Deep Dive: Beyond The Headlines

An uneven monsoon and the threat of El Niño are once again forcing investors to reassess the outlook for inflation, interest rates, corporate earnings and rural demand. This BS Deep Dive examines how weather could shape sectors, markets and the broader economy in the months ahead.

India’s states are driving the country’s next phase of growth—but they are doing so with sharply different fiscal strategies, development priorities and economic outcomes. From public finances and infrastructure spending to social welfare, demographics and investment, this BS Deep Dive examines how the choices made by state governments are shaping India’s future.

An uneven start to the southwest monsoon has renewed concerns over rainfall distribution in an El Niño year. The stakes extend far beyond agriculture. The quality and distribution of the rains could determine food inflation, rural demand, consumer spending and the broader economic outlook. This BS Deep Dive examines where the biggest risks lie and what they could mean for households, businesses and policymakers.

India Inc is set to kick off the Q1FY27 earnings season amid mixed sectoral trends and persistent global uncertainty. While banks and domestic-facing sectors are expected to remain resilient, IT exporters, commodity producers and other cyclical businesses face a more challenging quarter. This BS Deep Dive examines what investors should expect from the companies and sectors that will set the tone for the earnings season.

The first half of 2026 tested investors with geopolitical tensions, volatile commodity prices, shifting interest-rate expectations and a busy primary market. As attention turns to the rest of the year, this BS Deep Dive examines the outlook for equities, IPOs, commodities, sectors and the key risks that could shape markets in H2.

India’s AI ambitions extend far beyond chatbots. From building computing infrastructure and developing sovereign AI models to creating new jobs and reducing dependence on global technology giants, the country is trying to lay the foundations for an AI-driven economy. This BS Deep Dive examines the opportunities, challenges, and strategic choices that could shape India’s place in the global AI race.

Cybercriminals are evolving faster than ever. From “boss scams” and digital arrests to mule accounts and corporate fraud, cybercrime is becoming one of India’s fastest-growing threats. This BS Deep Dive examines how modern scams work, why even educated users fall victim, where investigations hit roadblocks, and what individuals and businesses can do to protect themselves.

Bitcoin’s latest decline has reignited questions about the future of cryptocurrencies. What is driving the selloff, how are other digital assets performing, and what comes next for investors? This BS Deep Dive explores the forces shaping the crypto market and the outlook for the world’s most popular digital assets.

India’s fertility rate has fallen below replacement level, marking a historic shift in the country’s demographic journey. What does it mean for economic growth, jobs, ageing, and India’s demographic dividend? This BS Deep Dive examines the forces behind the decline and the challenges that lie ahead.

Foreign investors are steadily increasing their exposure to Indian government bonds after the country’s entry into major global debt indices. But how much can these inflows influence the rupee, bond yields, and India’s financial markets? This BS Deep Dive examines the opportunities, challenges, and long-term implications of India’s growing integration with global bond markets.