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Behind India's Gold Loan Boom Lies Rising Household Financial Stress
India’s gold-loan boom is creating opportunities for lenders, but rising pledges of family jewellery may signal growing household financial stress beneath the country’s headline economic growth.
India's Push for E100 Risks Diluting EV Transition
India's parallel push for e-mobility and ethanol blending raises concerns over infrastructure, food security, and inconsistent policy direction.
India’s Mining Bill Promises States 90%. Here’s The Catch
Delhi says the states' revenue split stays the same. What changes is who writes the rules that split now depends on, and Jharkhand and Odisha are not happy about it.
Kalyan Jewellers Bets On New Brand To Win Market Share. Will It Work?
With Akshaya Thanga Maligai, Kalyan Jewellers is testing whether a national brand can also be a local one, even as margins take a hit.
India’s Specialist Hospitals Have Better Margins, But Lower Valuations: Here’s Why
India's focused hospital chains earn the best margins yet trade at a discount to do-everything giants. The market is not mispricing excellence; it is paying for tomorrow's beds, not today's profits.
India's Battery Storage Push Faces An Execution Problem
India's battery storage race is on, but low tariffs, inexperienced bidders, and a China dependency are testing if targets can survive contact with reality.
Tata Sons' Next Chair Faces A High-Stakes Balancing Act
As Chandrasekaran exits Tata Sons, his successor must choose between cautious cash preservation and bold bets on semiconductors, EVs, and defense.
India's New ‘Rs 5.25’ Green Tariff Is ‘Round The Clock’ In Name Only
Solar Energy Corporation of India's new tariff beats new coal on price. But the contract guarantees only 70 to 90% of supply, and is silent about who pays for the hours it doesn't cover.
L&T’s West Asia Orders Offer Hope For Engineering Firms, But With A Note Of Caution
A revival in project awards is emerging after the war-induced lull, but reconstruction remains nascent, and cost claims on existing projects are yet to be settled.
India’s Borrowing Boom Is Weakening The Household Safety Net
Household debt is at a record high while savings have fallen, raising concerns over repayment capacity.
Tewolde Gebremariam’s Experience Could Be Key To Air India’s Reset
As the former Ethiopian Airlines CEO prepares to take charge at Air India, the turnaround man faces the enormous task of reshaping the carrier into a world‑class airline amid serious headwinds.
E20 Backfires: How India's Ethanol Fumble Accidentally Fueled the EV, CNG Boom
How a fuel policy meant to save foreign exchange ended up saving the EV and CNG market instead
