Policy The Canada–India Uranium Deal Explained Why Canada and India are about to sign a $3 billion uranium supply deal.
Macro Gold is volatile. Demand is not. An explainer on why gold has been moving with extreme volatility over the past week.
Policy The DISCOM profit anomaly Why electricity distribution companies have suddenly turned profitable ahead of the Electricity Amendment Act.
Macro The dark side of the sun In today’s Finshots, we take a look at some of the uncomfortable downsides of the renewable energy transition.
Business Bankim Brahmbhatt and the $500 million lesson in lending against thin air An explainer on how a recently acquired firm under BlackRock got scammed out of half a billion dollars.
Capital Markets SEBI wants mutual funds to stop chasing pre-IPO deals Can mutual funds no longer access the pre-IPO market?
Macro How reliant is the Indian pharma industry on China? A story about why the world’s pharmacy still needs China’s chemistry and what India can do to catch up.
Macro Gold is cool, but what about Platinum? A story about platinum’s rise and whether it deserves a place in the ‘safe-haven’ portfolio.
Business The Intel–Nvidia saga A story that explains why Nvidia just wrote a $5 billion cheque to Intel.
Macro The $100,000 H1-B visa shock A story that tries to understand the new H1-B debate that Trump’s sparked.
Macro The world’s running out of natural rubber. How can India solve this? A story about why a material we barely notice could become the next strategic squeeze point like oil or semiconductors.
Macro Trump Media wants to corner a cryptocurrency called Cronos! A story about Trump Media’s bid to hoard a crypto and why that playbook rarely ends well.
Macro Gold is the new treasury? A story about why central banks now hold more gold than US Treasuries.
Capital Markets Can China’s stock market ever deliver like India’s? A story about why China’s $11 trillion stock market has been an underperformer and how it compares to India.
Business Will pharma help Kodak survive? A story that dives into Kodak’s bet on pharma and if it can pull the company out of debt.
Economy Can India become the world’s BPO for semiconductors? A story about why India’s best shot at semiconductors may be chip packaging and testing, not billion-dollar fabs.
Capital Markets Are Indians buying more Bitcoin? An explainer on why India's rising up the Bitcoin ranks and what it means for your money.
Business Jio wants to become an insurance company A story about why Jio Financial Services wants to get into reinsurance and what it means for India’s insurance sector.
Macro India's oil trick just hit an EU sanction wall How fresh EU sanctions on Russian oil could unravel India’s billion-dollar oil hustle.
Macro How can India’s pharma companies survive under Trump’s uncertainty? Will Trump's clampdown on pharma force domestic drugmakers to climb the value ladder faster?
Macro A real estate boom fuelled by a bus network in the sky? An explainer about India's regional air travel and how it might change things from land to logistics.
Policy What GST 2.0 should promise A story that explains what's up with all the talks around changes in GST.
Macro India exports electricity. So why do we still have power cuts? A story that unpacks why India sends electricity abroad while homes back here face outages.
Policy Is India’s rooftop solar push going into the sunset? A story about why India's 40-gigawatt solar dream is stuck at just a quarter of the goal and what it'll take to fix it.
