A wider co-lending scope is a boon to small businesses
India’s mom-and-pop shops need access to cheap credit and a partnership of banks and NBFCs can get this done.
The sun is shining bright on green power equipment suppliers
Renewable energy project tenders remained elevated for second consecutive year in FY25
WTO on what Trump’s trade war could cost the world
The WTO’s latest ‘Global Trade Outlook’ quantifies the negative impact on global merchandise trade and on GDP from Trump’s weaponisation of tariffs
Trump’s diktats are undermining the dollar as international currency
As global markets reel from the Trump administration’s trade blitzkrieg, a seismic shift may be brewing in the financial world: the unravelling of America's role as lender of last resort. With Washington backing away from its dollar diplomacy and central banks in Europe and Asia stepping up their game, the era of unquestioned dollar dominance may be closer to its end than anyone thought
AI generated art leaves us with fuzzy boundaries
Sharp debates over Studio Ghibli-style self-portraits encapsulate a fundamental fault line: Where do we draw the line between inspiration and theft? Even the outrage depends on the stature of the artist whose work has been used in training models. Adding to the dilemma is that AI, originating from the same training model, can serve both a public cause and a narrow end
SEBI needs to re-visit its ban on derivatives in commodities
Last month, the regulator extended the ban on trading in seven commodities by another year. It’s high time to end this ban. Government appointed committees have shown that a causal link between futures markets and inflation is not supported by data. This misplaced fear hurts farmers
Singapore–India partnership to ‘chip-in’ for semiconductor excellence
India and Singapore are strengthening semiconductor ties through strategic cooperation, investments, and policy support. India’s growing market, skilled workforce, and incentives position it as a rising global hub in advanced semiconductor manufacturing and innovation
Has the US market lost its charm?
While global markets reel under the weight of President Trump's tariff shocks, India has staged a quiet comeback—emerging as the first to bounce back from the chaos of 'Liberation Day', even as uncertainty clouds Wall Street
Tailwinds to lift IndiGo into high skies
While several factors are supportive of Indigo’s surging valuations, the industry is not sans some risks. Read here
Keep UPI free, keep it fair
India’s UPI, a public digital payment system, thrives on zero-cost, trust, and inclusion. Reintroducing fees or enabling market concentration risks undoing progress. This article talks about why India must resist UPI fees and rein in market power
RBI’s outlook spells tough year for Indian banks
As the new financial year dawns, the Reserve Bank of India’s latest policy signals a year of recalibration for the banking sector. Underneath the surface of regulatory adjustments and rate movements, deeper structural challenges are beginning to emerge—ones that could reshape how Indian banks operate and compete in the year ahead
Trump trade war could challenge US credibility, says Jamie Dimon
JPMorgan chief tells the FT that Washington and Beijing ‘should engage’ as tariffs escalate
The rare weapon in China’s economic arsenal
As tensions rise between Washington and Beijing, a quiet but powerful move is playing out in global supply chains. This isn’t just about tariffs or tweets—it’s about materials hidden in the gears of global innovation, from defence to electric vehicles. A new front in the US-China standoff has opened, and the implications are far-reaching
Liquidity takes the lead in RBI strategy
The Reserve Bank of India’s evolving stance on liquidity underpins its monetary policy
Chart of the Day | FD Rate Cuts: Who gains, who loses?
Which are the banks that have cut FD rates of late? Take a look
India needs a balanced approach towards building a trusted digital data protection framework
The Draft DPDP Rules aim to support India's data protection law, but concerns exist regarding data localisation, data retention, and age verification. A more pragmatic, flexible approach is needed to balance privacy, business needs, and innovation
Torture by police continues because they believe it works
A survey of police personnel reveals 'that a significant proportion of police personnel justify the use of torture and violence in the course of their duties, and also believe that they should be allowed to use force without any fear of punishment.' This is problematic and not something the political class should ignore
How Wall Street got Donald Trump wrong
Titans of finance and business are beginning to realise they misread the president’s second-term priorities
Why gold may not lose its sheen any time soon
While gold experienced a dip in March when stock markets gained traction from renewed foreign investor participation in local equities, the precious metal showed resilience in April
As the 2026 state election nears, Bengal’s political turf war turns communal
The recent unrest in Murshidabad has reignited concerns over communal harmony and political accountability in West Bengal. As conflicting narratives emerge and displaced families seek shelter, the incident has become a flashpoint in the run-up to a high-stakes 2026 election
The Future is Equal: Strategies to close the gender gap in AI
India leads globally in women STEM graduates but faces barriers in workforce participation, leadership roles, and academia. To advance AI, diversity is essential. Addressing biases, work-life balance, and support initiatives is crucial for inclusivity
As the world reels from Trump tariffs, India’s playing it right
Panic-stricken offers to bring tariffs down to zero haven’t really impressed Trump. No one’s off the hook yet. Given this context, India’s approach has been wise in trying to impart greater stability through a bilateral trade agreement with the US. The 90-day pause needs to be utilised to firm up the deal, followed by FTAs with all major trading partners except China
The Eastern Window: Is Trump losing the tactical battle against China?
The tariff war may result in the US-China rivalry spreading to strategic areas like Taiwan and having serious implications for American bonds. The crucial issue is which of the two leaders will take the first step to resolve the tariff issue before it gets out of hand
Data Story: How growth outlook for IT companies deteriorated from February 2025
IT spending came under increased scrutiny as tariff-related economic uncertainty intensified
