New road assets ensure sustained returns for IRB InvIT unitholders
The acquisition of these three road assets increases the average life span of IRB InvITs asset portfolio from 14 years to 17 years
Quick Take: Asian stocks resilient despite new tariff threats, but is there a Trump strategy in play?
Financial markets are displaying scepticism toward Trump's new tariffs, with Asian stocks remaining resilient and currencies stable as investors bet these threats are merely negotiating tactics
Oil prices are down. But don’t pop the champagne yet!
Falling oil prices could mean a moment of economic reckoning is nearing for Arab nations
Chart of the Day: India’s defence stocks dwarf global peers on valuations
Valuations of Hindustan Aeronautics, Bharat Electronics, Bharat Dynamics, Cochin Shipyard have increased significantly
The Day The Riffs Died: How Rock n’ Roll faded from the charts
Apple Music’s Top 500 most-streamed songs of the last decade show that rock music barely registers for Gen Z. It all about Hip-Hop, Pop and R&B now. Not a single new rock anthem cracked the top tier
Can a flood of liquidity trigger another round of high inflation?
In theory, this could fuel demand-pull inflation, as more money chases goods and services. The RBI, however, is playing a cautious game.
IndusInd Bank’s Q1 update signals a sobering year ahead
Microfinance misadventures have shown up as a big contraction in the loan book for Q1Highlights:
Kashmir faces extreme heatwave, air coolers sell like hot cakes
Kashmir is grappling with record temperatures, driving demand for affordable air coolers. Climate change, urbanization, and environmental degradation threaten the region’s economy, water resources, and agriculture
Air India’s Real Turbulence: where is the passenger-first intent?
The Ahmedabad plane crash has raised many questions -- Is Air India missing a TrueNorth. Not just for crisis response, but for its purpose of existence
The global economy is suffering from the Rashomon effect
The same data and events can be interpreted in contradictory ways by different market participants
Urban FMCG demand is healing, but for earnings it’s still a glass half full
Rural demand has company. Three large FMCG companies have reported a sequential uptick in demand with two of them calling out a revival in urban demand
Thackeray cousins gain, Shinde’s under pressure, but BJP remains in pole position
A joint rally last week by the Thackeray cousins was a landmark event. It’s likely to be followed by a joint campaign in local body elections which will be mutually beneficial. Shinde Sena will be hard put to claim the Bal Thackeray legacy. None of these developments however are likely change Maharashtra’s political reality: BJP is in pole position
India’s Tibet stand signals diplomatic maturity
New Delhi’s response to the Dalai Lama’s reincarnation announcement should help India gain an edge over China in soft power as the two compete for supremacy in the Global South
India walks the thin line between BRICS and strategic independence
BRICS has severely criticised the tariff policy of the Trump administration. But this group, which represents 40% of global economic output, is not strong enough to bring about major changes in world affairs. An important reason is its internal differences
Myanmar’s a hotbed of Big Power rivalry. India can’t afford a hands-off policy there
China sources around half of its supply of rare earths from Myanmar, which is in the midst of an internecine conflict. Consequently, to secure its rare earths supply, China supports both the country’s army and some rebel groups. China’s presence has brought the US into the picture. India now confronts multiple destabilising forces on its sensitive northeastern border, making it essential to devise a strategy to prevent problems seeping in
Impending jump in patent expiries to benefit Indian pharma
Many drugs with large market potential are expected to lose exclusivity in the next couple of years
The empire of debt is collapsing, reallocate before it’s too late
Markets don’t punish those who are cautious, they punish those who are late. Smart money moves early -- It doesn’t panic, it prepares.
ELI on the heels of PLI represents Modi govt's strategic continuum to transform India’s economic landscape
Together, the PLI and ELI schemes exemplify a holistic and future-ready approach to India’s economic transformation
Weekend Wild Card: A spectre is haunting Kerala, the spectre of Zumba
The Reading List: July 4, 2025
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
Cricket to Literature: The story of PG Wodehouse, Jeeves and Percy Jeeves at Edgbaston
Cricket’s been a theme that quite a few accomplished writers, from VS Naipaul to Shehan Karunatilaka, have explored. However, rare indeed is a cricketer, largely unknown even to passionate followers of the game, whose name is immortalised by one of the most widely read humourists in English. Read on to find out the backstory of Jeeves, arguably the most memorable character created by PG Wodehouse
Rethinking 'Socialist' and 'Secular': Is It Time to Revisit the 42nd Constitutional Amendment?
RSSFACTS: The 42nd Constitutional Amendment, introduced during the Emergency, added ‘socialist’ and ‘secular’ to the Preamble. The debate surrounding this amendment, its broader impact, and its constitutionality warrants urgent reconsideration
‘Elon has finally woken up’: Musk battles to save Tesla from Trump
Billionaire’s political threats have not stopped the president’s ‘big, beautiful bill’ hurting the electric-car maker’s profits
Whose job is safe from AI?
Technology can make a boring job even more boring and an interesting job even more interesting
Vault Matters | ‘True and Fair’ or ‘True and Correct’: What should be the objective of a statutory audit?
Given the complexity of business and accounting practices, and the growing list of interested stakeholders, it is critical that we reset the objective of statutory audit. It should rise above the customary tick mark with a lilac pen and a documents compilation process
