OPINION | Tarique Rahman in Bangladesh: Will the prodigal’s return impart stability?
His homecoming is the outcome of India and the Bangladesh Nationalist Party making peace with each other on an equal footing through dialogue
OPINION | Beyond Capital: Why India’s philanthropists must lead with trust
India’s social sector needs more flexible, trust-based funding to build resilient NGOs. Long-term partnerships empower grassroots leadership, driving sustainable, systemic change and impact
Tech groups shift $120 billion of AI data centre debt off balance sheets
Creative financing helps insulate Big Tech while binding Wall Street to a future boom or bust
The coming of age of the Indian crypto investor
By 2026, Indian crypto participation will resemble developed market participation that’s blended into multi-asset wealth strategies rather than standing alone as an alternative bet
OPINION | Risk-Based Deposit Insurance: Banking’s long-awaited adulthood?
Risk-based deposit insurance aligns premiums with behaviour. Its success now depends on whether Indian banks and their boards are prepared to accept accountability rather than rely on systemic cushioning. Over time, it could become the foundation for a banking system where trust is earned through conduct, not assumed through regulation
OPINION | India’s strategic shift to strengthen rare earth supply chains
India has approved a $820 million scheme to boost rare earth magnet production, aiming to diversify supply chains and reduce dependence on China, with US-India collaboration key
Ambuja Cements: Structural rejig to drive superior returns
Capacity increase and operation cost reduction to aid profits in the long run
Data Story: Why 2025 RBI forex operations will influence its actions in 2026
The RBI may have more elbow room to intervene in 2026 as its forward book lightens
Chart of the Day | A year in numbers: What high frequency data say about India’s economic momentum
Strip away monthly volatility and a year-long view of high-frequency indicators points to steady economic activity, supported by goods movement, fuel demand and digital payments
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
OPINION | The futility of export curbs
Both the U.S. and China weaponised export curbs. It backfired. Countries at the receiving end of the curbs have been incentivised to seek alternatives. It’s a lesson India should heed
OPINION | Religion, the fuel that drives West Bengal’s’ politics
Humayun Kabir’s new political party suggests class antagonism has been consigned to the dustbin of electoral history. The state is headed for an election in 2026 where religious polarisation may play an unprecedented role
OPINION | Beyond First Impressions: Why the India–New Zealand FTA will matter more than its critics admit
India-NZ FTA will have to be ratified by New Zealand’s parliament, where some members are expected to oppose it. Their dismay about the FTA is based on a narrow approach which doesn’t account for the larger economic and strategic benefits that will come the way of both countries
America’s risky bet on hydrocarbons might hurt it in the AI race
US strategy could be costly in terms of higher electricity prices, increased water stress and potential food insecurity
OPINION | The Fallibility of the Supreme Court: Reflections on judicial decision making
Former Chief Justice B. N. Kripal’s *Supreme But Not Infallible* highlights the Supreme Court’s fallibility, emphasising its power to review judgments and correct errors to uphold justice and constitutional values
OPINION | Reimagining wealth management, a digital-first future
India’s wealth management industry needs to adopt fee-based advisory, digital tools, and hybrid models to serve a wider range of customers
From stabilisation to growth: India's 2026 equity market outlook
Domestic investors are becoming disciplined and long-term. All we need is discipline in valuations in some pockets
OPINION | Balancing India's AI Ambitions: CCI's approach to competition and innovation
The CCI’s market study on AI highlights its transformative role in India’s economy. It recommends flexible, sector-specific regulation and voluntary self-audits to ensure fair competition while encouraging technological growth
China’s export pivot is posing new risks for Asia’s supply chains
Data emerging from ASEAN, South Korea, and Japan underline deeper implications beyond China’s expanding export volumes
What awaits the bond market in 2026
Surplus liquidity would keep the shorter end of the curve anchored
Will retail traders continue to buy aggressively in 2026?
Data on leveraged positions indicate some fatigue setting in. Why it may be the time to be cautious
Chart of the Day: Defence contract awards to exceed Rs 2 lakh crore for the second straight year
The government is likely to award contracts for at least Rs 10 lakh crore worth of defence equipment in the next five years
OPINION | VB- G Ram G will have a consequential impact on state finances
The attempt to get states to shoulder a greater share of the financial burden of welfare schemes is over a decade old The financing formula in the MNREGA replacement builds on it without concurrently providing states greater autonomy in implementation
OPINION | Transformative initiatives for India's future growth and resilience
This article outlines thirteen innovative proposals to address India’s challenges, focusing on healthcare, infrastructure, technology, and social equity,
aiming to drive sustainable growth, self-reliance, and global leadership
