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
US Tariffs | Is it India’s chance to capitalise on lost opportunities in global trade?
Harsh reciprocal tariffs and the resulting trade war risk tripping the economic growth journey of India. But it’s not a lost cause
Data Story | Changing topography of PE investments in real estate
PE investors in India shifted lanes from commercial real estate that attracted huge investments in FY2024 to logistics and warehousing
What will be the impact of Waqf Act on Bihar state elections?
In the shadow of a contentious new law, Bihar’s political landscape is simmering with possibilities. Allies are walking a tightrope while rivals sense opportunity
Chart of the Day: Shipping lines face tariff whipsaw after a bumper 2024
Shipping lines face uncertain future as tariffs dim outlook for global trade
India’s marine exports under severe threat, post Trump tariffs
The negotiations for a trade agreement with the US are not going to be easy. In India, there is great concern that opening of agriculture sector for import from US will adversely impact the livelihood of a vast majority of farmers and those who depend on the agricultural operations. Our policy makers will do well not to downplay the threat posed by the tariff of 26 percent tariff on Indian goods
Can RBI stop the bleeding in markets? It can try
The cost of capital is central to the RBI’s policy in its efforts to keep inflation-growth dynamics conducive
Time to buy stocks?
Markets are in free fall, and the siren call to 'buy the dip' grows louder by the minute. Could this be the golden opportunity everyone’s waiting for—or a trapdoor hiding unseen risks?
Pakistan’s ugly geopolitical playbook exploits Afghan refugees for aid and other concessions
Pakistan has long leveraged the displacement of Afghans to its advantage by reinforcing colonial-era borders, extracting foreign humanitarian aid, and asserting regional dominance. Forced displacement has always been a tool in Pakistan’s geopolitical playbook
Time for CAAR 2.0: Revolutionising India’s customs rulings for global efficiency
India’s Customs Authority for Advance Rulings (CAAR) has improved timelines since 2021. However, procedural delays persist. A shift to CAAR 2.0, with internal technical units and digital reforms, can achieve rulings within 30 days, enhancing global trade efficiency
The weekend Trump’s tariff threats became real for global investors
If global long-only funds start to rotate out of risk the market turmoil could get worse
Indian policy makers need to look beyond the erroneous World Happiness Index
Sanghnomics: India ranked 118th in the World Happiness Index, raising concerns over the unrepresentative data. The India Policy Foundation advocates prioritising happiness over GDP with a focus on health, education, poverty, and governance
Why Indian metal stocks got scorched
The initial reaction of metal stocks to Trump's 26 percent tariff was one of relief but it soon turned to despair
Will Donald Trump's actions end up hurting the US rather than helping it?
For the first time, US allies feel the kind of distrust that China and Russia have nursed for years
How hard will JLR’s pause on US exports hit Tata Motors?
A bumpy road ahead for JLR with revenue and earnings cuts in the near-term seen given the need to rework trade terms with the US market
NHPC commissions long delayed projects, investors should note cost overruns
Addition of the under-construction hydroelectric projects will significantly boost NHPC’s regulated equity base.
