Duvvuri Subbarao, who served as the Governor of the Reserve Bank of India during the 2008 global financial crisis, has issued a stark warning about the economic risks India faces from proposed U.S. tariffs and Chinese dumping. In a recent interview, Subbarao cautioned that these twin pressures could undermine India’s manufacturing competitiveness, slow GDP growth, and worsen the country’s jobless growth challenge. The ₹7 Lakh Crore Threat: What’s Behind the Number? Subbarao estimates that Donald
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Bharat Dynamics Ltd (BDL), the state-owned defence PSU, saw its shares jump 3.2% to ₹1,534 on August 13, 2025, after reporting a stellar Q1FY26 performance. The company’s Profit After Tax (PAT) surged 154% year-on-year to ₹18.35 crore, up from ₹7.21 crore in Q1FY25, driven by strong operational momentum and easing supply chain constraints. Q1FY26 Highlights MetricQ1FY26Q1FY25YoY ChangePAT₹18.35 crore₹7.21 crore+154%Revenue from Operations₹231.09 crore₹187.77 crore+23.07%Total Income₹334.79 crore₹271.55 crore+23.29%Total Expenses₹311.66 crore₹260.31 crore+19.72% Despite rising costs, BDL delivered robust
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U.S. President Donald Trump has officially confirmed that gold imports will not be subject to tariffs, ending a week-long wave of confusion triggered by a U.S. Customs and Border Protection (CBP) notice. The announcement, made via social media, comes after speculation that certain gold bars—specifically one-kilogram and 100-ounce weights—might be classified under new tariff rules, potentially disrupting global bullion trade. Background: The Source of Confusion On July 31, CBP issued a letter suggesting that gold
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Tata Group’s hospitality arm, Indian Hotels Company Limited (IHCL), is set to surpass a milestone of 550 hotels and 55,000 rooms following its acquisition of controlling stakes in ANK Hotels Pvt Ltd and Pride Hospitality Pvt Ltd. These deals, valued at ₹204 crore, mark a significant leap in IHCL’s aggressive growth strategy under its ‘Accelerate 2030’ roadmap. Key Details of the Acquisitions Acquisition TargetStake AcquiredNumber of HotelsInvestment AmountANK Hotels Pvt Ltd51%~70+₹110 crorePride Hospitality Pvt Ltd51%~65+₹94
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12August
Sectoral Fund Inflows Soar 1,882% MoM: Smart Strategy or Costly Gamble Amid Trump’s Tariff War?
In a surprising turn, Indian retail investors poured record amounts into sectoral mutual funds in July 2025, with inflows surging 1,882% month-on-month. This dramatic spike comes at a time when global markets are grappling with heightened uncertainty due to U.S. President Donald Trump’s new tariff regime, which includes a 25% hike on select Indian exports. The question now is whether this aggressive sectoral investing is a smart tactical move—or a risky misstep. The Numbers Behind
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