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
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
Earnings growth outpaced the top line expansion implying that profits accrued largely from margin improvement
Pre-monsoon showers and the soft summer season have weighed on sales so far in Q1 FY26
New Delhi will have to thread its diplomatic needle carefully to stitch a global engagement pattern that maximises its gains
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
We now seem unable to turn the surplus in some countries into productive investment elsewhere
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
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 boom is turning into a brutal endurance test, where rising losses clash with investor optimism.
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
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
A thriving foreign exchange market facilitates speculation in the dollar and adds to its hegemony
A lot will depend on how India navigates global trade and tariff talks
The removal of the limit on short-term corporate bonds would attract more foreign investors.
A cooling inflation print offers the RBI a golden window — but will it act?
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.
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
Sales of diabetes drug Rybelsus, which is also believed to help in weight loss, increased by 35 percent in the12 months to April 2025
Stung by its lack of competitiveness, the EU is making a new push to create a deep financial market. Some investors believe this time could be different
The US conducted approximately 430 drone attacks between June 2004 and July 2018 in Pakistan, resulting in between 2,500 to over 4,000 deaths. Western media was not notably vociferous in demanding rigorous proof about the guilt of the targeted persons. Most anti-terrorism operations are mounted based on intelligence inputs, which would not pass the ‘beyond reasonable doubt’ criteria of criminal trials
The Indian Sugar and Bio-energy Manufacturers Association confirms stable sugar supply for 2024–25, driven by consistent production, timely farmer payments, and controlled exports. A favourable monsoon and improved cane varieties support a strong outlook for 2025–26
Markets cheered the lowering of tariffs in the US-China trade war. But the underlying uncertainty remains
Swiggy’s latest campaign showcases how quick commerce boosts access to diverse dairy products. It highlights consumer trends in health beverages, packaging innovation, and the evolving role of delivery platforms in shaping food culture
