The gap between Budgetary promises and cold cash
Government budgets often promise the moon but deliver significantly less when it comes to actual spending. Our analysis of FY25 central government expenditure reveals a disconnect between rhetoric and reality, with several key ministries spending much lower than their allocated budgets while others exceeded their limits
India must build institutions that last and deliver
India excels at rapid launches and innovation, but lasting impact demands patient capital, long-term vision, and institutional stewardship. True success will come from those who build — and stay
Why India’s life insurers must be ready for a soft growth patch in FY26
While business growth is bound to be soft this year, profitability could still cheer
Chart of the Day | Credit growth falling, can Malhotra’s growth pill do the trick?
RBI’s rate and CRR cuts aim to revive slowing credit growth, but challenges in NBFC and unsecured lending persist. Will cheaper loans spark demand or fizzle out?
Bitcoin-buying companies
And US versus Chinese solar producers
India’s Data Centre Push: Building a resilient digital infrastructure
India's data centre ecosystem is pivotal to its digital growth. Strategic reforms in taxation, regulation, and infrastructure are essential to attract investment, enhance sustainability, and build global digital leadership
Bridging the climate finance gap for India’s transition
India requires $2.5 trillion for climate action by 2030. While global funding commitments fall short, mobilising private capital and regulatory reforms are crucial for bridging this gap in climate finance
Trump’s tariffs and executive overreach face legal hurdles, global repercussions
Trump’s second-term tariffs, imposed under emergency powers, face legal challenges. Courts question executive overreach, giving countries like India greater leverage in trade negotiations while the administration explores alternative legal pathways
Can RBI exit loop of intervention without hurting rupee?
A weaker rupee among rising Asian peers has salutary trade benefits
Chart of the Day: Price hikes remain key driver of Indian pharma market
The volume contribution to market growth has been low for more than a year now
Is India ready to plug into the 'Age of Electricity'?
The IEA’s latest World Energy Investment report highlights the shifting trend in energy transition and the need to focus on grid infrastructure and storage
How to trade in a rate cut scenario
While a rate cut may lower the cost of funds but does it really mean that the cost of trading will decline
RBI’s rate cut: Banks’ lifeline comes with strings attached
RBI’s bold rate cut and CRR slash fuel bank liquidity but pinch margins, leaving investors to navigate a tricky terrain
Monetary Policy: Mission accomplished, now over to you
Though the measures appear bold and decisive, they raise two pivotal questions.
Delivery Diaries | Six and the city: Food deliveries during the IPL
In this article, the author discusses the impact of IPL on food consumption patterns from the point of view of both a business executive and a cricket aficionado
India’s growth stays strong, but focusing inward key amid global risks
India’s economy grew 7.4% in Q4 FY25, aided by rate cuts and subdued inflation. Yet, global headwinds and sluggish private investment pose medium-term risks, calling for reforms and stronger domestic growth engines. The RBI’s repo and CRR cuts are well-timed responses
Can Japan hold on to its ‘indispensable’ companies?
Foreign rivals and private equity covet the mid-caps with large shares of key markets
The RBI has acted. Now the emotional economics must kick in.
When the central bank does its bit, the rest of the system must respond. So far, the response has been cautious, patchy and uncertain
Lost in transmission
Personal credit will still be the key to a credit boom if it happens, especially after the RBI backtracked on some of the tough regulatory measures that had stymied gold loans and lending to NBFCs earlier. But all of this depends on how much and how quickly rate cuts transmit through the credit system, which remains a moot question
Chart of the Day: Is rising market activity signalling a trap?
While stock prices grab headlines, it's market volume—especially Average Daily Turnover (ADT)—that often tells the real story. A surge in volume without a breakout could be a warning sign, not a bullish signal.
The Eastern Window: Will the US-China trade talks defuse tensions?
The US and China will attempt to resolve their differences in a meeting in London, which is scheduled to begin on Monday. But there are many layers to their differences, and one meeting may not be enough. At best, they would be able to formulate a tariff-focused agreement for a short trial period
The big beautiful monetary policy
RBI Governor Sanjay Malhotra and his MPC colleagues have tailored monetary policy to boost economic growth. It’s the most appropriate decision when seen in the backdrop of a likelihood that investment is expected to dip this fiscal. That said, the key to an investment revival is a significant increase in demand
Kotak’s Sanjeev Prasad says market valuations ignore looming economic challenges
India’s rural consumption is improving, thanks to good monsoons in 2024 and decent crop output in the last two crop seasons (2024 kharif and 2025 rabi)
The impact of mild summer season on NTPC
Electricity demand slowed considerably in April-May this year
The yawning gap between GDP data and consumer sentiment
India’s GDP grew by 6.5 percent in FY25, and key economic indicators appear robust, according to data from the National Statistics Office. Yet, consumer sentiment surveys from the RBI suggest income concerns and weak urban demand—highlighting a growing disconnect
