'Even if tariffs are reduced, non-tariff may still remain a challenge.'
'Defence, capital goods, engineering, capital market-related stocks, autos, and cement sectors are my bullish bets for Samvat 2082.'
A deep dive into Trump's new policy and what it means for Indian professionals and companies.
We have nothing to gain by raising our concerns internationally as our narrative has got entangled with several controversial concepts in the United Nations, asserts Ambassador T N Sreenivasan.
'Allocating 5 to 10 per cent of one's portfolio and staying disciplined through market cycles helps in having a positive investment experience.'
Defence Minister Rajnath Singh says India achieved all objectives of Operation Sindoor, emphasizing that escalating the situation to war with Pakistan was not the aim. He highlighted India's fight against cross-border terrorism and the successful exposure of Pakistan's air defense system.
'Equities may not outperform every year, but if they do so seven times out of 10, it's an asset class worth relying on.'
'Trump does have a master plan in mind to put pressure on India with the additional tariff of 25 per cent to get Modi to persuade Russian President Vladimir Putin to freeze the Ukraine war.' 'It has not worked so far. By end-September only we'll know for sure the future trajectory of India's oil purchases from Russia,' observes Ambassador M K Bhadrakumar.
Part-I of this three-part series dives into Delhi-NCR's SPR, Sohna, Dwarka Expressway, and Jewar Airport leading the charge.
'As the team builds, each of them will bring in a different perspective, new thinking.'
Chief of Defence Staff Gen Anil Chauhan identifies China border dispute as India's biggest national security challenge, followed by Pakistan's proxy war. He also highlighted regional instability, future warfare scenarios, and dealing with nuclear-armed adversaries as major concerns.
Tata Capital Ltd, set to launch its IPO next week, has identified green financing and digital innovation as its core growth pillars, backed by the merger of its IFC-backed subsidiary Tata Cleantech Capital in 2024. By FY25, the cleantech and infrastructure finance book reached Rs 18,000 crore, growing at a 31.8 per cent CAGR over the last two years, the NBFC said on Friday.
'When global politics has some intervention on the core software one uses, and if you are cut off from your own data in critical workflows, sovereignty is no longer optional. It becomes a necessity.'
'These efforts by Beijing can be weaponised one day with economic, security and political implications for India.'
'One Chinese interlocutor said India should realise that "China can do without India, but India could not do without China", pointing to its inability to do without Chinese intermediates and components,' former foreign secretary Shyam Saran discovers on a visit to China.
India's housing market has remained resilient this festival season (Dussehra-Diwali period), despite global macroeconomic challenges, tech-sector layoffs, and affordability pressures, with developers reporting 10-25 per cent year-on-year (Y-o-Y) rise in home sales across major cities.
'This is an area where good lending can happen, and that is one of the priorities for the next quarter.'
The Jane Street-Sebi saga is more than a legal dispute -- it's a litmus test for India's ambitions as a global financial hub.
Yes, the entry of private bankers, particularly with global experience will add value to PSBs, points out Tamal Bandyopadhyay.
'I disagree with much of Modi's politics, but it cannot be denied that in these years in office, he has carved more than a niche for himself in history,' points out Nilanjan Mukhopadhyay, author, Narendra Modi: The Man, The Times.
The US' move to raise the tariff on most Indian goods to 50 per cent could drag India's GDP growth for FY26 by 35 to 60 basis points, according to various economists. One basis point (bp) is equal to 0.01 per cent.
Liam Henderson emerged as the costliest player at the Hero Hockey India League (HIL) men's mini auction on Thursday with Vedanta Kalinga Lancers securing the services of the Australian defender for Rs 42 lakh (Rs 4.2 million)
The era where nations thrived through rigid alignments is giving way to an age where the connective State defines power. For India, that era has arrived, points out Dr Nishakant Ojha.
Markets regulator Sebi has barred US-based Jane Street Group from the securities markets and directed the group to disgorge unlawful gains of Rs 4,843 crore for allegedly manipulating stock indices through positions taken in derivatives segment. This could be the highest disgorgement amount ever directed by the Securities and Exchange Board of India (Sebi).
'China reduced its exports of urea to India gradually.' 'In 2020-2021 we imported 28 lakh tonnes of urea which reduced to 16 lakh tonnes in 2022-2023 and that has now reduced to 1 lakh tonnes in 2024-2025.'
'If Washington has to balance Chinese power, she will have to turn to the third biggest power in the world which is India.' 'The United States and India will have to work together in order to keep Chinese ambitions in check.'
'The investigation is at a very critical stage. We are not going to give every single document.'
Ask rediffGURU Naveenn Kummar your insurance mutual fund and personal finance-related questions.
India and the US have collaborated through the past one month on launching a powerful satellite; are commencing joint production of GE Aerospace's F414 jet engines in India; India is participating in a massive three week-long military exercise in the Western Pacific, observes Ambassador M K Bhadrakumar.
Three senior leaders of the banned CPI (Maoist) surrendered to the Telangana police. The leaders cited health issues, ideological differences, and changing socio-political circumstances as reasons for their surrender. The Telangana DGP appealed to other underground Maoist cadres to return to the mainstream.
'Karur could still impact Jana Nayagan's box-office success if Vijay and the TVK do not get their act together,' points out N Sathiya Moorthy.
MFs offer scale, simplicity, liquidity, and tax efficiency, and are an excellent vehicle for disciplined SIP investing. PMS is better suited for larger portfolios with equity allocation of Rs 3 crore to Rs 5 crore.
'The hearing is not adversarial but inquisitorial in nature -- it allows Sebi to examine the context, the strategy, and the intent behind the trades, particularly when algorithmic and expiry-day trading are involved.'
It is also the first time that TRF has been mentioned in any UN document. This marks the first mention of the LeT and any other Pakistan-based terror group in the report since 2019.
'Both initiatives are welcome moves and we would commit ourselves with focused attention aligned with the national priorities, and pursue our exploration initiatives.'
'... Rahul Gandhi's name came to my mind at that time.'
'First-time investors, busy professionals, NRIs and those with modest sums looking for curated strategies may find FoFs especially appealing.'
'Indian refiners can operate without Russian crude from a technical standpoint, but the shift would involve major economic and strategic trade-offs'
A 10-part series that explains all you want to know about how India's EPF turns a slice of your monthly salary into long-term savings, pension, and life insurance.
'The world is heading into a period of serious problems, and gold and silver are among the few ways to protect oneself.'