The Take

The Take

India’s AI Ambition Meets Analog Limits

Like Macron’s Marine Drive jog, India’s tech run continues; Infosys-Anthropic pact...

Gold And Silver Havens Crumble In New Era Of Market Volatility

Once seen as shelters, gold and silver now swing wildly, underscoring a market regime...

India’s US Trade Deal Forces A Long-Delayed Economic Detox

The India-US trade deal offers exporters relief but carries tough conditions, exposing...

Nirmala Sitharaman’s Budget 2026 Lacked The Big Bang That Markets Wanted

Sitharaman’s Sunday Budget prioritised fiscal stability over bold reforms, triggering a...

The India-EU ‘Mother Of All Deals’ Is Also A Geopolitical Message To Trump

The India-EU trade pact offers a $136 billion buffer against Trump tariffs, expands car...

India’s Budget 2026 Signals A Sunday Moment For Reform

India’s Union Budget 2026, presented on a Sunday, signals intent, but markets will focus...

The Great Indian Trade Train: India Needs Its Own ‘Table Setter’

India’s cautious trade style contrasts Washington’s speed, raising questions whether...

India Passed 2025’s Resilience Test, Now Comes The Tough Part

2025 began on a weak note for India’s economy, yet export recovery and GST-led consumption...

Should Indian Parents Allow What Silicon Valley CEOs Restrict?

Global examples show tighter child online rules—should India also rethink how it protects...

Trump Raises Tariffs, But American Capital Is Voting With Its Feet

Despite Trump’s tariff threats, American capital is surging into India. Tech giants are...

IndiGo Is No Infosys

As IndiGo chaos unfolds and scrutiny targets CEOs and regulators, founder Rahul Bhatia...

Policymakers Aren't Losing Sleep Yet, But Rupee May Force A Wake-Up Call

Indian policymakers seem relaxed as the rupee weakens past 90, but a falling currency in a...

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