Markets may attempt to bounce back this week. Should you buy?
The market sends out smoke signals that can be read from the data provided by exchanges. Investors should pay heed to them
IMF flags geopolitical shocks as threats to global markets
The IMF’s latest Financial Stability Report underscores the growing impact of geopolitical tensions on global asset markets, warning that trade disruptions and policy uncertainty pose systemic risks
Giving Hindutva hardliners a free rein lands BJP in a fix in Rajasthan
A basic contradiction BJP faces is that while communal rhetoric is overlooked as it often gets political/electoral gains, casteist slurs and notions of ritual purity are frowned upon as they could alienate Dalit voters and lead to serious electoral consequences
Are global markets over-reacting to US tariffs? A contrarian view
Despite escalating US-China tariffs, India remains resilient with strong IT exports, favourable macroeconomic conditions, and a growing manufacturing hub. Reduced dependence on US trade, combined with strategic policies, positions India for continued growth
Public servants, private suffering: When citizens are held hostage by the system
Public feedback must become the cornerstone of civil service evaluations. Government employees’ promotions and salaries must be directly tied to citizen feedback
Deep tech is India’s field to dominate, if we have faith in local talent
The belief that India lacks deep tech capability is a myth. The country has the talent and also the ability to deliver. We need self-belief and a cold-eyed assessment of both Silicon Valley’s reality and Chinese capability. However, there’s a missing link in India, which is entrepreneurship
AI ‘application’ start-ups become big businesses in new tech race
Companies building consumer products on top of LLMs are growing fast and attracting investor interest
Tax Surveillance: A dangerous precedent for privacy and liberty
A system where tax officers have unchecked authority turns the state into the judge, jury, and executioner. Even if the intent is to curb tax evasion, the means must respect democratic principles and due process
Does Trump’s latest tariff U-turn diminish the opportunity for Indian businesses and investors?
The exemption carved out for a range of electronics goods not just from the baseline 10% tariff but also the 125% tariff levied on Chinese imports is the latest twist in the tariff saga
Nepal’s nostalgia for monarchy is misplaced
Pro-monarchy protests in country have their roots in the frustration with the current system. Governance failures are many and limit the potential of the country. Yet, Nepal has made progress on many fronts since 2015 when the current Constitution was adopted. The solution lies in reforming the current system instead of taking a step back to a past that was not rosy
The Reading List: April 11, 2025
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
Police’s unjust mode of seeking justice
Civil and criminal laws are fundamentally different in their aim. Arbitrary usage of criminal law provisions by the police undermines the notion of justice. However, it’s commonly done and often results in scathing observations by constitutional courts
Jawahar Lal Nehru and Sardar Patel: A complex legacy of disagreements and differences
RSSFACTS: The Congress Party’s claim to Sardar Patel’s legacy is ironic, given Nehru’s policy differences, dismissive actions after the latter’s death, and efforts to undermine his contributions to India’s unity
Why the ongoing investigation at IndusInd Bank is not beyond reproach
Whether it’s a bank, a pharmaceutical firm or even a chocolate maker, people associated with an event that is allegedly dubious step aside or offer to do so to ensure a fair investigation of the matter. Why is that not happening yet at IndusInd Bank?
How to do without the Donald
For most of us, the realm of international events is a place to visit, not a place to live
Britain’s talking about renationalising privatised utilities. Should we be, too?
If there’s now generalised support for the renationalisation narrative in Britain, it is because the lived experience of consumers tends to support it
Monsoon prospects cheer fertilisers firms, but pressure builds on agrochemicals companies
Early estimates indicate moderate growth in fertiliser sales volume in FY26 in India
Chart of the Day: Household expectation survey shows why RBI cut repo rate
Household expectations are considered adaptive but still make an important input for policy.
More rate cuts likely, but RBI eyes global risks closely
The RBI is doubling down on economic revival. With inflation trending lower and food prices cooling sharply, the central bank has cut interest rates again—taking the repo rate to 6.00% and signalling a firm pivot toward growth-friendly policy, even as external headwinds continue to pose risks
The changing global financial order and its consequences
Amid rising geopolitical tensions, fiscal imbalances, and unexpected policy shifts, the world’s reliance on the dollar is starting to waver. As cracks emerge in this long-standing financial architecture, global markets may be entering uncharted territory
Does Trump’s tariff pause signal the end of uncertainty for investors?
While the tariff for most countries has been brought back to the baseline tariff rate of 10%, China is hit with a high 145%, leaving a key risk in the open
Tariff pause offers temporary relief, but risks still haunt investors
The market may have surged on Trump’s sudden tariff U-turn, but beneath the rally lies a fragile reality. With China targeted more aggressively than ever and inflation risks rising, the global economy is still walking a tightrope
Start-up Street | Trump tariffs’ impact on India’s start-ups
The challenge is going to be, to some extent, not just in the availability of future inflows but more in terms of longer deal-cycle times, lower valuations, and also more stringent terms
Pink slips for the masses, perks for the bosses
Layoffs are back—and more normalized than ever. In an age where “realignment” and “optimization” have become boardroom euphemisms for job cuts, junior employees continue to bear the brunt of decisions they had no hand in making. This piece unpacks the growing moral disconnect at the heart of modern corporate restructuring
