Debashis Basu

3 weeks ago | moneylife.in | Walter Vieira |Rahul Deodhar |Sanjay Bakshi |Debashis Basu

Rajiv Bajaj, chairman of Bajaj Auto, sounded the alarm last week: if China were to restrict exports of rare earths—crucial for the magnets in electric vehicles—India’s nascent EV industry could grind to a halt. His anxiety is not unwarranted. As geopolitical tensions rise and trade wars simmer, headlines like these expose uncomfortable truths: the world remains deeply dependent on Chinese supply dominance, and India is no exception.

4 weeks ago | moneylife.in | Sucheta Dalal |Debashis Basu

In 1992, the Harshad Mehta scam led to profound changes in capital market regulation and infrastructure. One of these was setting up the NSE as a cleaner alternative to the century-old BSE. In a supreme irony, NSE itself got embroiled in the algo scam originating in the Exchange's sanctum sanctorum: the co-location servers for high frequency trading. Absolute Power is the story of NSE's commercial success leading to arrogance and fall from grace.

1 month ago | moneylife.in | Walter Vieira |Rahul Deodhar |Sanjay Bakshi |Debashis Basu

Last week, US president Donald Trump fired a salvo against Apple’s Tim Cook—demanding that iPhones be made in America, not India. This marks a fresh escalation in his “America First” crusade. The outburst, laced with characteristic bluster, came despite Mr Cook’s earlier pledge of US$500bn (billion) in US investments. In 2024-25, Apple churned out 40mn (million) iPhones in India, worth US$22bn, with 32mn units (US$17.5bn) exported to the US, Europe, and West Asia.

1 month ago | moneylife.in | Debashis Basu |Yogesh Sapkale |Yazdi Tantra |Sucheta Dalal

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2 months ago | moneylife.in | Walter Vieira |Rahul Deodhar |Sanjay Bakshi |Debashis Basu

Policymakers and pundits in Delhi have been quick to declare the US-China trade war a golden opportunity for India. As supply chains fray and geopolitical tensions deepen, could India finally seize a slice of China’s enormous export pie? On the surface, the logic is appealing. If tariffs and restrictions make Chinese goods less welcome in American ports, surely the world’s largest democracy—with its low labour costs and burgeoning industrial base—can fill the gap.