Newsletter
Search
More Downgrades are Hitting Indian Markets
JP Morgan has downgraded Indian equities to neutral amidst elevated valuations relative to emerging market peers
India’s Cash Economy vs UPI: Why ATM Usage and Currency in Circulation Are Growing
In this week’s The Core Report Special Edition, Govindraj Ethiraj speaks with Rajiv Kaul, Chief Executive Officer of CMS Info Systems, about why cash continues to grow in India despite rapid digitisation, the complex logistics behind managing one of the world’s largest ATM networks, and how technology, retail cash flows, and AI-led security systems are reshaping the future of financial infrastructure.
India’s Jet Fuel Folly: Why Domestic Ethanol Is A Net Economic Drain
Meanwhile, as the US and Iran aren’t close to reaching a consensus, New Delhi must decide if a special relationship with the US is worth enduring insults to its sovereignty and its citizens' dignity.
The Nuclear Bet that Could Power India’s Future
The war is in a strange holding zone, with the United States evidently holding back from dropping more bombs and sticking to its ceasefire status
India Needs ‘Digi Yatra’ For Investors To Boost Ease of Doing Business: Kotak AMC’s Nilesh Shah
Drawing a parallel to the biometric-enabled seamless entry system used at Indian airports, Shah argued that the government must establish similar friction-free pathways for foreign direct investors, local entrepreneurs, and portfolio managers.
India's Compressed Biogas Moment Is Now, But Minus Its Feedstock
The global energy shock has made every domestic gas substitute urgent. Yet, against the 5,000 targeted in 2018, India has only 133 compressed biogas plants.
The Markets Dip as Peace Talks are a No Show
There are calls for more opening up of India's economy to capital investors to build long term buffers
Nikkhil Advani on Stardom, OTT & the Future of Films
Stardom alone no longer guarantees box office success
The John Ternus Pick Shows How Apple Sees The AI Era
Apple’s elevation of John Ternus is a powerful reminder to shareholders and boards everywhere. A company’s choice of CEO is a declaration of its strategic priorities.
India Stocks Gain as Timeline Fatigue Continues
Indian markets continue to experience "timeline fatigue"
Lab-grown Surge: The Death of The Diamonds 'Forever' Narrative
Diamonds aren’t exactly losing value, but they are losing their place in the investment conversation. As market realities catch up with perception, the category’s role is evolving within India’s wealth and consumption story.
