opinion

How to unpack Groww's IPO

Groww's Rs 7,000 crore IPO at $9 billion valuation presents a classic case study of high client growth versus revenue efficiency

OPINION | Will Prashant Kishor’s Jan Suraaj be the ‘wild card’ in Bihar’s election?

His party is drawing attention, triggering unease among established players. His novel approach, which is to take on politicians who rose on the heels of the churn triggered by the Mandal report, and ask questions on their governance record may remain to be tested in an electoral arena but Bihar is in for a humdinger of an election

OPINION | The real Kerala story

The state is now outperforming the US in some critical social and economic indicators despite having a fraction of the latter’s per capita income. Kerala is an outlier in the truest sense. A look at what went into making this development model

OPINION | What business leaders can learn from Prime Minister Modi

In a world where external developments are increasingly shaping economic and strategic landscapes, C-suite executives and board directors could learn valuable leadership lessons from PM Modi

OPINION | Empowering India’s Sporting Future: Aligning with National Sports Policy vision

India’s National Sports Policy encourages investing in grassroots talent and infrastructure, fostering long-term growth, and supporting indigenous sports with the overarching aim of creating a thriving sports ecosystem

A weak dollar threatens the Fed’s rate-cut magic

Greenback is weighed down by expectations of lower rates and threats to central bank independence

Why data centres deserve a tax break

India proposes significant tax incentives for data centres as the country positions itself to capitalize on the AI boom and compete in the global digital infrastructure race.

OPINION | India’s Digital Competition Bill: Mirage of fair play or a path to innovation?

The Digital Competition Bill aims to level the playing field for startups but risks stifling innovation. It requires tailored, phased modifications to foster growth and competition

Why investors are holding on to banks despite earnings pressure

Banking shares don’t seem to be fully reflecting the challenges of lenders this year.

The Employment Divide: Rural India's job growth outpaces urban centres as unemployment falls to 5.1%

India's unemployment rate declined to 5.1 percent in August 2025, but beneath this headline figure lies a tale of two economies—one rural and recovering, the other urban and uncertain  

Will the Fed ignore BIS’s bubble concerns as markets bet on rate cuts?

As the FOMC meets on September 16-17, 2025, the BIS’s stark warnings about fiscal risks and market exuberance cast a shadow over expectations for dovish rate cuts

Chart of the Day | How food prices silently dictate headline inflation

The food inflation trajectory has quietly reshaped India’s CPI landscape so far this year.

OPINION | Hyderabad’s Journey from Independence to Integration: The fall of the Nizam

Hyderabad's reluctant accession to India in 1948 followed intense negotiations and military action. The Nizam resisted integration until Operation Polo decisively ended their defiance, leading to Hyderabad’s inclusion in India 

OPINION | Corporate Transparency Cannot Be Optional: Why diluting disclosure harms investors

Donald Trump’s call to reduce frequency of corporate reporting echoes a flawed belief that less disclosure fosters long-term vision. Invoking China to peg his argument is unpersuasive as over 250 Chinese companies are listed in the three major US stock exchanges. In reality, transparency and rigorous governance remain the true foundations of investor trust

OPINION | Indo-Saudi ties can evolve to another level with collaboration on critical minerals

Critical minerals are a key currency for geopolitical power. It is within this context that a mineral partnership with Saudi Arabia acquires renewed salience. In the evolving Indo-West Asian corridor, such a collaboration could recalibrate supply chains and position India as a more resilient actor in the emerging mineral economy

What the Fed should do

Inflation is the biggest risk

OPINION | AI regulations need to let technology find its way forward and avoid intervention in anticipation of harm

FM Nirmala Sitharaman recently said that AI regulations need to keep pace with rapid technological advancements. A lawyer argues that the best way to achieve this goal is to adopt a principles-based approach, with enforcement triggered only when harm is visible

OPINION | GST 2.0: Modi's next-generation reform for growth and affordability

GST 2.0 introduces a simplified tax structure, reduces rates on essentials, and supports MSMEs, boosting economic growth while improving affordability for consumers and businesses alike

OPINION | Golden Visas and Residency: India’s growing influence in global diplomacy

Countries are using residency and Golden Visa programmes to attract India's wealthy and skilled professionals, reshaping India's global economic, diplomatic, and cultural influence while posing domestic challenges

Equity tag for REITs, another step towards global best practices

As an equity asset class, REITs can fuel capital flows into commercial property, though retail investors must be aware of the cons too

The Arab Summit's restraint masks a seismic shift in Middle East power dynamics

An emergency Arab-Islamic summit has condemned Israel's actions against Hamas leadership while Gulf states activate joint defence mechanisms, putting US diplomatic influence and Middle East stability at a critical crossroads

Fixation on Russia risks G7’s global relevance

Nudged by the US, the G7 finance ministers’ focus on mounting pressure on Moscow narrows the group’s agenda, risking its ability to shape the broader global order

[In]Complete Justice: Reflecting on the Supreme Court at 75 -- triumphs and trials

The book ‘[In]Complete Justice: The Supreme Court at 75, Critical Reflections’ critically examines the Supreme Court's evolution, highlighting its successes, failures, judicial activism, and key reforms. It explores the Court’s role in shaping India’s democracy, law, and social justice

Are Indian markets overestimating the effect of a US Fed rate cut?

It is too much to expect that a small cut in interest rates could spur sluggish global GDP growth when other necessary factors are not in place