How rural India can power the next trillion-dollar growth
Rural India, home to 64% of the population, is central to India's economic future. With rising agri-sector growth, policy support, and investment, it’s driving GDP, consumption, and inclusive development forward
Investors beware the dangers lurking in private credit
For some observers, the rapid rise of this asset class invites unsettling historical comparisons
When a Catholic priest called RSS the ‘true heir of Mahatma Gandhi’
Father Anthony Elenjimittam’s 1951 book argues that the RSS, not Congress, embodies Gandhi’s legacy, challenging secularism and defending its cultural ideals while debunking false narratives surrounding Gandhi’s assassination
The contrasting fortunes of ultra-luxury housing sales in Singapore and India have a message
While sales of ultra-luxury houses are struggling in the rich city-state, India saw a stunning 85 per cent year-on-year rise in the first half of 2025
India should lead climate change fight after US U-turn
The US - historically the world’s largest greenhouse gas (GHG) emitter and currently still among the top three - will soon exit the global climate framework
Green shoots or false hopes? What headline Q1 IT numbers don’t tell you
The industry has reported disparate earnings, with some reporting record revenue-growth, some posting margin-expansion, and others disappointing on both counts
Let the Dragon breathe energy into India’s manufacturing!
Lifting curbs on Chinese FDI with adequate safeguards may not be a bad idea for India’s factory growth
Can the India-UK trade deal take businesses to a new high?
From auto and textiles, footwear and jewellery, to whisky and salmon, the trade deal has encompassed most sectors. Will companies bite the bait?
Chart of the Day: Why the rupee is losing even when the dollar is weak
Liquidity compulsions and forex reserves optics will keep the RBI an active foreign exchange market participant
Trailing Corbett sahib
It is 150 years since Jim Corbett was born but his legend lives on. His books which richly detail Himalayan forests remain the staple of many a library. A look at a man whose life and deeds tell a story of deep affection for India and her people, but one that was inextricably linked to idea of the British Raj as Independence saw him leave for another colony
Man with Machine: AI and the future of law in India
AI is transforming India's legal profession by improving document review, legal research, drafting, and case law analysis. However, ethical concerns like data sourcing, liability, and regulatory frameworks need careful consideration
Rivalry over critical minerals strengthens case for smart state intervention
As the global race for critical minerals and advanced manufacturing intensifies, governments have little choice but to revisit old dogmas about state-market boundaries. Success will depend less on ideology and more on execution
Google earnings keep Silicon Valley’s AI flywheel spinning
Capital expenditure on data centres and such trappings this year will now be about $85bn, versus its prior estimate of $75bn
US-India corridor's deeptech revolution through global innovation
The US-India corridor is transforming innovation through deeptech collaborations in semiconductors, space, AI, and quantum computing, driving global breakthroughs. India’s talent and US capital are reshaping industries
Chart of the Day | Low vacancies power investments in data centres
The recent surge in AI workload is likely to bring in transformational changes to demand contours
SAIL’s Dubai office should be part of its globalisation drive, not just another outpost
For PSUs, the big leap outwards is being driven by the convergence of three powerful forces with input nationalism the most significant of them
As inflation eases, time to reposition your bond strategy?
With the RBI adopting a neutral stance, bond investors now have an opportunity to recalibrate their positions
What RBI economists are saying about key economic questions on demand, capex, trade and markets
Despite global cheer, Indian markets turned cautious in July, mirroring the RBI's broader narrative — resilience at home, uncertainty abroad, and discomfort over macro risk pricing
For United Breweries, premiumisation is yielding gradual profit margin benefits
Premium products currently contribute 10 percent of United Breweries’ sales
Surplus liquidity is firing up the corporate bond market
Whether surplus liquidity stokes bond issuances or loan growth, the ultimate goal of funds being used for capex is easier said than done.
Pax NATOcana? Mark Rutte’s laughable fantasy
NATO’s Secretary General’s threat of secondary sanctions against countries such as India and China if they continue to trade with Russia is out of sync with economic reality. It’s a fraying alliance and faces a bleak future as the theatre of superpower rivalry shifts to the Pacific
Acquittal of 7/11 suspects calls for an intense review of India’s anti-terror mechanism
Bombay High Court’s judgement shows investigation agencies in poor light. Not only does it leave everyone with an unhealed wound, it also undermines India’s international campaign to highlight Pakistan’s use of terror as a strategic tool. It can no longer be business as usual
UBS’s forex fumble is a sign of things to come
The Swiss bank has been attempting to contain the fallout of a preventable mishap
A cavity emerges in Colgate’s earnings
The company’s sales declined by 4 percent in the June quarter, surprising investors. Whether this is a blip or a structural slowdown is the question
Work sharing will make it politically feasible to reduce America’s debt
A politically feasible way to reduce spending on government wages is by work sharing based on six -month contracts. Rather than shut down or downsize some departments, what needs to be seriously considered is to reduce everybody’s work by half and wage income too
