Economic Growth
Why rising bond yields hurt PSU banks more in Q4
Analysts warn PSU banks could face sharper pressure in the June quarter if elevated oil prices keep bond yields high.
4 min read14 May 2026India needs to cut reliance on foreign funds: Uday Kotak says ‘strongly urge companies to not be…’
Uday Kotak urged companies to focus on long-term growth and reinvest profits, while also enhancing the domestic private equity and venture capital landscape.
1 min read12 May 2026No, it’s not time to worry about stagflation—yet
Applying 1970s-style price or export controls on gas could make things worse, Joseph Brusuelas writes.
3 min read12 May 2026AI is distorting practically everything about the economy
It makes growth look better and the job market look worse. Maybe an AI investment bust wouldn’t hurt so much after all.
4 min read8 May 2026Stocks to buy: Nagaraj Shetti recommends Anant Raj, Rico Auto shares to buy in the short-term
The Nifty 50 and BSE Sensex showed minor gains on May 7, aided by declining crude oil prices. The Nifty 50 was up 0.07% at 24,355. Analysts predict potential upside targets of 24,600-24,800 in the coming week.
2 min read7 May 2026How India’s growth story has left its workers behind
Noida’s unrest highlights India’s structural crisis: skipping manufacturing for services has left a low-skilled workforce with stagnant real wages, poor living and working conditions, and diminishing bargaining power.
3 min read6 May 2026The Bengal mandate must not be wasted once again
West Bengal has witnessed a decline in economic and governance standards despite strong electoral mandates. The state must transition to an investment-led growth model, restore fiscal health, and regain investor confidence to achieve sustained renewal.
5 min read4 May 2026Market cap-to-GDP nears 2007 peak: expensive valuations, but not a bubble yet
India’s market cap-to-GDP ratio is nearing its 2007–08 bull run peak, raising concerns of stretched valuations. However, experts downplay these fears
4 min read30 Apr 2026The AI productivity boom is not here (yet)
Artificial intelligence is improving fast. Its effect on output, not so much
5 min read22 Apr 2026India likely to grow 7% in FY27 on domestic demand, investments; inflation to remain in range: EAC-PM chairman Dev
The economy’s resilience in the face of headwinds generated by the West Asia war could be demonstrated by the narrowing of India’s trade deficit to $20.67 billion in March, said S. Mahendra Dev, chairman of the Economic Advisory Council to PM.
5 min read22 Apr 2026Wait for it…
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