opinion

Chart of the Day: Reshoring pharma? Why the US can’t afford to disrupt generic drug supply

As US lawmakers push to reshore pharmaceutical production, a crucial question remains—are they focusing on the right cost drivers in healthcare?

Data Story: The Goldilocks moment at hospital companies

India’s leading corporate hospitals are investing heavily in expansion, adding thousands of new beds across the country. But what impact will this have on profitability, debt levels, and investor confidence?

Can a rate cut boost stock markets?

The RBI’s upcoming policy decision has traders and investors on edge—will interest rates be cut, and if so, will the benefits actually reach borrowers? While markets have surged in anticipation, the real impact of a rate cut is far more complex than it seems

Uday Kotak’s stark warning and what it means for banks

India’s banking sector is facing an unusual dilemma—one that threatens profitability and long-term sustainability. With borrowing costs exceeding lending rates, banks are caught in a tight spot, struggling to maintain their traditional business models.

As Trump tariffs loom, India shouldn’t look a gift horse in the mouth

India’s existing tariff structure doesn’t help the economy. US-India trading relationship is critical for the country’s economic prospects and the tariff threat should catalyse a phased liberalisation of the duty structure 

'Cash at Judge's Door' case: Obstacles at every stage

Retired judge Nirmal Yadav was acquitted last week in the infamous case involved delivery of cash. If there’s a takeaway in this drawn-out case, it is that the prosecution faces a near-impossible task when it is entrusted with a matter of alleged judicial corruption

Speculation about Mamata Banerjee skipping delimitation meet is much ado about nothing

West Bengal, which has recorded a sharp decline in fertility rate, has a stake in the contours of a future delimitation of parliamentary constituencies. So, why did the state’s CM skip the Stalin-anchored meeting on delimitation in Chennai? It’s only because it overlapped with Mamata’s trip to the UK. If anything, Mamata and Stalin are on the same page of federalism

Pakistani terrorists exploit lack of 'reception area' in Kathua

Four policemen, so far, have been killed in an ongoing operation in Kathua. Unlike the hinterland of the LoC, there is in Kathua no "reception area", or a tight, networked grid spearheaded by the counter-insurgency force, the Rashtriya Rifles (RR), to detect, ambush and eliminate Pakistani terrorists who sneak past the regular Infantry formations placed on the LoC

The procedure of the in-house probe in case of judicial misconduct

There’s an in-house inquiry on to ascertain the truth in the matter of the discovery of half-burnt currency notes in the residence of Delhi High Court judge, Justice Yashwant Varma. This mode of inquiry is about three decades old and evolved as a measure to cope with allegations of judicial misconduct 

Business in the Week Ahead (March 31-April 4, 2025)

High frequency economic indicators are turning more and more green. A bunch of them are on the way. Just sharpen your investment skills. The runway is calling. What to look out for next week? We get you a friendly guide here

The Reading List: March 28, 2025

A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams

Vault Matters | The buck stops with the CEO in IndusInd fiasco

The CEO may not immediately be aware of all things happening in the bank, but by being the leader the understanding is that he should have a handle over everything under his nose. While it’s a tough ask, unfortunately this is how the world works

What RSS means when it seeks ‘One Nation, One Culture’

RSSFACTS: ‘Chiti’ is the national spirit or the natural character of the nation. A Nation cannot be simply created artificially, while a State can be so created. After World War II, a number of such states appear to have been formed. Man can create systems but a nation is born with a Chiti

The Trump oil dilemma

Some advisers now view the price of the fossil fuel as a crucial anti-inflation tool

Shifting Sands in the Middle East: A new global power struggle emerges

The Middle East is once again at the centre of a high-stakes geopolitical chess game, with global powers vying for influence over a crisis that could reshape alliances and redefine the balance of power. As new strategies and alliances emerge, the unfolding scenario hints at a world where the traditional players might not hold all the cards

Personal Finance | Multi-asset funds: Does diversification work?

Multi-asset schemes and the returns they give vary based on the allocation across various asset classes, duration of investment and the fund manager. Here’s how you can choose one…. 

India’s solar power sector has a new headache: rising atmospheric pollution

IIT Delhi’s 2019 study found that SPM (suspended particulate matter) concentrations above 100 micrograms per cubic metre can reduce solar panel efficiency by approximately 15-25 percent

Saudi, UAE and Qatar: Three Middle Powers setting the bar on leveraging soft power

It’s a world in flux, with the foremost power entering into a revisionist phase. Middle Powers, in this fluid state, need to adapt. Three Gulf monarchies are showing the others how to leverage their core strength, hydrocarbon reserves, into soft power

Are financial stocks on the cusp of realising their investment potential?

Since September 2024, the sector index has gained 4 percent in contrast to the broad index’s 7 percent decline. Are gathering tailwinds strong enough to push returns higher is the question

Chart of the Day: Sectors most at risk from Trump's reciprocal tariffs on India

Some industries will be hit harder than others, but India's best hope lies in an alternative to a sector-wise tariff

Bloom or gloom — What will AI spell for the Indian job market?

India has the wherewithal to leverage AI provided an abundant skilled workforce and robust institutional framework are available

What is the sharp slowdown in fintech loans warning us of?

Fintechs are seeing personal loans slow down, but this corner of their book is keeping overall risk elevated