opinion

Chart of the Day | Will compliance of new emission norms turn the tide for construction equipment makers?

The CEV-VI emission norms that were rolled out in January put the Indian industry on par with global counterparts

OPINION | Supreme Court clarifies roles of Governor and President in dealing with Bills but doesn't resolve the matter entirely

The Supreme Court held it cannot impose timelines on Governors or the President for Bill assent but may issue a limited mandamus against prolonged inaction, balancing separation of powers with ensuring constitutional functioning

CAG audit reveals what's broken in Delhi's bus services – and how to fix it

A decade-long audit of Delhi Transport Corporation exposes how India's city bus services collapsed from 7,000 buses to half that fleet, accumulated Rs 60,750 crore in losses, and what other metros can learn from this cautionary tale

OPINION | Why RSS’ articulation of ‘Being Hindu’ and ‘Hindutva’ is a much-needed intervention

RSSFACTS: Mohan Bhagwat reiterates that “Hindu” refers to shared civilisational Dharma, not religion or worship, emphasising spirituality, inclusiveness and the universal, eternal nature of Sanatan Dharma

OPINION | Asim Munir’s nuclear sabre-rattling runs the risk of an accidental escalation

Pakistan’s long used sabre-rattling as a tool to internationalise conflict with India. While Munir’s constitutional coup may not escalate risks through a new doctrine, the mistrust it generates poses the real risk

Groww vs Pine Labs – Two fintech IPOs with diverging post-listing fortunes

Following the recent correction, Pine Labs’ valuation has turned more palatable. Meanwhile, Groww seems priced to perfection

India’s power picture — Thermal energy weathers climate chill

New Delhi steps up power generation from coal-fired plants even as it remains committed to emissions control

India’s private banks get another shot at wealth as Deutsche Bank queues up to exit

India’s wealth management industry is a hot bed for growth right now

OPINION | Move to create a pan-Northeast political party rests on a fragile foundation

Three political parties across three states in region have announced a plan to merge. The main barrier against the functioning of a common political party is the region’s diversity. The region has many ethnic tribes, having their own identity issues

OPINION | Fair Trade Regulator: Why CCI should upgrade its enforcement arsenal

The goal of fostering a fair and equitable marketplace remains common unless repeated violations become collateral damage. CCI penalised FPBAI for anti-competitive practices, reinforcing India’s strengthened competition law and stricter enforcement powers

OPINION | Too many sanctions may inadvertently chip away at the might of the US dollar

The overuse of secondary sanctions may end up weakening America’s own financial primacy. The message sent out is overdependence on the dollar represents a strategic vulnerability

Nvidia’s AI supremacy is a weapon that cuts both ways

While the chipmaker is the big winner from the booming technology, it is singularly exposed to changing expectations

India's Trade Shift: More China, less Russia, uncertain America

As global trade upheaval reshapes partnerships, India's goods export and import patterns from April-October 2025 reveal tactical manoeuvres with the US, a pragmatic thaw with China, and a strategic pivot away from Russia—but the real question is whether these shifts will endure

Don’t trade where you tweet

Online conversations about hot meme stocks or cryptocurrencies are the source of some very bad decisions

OPINION | India can no longer outsource the dreams of its youth to the West

Western nations are closing doors to skilled Indian migrants, ending a decades-old model of opportunity abroad. India must now attract returnees, build innovation ecosystems, improve livability, and drive domestic, technology-led growth

How to position your equity portfolio for the next re-rating

As markets remain volatile and liquidity lifts valuations, selective exits and rotation determine your long term returns 

Chart of the Day: Mortgages growth to slow for NBFCs as competition, slowing home sales weigh

Public sector banks have undercut NBFCs aggressively in the home loan market

CarTrade Tech saw a decent run with acquisitions, will it succeed with CarDekho?

The last major business CarTrade Tech acquired was the OLX business in India

Can the bond market succeed in bringing in RBI as a big buyer?

Tight rupee liquidity is largely the result of the RBI’s forex interventions

COP30 — China charts climate course to enhance global clout

India and other developing nations have to be assertive to match China’s bid to push forward the Global South narrative at the climate summit

OPINION | Q2 GDP likely to get a boost from GST rate cut

The GDP will be lower than Q1 but better than initial projections on account of the volume boost triggered by a reduction in the tax slab of many products. The deflator is expected to be low this quarter too

OPINION | IPOs have become exit vehicles for early investors — and that’s great!

All investors neither have the same risk appetite nor access to similar resources. Both the IPO and secondary markets are platforms to balance out these differences by providing exit options. Absent that option, there may be no takers for a startup, which represents an untested idea 

The American exceptionalism trade is wobbling

It falls to Nvidia to make or break the market mood for the rest of the year

Small FMCG companies show how it's done

Very small companies are doing exceptionally well in the FMCG market, even with disruptions related to GST rate cuts blamed for causing slower industry growth. Listed firms, better take note!