Astro-Nots and AI Bots: Who deserves the title?
When the barriers to execution fall, we're forced to reconsider what we truly value. Is it the technical execution, or is it the vision, judgment, and conceptual understanding that matters more?
India’s growing concert economy needs guardrails, lessons from Trump’s ticketing reforms
India’s booming concert economy must guard against ticket scalping. Trump’s Executive Order pertaining to live entertainment outlined the steps the United States would take to prevent ticket scalping. Indian authorities must take cues from Trump’s ticketing reform push
Chart of the Day | Promoter holding declines in Nifty 500 companies
Investors can view promoter’s stake sale as reference points for valuation of a company
India outshines Japan and China as top investment destination in Asia-Pacific
India has emerged as the crown jewel of the Asia-Pacific investment landscape, according to Bank of America's May 2025 survey of regional fund managers. Surpassing Japan and leaving China far behind, India now ranks as the most favoured market, thanks to a unique blend of economic resilience, policy reforms, and global supply chain shifts. A dramatic rise in investor sentiment—from a net 13% underweight in March to a staggering 42% overweight in May—highlights the growing confidence in India’s growth story
Global fund manager survey reveals contrarian bets in post-truce market
The latest Bank of America Global Fund Manager Survey offers a snapshot of institutional positioning prior to the US-China trade truce. Interpreted through a contrarian lens, the data points to several asset classes that may be poised for a reversal as geopolitical tensions ease
Relief rally or red flag? Six scenarios that could shape the market's next move
Markets cheered a brief tariff reprieve as US and Chinese officials resumed negotiations—but underneath the optimism, structural uncertainty and policy whiplash continue to cloud the economic outlook. A Fed reluctant to cut rates adds further pressure
Q4FY2025 earnings takeaways: is the worst of downgrades behind us?
Earnings growth outpaced the top line expansion implying that profits accrued largely from margin improvement
Growth outlook dims for room AC makers
Pre-monsoon showers and the soft summer season have weighed on sales so far in Q1 FY26
India must craft its diplomatic outreach to match its aspirations
New Delhi will have to thread its diplomatic needle carefully to stitch a global engagement pattern that maximises its gains
Post-Pahalgam trolling raises questions about our moral compass
Taken together, the Vikram Misri-Himanshi Narwal episodes reflect a grave moral decline. The cruelty of the trolling - laden with misogyny, moral judgment, and character assassination - reveals a frightening erosion of basic humanity. Civilized societies adhere to certain norms of behaviour, even in times of conflict
Beyond Unicorns: The Heartbeat of India's Startup Surge
Martin Wolf: The challenge of using excess global savings
We now seem unable to turn the surplus in some countries into productive investment elsewhere
AI in courtrooms and how it will change the landscape of litigation
AI is transforming Indian courtrooms by improving efficiency in translation, transcription, and case management, while facing challenges of cost, regulation, bias, and accessibility across all levels of the judiciary
Reimagining Microfinance’s Journey: Old roots, new routes
Microfinance in India is evolving amid digital disruption, changing borrower needs, and regulatory shifts. Embracing technology, personalised credit, and strategic partnerships is key to sustaining its role in empowering underserved communities and driving inclusive growth
The quick commerce conundrum
The quick commerce boom is turning into a brutal endurance test, where rising losses clash with investor optimism.
India’s strategic narrative: No more dossiers, a use of visible but proportionate force
Op Sindoor marked a strategic departure point for India in its attempt to combat Pakistan’s state-sponsored terrorism. In line with international law, India will harness its superior military capabilities to deliver a calibrated response. The onus of managing escalation is on Pakistan, and if it chooses to go up the escalation ladder, India will retaliate. A strategic analyst integrates the many dimensions of Sindoor to present a coherent narrative of what changed in Indo-Pak dynamics
Data Confirms PM Modi’s Warning: Global report shows terrorism is devastating Pakistan
Prime Minister Modi’s stark warning to Pakistan—that terrorism will be its undoing—is not just rhetoric. The 2024 Global Terrorism Index backs his words with hard-hitting numbers, showing Pakistan as one of the most terror-ravaged countries in the world, even surpassing war zones like Syria and Somalia
Does converting yuan into gold pose a threat to the dollar?
A thriving foreign exchange market facilitates speculation in the dollar and adds to its hegemony
India’s growth outlook is of cautious optimism in the current fiscal
A lot will depend on how India navigates global trade and tariff talks
FPIs now have more freedom in corporate bonds, but no desire to pick them
The removal of the limit on short-term corporate bonds would attract more foreign investors.
Chart of the Day | Inflation has cooled off, but there’s a catch
A cooling inflation print offers the RBI a golden window — but will it act?
Trump’s premature message on the ceasefire is a setback for India-US ties
The American president’s social media messages about the ceasefire between India and Pakistan are bound to be disquieting for both Indians and neutral observers. From indicating an equivalence between the two countries to going back to hyphenating them, the tenor was inconsistent with reality. This setback may be because of the recent churn in the Trump administration.
Initial India-Australia agricultural trade data shows that FTA has helped farmers
India’s agricultural exports have increased. For sure, Australia’s exports have increased more, driven mainly by lentils. The trade deal with Australia is a success story even if full potential of the deal is yet to be realised for Indian exports
Chart of the Day: India’s weight loss drug market is shaping up well
Sales of diabetes drug Rybelsus, which is also believed to help in weight loss, increased by 35 percent in the12 months to April 2025
