"This (tariff) move is going to be inflationary to the U.S. as they don't have the requisite manufacturing infrastructure in-house to replace the scale of supply that India does." Top Indian drugmakers bank on bilateral talks for relief from planned US tariffs www.reuters.com/business/hea...

US reciprocal tariffs to have limited impact on Indian economy: S&P www.business-standard.com/economy/news...

Indian pharma stocks drop on Trump's tariff plans www.reuters.com/business/hea...

"For India, it is an important shift. Mobile phones have now surpassed diamonds as the country’s biggest product export. And although only around 15 per cent of Apple’s iPhones are currently made in India, this is expected to increase to 25 per cent by 2027." www.ft.com/content/d46e...

NG Bank: "Unless you have a strong conviction that the U.S. activity data is going to decelerate sharply from here... it looks like we're getting towards the end of this dollar correction." Maturity of NDF positions, dip in Asian peers likely to weigh on rupee www.reuters.com/markets/curr...

Global aerospace firms turn to India amid Western supply chain crisis www.msn.com/en-gb/money/...

Bearish Market Curbs New-Age Tech Stocks’ Enthusiasm inc42.com/features/bea...

India Rising

Shankkar Aiyar: "Trump was seen moored to ideology during the campaign, in power, he seems to be guided by the expediency afforded by ambiguity. The slow motion of chaos could well get accelerated." Trumpistan: Global chaos in slow motion www.newindianexpress.com/opinions/202...

Samit Vartak, SageOne: “It’s the sign of a bull market that markets run ahead of the earnings. Then there are certain risks that emerge, and then there is a correction in the market,” www.moneycontrol.com/news/busines...

Nitin Bhasin "Investors will shift to large-caps from small- and mid-caps in the next few months as they came into these segments in the first place chasing returns." Indian small-caps stocks in a bear market, with analysts expecting more pain through March www.reuters.com/world/india/...

Impressed. This plant makes 1,7 million batteries a month

India's top beer seller United Breweries posts fall in profit as consumers tighten spending www.reuters.com/world/india/...

‘Most Dangerous’ Year For Indian Markets Top fund manager flags rising risks for retail investors www.bloomberg.com/news/newslet...

Volkswagen's $1.4 billion India tax tussle rekindles foreign investor fears www.reuters.com/sustainabili...

What Are We Worried About? | Sankaran Naren | IFA Galaxy 2025 - Vision 2035 www.youtube.com/watch?v=vcyW...

Simon Kuper: "Trump, an instinctive predator, was never going to be a zookeeper. He wants the US to act like a canny, low-risk lion that only attacks or steals the food of defenceless small prey." www.ft.com/content/1a69...

Trump’s torrid tariff twists and turns Nations can scarcely argue against Trump’s aspiration to leverage the size of the US economy to carve deals. www.newindianexpress.com/opinions/col...

Edward Luce: "Trump fills the stage. The tempo is almost boringly shocking. Another three weeks of this could become shockingly boring. Either way, Trump has bandwidth dominance." www.ft.com/content/84b0...

The death of American soft power www.axios.com/2025/02/07/t...

How India Eats: Sharp rise in chicken prices shoots up non-veg thali rates by 17 percent www.forbesindia.com/article/news...

Big FIIs, including EuroPacific, Govt of Singapore, Vanguard, Fidelity, pare stake in Indian firms amid market correction in Q3 www.moneycontrol.com/news/busines...

India's finance ministry asks employees to avoid AI tools like ChatGPT, DeepSeek www.reuters.com/technology/a...

These chefs are done taking orders. They’re turning entrepreneurs From Regi Mathew’s Kappa Chakka Kandhari to Saransh Goila’s butter chicken chain and Manu Chandra’s multi-brand business, chefs are cashing in on India’s appetite for new flavours. theprint.in/ground-repor...

'15 lakh delivery partners worked with Zomato in CY24, saw earnings rise' In 2024, over 15 lakh partners worked with Zomato, with those logging at least 8 hours a day seeing average monthly earnings rise to ₹27,726, says Deepinder Goyal www.fortuneindia.com/enterprise/1...

Rupee sinks to lifetime low as Trump tariffs unnerve global markets www.reuters.com/markets/curr...

A Budget in search of the middle class: Tax cuts may not spur growth www.business-standard.com/opinion/colu...

Volkswagen sues India over $1.4 billion tax demand, says investment in jeopardy Volkswagen has challenged India's $1.4 billion tax demand, citing risks to its investment and the country's foreign investor climate. www.fortuneindia.com/enterprise/v...

Go Shopping, Modi Tells Indians Finance Minister shifts emphasis to consumption while narrowing budget gap www.bloomberg.com/news/newslet...

Saira Malik, CIO, Nuveen: "India is not necessarily always the cheapest market, (but) I think that having India as part of your emerging markets portfolio makes a lot of sense." www.reuters.com/markets/asia...

Family Office Tracker: Here’s The List Of 200+ Investors Betting Big On Startups inc42.com/features/fam...

Menaka Doshi: "It's a win India could convert into a permanent feature — by doubling down on deregulation." www.bloomberg.com/news/newslet...

Anand James, Geojit Financial Services: "We are in the Q3 earnings period and only around 30% of the companies in Nifty 50 have come out with their results and only around 30% have reported quarterly profit growth (YoY)." www.financialexpress.com/market/cafei...

Alibaba releases AI model it says surpasses DeepSeek - www.reuters.com/technology/a...

Edward Luce, FT: "It would be no surprise were China in the near future to win more friends and influence in Trump’s hemisphere." www.ft.com/content/c10c...

The Trump Effect Harsh Pant, ORF: "If the threat from Mr Trump increases for China's economy, then China would want a relationship with India that is economically robust and strategically relatively sound compared to 2020." www.reuters.com/world/asia-p...

Taking Stock: Nifty below 22,850, Sensex down 824 points; IT, media worst hit www.moneycontrol.com/news/busines...

DD Mishra, Gartner: “Some Tier-II IT services companies are outperforming larger system integrators by focusing on digital revenue streams and avoiding the significant legacy workload burdens many large Indian IT services companies face.” www.thehindubusinessline.com/info-tech/ti...

Earnings worries yank Indian shares to third week of losses www.reuters.com/markets/asia...

70% of BSE500 stocks in ‘Bear’ phase; should you buy the dip ahead of Union Budget 2025? With a fall of nearly 63% from its 52-week high of Rs 474, Sun Pharma Advanced Research Company emerged as the top loser in the BSE 500 group www.businesstoday.in/markets/stoc...

Mutual Fund strategy for 2025: Don't bet on mediocre companies www.forbesindia.com/article/2025...

Is HUL the bellwether for the state of the Indian economy and the consumer? www.thehindubusinessline.com/companies/hu...

Why brands are flocking to running The exponential growth of running enthusiasts—going up from 10,000-odd registered runners in 2004 to 2.5 million now—has given brands an avenue to engage with a captive audience www.forbesindia.com/article/take...

From Slurrp Farm To Paper Boat: Here Are 49 F&B D2C Brands Reshaping The Indian Consumer Market inc42.com/features/fb-...

Debt: More profitable than equity in 2025 Do-it-yourself retail investors can start getting their feet wet in corporate bonds in 2025 while keeping a few risk factors in mind www.forbesindia.com/article/2025...

When Prime Minister Narendra Modi last visited Davos in 2018, he spoke of India becoming a $5 trillion economy by 2025. Here we are, over a trillion dollars short of target, and instead of speeding up, India is slowing down. www.bloomberg.com/news/newslet...

There’s a new ‘ism’ in town. Left, Right & Centre are losing to it In the new world, the only idea that cuts across enough vote banks is populism. Its beauty, charm and success lies in its ease of use, in how little it demands from your head or heart. theprint.in/national-int...

How Reliance Failed To Resurrect Dunzo The collapse of the hyperlocal delivery app Dunzo symbolises the growing toll of hyper-competition and unsustainable business models in the consumer Internet economy www.thecore.in/technology/d...

The IPO gold rush is likely to continue in 2025 www.forbesindia.com/article/2025...

Will 2025 be a reality check for stock markets in India? www.forbesindia.com/article/take...