IndusInd investors on edge amid management exits; what could the future hold?
The age-old adage, “When someone shows you who they are, believe them”, holds true for investing too
Start-up Street | The Chinese dragon in India’s start-ups
The Indian start-up ecosystem needs to work on strategies to mitigate geopolitical risks that could impact funding or even access to technology or markets
The Hindu Manifesto: Rethinking caste and Hindu identity
RSSFACTS: Swami Vigyananand’s ‘The Hindu Manifesto’ outlines eight civilisational pillars for a Hindu renaissance, challenges colonial and Western misconceptions about caste, and promotes a non-discriminatory, culturally rooted vision of Hindu society and national identity
Rallis India’s turnaround plan faces tough macro environment
The company’s revenues remained flat in FY25
Chart of the Day: Will rise in private capex be just a forever hope?
Capex intentions in some sectors, however, are expected to rise in FY26.
What is ailing ONDC?
The network’s core proposition—to unbundle digital commerce and give businesses direct access to consumers—remains compelling in theory. But in execution, the cracks are increasingly visible
Nothing is cast in stone
Ascribing caste to an individual is a tricky exercise which will inevitably be mired in controversy. The decision to enumerate caste in the decennial Census for the first time after Independence is politically expedient for BJP and pushes Congress into a trap it laid for itself. Also, political consensus on caste enumeration reflects polity’s failure, not progress
States are beneficiaries of softening interest rates
With 50 bps of rate cuts underway, we now expect another 50 bps of monetary easing over the next two-three policy reviews. With this, the WAC of SGS could come down to 6.3-6.5% over the course of the year, maintaining a spread in a range of 30-50 bps over G-sec, over the course of the year
Has digital abundance created human scarcity?
This piece explores how digital platforms have evolved by redefining scarcity, from information to human connection, and argues that the next frontier lies in fostering genuine relationships through community-building and technology that enhances real-world interactions
Dredge Wular Lake to maximise the positive spinoff of holding IWT in abeyance
The size of this massive freshwater lake needs to be increased from 29 to 100 square kilometres. Dredging’s in line with the even the treaty provisions and something Pakistan has tried to prevent through a terror strike. Dredging will allow to India to reduce the flow of Jhelum into Pakistan
China's thorium reactor is a wake-up call for India
India should pursue direct thorium utilisation in parallel to the three-stage nuclear power programme as it’s only the first stage which has been mastered so far. Also, there’s a need to diversify reactor designs to complement the current set of pressurised heavy water reactors
Tareekh Pe Justice: A book on lower judiciary, the challenges it faces and the road ahead
This book examines systemic issues plaguing India’s district courts, highlighting judicial delays, lack of independence, and flawed oversight, while advocating structural reforms and accountability of higher judiciary to improve justice delivery
Why are stocks and bonds moving in the same direction?
Plus agriculture and diversification
How will an India-Pakistan conflict impact the market?
With the spectre of conflict looming, investors are bracing for impact. But history suggests markets may be more resilient during times of war than they seem.
Martin Wolf: Why the US will lose against China
Trump’s unreliable America is throwing away the assets it needs
Murshidabad Unrest and SSC Scandal: Mamata battles twin crises ahead of 2026 Bengal polls
Murshidabad’s violent protests and annullment of over 25,000 teacher appointments linked to the SSC scam intensified scrutiny of Chief Minister Mamata Banerjee's governance, with the BJP accusing her administration of corruption and appeasement politics. Despite challenges, Mamata maintains strong support among Muslim and women voters
Go East, To India, to see healthcare innovation’s future
India has three critical advantages, unmatched patient data, an expanding base of deep tech enterprise and a pool of entrepreneurs to deliver cutting edge healthcare solutions at a fraction of the cost incurred in the West. More importantly, these advances are not limited to a small pool of patients. They are affordable even in some of the poorest countries
What makes the case for silver to shine?
Silver’s unique 'dual nature' as both a precious and industrial metal is central to its investment appeal
Utah Pays Vendors in Gold: Toward a gold standard?
As Utah moves to let vendors accept gold and silver as payment, some see the glint of a gold standard revival. But beneath the shine lies a system still deeply rooted in fiat currency realities
Can global firms navigate the age of economic weaponisation?
Multinational firms are facing a new era of complexity that could reshape how, and where, they invest
Clearing non-tariff hurdles key to clinching trade deals
Negotiating countries are now using NTBs or NTMs to drive hard bargains in commercial negotiations
Bajaj Finance shows art of setting expectations serves well
The lender has set the guidance for FY26 on various metrics that it aims to achieve.
Chart of the Day | RBI’s liquidity push under Sanjay Malhotra: Fuelling credit growth or falling short?
Liquidity is available but that’s not enough to push up credit growth.
AI and Competition: CCI weighs risks of algorithmic collusion
As AI tools reshape pricing and competition dynamics, regulators like the CCI are scrutinising their potential to enable collusion. A nuanced, case-by-case approach is essential to balance innovation with market fairness and accountability
