opinion

There is more pain in store for banks from credit cards

A busy third quarter doesn’t spell good news for asset quality.

Why investors love Power Grid despite its slower growth profile

NTPC earnings are projected to grow faster than Power Grid in the three years to FY27

China adds a touch of showbiz to its stimulus

In economics, it’s not policy alone that counts — what you say, and how you say it, matters. Beijing is discovering that

On interest rate cuts, BOE and ECB should learn not to fight the Fed

The UK and euro area central banks have little choice but to lower their key interest rates twice before the end of 2024

The cheating game inside the OPEC+ oil cartel

The group can’t blame anyone but itself for some members’ noncompliance

Mystifying divorce between India’s GDP trend and quality of jobs

Output as measured by GDP bounced back fast after the first impact of Covid-19. Three years of fast-paced growth has not helped the employment structure, which has regressed. The economy is booming but people are drifting back to agriculture and the category of unpaid helper in household enterprises is where many jobs are being created

Three questions for Jay Powell

The Fed went all out last week. The aftershocks of the jumbo cut are still reverberating

Uber’s next act: taking on Amazon

On top of ride-sharing and takeaways, the company’s couriers now transport goods for many retailers. But is it trying to do too much?

India’s largest tribal welfare organisation fosters Hindu unity

India's tribal population exceeds 120 million, facing historical challenges from conversions to Christianity, particularly during British rule. The RSS established the Bharatiya Akhil Vanvasi Kalyan Ashram in 1952 to counter this trend. The recent national conference emphasised strengthening tribal identity within Sanatan Dharma

Even before China’s stimulus, the steel market may have started healing itself

While China’s monetary measures are more substantial than earlier ones, falling steel output in the largest steel producer may have already begun trimming surplus output

Artificial Intelligence and the Insurance Revolution: Who wins, who loses?

AI is steadily transforming India's insurance industry, offering new opportunities for growth while leaving others at risk of falling behind 

Farming needs new ideas, funds to act as a booster to economy

Farmer Producer Organisations are critical to improving agriculture

Unemployment rate down, but share of unpaid helpers counted as employed has increased

While the unemployment rate has come down by 2.6 percentage points over the last five years, the proportion of unpaid helpers has gone up by 6.1 percentage points 

Samsung test for TN when it’s rolling out the red carpet

Industrial action at Samsung puts Tamil Nadu government in a tight corner as it comes in the midst of the state’s concerted effort to attract investment in electronics. Fiscal incentives alone are inadequate to draw in investment. Industrial climate matters

Government numbers show share of workers in informal sector has increased in last five years

The percentage of workers employed in agriculture has increased from 42.5 percent in 2018-19 to 46.1 percent in 2023-24

Will global money rain on India’s climate fight after Modi’s US trip?

India’s partnership with the US and IPEF collaboration are all good, but New Delhi needs massive funds for climate action

Government employment data reveal why household consumption demand has been low

The average earnings of both self-employed and salaried workers, after adjusting for inflation, have shrunk in the last five years

Chart of the Day | RBI’s pill worked well to cure NBFC exuberance in unsecured loans, show data

The RBI data shows that overall, in line with the banking sector, NBFCs too have decreased the exposure to unsecured loans following the regulatory caution

Better US-India relationship has a clear China lens

India needs to handle its multipolarity deftly to safeguard its relationship with America

Legal blow to Siddaramaiah in MUDA case leaves Karnataka with the question: Will he? Won’t he?

Karnataka CM Siddaramaiah is defiant in the face of the High Court ruling in favour of the governor's consent to prosecute. But its fallout affects governance and the reputation of a government with a comfortable majority but some powerful CM aspirants

France collects more tax than anyone else. It still isn't enough

Michel Barnier’s deficit challenge makes negotiating with Boris Johnson look easy

One way or another, Intel is for sale

Tech group wants to remain both a cutting-edge designer and manufacturer of chips

Collegium: Ensuring judicial independence or perpetuating an unaccountable system?

The Collegium system was not part of the original Constitution, rather it was introduced later by a novel judicial invention—which is unparalleled in the world. But one of the prominent criticism is that the Collegium system has brought the judiciary and executive at loggerheads

Rajasthan casts a long shadow on Congress's efforts to retrieve ground in Haryana

As Congress races to present a coherent front to the Haryana electorate, here’s a look at how the party’s factionalism in Rajasthan can undermine it. Ashok Gehlot and Ajay Maken, the two central observers sent to paper over cracks in Haryana, have for a while been rivals on the Rajasthan stage