opinion

OPINION | When data privacy becomes a boardroom agenda

India’s Digital Personal Data Protection (DPDP) Act, 2023 mandates strict compliance for businesses handling personal data, focusing on governance, transparency, and security. Companies must adapt quickly to avoid penalties and ensure data stewardship

Data Story | Why is Corporate India cautious on capital expenditure?

September quarter results show order flows growth for capital goods firms slowed, barring that of the power sector

OPINION | New Bihar government must prioritise NITI Aayog’s service sector job plan

NITI Aayog’s recommendations mirror the economic realities of the state and what is easily doable. The federal think tank’s suggestions focus on skill development, digital inclusion, and expanding job opportunities

Copper is the next strategic battleground and China has the advantage

Copper is currently China’s game in geopolitics, but it need not be so for long

Decoding Economics: Which days really move global markets?

New research from the US Fed pinpoints the specific US and political events that trigger global risk aversion, offering Indian investors a powerful tool to anticipate volatility rather than just react to it

Chart of the Day | Credit growth is healing, what next?

Retail-led expansion and regulatory overhauls are pushing India’s credit cycle in FY26

OPINION | China’s anti-involution policies offer a window of opportunity to India

China’s policies to combat involution, or overcapacity, is likely to push many firms in new energy sector to the brink. Their desperation offers Indian firms a chance to partner on more beneficial terms

OPINION | The social contract from Brooklyn to Bihar represents a tussle between imagination and fiscal gravity 

Voters may desire stronger state intervention, but they judge credibility through the prism of institutional muscle. Moral intention matters, but capacity determines whether the promise feels real

OPINION | Evaluating the 130th Amendment Bill: Legal perspectives

Researchers from Charkha prepared a detailed report analysing the Constitution (130th Amendment) Bill, assessing its legal validity, alignment with constitutional principles, and offering recommendations to prevent misuse

Crypto market sheds $1.2 trillion as traders shun speculative assets

Bitcoin drops 28% in six weeks as worries over AI stocks spill into digital assets and high-octane bets backfire

India's Data Protection Rules: Long-awaited notification falls short on citizen safeguards

Two years after Parliament passed the Digital Personal Data Protection Act, the government has finally notified its rules—but the notification reveals a framework too weak, too delayed, and too flawed to meaningfully protect citizens' privacy 

OPINION | Building a borderless future for fast, low-cost payments

The future of cross-border payments lies in interoperability, connecting fast payment systems like UPI, SEPA, and Pix to create seamless, low-cost, real-time transfers, making global money movement effortless and affordable

OPINION | When the Classroom Turns Fragile: Rising student suicides

Student suicides in India are rising, with male students most affected. Mental health support in schools is scarce, and government initiatives like Manodarpan show promise but remain insufficient to meet growing demand

DCB Bank flexes its growth potential, but investors will reward delivery

The bank has the right mix of granularity in both deposits and loans

Data Story: India's October trade deficit balloons, but gold rush, base effects tell a deceptive story

India's merchandise exports contracted 11.82 percent in October 2025, pushing the trade deficit to a staggering $41.68 billion, but beneath the alarming headline numbers lie temporary distortions from festive gold imports and statistical base effects that mask a more nuanced reality

Data Story: PLFS data show urban unemployment increased during the festive season

The festive shopping boom brought cheer to retailers but not to job seekers as urban unemployment rose even as sales surged

The Butterfly Effect is a key risk for investors

An increase in interest rates in this country can singe equity markets globally, including India’s as well

Chart of the Day: Weak demand suppresses electricity prices in spot market

Supplies are exceeding demand even during non-peak solar power generation hours

RBI targets export relief with precision, but banks face tougher risk calls

By targeting 20 export-intensive sectors, the RBI’s latest move shields industries under tariff assault but lenders now face an even more nuanced risk map

OPINION | Of mementos, multibagger IPOs, reverse flips and the rising Indian startup ecosystem

The blockbuster listings of Groww and Pine Labs reflect that India's fintech ecosystem is maturing and the trend of flip-and-list is here. Policy intervention to enable faster reverse flips can accelerate this momentum even further, making India a global startup powerhouse

OPINION | Delhi terror attack strains old fault lines, but there’s been a silver lining in the response

Terrorism does not weaken our resolve when terrorists kill. It weakens us when we begin to doubt one another. The police can guard the streets. But only society can guard the soul

OPINION | India’s small farmers hold the key to food security in a warming world

India's food security is increasingly reliant on resilient, sustainable farming practices. Small farmers, especially women, play a critical role in adapting to climate challenges, ensuring food availability, and promoting long-term ecological balance

OPINION | Draft Electricity Amendment Bill represents a missed opportunity for reform

On the positive side, linking to tariffs to costs is a step forward. However, the underlying approach to legislation is hamstrung by a reluctance to allow genuine market-driven competition in the power sector 

In ending the penny, Trump lightens pockets in a good way

The use of small denominations has fed into debates over the public’s changing attitudes to payment