Europe’s policy changes pose challenge for Indian steel exporters
Proposals relating to the Carbon Border Adjustment Mechanism and tackling global steel overcapacity will tighten market access
From colonising Mars to measuring with Mars Bars — addressing your wilder monetary queries
In the latest of his Christmas columns, the FT’s Undercover Economist fields some of your most outlandish proposals, and concludes that there is no such thing as a stupid question
Two views of AI and Big Tech
How much has changed?
OPINION | Nuclear energy bill is a milestone; private sector’s been given a stable legal framework
Lok Sabha on December 17 cleared the new nuclear energy bill, bringing the sector a step closer to introducing private investment in running a plant. Removing ambiguity on liability in the case of an incident may turn out to be the key change
Kerala municipal poll: crack in the last red citadel
Anti-incumbency can be neutralised by welfare scheme announcements
Cotton textiles face warped road amid mounting tariff pressures
The government’s timely move to temporarily suspend import duties on raw cotton has given a leg up to Indian textiles at least for the near-term
OPINION | Budget 2026 can unlock the next wave of GCCs from Bharat’s Tier II cities
India's Global Capability Centres (GCCs) are rapidly expanding beyond metros to Tier II cities, driving sustainable growth. Budget 2026 can unlock this potential by investing in infrastructure, talent, and innovation ecosystems
Chart of the Day | Demand-supply imbalance could keep cement prices subdued
Softer input costs are the silver lining that can support profit margins
From floor trading to algorithms: India’s stockbroker rules get a 21st-century makeover
The comprehensive overhaul represents SEBI's commitment to maintaining a regulatory framework that evolves with market realities
OPINION | 2025 sounded the death knell of Maoism, but it’s unwise to become complacent
Government’s deadline of March 2026 to finish the movement appears plausible. At this juncture, it’s important to understand what led to its rise and the effort that went into overcoming it
The worried investor’s guide to 2026
While markets were buoyant this year, volatility is never far away
OPINION | Harnessing AI to unlock small business growth in India
AI has the potential to boost productivity in India’s small businesses, helping lift millions out of low-wage cycles and contributing to higher, more inclusive economic growth across the country
Renewable energy can play crucial role, but generation capacity is only the first step
The unique characteristics of renewable energy generation necessitate simultaneous creation of storage and transmission capacity, an area where India has lagged
A case for restoring derivatives trading in Indian agricultural commodities
The practice of banning commodities trading damages more than just immediate stakeholders—it undermines the credibility and trustworthiness of Indian exchanges and markets
OPINION | Purulia: A tapestry of ancient temples, lost dynasties, and secrets
Three decades after the notorious Arms Drop of December 17, 1995, we explore the true history of West Bengal’s Purulia. The place is home to ancient Jain temples, forgotten dynasties, and atmospheric ruins, blending cultural heritage with mysteries waiting to be uncovered
Insurance FDI hike to 100% is not a panacea for the industry
Insurance business is largely a distribution game, an area where local players hold the fort
India trade trend — Will the high tide continue?
The US numbers shine in overall strong November exports, while the trade deficit narrowed as imports fell
Chart of the Day | India’s credit comeback story, with a caveat
Retail credit demand has revived, but early warning signals suggest lenders should celebrate cautiously
OPINION | How Budget 2026-27 can trigger broad-based private investment revival
Import taxes on inputs have an adverse impact on exports. Rationalising unwarranted levies along with a signal that compliance burden will be eased significantly will buoy sentiment
OPINION | Sydney terror strike is India’s wake-up call; beware the lone wolf
Preliminary assessment suggests that Sydney’s terrorists could be classified as lone wolves. These are the hardest terrorists to tackle as their preparation rarely shows up on any grid. But they are now a grim reality
Data Story: Quick Commerce drives steady increase in online FMCG channel share
While Kantar data show traditional channels still hold over three-fourths of FMCG channel share, it is declining while that of online and supermarkets is increasing
OPINION | Here’s how to unlock private money to fund India’s nuclear dreams
A comprehensive nuclear legislation was introduced in Parliament on December 15. Juxtaposed with the invitation to the private sector in 2024 to build 220MW small nuclear reactors, policy is clearly oriented to bringing in private capital. To achieve this goal, risk sharing mechanisms between public and private sectors have to be clear-cut. Some practical suggestions on risk-sharing follow
Mexico’s tariffs on China show the rise of Trump’s trade template
Such measures wouldn’t be necessary if Beijing ran anything like a normal, balanced economy
OPINION | Right to Disconnect: A well-intentioned but misplaced proposal
The proposed Right to Disconnect Bill, though well intentioned, misunderstands India’s diverse labour markets, risks overregulation, and may undermine competitiveness while failing to protect workers who truly need stronger enforcement of existing laws
