In a world fractured by uncertainty, India stands out for its policy consistency, paired with sustained ambition, points out Pritam Banerjee.
'We believe the truth is in the middle, and that India is at an important crossroads.'
India has managed high government debt-to-GDP, a slowing domestic revenue engine, lower household savings and a more hostile geopolitical environment separately in the past. But together, they threaten to undo the growth narrative on which today's optimism rests, warns Debashis Basu.
The bilateral trade between India and China has been growing at a healthy rate, but the trade gap remains sharply tilted in Beijing's favour. India has time and again flagged its concern over the ballooning trade deficit and the non-trade barriers faced by Indian goods in the Chinese market.
The Indian government should urgently consider imposing safeguard or anti-dumping duties on imports of two construction equipment segments - crawler excavators and tower cranes - as Chinese companies are rapidly expanding their presence in these markets in India through 'predatory' pricing supported by lower raw material costs, substantial export subsidies, and extended credit schemes, said Sorab Agarwal, executive director at Action Construction Equipment (ACE).
A senior Pakistani minister has admitted that the country failed to capitalize on the China-Pakistan Economic Corridor (CPEC), citing attempts by the previous government to undermine Chinese investments, leading to investor flight.
Years of repression and disappearances have taught Venezuelans, the hard way, not to voice either their anger or their joy, observes Radha Roy Biswas who spent her formative years in Venezuela.
This exercise allows investors to realign their portfolios with changing market conditions and evolving personal objectives.
If Xi Jinping is dethroned in the future, the instrument for that may well be embedded within the PLA, notes former foreign secretary Shyam Saran.
'Only four or five original companies remain; the rest have been replaced every decade as sectors evolve or leadership shifts.' 'Companies that fail to adapt -- like many textile mills from the 1970s and shipping firms from the 1980s -- disappear.' 'Benchmark indices reward those who reinvent themselves in line with economic demands.'
India's gems & jewellery exports witnessed 30.6 per cent year-on-year (Y-o-Y) contraction in October to $2.17 million, amid the imposition of a steep 50 per cent tariff by the United States (US) on several Indian products.
Following the disruption in the supply of rare earth or permanent magnets after China's notification on April 4, the mines ministry is planning to introduce a Rs 1,500 crore incentive scheme to recycle critical minerals, according to a top official.
'The real story of 2025 is that India officially stopped being a 'market of the future' and started acting as the world's primary economic engine.'
India's new climate pledge to the UN could be weakened by its growing use of coal, even as the country plans a 2035 roadmap to cut emissions and boost clean energy.
Luckily for us, a Russia that is desperate to stay relevant in an emerging multipolar world finds in India a reliable geostrategic partner. The Russian proximity to India also keeps China from exploiting its economic dominance vis a vis Russia, points out Colonel Anil A Athale (retd).
Prime Minister Narendra Modi on Saturday proposed a G20 initiative aimed at enhancing clean energy transitions by boosting recycling, easing supply chain pressures and advancing joint research on critical minerals, and suggested forging a partnership to make satellite data more accessible and interoperable.
Smartphone exports for the first six months (April to September) of 2025-26 (FY26) surged to $13.4 billion, based on industry estimates. Driven by the production-linked incentive (PLI) scheme, this marks a 59 per cent jump over the $8.5 billion exported during the same period of the previous financial year (2024-25/FY25).
The government plans to establish a fully indigenous manufacturing ecosystem with an annual production capacity of up to 6,000 tonnes. The scheme is expected to run for seven years, according to official documents.
'They are a poor fit for anyone with near-term goals, low volatility tolerance, or a need for steady income or liquidity.' 'First-time investors should typically avoid them.'
On August 5, 1953, Jawaharlal Nehru sent a strange note to the foreign secretary. It is worth mentioning because it was symptomatic of the lack of knowledge about Western Tibet in India and in South Block in particular, notes Claude Arpi.
The Maoists in Bastar went from one village to another with kits providing badly needed medical intervention. The medical help was one key reason why the tribals were attracted to the Maoists, points out M R Narayan Swamy.
'Don't look at Russia only as a place to earn quickly and then leave.' 'Try to build experience in serious companies, skills and certifications that will serve you anywhere in the world.'
The matter has now been escalated and the ministry has written to Customs, Bureau of Indian Standards (BIS) and the Directorate of Revenue Intelligence (DRI) to investigate it thoroughly.
There's no change in Apple Inc's India strategy, said a top government source. 'It can only be enhanced'.
There is positive sentiment for Tata Steel on the basis of strong domestic demand, a turnaround of European operations and moderate valuations. A combination of capacity expansion, efficiency gains, higher asset utilisation, and improved operating leverage may lead to margin expansions.
'Our vision is to innovate as many products as we can and solve as many problems as possible.'
The strong domestic flow offset selling by foreign portfolio investors who pulled out $23.3 billion (Rs 2.03 trillion) from domestic equity markets in CY25.
'The outlook for the next Samvat is more constructive, as many of the earlier drags are gradually becoming supports.'
'An asset must generate income. Equities yield dividends, bonds pay coupons, deposits give interest, and real estate earns rent.' 'Gold, silver, and even Bitcoin produce no income, they merely store value. So, they should not be compared to productive assets.'
Any industrial policy is only as good as how it is applied and the other reforms that support it. This was as true 40 years ago as it is now, points out Debashis Basu.
'We remain in touch with the Chinese side, in Beijing as well as in Delhi, to bring predictability in the supply chain.'
There has never been a moment in India's history when it has been so adrift in the world, so confused about what it stands for and against and so humiliated, asserts Aakar Patel.
The government has set up an inter-ministerial group to monitor a possible surge in imports from countries like China, Vietnam and Thailand, fearing a surge in inbound shipments following the imposition of high reciprocal tariffs by the US on these countries, sources said. The product categories that may see an upsurge in diversion of imports from the US to India include consumer goods, electronics, chemicals and steel.
India's trade deficit with China neared $100 billion in FY25, amid escalating concerns of dumping, data released by the commerce department on Wednesday showed. Chinese imports rose by 11.5 per cent to $113.45 billion, while outbound shipments to the neighbouring country saw 14.5 per cent contraction to $14.2 billion.
Global emerging market investors are sharply cutting back on India, making it the largest underweight market, as funds rotate into China, Hong Kong, and South Korea amid tariff shocks and valuation concerns.
'If nominal growth improves and earnings pick up, Indian stock markets could see a rally next year.'
Spreading risks in sourcing raw materials for electric vehicle (EV) manufacturing is "very critical" and the government can play a key role by enabling access to these from multiple locations worldwide, said Vivek Srivatsa, chief commercial officer at Tata Passenger Electric Mobility, on Friday while stressing the need for faster localisation, especially of batteries.
India, the land that gave the world Darjeeling and Assam tea, risks losing its place at the global tea table, not because of its leaves, but because of its lost opportunities, notes Kanika Datta.
'India is cosying up to Xi Jinping. They don't need the Russian oil. It's a refining profiteering scheme.'
Apex exporters body FIEO on Tuesday expressed serious concerns over high US tariffs on Indian goods and said that textiles and apparel manufacturers in Tirupur, Noida, and Surat have halted production amid worsening cost competitiveness due to these steep duties. The US duties on Indian goods will increase to 50 per cent from August 27.
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