RBI pivots from inflation fighter to growth enabler
With GDP growth projections revised down and global volatility rising, the central bank is doubling down on liquidity and rate cuts to cushion the economy. The big question now: will lenders—and borrowers—respond?
Branding and politics in the age of Gen AI
Today, generative AI is the new disruptor, promising to change marketing, branding, and business forever. AI-generated ads, chatbot-driven customer service, and personalized content at scale are the new frontiers
Environmental concerns, greenwashing, and India’s plastic waste management
India faces significant plastic pollution, with greenwashing misleading consumers about sustainability. While government initiatives exist, false claims hinder progress. Technology, stricter audits, and consumer education are vital to achieving genuine waste management and sustainability goals
Today’s food delivery startups may be tomorrow’s deep-tech stars
Arguments which discount the progress of Indian startups are misguided. Consumer focussed platforms are the building blocks of technology and businesses which will get more sophisticated in future. The key to global leadership in technology is fostering an innovation ecosystem that nurtures all forms of technology
This Karnataka region needs industry, not instinctive opposition
The Kalyana Karnataka region needs targeted industrial investment to bridge its economic gap, requiring a pragmatic approach and balanced environmental protection to foster growth and development
Trump’s Tariff U-Turn: A reprieve, not a resolution
A sharp spike in Treasury yields triggered an abrupt pause in planned tariff hikes. While the U-turn is welcome, it sends disturbing signals about policy making under Trump
Navigating economic turbulence with 3Cs
Donald Trump may have pressed the pause button on tariffs for some countries, but uncertainty still looms large. When seen in this context, RBI’s monetary policy committee has been wise to undergird its approach in a way that boosts confidence, remains cautious about global headwinds and also provides a cushion for the domestic economy through lower policy rates
Why did Donald Trump buckle?
The market turmoil and pressure from Wall Street to Capitol Hill proved too much for the US president
US’ cyber security strategy relegates Russian threat, makes China main target
The Trump administration has shown definitive signs of shuffling its hierarchy of threats. Russia, the focus during the last three presidencies, is no longer seen through the same lens. Resources are now being shifted to tackling China. It assumes salience in the backdrop of an intensifying US-China trade war
Opinion: Setup becomes suitable for extended rate cuts by RBI MPC in June, August policy meetings
Given RBI’s inflation forecasts of 4% for FY26, and assuming a real rate of 1.5%, the terminal repo rate in this cycle could be at around 5.50%, implying another 50-bps rate cut in this cycle – to be delivered in June and August.
RBI shores up defence against global turbulence
The RBI ticked all the right boxes - the repo rate was cut further by 25bps to 6%, the stance was changed from neutral to accommodative and the RBI signalled that liquidity conditions would be kept in surplus to enable transmission
MPC cuts repo rate, signals more easing as US tariffs cloud global outlook
Easier monetary policy along with durable liquidity infusion will help ease financial conditions and enhance supply of credit in the economy
Can FMCG stocks benefit from this aftereffect of Trump’s tariffs?
India’s FMCG sector continues to be under pressure, showed March quarter's early updates. The unsettling of global commodity markets by US tariff hikes may, however, bring some benefits
A reliable safe haven trade is feeling the heat of Trump tariffs
10-year treasury yields jump most in almost three years
Back-to-back dry winters threaten Kashmir’s apple harvest
It's climate change, not a hostile global trade environment, which represents the gravest threat to Indian agro-products. Consecutive dry winters in Kashmir have severely impacted high-density apple orchards, threatening the region’s economy. Water scarcity, due to declining rainfall and snow, risks an economic crisis for apple growers dependent on reliable irrigation
Quick Take: RBI bats for growth as Trump’s tariffs loom
Sorry Guv, even you have a deadline
Politics in India at the sub-national level plays out through the Governor’s office. It’s mainly taken the form of Governors sitting on bills passed by State Assemblies by exploiting loopholes in the Constitution. Supreme Court on April 8 closed one such loophole by explicitly setting a timeline for Governors to act when Bills are presented to them. It bodes well for federalism
New oil regulatory bill to boost carbon capture in the sector
India’s Oilfield (Regulatory and Development) Amendment Bill promotes Carbon Capture, Utilisation, and Storage (CCUS), setting stricter environmental standards, offering incentives, and imposing penalties to reduce carbon emissions in the oil and gas sector.
Chart of the Day | Where do growth-inflation numbers stand right now?
Here’s a look at the numbers to understand which way the MPC will move
Martin Wolf: Trump’s tariffs will damage the world
The trade deficits will remain roughly unchanged — the globe will just end up poorer
The decline of an empire
The US dollar, not its merchandise or services, became America’s principal export. After decades of enjoying this benefit, US finds itself confronting multiple challenges, including lack of competitiveness in manufacturing. Some of the present global bloodbath was therefore inevitable. History has amply demonstrated that no change in global world order has ever happened without a major bloodbath
A currency war encore? China may already be on it
Trump’s tariffs have made Asian central banks’ jobs complicated amid a brewing currency war.
Have banks cut FD rates pre-empting RBI's move?
At least 3 private banks have cut FD rates, SBI has stopped a popular special deposit scheme. What’s happening?
What can the world do with Hamas?
Both EU and Arab League members want to exclude it from administering Gaza if a truce with Israel is reached. Hamas however, remains an ingrained factor in the Palestinian question. Palestinians would turn to Hamas because of feeble Fatah. Hamas may not score over Israel, but it remains a dominant player within Palestine
Jamie Dimon delivers a masterclass in managing up
JPMorgan chief’s letter to shareholders is an exercise in blending in with the political wallpaper
