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co-presented by
ASSOCIATE SPONSORS
Given the relative valuations of Chinese markets and their long-term underperformance, a tactical momentum in Chinese inflows is to be expected and that could be at the cost of India
PM’s address to the nation conveyed a multifaceted message, targeting Pakistan, the international community, and the Indian public.
Last week’s display of aerial superiority by Indian military has catalyzed a reset in the full spectrum of ties with Pakistan. Be it trade or even sharing of Indus waters, Pakistan’s approach to using terror as a part of its strategic tool kit will be the reference point. It signals a long period of dormancy in bilateral ties. However, a reset of approach from Pakistan is unlikely
The cricketer who wore his passion on his sleeve spearheaded India’s most successful phase when even the mighty Australians were brought down in their backyard. Kohli was the best advertisement for the long format which is the emotional core of the sport
We are living in what economists might call a permanent low-grade war economy. It does not show up in the form of large-scale mobilisations or daily missile exchanges. But it is deeply present. India is not at war. But it is never fully at peace. This in-between state demands readiness without relief, expenditure without the decisive resolution of conflict
And greedflation revisited
Unusual swings in markets and consensus economic narratives point to longer-term forces
Equity inflows dropped in April. But the real problem is that retail investors still believe they can outsmart the market
India’s overall textile exports, particularly cotton textiles, had stagnated over the last decade due to tariff disadvantage and rising procurement price of yarn
Standard insurance policies in India exclude war-related losses, covering only specified risks like terrorism. Courts uphold these exclusions, leaving peace and diplomacy as the only true safeguards in conflict zones
The free trade agreement (FTA) does not propose changes to visas or immigration policies
A new management would be a good catalyst for Yes Bank’s valuation, feel analysts
Operation Sindoor and its aftermath heralded the age of drone warfare in the Indian subcontinent. India’s drone manufacturing ecosystem proved its mettle last week. Populated by both startups and old industrial houses, the drone ecosystem now needs to add scale and quicken the pace of technological absorption. The government can help by compressing timelines in drone procurement
US-China negotiations in Geneva end on hopes of a breakthrough. But the real story goes beyond tariffs — it’s about China’s grand ambition to lead the next global order
The government will certainly conduct an in-depth assessment of the military and diplomatic experience during the conflict. A close examination is required to strengthen our fighting capabilities and enhance our diplomatic skills because the problem with Pakistan is far from over
India’s multi-layered air defence system has successfully repulsed scores Pakistani aerial attacks over three successive nights. By acquiring advanced systems and simultaneously producing at scale domestically, India has steadily built air defences that can absorb and inflict punishing attrition over prolonged combat. It has also focused on protecting key targets. For instance, India has ambitions of covering Delhi and Mumbai with a limited ballistic missile defence (BMD) shield that can intercept accidental or rogue launches of some nuclear-capable ballistic missiles
Lt. Gen. R.K. Nanavatty’s military leadership, detailed in Shooting Straight, highlights India's strategic responses to Pakistan-backed terrorism, including plans like Operation Kabaddi, while exposing political indecision during key moments like Operation Parakram
India has been slowly coming around to recognizing the contribution of Indians to the Allied victory in WWII - which has largely been viewed as part of the colonial legacy. As India implements Operation Sindoor this Victory Day, it becomes important to preserve the memory of the myriad contributions and sacrifices made by these brave men
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
Starmer’s choice undermines multilateralism and poses risks to the UK
RSSFACTS: Pakistan’s recent targeting of Sikh sites echoes past Muslim League-led violence against Sikhs. Historical context reveals deep-rooted hostility, with Sikhs repeatedly defending their faith and homeland alongside Hindus
Given their low rating, these NBFCs cannot access bond markets easily.
Pakistan’s economy stands to face much more heat than that of India in the event of aggression
What started as a US-China tariff tussle may now be India’s ticket to becoming a global electronics powerhouse
In today’s uncertain environment, MLDs offer a much-needed balance
