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  • The Reading List: March 13, 2026

    A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams

  • Iran, private credit and the echoes of 2008

    The investor exodus is unnerving, but the wider financial system is better prepared for shocks

  • The war-led gas crisis – How it could impact India’s growth journey

    LNG disruptions expose India’s energy vulnerability, threatening to hurt growth and stoke inflation

  • Startup Street | Women startup founders and the glass ceiling in funding

    Women start-up founders outperform their male counterparts in various aspects

  • LPG Shortage: It’s time to change how India cooks its meals

    India needs to adopt a holistic policy to promote alternatives to LPG-based cooking as a long term, strategic imperative

  • Weekly Tactical Pick: Why this pipe player merits attention at this stage

    Prince Pipes is well-positioned to benefit from the growing demand for infrastructure and housing in the domestic economy

  • Gas crisis: Why India was caught off-guard

    The West Asia conflict has disrupted nearly 30% of India’s total gas supply, prompting the government to implement a priority allocation framework

  • Markets to rebound soon? What fundamental, technical signals say

    Markets often recover far more quickly than they fall, especially when sentiment is already extremely negative

  • Bot accounts under govt scrutiny as MeitY meets social media firms

    Officials sought details on platforms’ capabilities to detect and curb automated misinformation networks.

  • Chart of the Day: Benign February retail inflation isn’t cause for relief

    With LPG price increases, the effect of West Asia war would be felt in March inflation, posing a risk to markets and monetary policy

  • Press Note 3 tweak — Pressing the pedal on ties with China?

    India’s move signals a pragmatic shift toward selective economic engagement with China while retaining safeguards for national security

  • Global reserves may soften Hormuz supply hit, but oil could surge to $150 if disruption lasts longer

    Asian economies are expected to be the most exposed because about 13 mbpd of crude shipments through Hormuz are destined for Asia, including China, India, Japan and South Korea.

  • Chart of the Day | Volumes to drive corporate revenue growth in FY27

    Nearly two-thirds of sectors are expected to see healthy volume growth drive sales growth in FY27, which is good news for earnings. But, these projections could go awry if one risk plays out

  • Oil fears hit Asian stocks harder than profits

    Reaction reflects possibility of sustained supply disruption and prolonged surge in crude prices

  • Should investors give VIP treatment to this luggage company?

    New owners and management spark hopes of a turnaround, but intense competition and heavy discounting could cloud prospects

  • KIMS: Several growth tonics in place

    Rising income, increasing insurance penetration, and a preference for branded hospitals offering advanced care are supporting long-term demand for private healthcare

  • Kenneth Andrade-led Old Bridge Focused Fund offloads HCL Tech, adds Tata Motors PV in February

    The fund sold its entire holding of about 10.9 lakh shares in HCL Tech during the month, marking the only complete exit from the portfolio and reducing its exposure to the IT sector to zero.

  • The Iran War and the return of strategic commodities

    The war with Iran is accelerating a global shift towards strategic stockpiling of oil, metals and minerals, turning commodities into instruments of national power

  • SP Apparels: Beating tariff headwinds to stay strong

    The garment exporter delivered while the entire sector grappled with the US tariff impact

  • Karnataka’s new liquor policy may herald good tidings for alcobev companies

    Karnataka plans to change the way it taxes alcohol products

  • Three signs that policy rate cut transmission is likely over

    Policy rate cut transmission may finally be over as lending rates are climbing

  • Should investors consider AMC stocks in a wobbly market?

    Healthy inflows are a long-term positive for the mutual fund industry, though market volatility raises near-term concerns

  • The usefulness of useless knowledge

    Politicians aren’t the best judges of the merits of scientific research

  • How to power artificial intelligence without straining scarce resources

    Should scarce energy and water resources be diverted toward resource-intensive data centres? Or can we design better to avoid such trade-offs? 

  • War in Iran exposes risks to China’s economy-first strategy in Middle-East

    If Beijing continues to seek the economic benefits of deep engagement in the Middle-East without assuming the political and military burdens that accompany great-power influence, the strategy might be unsustainable

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