India is rethinking its capital expenditure priorities as roads and railways near saturation; focus shifts to ports, aviation, and urban infrastructure. #capitalexpenditure #capex #infra Read more »
The US-India trade deal may offer export gains, but unresolved flashpoints risk undercutting its long-term value. #US #India #trade Read more »
Despite rate cuts, RBI struggles with sluggish transmission as banks hold back on passing benefits to borrowers. #RBI #transmission #ratecut Read more »
#Heatwaves have become a balance‑sheet event, eroding margins from Surat’s diamond hubs to Delhi’s data centres—yet firms ignore costs. #corporateprofits Read more »
India’s BIMSTEC strategy blends hard infrastructure with regional diplomacy to shape a rules-based Bay of Bengal order. #BIMSTEC Read more »
India’s urban housing crunch deepens as the lack of affordable housing launches leads to a supply drought that threatens India's growth. Read more »
SEBI’s new risk norms mark a turning point in India's F&O market, driven by retail investors and social media hype. #SEBI #F&Otrading Read more »
Dollar‑pegged tokens now worth some $250 bn promise friction‑free payments, but weak #crypto governance risks a digital bank run. #bitcoin Read more »
As Trump ramps up tariffs on rivals, India has a narrow window to boost exports and secure a trade pact with the US. #tariffs #Trump #tradewar Read more »
Byju’s collapse and Paytm’s setbacks show that valuation-driven startup expansion cannot substitute for sustainable business fundamentals. #startups #Byju's #Paytm #Ola Read more »