Think. Over the week

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By news.saerio.com


The most important topic for comment on our Editorial section was the excise duty cut on petrol and diesel. The Editorial argues that this is a timely move by the Centre to give relief both to the oil marketing companies and consumers. It also highlights the economic pain ahead if the war doesn’t end soon and crude prices remain elevated for the next two-three quarters.

The issue of semaglutide and the rush of branded generics entering the market as a weight loss drug was another topic analysed in our Editorial section. Our Editorial argued that this drug needs to monitored carefully, as a drug that is crucial to treat obese diabetics could very easily become a “wellness” drug used by people wanting to “look good”.

The Centre’s Credit Guarantee Scheme for Microfinance was another topic for comment. Our Editorial argues that though the scheme is put in place to nudge greater funding to NBFCs and microfinance firms, the conditions imposed are too onerous.

In his weekly column Line&Length, TCA Srinivasa Raghavana looks at the US-Israel relationship and their alliance in their war against Iran, and Iran’s response, through the prism of Game Theory. Regardless of the outcome of this war, the world will not go back to where it was, which Srinivasa Raghavan argues is not a bad thing as it will wean the world away from fossil fuels.

Read more here.

Amarendu Nandy looks at how the oil shock due to the West Asian conflict will impact the Indian economy. He argues that a higher import bill will push up inflation and weaken the rupee. This will pose problems to RBI, which may have to hike rates amidst a weakening investment cycle, he says.

Read more here.

On the HDFC Bank issue, Rimmy E Tomy says that the sudden resignation of director citing concerns over ethics, points towards deep, structural problems in the banking sector. She highlights why trust is such an important factor in the banking sector, and why it is crucial for its survival.

Read more here.

Here’s our cartoonist Ravikanth’s take on the world of business and economy:

Find here.

Published on March 28, 2026



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