Can a flood of liquidity trigger another round of high inflation?
In theory, this could fuel demand-pull inflation, as more money chases goods and services. The RBI, however, is playing a cautious game.
IndusInd Bank’s Q1 update signals a sobering year ahead
Microfinance misadventures have shown up as a big contraction in the loan book for Q1Highlights:
Kashmir faces extreme heatwave, air coolers sell like hot cakes
Kashmir is grappling with record temperatures, driving demand for affordable air coolers. Climate change, urbanization, and environmental degradation threaten the region’s economy, water resources, and agriculture
Air India’s Real Turbulence: where is the passenger-first intent?
The Ahmedabad plane crash has raised many questions -- Is Air India missing a TrueNorth. Not just for crisis response, but for its purpose of existence
The global economy is suffering from the Rashomon effect
The same data and events can be interpreted in contradictory ways by different market participants
Urban FMCG demand is healing, but for earnings it’s still a glass half full
Rural demand has company. Three large FMCG companies have reported a sequential uptick in demand with two of them calling out a revival in urban demand
Thackeray cousins gain, Shinde’s under pressure, but BJP remains in pole position
A joint rally last week by the Thackeray cousins was a landmark event. It’s likely to be followed by a joint campaign in local body elections which will be mutually beneficial. Shinde Sena will be hard put to claim the Bal Thackeray legacy. None of these developments however are likely change Maharashtra’s political reality: BJP is in pole position
India’s Tibet stand signals diplomatic maturity
New Delhi’s response to the Dalai Lama’s reincarnation announcement should help India gain an edge over China in soft power as the two compete for supremacy in the Global South
India walks the thin line between BRICS and strategic independence
BRICS has severely criticised the tariff policy of the Trump administration. But this group, which represents 40% of global economic output, is not strong enough to bring about major changes in world affairs. An important reason is its internal differences
Myanmar’s a hotbed of Big Power rivalry. India can’t afford a hands-off policy there
China sources around half of its supply of rare earths from Myanmar, which is in the midst of an internecine conflict. Consequently, to secure its rare earths supply, China supports both the country’s army and some rebel groups. China’s presence has brought the US into the picture. India now confronts multiple destabilising forces on its sensitive northeastern border, making it essential to devise a strategy to prevent problems seeping in
Impending jump in patent expiries to benefit Indian pharma
Many drugs with large market potential are expected to lose exclusivity in the next couple of years
The empire of debt is collapsing, reallocate before it’s too late
Markets don’t punish those who are cautious, they punish those who are late. Smart money moves early -- It doesn’t panic, it prepares.
ELI on the heels of PLI represents Modi govt's strategic continuum to transform India’s economic landscape
Together, the PLI and ELI schemes exemplify a holistic and future-ready approach to India’s economic transformation
Weekend Wild Card: A spectre is haunting Kerala, the spectre of Zumba
The Reading List: July 4, 2025
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
Cricket to Literature: The story of PG Wodehouse, Jeeves and Percy Jeeves at Edgbaston
Cricket’s been a theme that quite a few accomplished writers, from VS Naipaul to Shehan Karunatilaka, have explored. However, rare indeed is a cricketer, largely unknown even to passionate followers of the game, whose name is immortalised by one of the most widely read humourists in English. Read on to find out the backstory of Jeeves, arguably the most memorable character created by PG Wodehouse
Rethinking 'Socialist' and 'Secular': Is It Time to Revisit the 42nd Constitutional Amendment?
RSSFACTS: The 42nd Constitutional Amendment, introduced during the Emergency, added ‘socialist’ and ‘secular’ to the Preamble. The debate surrounding this amendment, its broader impact, and its constitutionality warrants urgent reconsideration
‘Elon has finally woken up’: Musk battles to save Tesla from Trump
Billionaire’s political threats have not stopped the president’s ‘big, beautiful bill’ hurting the electric-car maker’s profits
Whose job is safe from AI?
Technology can make a boring job even more boring and an interesting job even more interesting
Vault Matters | ‘True and Fair’ or ‘True and Correct’: What should be the objective of a statutory audit?
Given the complexity of business and accounting practices, and the growing list of interested stakeholders, it is critical that we reset the objective of statutory audit. It should rise above the customary tick mark with a lilac pen and a documents compilation process
A blueprint to get bang for the buck out of government’s Rs 1 trillion research support scheme
The scheme aims to offset a documented failure of the private sector to take a long-term view on R&D. To get the most out of this large corpus, the scheme should avoid centralisation and bureaucratisation. An effective design needs to internalise a high threshold for failure to avoid hasty project terminations
Reset Before You Run: The quiet crisis in AI-driven marketing
AI hasn’t revolutionised marketing, it’s amplified our shortcuts. Without real customer understanding and first-party data, even the smartest tools deliver empty engagement. Connection, not automation, is the true competitive edge
Quick Take: Relief for options traders as SEBI cracks down on Jane Street
SEBI's crackdown on Jane Street signals a zero-tolerance approach to market manipulation, but also exposes deeper structural vulnerabilities in India's options market that may require comprehensive reform beyond regulatory enforcement
Why India’s nutrition crisis is an economic one
Nearly two-fifths of Indians can't afford enough calories—an alarming statistic with deep economic consequences
Can a unique borrower ID be a game changer in India’s loan market?
RBI’s unique borrower identifier promises to streamline credit access but raises concerns about data security and equitable implementation.
