Newsletter
Search
India’s Contrast Between Weak Macros And Strong Micros
Businesses are doing well or better, but India's macro indicators are not looking very good
Victoria Oakley on AI Copyright and Streaming Fraud
$32 Billion Recorded Music Industry Faces AI and Streaming Fraud
India's Real Estate Trusts Are Betting On Data Centres For Higher Returns
India's property trusts are cautiously entering data centres, betting on AI-led demand and resilient long-term cash flows.
Markets Track Oil Prices, Look For Consumption Signs
FMCG major Hindustan Unilever saw its steepest one-day decline since 2020, falling 7% in Tuesday's trade
Markets May Have To Wait Longer For AI Unwind
Indian stock prices rose on Monday after five consecutive sessions of declines
Tuesday Special: Aakash Kandoi On The Future Of Indian Snacking
What's behind the trend towards premiumisation and better-for-you snacks?
Media First, Exchange Later: The Disclosure Risk Indian Listed Companies Are Underpricing
Reliance, Repono and Kaynes episodes show how media leaks and interviews are outpacing exchange filings, testing SEBI's disclosure norms.
India’s Education Crisis Demands Imagination Beyond The Exam Factory
Beyond leaked papers and bureaucratic fixes, India's education crisis demands the kind of bold institutional imagination that Ukraine has shown even amid war.
Markets Could Be More Stable This Week
Last week saw a battery of new tariffs being announced by the United States
The Promise and Pitfalls of Preventive Testing
Why are so many healthy Indians getting tested... and when does preventive healthcare become health anxiety?
India's Early Trade Pacts Failed. The EU Deal Can't Afford To
India's Asian trade deals produced tripled deficits and endless repair talks. The UK and EU papers put at stake what the old ones never had: a surplus.
India’s NBFCs Need Better Infrastructure, Not Just Better Lending
NBFC stress isn't just a credit story, it's an infrastructure story. Why compliance gaps, not bad loans, are the real early warning sign.
