opinion

RBI monetary policy committee: Why jump the gun?

There is scope for 20-30 bps increase in the official FY26 growth forecast and a downward revision of a similar magnitude to inflation.

OPINION | Building a Sustainable Mining Future: Balancing growth and responsibility

India's mining sector is evolving to balance economic growth, environmental responsibility, and community development. Innovations in sustainability, gender inclusion, and ecological restoration are shaping a regenerative mining future

How should investors in FMCG stocks read unexpected negative effects of GST rate cuts?

HUL’s sales warning for September and October raises the risk of it becoming a sector-wide issue. The key points investors should be looking at to gauge the sectoral outlook

OPINION | India’s Secular Dilemma: Balancing faith and the State

In India, religion is not limited to personal belief; it is deeply woven into the social fabric and continuously shapes citizen–state interactions. In such a context, maintaining a strict and absolute separation between state and religion becomes exceedingly difficult 

China’s Alibaba is a late entrant to the AI pantheon

For now the big difference with the Metas and Googles is that China’s tech giants remain largely domestic beasts

How Nvidia’s Jensen Huang became AI’s global salesman

The chipmaker’s chief executive is urging countries to establish their own ‘sovereign’ AI ecosystems — but one which relies on its technology Link To FT.com: https://www.ft.com/content/179cc3bb-9d03-49a4-af20-049b03875379

OPINION | Vijay, the megastar with the trappings of a political party

Aura can sustain an actor in the tinsel world. Not in politics. Tamil cinema’s matinee idols who reached the top did so on the back of a well-oiled political structure. The stars who didn’t heed the lesson have been consigned to flashbacks

OPINION | Why the Jaguar Land Rover cyberattack is a warning shot for the Indian automotive sector 

The protracted struggle of Jaguar Land Rover with a massive cyberattack has revealed that cyberattacks are not just about abstract occurrences restricted to machines but are increasingly about supply chain disruptions and livelihood losses. Indian automotive players should conduct a cyber audit of their facilities, map out supply chain implications of operational disruption and secure cyber insurance to avoid hefty damages

OPINION | Anxiety about alienation grips Ladakhis. Government should address it  

A journalist who spent a few days in Ladakh prior to the violence on September 24 shares his impressions from the ground. Ladakhis are fearful of land alienation and seek the protection of the Constitution’s Sixth Schedule and statehood. Sonam Wangchuk may be in jail but he is the local with street credibility

Chart of the Day: Hindustan Aeronautics, Bharat Electronics holding on to their ground despite a rise in competition

Bharat Electronics’ share in defence capital expenditure increased significantly in the last 10 years

Why this Diwali will be a special one for traders

Traders have placed leveraged bets with margin-funding reaching a new high. Will a rally lift them or will they crowd the exits? Why Diwali spending can provide some part of the answer

Is India’s private sector faking its animal spirits?

The long awaited private capex revival needs a key ingredient to kick it off

OPINION | Breaking New Ground: Women’s cricket’s $13.88 million leap forward

Women’s cricket is no longer an afterthought; it is the next frontier. This 2025 Women’s ODI World Cup is more than a sporting contest. It’s a business case study in how visibility, investment, and performance can transform a game

OPINION | Early diet and nutrients balance can shape lifelong health outcomes

Research shows that diet timing and macronutrient balance impact reproductive health, aging, and disease susceptibility. Findings from a study on fruit flies support the broader evolutionary and health implications

OPINION | Layers to Pak-Saudi defence pact will usher in more volatility

Pakistan-Saudi defence agreement solidifies a new strategic reality.  It raises the stakes for both India and Iran, and may prompt several countries in West Asia to recalibrate their doctrines. While the pact has been designed for deterrence, it may usher in a new volatile reality in West Asia

Foreign buyers bet South Korea is the new Japan

As Kospi rallies, efforts to reform country’s poor corporate governance give foreign investors new hope

Mohamed El-Erian: The influence of ‘geoeconomics’ is growing

Financial anomalies are another sign of how political factors are shaping economic policies and markets

Chart of the Day: Steel sector at a crossroads

The future of India’s steel industry hinges on overcoming key challenges to maintain leadership in the global market

OPINION | IPO Journeys: No standard blueprint applies

It can be tempting to draw parallels and make comparisons between prominent companies, especially those under the same corporate umbrella. For example, while evaluating the IPO prospects of PhonePe (which has filed for a mega Rs 12,000 crore IPO), versus Flipkart, such direct comparisons can be misleading. These two entities, despite their shared Walmart parentage, operate on fundamentally different business models 

The H1B scare's impact on Indian tech hiring, seen from a recruiter's lens 

It's not all gloom and doom for Indian techies, after Trump's H-bomb fell.  In fact, for India-based talent, it may actually prove to be a blessing. A contrarian view 

RBI MPC Meet: Status quo likely, but a growth pivot can’t be ruled out

Benign inflation and sluggish credit raise chances of a cut, though the base case remains an extended pause

OPINION | Empowering women through fiscal measures requires a nuanced approach, not only cash transfers

While cash transfers provide immediate financial support, they might not necessarily lead to long-term “agency” in a woman or her economic empowerment. Participation income, on the other hand, encourages women to engage in economic activities

OPINION | There’s a window of opportunity now for a repo rate cut

Inflation’s low but urban consumption is tepid, investment cycle is yet to pick up and geopolitical uncertainty is a dampener. Fiscal support’s come through GST rate adjustments. Monetary policy needs to complement it