory
India-US talks — More than trade?
Goyal’s trip to the US comes at a time when global power alignments are going through a churn
Data Story: Pharma companies ride profitability wave amid Trump jitters
Return ratios of Dr Reddy's Laboratories, Cipla and Lupin increased significantly in the last five years
Why people of J&K feel Indus Waters Treaty shortchanged them
J&K has always been cut up about IWT as the UT has not been to exploit the full potential of its natural resource. In addition, it is believed that the limited use of the UT’s water resources has helped India’s lower riparian states at its own expense. There’s now hope that the situation will change with the Treaty being held in abeyance
What is the bilateral impact if India-Turkey tensions escalate?
For India, it’s a bold assertion of strategic red lines. For Turkey, it’s a costly misstep
Decoding India’s Strategy: Amplifying the anti-terror narrative amid Western ambivalence
Seven teams of MPs visiting different countries should do more than convey India’s role in the fight against cross-border terrorism. They need to find out why many countries are reluctant to support India publicly and find ways to rectify this problem. The battle of narratives needs to be won for both military and economic reasons
Data Story: China’s long game shows in its strategic move away from US debt
The UK has overtaken China as the second-largest holder of US Treasury securities in March 2025, raising questions about China’s long-term strategy. Is this a sign of decoupling from the US?
The Reading List: May 16, 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.
Regulating the seven svaras
India’s music does not require pre-approval to connect with the soul. It needs warmth, space, support, and freedom to be what it has always been—a reflection of who we are
Payback Time: Turkey’s support for Pakistan sparks backlash among swadeshi activists
RSSFACTS: India’s Swadeshi Jagaran Manch (SJM) has launched a nationwide boycott of Turkish goods and tourism in response to Turkey’s support for Pakistan. The campaign includes protests, economic sanctions, and calls to suspend aviation links, impacting trade and tourism
Has gold peaked?
Plus inflation expectations
India’s space sector set to soar
A robust foundation has already been laid through public sector. Going forward, it will be complemented by a policy framework that harnesses private sector resources to expand the country’s space economy fivefold over the next decade to about $44 billion
Why Indian stocks soared after Trump’s ‘Zero Tariff’ claim
Indian markets surged on Trump’s zero-tariff claim—revealing investor optimism despite unresolved trade negotiations
Vault matters | Can banks handle a third successive rate cut?
Despite strong macro signals for a repo rate cut, banks face financial strain and tightening credit risk. A cautious approach to further rate reductions is advisable to safeguard financial stability
Why the Parliamentary Committee on Health’s call for a single, independent controller for AYUSH is a good idea
The Committee has suggested that the Ministry of Health work in tandem with all stakeholders to develop pharmacopeial standards
High economic growth and low human development cannot a developed nation make
India will have the largest working age population by 2030, surpassing China
Chart of the Day: India’s labour data under new survey methodology reveals troubling trends for women
India's first fortified labour force survey for 2025 reveals an unsettling trend: a nationwide female labour force participation rate of just 26.2 percent in April. The findings expose a persistent gender gap that could hinder India's long-term economic aspirations
Green jobs: the how and why of an emerging employment opportunity
India could generate 35 million additional green jobs by 2047 across sectors such as RE
Start-up Street | Green light for the orange economy
The government of India’s commitment of $1billion towards a creative economy fund underscores the vast potential of its Orange Economy
India’s Capex Crisis: A victim of growing uncertainty
While Trump’s China tariff tantrums may have raised the prospects of a manufacturing-led capex revival, recent events are pouring cold water on those hopes
Incentivising adequate power capacity buildup to avoid blackouts
A countrywide blackout in Spain in April is a wakeup call for India’s power regulators on the downside of inadequate capacity in times of stress. It can be offset by a launch of short term standardized capacity contracts on exchanges and enforcing the resource adequacy obligations on utilities
Robo-soldiers across the Himalayas
Recently robots participated in a Beijing half-marathon. It may have triggered amusement but it should be seen as an experiment in changing the profile of soldiers. In a not too distant future, the move towards ‘intelligentised warfare’ could see the proliferation of robot soldiers in the PLA
The papal call for debt relief that might not be needed
Low- and middle-income countries are performing surprisingly well despite Trump’s tariff wars
