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    • Prolonged Iran conflict to keep commodity markets on edge ahead of FOMC, China data

      Looking ahead, markets will focus on the upcoming policy decision from the Federal Reserve, where rates are widely expected to remain unchanged but updated economic projections will be closely watched.

    • The oil bounty India cannot count on anymore

      Volatility in energy is at its peak due to geopolitical tensions in Middle East which continue to disrupt supply chains, and the discounts that once drove India’s crude arbitrage has vanished.

    • Geopolitical tensions rise, but why aren’t gold prices?

      A combination of stronger dollar and higher inflationary environment in turn leading to probable rise in interest rates by the US Federal Reserve are hindrances for gold prices moving higher, despite the geo-political risk arising out of the war.

    • OPINION | War and uncertainty will undermine global economic growth drivers and lower oil price

      One major limitation of an inflation target is that it precludes preemptive easing in response to a sudden weakening of the economy, a danger at present.  Even as shipments of crude remain low due to Iran’s blockade and steep insurance rates, a sharp drop in global demand, as took place due to Covid, may put an offsetting downward pressure on crude oil prices

    • OPINION | Why India Inc is losing women leaders after a decade at work

      Women enter India’s workforce in large numbers but many leave at mid-career stages which weakens leadership pipelines and reduces representation in senior corporate positions

    • OPINION | Why India’s universities must build strong research endowments

      Indian universities need stronger endowments to support research attract talent and build financial stability for global competitiveness

    • Iran, private credit and the echoes of 2008

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

    • OPINION | Gas shortage after Hormuz squeeze shows energy sourcing autonomy was always conditional

      With crude oil, multiple supply sources are available even if Washington’s whims impose constraints. The buffer provided by diverse sourcing of oil is largely absent in gas, leaving sourcing vulnerable to factors beyond India’s control

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

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

    • OPINION | RSS marks centenary with grassroots Hindu Sammelan outreach

      RSSFACTS: To mark its centenary, the RSS is organising thousands of small Hindu Sammelans across India to expand social outreach and engage people outside its traditional network 

    • 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

    • 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

    • 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

    • OPINION | AI-led transformation is inevitable, but its social costs are not

      We may be on cusp of a phase when AI-led automation squeezes openings for young members of the workforce. Learning from earlier technological disruptions, it’s the right moment to craft an AI Transition Scheme to mitigate social costs

    • 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

    • OPINION | South India’s Tier-2 cities are quietly redefining healthcare

      South India’s Tier-2 cities like Coimbatore, Madurai, Mangaluru and Hubballi are emerging healthcare hubs, leveraging private investment and infrastructure to reduce metro dependency 

    • OPINION | Balancing Recovery and Revival: The next phase of IBC 

      Amendments to IBC are expected soon. The real test of the proposed changes will be whether they simplify the process and reduce delays rather than add procedural layers 

    • Oil fears hit Asian stocks harder than profits

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

    • What’s next for gold as global instability grows?

      Gold is doing what it did for millennia, provide stability

    • OPINION | Hormuz shutdown shows ethanol blend mandate for petrol added to energy security

      The 20% blend provides a cushion of more than two months of petrol consumption and insulates nearly 3.5% of crude oil consumptions from geopolitical volatility

    • OPINION | Iran War triggers fertiliser and food security risks for India

      The Iran war has disrupted oil and LNG supplies which has raised fertiliser prices and threatened farming so India must diversify supplies build reserves and shift to bio fertilisers

    • 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

    • 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

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