BUSINESS
Rooftop solar — Clouds gather over the target
PM Surya Ghar Muft Bijli Yojana risks missing its 2027 target amid financing gaps, regulatory hurdles, and discom resistance
BUSINESS
Can India seize the AI moment at the global summit?
As New Delhi hosts the India AI Impact Summit 2026 amid market jitters and global churn, the real test lies in turning rhetoric into regulation, innovation into inclusion, and ambition into actionable leadership
BUSINESS
FORGE a pact and Vault past the rare earth paradox
India should leverage the current momentum in ties with the US to strengthen its critical mineral security
BUSINESS
Twin trade deals — How India is playing Europe, America differently
The India-EU FTA promises deep, rules-based integration, while the India-US interim pact is a fast, strategic reset — together revealing a more selective, self-confident Indian trade doctrine.
BUSINESS
Fix the delivery points to help power reforms deliver
Why three official reports converge on discom reform, and why privatisation may no longer be optional
BUSINESS
India lifts tariff trophy as US budges on duties
Lower US tariffs mark a strategic reset in India-US trade ties, boosting export competitiveness and geopolitical alignment
BUSINESS
Budget 2026 — Can FM address India’s AI paradox?
India’s AI ambition hits a hard constraint: capital, compute and the cost of catching up
BUSINESS
Can NEP 2026 add spark to power reforms?
After two decades of capacity expansion, India’s power challenge has shifted to fixing tariffs, discom finances, and market design
BUSINESS
Budget 2026 — Can India build the financial backbone for its climate ambitions?
As global climate politics is fractured, India’s next Budget must move beyond capacity creation to fixing the missing pieces of its energy transition
BUSINESS
Budget 2026 — Tariff reset must ensure smarter shield, not higher walls
With nearly a third of GDP flowing through customs, tariffs must be used to cut costs, boost competitiveness, and anchor India firmly in global supply chains
BUSINESS
Can India-EU trade deal march to the finish line on Republic Day?
Top EU leaders to attend the gala January 26 event in New Delhi and participate in the India-EU Summit, triggering expectations of the finalisation of a trade deal between the two
BUSINESS
Budget 2026: Fixing the loose connections in India’s clean power circuit
Budget 2026 must prioritise finance, grids, and certainty over headline capacity numbers
BUSINESS
US exit only a fleeting shadow over global solar club
The American involvement with the India-headquartered ISA was materially limited
BUSINESS
After GST 2.0, the harder task of making the tax good and simple
Rate rationalisation has boosted consumption, but revenue stress, compliance pain, and unresolved federal frictions show that India’s indirect tax reform is still a work in progress
BUSINESS
Climate action: Why India must shift from targets to outcomes
Grid bottlenecks, coal dependence, and funding gaps show why India’s climate fight now hinges on delivery
BUSINESS
Pax Silica and India’s semiconductor reality check
India must leverage geopolitics — through trusted partnerships and technology agreements — to secure functional inclusion in resilient supply chains
BUSINESS
Oman trade deal — India ups stake in Gulf gamble
The CEPA signed between New Delhi and Muscat should help strengthen India’s position in the Middle East
BUSINESS
India trade trend — Will the high tide continue?
The US numbers shine in overall strong November exports, while the trade deficit narrowed as imports fell
BUSINESS
Mexico's tariff move — A wake-up call for India's trade strategy
As India chases its $1-trillion goods export target by 2030, New Delhi must ring-fence trade strategies against external shocks, which are often unanticipated
BUSINESS
Is India ready to face EU’s carbon levy from January 2026?
New Delhi needs to engage with Brussels diplomatically to limit the impact of CBAM till a final solution is achieved
BUSINESS
Moscow momentum for India’s maritime muscles
The transport agreements inked with Russia during President Putin’s New Delhi visit will help India to leverage sea routes better for enhancing Indo-Pacific clout
BUSINESS
Is domestic solar manufacturing heading for a shake-out?
A higher efficiency threshold for solar module manufacturing is likely to favour vertically integrated players
BUSINESS
Atomic Bill — What is needed to give it a real power boost?
Changes to the liability and damage legislation are essential to truly open up India’s nuclear energy sector
BUSINESS
Can the misuse of AI really be stopped?
Modi’s call for a global AI compact is timely as the tech innovation threatens to upset the rhythm of economic development and human progress
