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Monday, January 5, 2026
TopicRate hike

Topic: rate hike

Subdued earnings & rising interest cost burdens — what early bird Q4 corporate results are telling us

Apart from RBI rate hike, uncertainty in banking, insurance & financial services in North American markets have resulted in weak Q4. We look at 59 non-finance & non-oil companies.

On Camera

Trump is tying his legacy to whatever happens in Venezuela

A bad turn in Venezuela would raise the same questions that have dogged the unlawful US strikes against alleged drug boats in the Caribbean: Why now, and why at all?

Wall Street carries big expectations this year after best run since 2009

The concern is not that 2025’s rally was irrational, but that it may be difficult to repeat. Outlooks remain anchored to AI investment and growth without reigniting inflation.

Greece looking at TATA’s WhAP infantry combat vehicle for army procurement

If deal goes through, Greece will be 2nd foreign country to procure vehicle. Morocco was first; TATA Group has set up manufacturing unit there with minimum 30 percent indigenous content.

A year-end Mea Culpa in National Interest—The Army-Islam combo doesn’t kill democracy

Many of you might think I got something so wrong in National Interest pieces written this year. I might disagree! But some deserve a Mea Culpa. I’d deal with the most recent this week.