Macro

Why India needs more import duties on Aluminium

An explainer on why the Indian aluminium industry is lobbying for higher import duties ahead of Budget 2025.

Are MUDRA loans failing banks and the government?

An explainer on what's holding MUDRA loans back.

The battle for the 6GHz band and what’s at stake for India

An explainer on what 6GHz is and why India's facing a bit of a dilemma over it.

India wants more ships and it’s got a plan!

An explainer on India's shipbuilding plans and what it could mean for the economy.

Will Trump take Bitcoin to the moon?

An explainer on why Bitcoin prices are looking up after Donald Trump's US presidential win.

Why are Indian lakes drying up?

An explainer on why Indian lakes are drying up and what can be done to save them.

India’s got a hardware import problem – and an opportunity within!

An explainer on India's problem with PC and laptop imports, and the opportunities it could create.

What is Big Tech's rush to nuclear power telling us?

An explainer on why Big Tech is betting on nuclear power and the changes this trend could be driving.

Is India 6G ready?

An explainer on India's 6G plans and what it will take to achieve those ambitious goals.

The problem with AP’s new liquor policy

An explainer on Andhra Pradesh's newly announced liquor policy and why it might not be the gamechanger the state hopes for.

Is the Unified Pension Scheme any better?

An explainer on the newly proposed Unified Pension Scheme (UPS) and the tug-of-war it's causing.

The secret behind India’s luxury watch boom

An explainer on the booming luxury watch market in India and what's fuelling this surge.

Can the Care Economy boost women’s workforce participation?

An explainer on how India’s care economy could bring more women into the workforce.

The Problem with Animal Spirits

In today's newsletter we discuss the downside of reducing corporate taxes and the rising onion prices

Waking the Animal Spirits

Usually we do a weekly wrap up on Saturday. However we had to make an exception today, because the finance minister dropped a bombshell. Our big story today on the corporate tax rate cut.

The Big US Rate Cut

In today's newsletter we cover the implications of a Federal Reserve Rate cut and the Indian government's recent proposal to ban e-cigarettes.

Fixing the Real Estate Mess

Now clearly a lot of people were unhappy with the fact that we simply glossed over the recent press conference by Nirmala Sitharaman. So we thought we would revisit the matter once again.

Are Millennials to be blamed for the Auto Slowdown?

So Nirmala Sitharaman's Press Conference on Tuesday really kicked off a Twitter storm didn’t it? That is our main story for today...

The Link is Complete or is it?

The RBI has now made it mandatory for banks to link all floating rate loans to an external benchmark and we need to talk about this. This story is just one big translation

Why is Apple getting a loan?

Ever wonder why Apple Keeps borrowing when it has $210 billion lying idle in its bank account?

The Trouble Keeps Piling on

Looks like the recent Mega bank merger went wrong. Well, that's what the wisdom of crowds think it is. Why is it so?

The 5 Trillion Summit

The GDP numbers are finally in. 5% is what we could muster last quarter.... What lead to this slowdown in India's growth?

The Big Bad Debt Problem

A letter from Prime Minister’s Office on Wednesday said that “road infrastructure has become financially unviable” and that NHAI is “totally log jammed with unplanned and excessive expansion of roads”

The FDI Bonanza

The government wants more companies to "Make in India" and Xiaomi wants your data. Today’s newsletter on new FDI norms and the good old Privacy debate.

A collection of 24 posts

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