RBI Sitting on 100 bps of Policy Space

If inflation stays near 2.5% and growth around 6.7%, the Taylor rule implies nearly 100 basis points of policy space for the RBI to cut rates.

Barendra Kumar Bhoi

October 24, 2025 at 8:43 AM IST

The Stain Theory of Investing

From tariffs to AI, every setback is being spun into a strategy. Investors should beware India’s growing stain premium before the rinse begins.

Krishnadevan V

October 6, 2025 at 8:36 AM IST

Amey Bane/iStockphoto.com

India’s Growth Story Meets Its Consumption Wall

Tax breaks lift demand for now, but slowing income, weak investment, and US tariffs threaten to sap India’s growth momentum.

Shilpashree Venkatesh

October 4, 2025 at 12:54 PM IST

iStock.com

Export Monitor

Indian Exports May be More than Just Faltering

India’s exports have weakened across major markets. A temporary surge in shipments to the US provided some relief, but rising tariffs have added pressure on growth prospects.

Rajesh Mahapatra

October 4, 2025 at 6:45 AM IST

iStock.com/MAGNIFIER

The H-1B Crossroads: Remittances Versus the Domestic Need for Talent

H-1B migration boosts remittances and global links for India but drains mid-career expertise vital for emerging industries and innovation.

Hemachandra Padhan

September 30, 2025 at 12:42 PM IST

iStock.com

No More Taarif for Trump

Trump’s H-1B diktat may hurt India’s tech firms, but it hurts America more—closing doors to talent, raising costs, and straining a fragile friendship.

Manoj Rane

September 23, 2025 at 11:00 AM IST

White House

Is IT Services Sector Set for Extended Period of Underperformance?

IT stocks lost their defensive edge, lagging Sensex with weak earnings, global headwinds and valuation drag; outlook stays cautious.

Chokkalingam G

September 23, 2025 at 9:23 AM IST

iStock.com/Kandarp Gupta

Monetary Policy

India’s Wage Malaise Leaves RBI Little Room to Hide

With inflation subdued and nominal growth slipping, structural reforms and monetary easing must work together. The October policy is a test of intent.

Yield Scribe

September 23, 2025 at 6:42 AM IST

iStock.com

H-1B Visa Clampdown Puts Spotlight on India’s Innovation Deficit

As the US clamps down on H-1B visas, India must look beyond brain drain debates and build R&D strength, skills, and domestic innovation to absorb its tech talent.

Sharmila Kantha

September 22, 2025 at 3:07 PM IST

iStock.com

Visa Shock Nudges India’s IT Towards a Stickier Offshore Model

The steep H-1B fee for new visas is a jolt, yet it may ultimately tilt India’s tech exports toward deeper offshoring and GCC scale, with manageable macro drift.

Madhavi Arora

September 22, 2025 at 8:42 AM IST

iStock.com/Kandarp Gupta

Interview

Policy Expert Ajay Shankar says Trump’s Visa Shock is America’s Loss, Not India’s

Trump’s visa shock hurts America more than India. New Delhi must use its market and talent strengths to stay firm.

BasisPoint Insight

September 22, 2025 at 7:59 AM IST

iStock.com

The Morning Edge

Asian Equities Advance Amid Uncertainty; US Visa Policy Clouds Indian IT Outlook

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

September 22, 2025 at 2:05 AM IST

Via WikiCommons

How Post-COVID Tailwinds Triggered H-1B Pushback; Is Macro Reset the Answer?

The post-pandemic export surge drew US fire on visas. With services under pressure, India’s answer cannot be piecemeal—it must be a macro-level reset.

Dhananjay Sinha

September 21, 2025 at 3:28 PM IST

iStock.com

The $100,000 Question: How Trump's H-1B Fee Hike will Change the Future of Hiring

Is the $100,000 H-1B fee hike a turning point for Indian IT, or just another breadcrumb in a trail marked by layoffs, automation and offshoring?

Nilanjan Banik

September 21, 2025 at 6:56 AM IST

iStock.com/Kandarp Gupta

India’s Remittance Lifeline Faces New Strains

US tax and visa shocks threaten India’s $135 billion remittance lifeline, exposing risks in its most stable external buffer.

Babuji K

September 21, 2025 at 5:32 AM IST

White House

Little Impact on IT, But Trump’s H-1B Visa Fee Could Reverse Indian Brain Drain

The new $100,000 H-1B visa fee may cause short-term headaches for Indian IT firms, but it could strongly deter students from pursuing US admissions without a clear job path.

TK Arun

September 20, 2025 at 11:11 AM IST

White House

Export Monitor

Monetary Policy

Interview

The Morning Edge

The Bureau