Business World & Perspectives
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China's Revenge For Tariffs Goes Beyond Trade To Soft Power, Treasuries
The second chapter of Donald Trump’s trade war with China has begun—and this time, Beijing seems even less inclined to blink. If Trump’s first presidency taught us anything, it’s that policy can shift with a tweet.
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Stability Over Hype: Why Banking Is India’s True Growth Bridge
There is a saying in the markets: when the legs wobble, you look for the spine. And right now, that spine might just be India’s banking sector.
Trump Tariffs Test Trust More Than Trade In India-US Ties
Late July 2025, President Donald Trump announced two significant and deeply symbolic moves: a 25 per cent “reciprocal” tariff on Indian exports.
PSU Banks Rally: Momentum Or True Long-term Transformation?
Over the last 18 months, PSU banks have staged a rally that has outpaced expectations, benchmarks, and in some cases, even private peers.
New India, New Sectors And Discipline Of Patience
India’s arrival as the world’s fourth-largest economy is not just a milestone—it is a prelude. With gross domestic product (GDP) set to cross USD 5 trillion.
Big, Poor And Rising: India’s Uneven Economic March Continues
The elephant lumbered past Japan, silently, steadily, with the kind of patience that only an old soul can muster to become the globe’s fourth-largest economy.
In India, FDI Rising Again But Investor Confidence Slipping Fast
In the global contest for capital, the dragon may breathe fire, but the elephant is learning to dance—and perhaps, to charge.
Why Trump’s Diplomacy Mirrors A Local Strongman
Around the world, policymakers, diplomats, and business leaders often find themselves exasperated trying to predict Donald Trump’s next move.
Geopolitical Shock Tests Investor Nerves But Market story holds
Recent events mark a turning point, not just in geopolitics, but in market psychology. As India launched a punitive military response, the region felt tremors.
Indian Stock Markets Resilient But Cracks Show
The Indian stock market is defying gravity. Despite global headwinds—slowing growth, geopolitical tensions, and foreign institutional investor (FII) outflows.