opinion

BHP’s fleeting Anglo bid shows the race for copper is heating up

It was second time unlucky for the Australian miner, but a third attempt at a later date might be the charm

OPINION | The Seeds Bill, 2025, needs patient effort to build adequate support

The last two attempts to introduce a new iteration of a law governing seeds ran into strong opposition. Government needs to take States and other stakeholders on board to successfully update the legal framework Siraj Hussain 

OPINION | The AI boom is real. The ‘hype accounting’ it has created is unreal

In AI-rush, world’s most celebrated industrial-disruption ever, the fastest is the imagination of those financing it. The circus of circular-money and ‘vibe-revenue’ around it is defying human-arithmetic 

Why OMO is back in the news, and why debt investors should track it closely

The bond market has a liquidity problem, and RBI’s intervention is keenly awaited. How does this tool work, what impact will it have and how should fixed income investors position themselves?

The new Labour Codes do not create flexibility — They just make it legal

India’s new labour codes formalize a flexibility that already existed, promising broader social protection in return

Chart of the Day: Corporate hospitals cash in on surge in international patients as geopolitical tensions ease

Higher patient volumes drove international business revenue growth at Fortis, Max and Medanta in the September quarter

Will the AI bubble burst? Or just the LLM bubble?

As AI valuations soar and LLM progress appears to plateau, industry insiders are pivoting to radically different approaches—but will they arrive before the bubble bursts?

Will rate cuts revive market sentiments?

Bull markets occur in spite of three powerful countervailing forces – limited resources of bulls, selling pressure by profit takers and/or bears and gravitational forces. When there is expansion in the first criterion – ample supply of money at lower interest rates-- markets witness euphoria

OPINION | India in 2040: A nominal GDP of over $11 trillion is within reach

A base case scenario of average growth rate till 2040 of 6.7 percent will place India in the upper middle-income category of economies. Investment and labour availability will play key roles in this journey 

OPINION | India’s Labour Law Reform: Building the foundation for Viksit Bharat

India’s labour law reform consolidates 29 legislations into four Codes, simplifying compliance, enhancing worker protections, and promoting flexibility. These changes aim to boost investment, job creation, and inclusivity, supporting economic growth 

OPINION | Bengaluru’s Tunnel Road: A solution or slogan?

Bengaluru’s proposed tunnel road project faces opposition from the "moving people, not cars" lobby. Critics argue it favours private transport, but the project could ease traffic congestion while supporting both public and private mobility

Howard Marks: 'People are shakily optimistic'

The Oaktree chair on Fomo, private credit, and the challenge of remaining prudent 

Why the US would not conduct explosive nuclear tests

The greatest resistance to US nuclear testing would not come from China or Russia, but from the southwestern states of Nevada and Utah which have historically suffered because of nuclear testing

Chart of the Day | IT sector continues to navigate uncertainty

Gartner predicts that by 2026, global spending on software incorporating generative AI will actually surpass spending on traditional software without AI capabilities

Putin's Delhi Visit: How a fighter jet deal could redraw geopolitical lines

President Putin's visit to India marks a strategic turning point, with a landmark technology transfer deal that strengthens India's hand against China and the West

Flash PMIs paint picture of resilient but fragile global economy at year-end

The latest global economic snapshots from PMI surveys place India's RBI at the opposite end of the policy spectrum from the US Fed, with softening price pressures and fading animal spirits at home building a case for rate cuts

Can climate commitment rise from the ashes of COP30 fire?

India and other developing nations may breathe easy for now, but deeper climate conflicts need to be addressed

The coming slowdown in India’s renewable energy sector

Renewable energy project awards slowed sharply this year

Rupee’s slide past 89 to the dollar: Why it happened, what it means for stakeholders

A record-low rupee signals more than currency volatility

OPINION | UK pulls up the drawbridge as street hostility to immigrants grows

UK’s budget will be unveiled on November 26 in the backdrop of a severe fiscal challenge. But the bigger challenge for the country is social, the migration debate is now the battlefield on which the nation’s future will be fought. Indians and UK citizens of Indian heritage will not escape its fallout

OPINION | India’s 16th Finance Commission and the equity-efficiency nexus in federalism

India’s 16th Finance Commission and the equity-efficiency nexus in federalism  The 16th Finance Commission has finished its report which will shape the flow of resources to states for the next five years. As we await the report, a fiscal economist outlines the tricky terrain of striking a fine balance between equity and incentivising efficiency among states with different capabilities

India's labour codes–Modi’s landmark reform

Four new labour codes have replaced 29 central labour laws, bringing the legal framework for working conditions in line with contemporary standards

OPINION | Indian cricket is caught in a web of its own making

The Virat Kohli era prioritised overseas wins and saw the advent of a potent pace pack. Simultaneously, IPL nudged young batsmen to develop a specific set of skills. The outcome is that contemporary batsmen don’t have the skill set to play spinners on a turning track. There are no quick fixes, recovery needs changes at the grassroots

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