News & Voices
See the evolving global geopolitical landscape through our lens and uncover the forces transforming the world around us
RBI mandates AI/ML override mechanism, tightens banking model governance
Lenders face stricter oversight, validation and accountability standards as AI adoption accelerates across credit, risk and customer operations
S&P cuts India FY27 growth to 6.6% on energy stress, weak monsoon risks
Rising energy costs, weaker rainfall and slowing global demand threaten to temper India’s momentum despite resilient fundamentals and policy support
Strong revenue keeps corporate growth on track despite cost pressures: RBI
Sales growth, improving profits and healthier balance sheets suggest India’s private sector entered FY26 with renewed momentum
India’s $1.84 trillion trade target meets a pharma growth test
Pharmaceutical industry remains a global generics powerhouse, but limited presence in biologics and advanced therapies highlights the challenge of moving up the value chain, says Niti Aayog report
China’s AI challenge grows as software race joins battle for chips
It’s no longer just trying to catch America in AI chips. It’s now building a rival software ecosystem, while Europe risks falling further behind
Indian workers feel safer than anyone else in Asia-Pacific: Report
Confidence in employment stability remains unusually strong despite AI disruption, global uncertainty and slowing engagement across workplaces
Iran oil returns: India eyes strategic energy edge
Sanctions relief for Iranian oil could cut India’s import costs, diversify crude supplies, strengthen energy security and enhance New Delhi’s strategic autonomy amid global volatility
Trump’s Iran chessboard: Is Wall Street betting trade on every threat, truce & tweet
Each hint of breakthrough lowered oil, eased inflation fears and lifted investor sentiment, raising a provocative question: Is the US President deliberately keeping the final deal just out of reach?
India’s post-pandemic investment cycle gains strength as pvt capital takes centrestage
Share of private capital in country's investment pipeline rose to 71.3% in FY23-FY26, with Rs 191 lakh crore projects driven by power and transport
India’s core sector growth tumbles to seven-month low of 0.5% in May
Energy slump overshadows infrastructure demand; refinery, coal and oil declines outweighed robust infrastructure growth
Weak monsoon, global volatility keep RBI in wait-and-watch mode on rates
Monetary Policy Committee’s meeting minutes reveal highest policy uncertainty since 2016 as 42% June rainfall deficit and 5.1% FY27 inflation challenge outlook
Rising costs squeeze India Inc margins, growth slows: ICRA
Revenue growth is expected to slow from 13.2% to mid-high single digits in Q1 FY2027, while operating profit margins may shrink by 100-150 bps