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
Apollo cuts risk, stockpiles cash in preparation for market turmoil
Marc Rowan tells investors firm is positioning itself for when ‘something bad happens’
OPINION | Islamists in Bangladesh have staged a silent coup; a civil war is no longer implausible
Osman Hadi’s killing unsurprisingly led to the scapegoating of India. But the mystery over the identity of his killer encapsulates the murky developments that have led to Jamaat’s ascent and left the society deeply divided
Deepam row: TN government stance on pillar raises new questions
The Tamil Nadu government probably thought that if the pillar was projected as a secular site, all religious groups would claim access to it for different rituals during various periods.
OPINION | A nuclear legislation that creates an enabling framework for private investment
SHANTI, the new nuclear law, removes ambiguity in the liability of stakeholders in a nuclear plant. It, therefore, enables an assessment of potential risk and paves the way for new entrants
Premiumisation theme to continue in 2026 on the back of income growth, financialisation, the wealth effect
The income pyramid in India—historically broad at the base—is very gradually inverting, with more consumers entering mid-income and upper mid-income brackets
The Eastern Window: Pakistan under stress test as US pushes it to join Gaza plan
US efforts to involve Pakistan in the Gaza peace plan have wide-ranging implications. India needs to watch the situation closely
OPINION | Backing Indian ambition with capital for growth
As India heads into a pivotal Budget, the spotlight must turn to how domestic capital can power national ambition and anchor long-term value creation
Chart of the Day: The currency crumble
The rupee has depreciated by roughly 5.22 percent against the US dollar this year, making it Asia’s worst-performing currency in 2025
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
Banks hold promise for growth in 2026, will they deliver?
An economy that is lending more, writing off less and cleaning up legacy stress sets the stage for a banking revival. But risks remain
OPINION | China will enter the Year of the Fire Horse with confidence about its trajectory
The advent of Donald Trump as US president resulted in a disruptive 2025. China not only weathered the storm, it also indicated that it sees itself as the inheritor and reformer of the post-war institutional order
Gold at the crossroads: Is there more steam left in the yellow metal?
While silver has taken the spotlight recently, the broader setup indicates that gold may be preparing for a catch-up phase, supported by both fundamentals and technical indicators.
