Ruchir Sharma: Why gold and stocks are partying together
These booms are connected, but not in the way you may have heard
OPINION | Google, Vizag and Bengaluru: Questions about policy of progress and intent
India’s economic federalism, in parts, is busy chasing investments. But when public policy becomes a scoreboard, who keeps score of purpose, delivery, and dignity — and are we even asking the right questions?
OPINION | Swadeshi is more than shopping local, it’s about fostering self-reliance
Sanghnomics: The concept of ‘Swadeshi’ transcends mere buying Indian goods, emphasizing national self-reliance in production, knowledge, and culture. It calls for intellectual, technological, and civilizational independence in a globalized world
Chart of the Day: Buy in Muhurat trading, sell at year-end
A decade of data reveals why India's stock market has turned Diwali-to-year-end into a predictable bull run
LTIMindtree mounts a revival under new CEO
Healthy order bookings are expected to improve revenue growth at LTIMindtree
Short War, Long Shadows: Afghanistan, Pakistan, and a new flashpoint
Any attempt to reconcile Pakistan, and curb its insurgencies and terror groups using economic statecraft, is difficult—possibly futile—as China’s experience has shown
Long-term bonds on fiscal tightrope, yields may feel the stress
The fixed income landscape is undergoing a fundamental shift, with both the monetary and fiscal policy getting into a tough lane
Which nation will lead in the technologies that define the 21st century: US or China?
Though a late starter, China is pushing ahead in the race to develop and use critical technologies like AI, drones, robots, electric vehicles and quantum communications. The Trump administration’s immigration policy can put at risk American dominance in several technology areas, giving an edge to China
OPINION | Electricity Amendment Bill 2025: A game changer for Indian manufacturing
For industry, the defining feature of India’s electricity framework has been the statutory need to cross-subsidise retail users. The draft bill proposes the undo this aspect, potentially transforming manufacturing by enhancing its global competitiveness
Retail exuberance in IPOs: Caution, curvy roads ahead
IPOs often generate significant hype, capturing the attention of retail investors with the allure of quick gains. However, the true potential for wealth creation lies not in chasing immediate listing-day profits, but in a disciplined, long-term approach to accumulation.
The Reading List: October 17, 2025
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
OPINION | Karnataka’s anti-RSS push and the court verdict Congress forgot
RSSFACTS: The Madhya Pradesh High Court quashed restrictions on central government employees' involvement with the RSS, recognising its apolitical social contributions and questioning the basis of past anti-secular claims, vindicating its nationalist role
OPINION | Are all land-losers entitled to the same treatment?
Two High Courts have reached opposite conclusions on the issue of taxing compensation received by people whose land is acquired under different statutes. It’s now the legislature’s duty to clarify the position and mitigate the feeling of being hard done-by
The PLI scheme’s success in manufacturing should be replicated in employment
While the government has broadly succeeded in its effort to step up India’s manufacturing footprint, it should lose little time in incentivising employment creation which is an equally pressing need of the hour
Chart of the Day: Tea drinkers may rejoice, but growers and marketers may balk at price slide
A fall in tea prices has the industry worried, as it not only hurts realisations for plantations but also poses a conundrum for branded tea companies
OPINION | Vault matters: Who's to be blamed for steep healthcare cost inflation?
Healthcare costs have inflated in double digits post-pandemic, showing no sign of easing. Meanwhile, private equity and venture capital investments in India’s hospital landscape have touched around $15 billion since FY20. Is the changing capital structure of the healthcare business resulting in higher costs?
Credit cockroaches
JPMorgan Chase took a $170mn charge-off stemming from the bankruptcy of the subprime auto lender Tricolor in the second quarter
OPINION | The struggles of India's media & entertainment industry
India's media and entertainment sector faces a crisis with shrinking satellite markets, OTT budget cuts, soaring star costs, and regulatory changes, threatening the diversity and quality of content and the survival of independent producers
Potential Emirates NBD-RBL deal reveals foreign banks' new India playbook
Foreign banks are pivoting from branch expansion to strategic equity stakes in Indian lenders to unlock retail growth opportunities they can't access alone
Navigating New Waters: The impact of port fees on global trade politics
The US-China trade war just went maritime: new port fees are reshaping global shipping routes and driving up costs worldwide
The new NPS rules add flexibility, but may also leave investors confused
Flexibility and autonomy are great things to have while investing. But investors already have that in plenty with several other investment products. Did the NPS need so much flexibility is the question
Nuclear Power — From margins to mainstream in India’s energy mix
The government will have to take a judicious approach in implementing the proposals for achieving 100 GW nuclear power by 2047
Decoding India's Trade Deficit -- Strong domestic demand, not tariffs, is the real story
Recent trade data reveals that while Trump's tariffs impacted specific US-bound exports, India's overall trade story is dominated by resilient export diversification and a domestic demand-driven import surge, particularly in gold
OPINION | Does the rise of non-bank funding represent financial disintermediation or liquidity shuffling?
On paper, non-bank sources have offset the fall in bank funding to commercial sector. But trace the source of funds and we go back in many cases to banks, who continue to play an outsized role. India still lacks enough diversity in sources of funding
