Opinion

Some peculiar patterns have emerged from stock-market returns in 2025. Which way will equity assets go next year? Keep track of the global AI frenzy and relative value trade. Apart…

Brutal conflicts and the AI frenzy look likely to spill into 2026, but thankfully there’s still space to hope for a soft landing. On current indications of geopolitical and economic…

PM Modi holds third call with Trump since tariff hikeWas China happy with Trump’s Nvidia move? It’s hard to say. But this week, there was (perhaps) some good news for…

After all, were RBI to buy incoming greenbacks to square off its position, the rupee might slip further and squeeze returns for overseas fixed-income funds. So far this month, foreigners…

When switching costs turn prohibitive for consumers, loyalty is the same as captivity. India needs big businesses, no doubt, but we should be able to walk away from them painlessly…

India’s food sector employs millions and is a major contributor to its economy. Food processing alone is valued at over $300 billion, reaching hundreds of millions of households daily. Globally,…