OPINION | Forthcoming changes in acquisition financing rules set to give debt market a fillip
Multitude of restrictions pushed debt to foreign hubs. That is set to change now as rules are being eased
OPINION | India’s civilisational journey is complicated; neat demarcations are ahistorical
Interpreting history as society classified into good and villainous segments is inaccurate. The past is messier than is often acknowledged
OPINION | Budget 2026 should provide a fillip to sustain and grow manufacturing momentum
India’s manufacturing momentum demands Budget 2026 support through digitalisation, MSME competitiveness, skilled workforce development and sustainable infrastructure to cement the nation’s position as a leading global manufacturing hub
OPINION | 2025 was a turning point for global digital assets — what does 2026 hold?
In 2025, digital assets evolved into credible financial infrastructure, driven by institutions, clearer regulation and innovation, supporting stability, real-world utility and deeper integration across global financial systems
Do markets care about Fed independence?
They will eventually
OPINION | How Trump and Xi are igniting horizontal nuclear proliferation
Trump’s actions in Venezuela and Xi’s machinations around Taiwan are creating the optimum conditions for horizontal nuclear proliferation in Asia, Africa and Latin America in the decade to come
OPINION | Industry seeks tax, GST and duty reforms across oil and gas
The oil and gas industry urges reforms in cess, GST, duties and incentives to improve upstream earnings, reduce costs, promote natural gas, boost domestic production and enhance investment
Budget Snapshot: Need for sops to rev up EV adoption remains
Global car buyers are putting the brakes on adoption of electric vehicles, with many shifting back to internal combustion engines
Cement sector banks on infra push in Budget as pricing pressure looms
The weakness in cement prices, amid input cost pressures and rupee depreciation, is a challenge for expansion in profit margins
US exit only a fleeting shadow over global solar club
The American involvement with the India-headquartered ISA was materially limited
Trump’s Greenland Gambit: Sovereignty, minerals and the unravelling of alliances
By demanding ownership of Greenland and threatening invasion, Trump is transforming a stable ally into a strategic asset—and risking the very Western alliance he claims to secure
Life insurance’s next big growth is in a distribution makeover
In FY25, the growth in commissions for life insurers was higher than business growth.
OPINION | Union Budget 2026 and India’s Evolving Global Tax Framework: Balancing revenue, compliance and investment
There have been significant tax reforms. Now, the task of policy is to harmonise domestic administration with evolving international standards
A quiet inflation print, and loud signals for policy
December’s CPI number gives both the RBI and the government something they have lacked for years--policy space
OPINION | What makes Bengaluru, Chennai and Pune the most conducive Indian cities for women?
Cities that find a balance between providing economic opportunities and fostering a safe public environment work best for women. This can happen only when governments, employers and society pull in the same direction
OPINION | Does the Iranian regime’s survival depend on a strategic reset?
The 2026 protests have come in the backdrop of severe economic hardship, caused partly by relentless US sanctions. If the regime prioritises survival, an economic revival may depend on a strategic pullback
OPINION | What AI Still Cannot Do: The limits that will matter most in 2026
AI’s predictive power is transformative, but its lack of explainability, contextual understanding, and causal reasoning raises concerns. Trustworthy deployment demands transparency, fairness, and human oversight, especially in diverse societies like India
Eight tail risks for 2026
Wars, chatbots and bond vigilantism could rock markets this year
OPINION | On National Youth Day, a forgotten lesson on unity for opposition
RSSFACTS: The Vivekananda Rock Memorial’s history reveals how the RSS, transcending political divides, mobilised national support to honour Swami Vivekananda and advance his vision of spiritual and national rejuvenation
Budget Snapshot | Budget Day for Markets -- Much ado about nothing?
No clear pattern emerges that suggests Budget Days are trend-changing events for the Indian market
US looking for a suitable leader who can replace Khamenei in Iran
The Khamenei regime has failed to check economic chaos, leading to nationwide protests. But no alternative leadership seems to be emerging
China will raise competition for BHEL, but unlikely to hurt its business significantly
Investors would do well to focus on execution of order backlog at BHEL
What Budget 2026 should — and should not — do for India’s banks
With balance sheets finally clean, the banking system doesn’t need a rescue act. It needs restraint, clarity and one hard look at deposits
OPINION | US decline is overstated; India’s chance to influence affairs is underestimated
If the world values norms, uses international groups to limit single countries’ actions, and lets smaller countries work together around shared principles, then India’s influence, though limited, can be used most effectively
OPINION | A budget on a Sunday and other vignettes from India’s annual economic highpoint
India’s annual union budget has its roots in the 19th century. Change has been the only constant as practices have evolved to meet contemporary requirements
