Opinion

We need to revert to a fiscal rule anchored on deficit reduction to provide clarity to the market and also create space to use public investment as a growth enabler which, among other things, will enhance debt sustainability

OPINION | Vande Mataram debate highlights the need for constitutional protection of national symbols

The standing of Vande Matram in the collective consciousness was never in doubt. There is a however a case to extend constitutional and statutory protection to the National Song 

The Eastern Window | India has emerged as a hot political issue in Bangladesh elections

With no clear winner emerging in the pre-election scenario in Bangladesh, the competing parties are focusing their attention on criticising India to garner votes

OPINION | The Mirage of Big Tech Investment in India: A closer look

India is celebrating record investment pledges from Big Tech, yet most of this capital reinforces our role as an operating base rather than an innovation leader. Policymakers must look past headline numbers and confront the structural gaps that prevent India from owning the intellectual property that defines real technological power

The four ‘O’s that shape a bubble

And what this test tells us about the artificial intelligence wave

Small Modular Reactors: Safer, not risk free

The government is allowing private players into the nuclear energy space. But are adequate safeguards being planned? 

OPINION | Revisiting the Economic Roots of Swadeshi: Legacy and misconceptions

Sanghnomics: The Swadeshi movement, rooted in early critiques by thinkers like Lokhitwadi and Ghose, was an intellectual journey, not just a 20th-century nationalist reaction. Its economic legacy continues to shape modern self-reliance initiatives 

Chart of the Day | The IPO illusion

44% of recent IPOs trade below the issue price—but that means 56% trade above it. Some of those winners have multiplied investor wealth several times over

Mexico's tariff move — A wake-up call for India's trade strategy

As India chases its $1-trillion goods export target by 2030, New Delhi must ring-fence trade strategies against external shocks, which are often unanticipated

CoalSETU to drive optimal utilisation of coal reserves

Removal of end-use restrictions will help expand potential market for domestic coal and substitute imports, amid moderating demand for coal 

Why RBI is right to shut the Stablecoin door

T. Rabi Sankar’s blunt rejection of stablecoins is not ideological rigidity. It is a reminder that money, unlike technology, cannot survive on belief alone

OPINION | Mirage of Critical Mineral Diversification: How re-export hubs quietly undermine India’s energy security

Minerals are now often sourced through re-export hubs like Hong Kong. India is therefore indirectly tethered not only to China’s dominance but also to the political and trade dynamics of the intermediary state

OPINION | CCI’s resource allocation is lopsided. IndiGo’s crisis shows why

The competition regulator has mostly focused on network effects in the digital sector. These effects however are more potent in a sector such as aviation, which flew below the regulator’s radar

OPINION | Thirupparankundram in Tamil Nadu is ground zero for the state’s political future

For six decades, Dravidian political ideology has held sway. After years of unsuccessful attempts to establish a foothold, the BJP and its ideological associates have latched on to what some describe as the ‘Ayodhya of the south’

OPINION | Vault Matters: India needs its ICBC, ABC, and JP Morgan: SBI alone won’t do

Scale brings the ability to absorb losses, to make losses look insignificant, and thereby give the impetus to grow without having to fear about how the profit and loss statement will look. If the economy must fast forward growth in the next ten years, that’s the need of the hour for Indian banking system 

FT Person of the Year: Jensen Huang

The Nvidia chief executive has been the driving force behind the massive AI boom which has the capacity to reshape the global economy

Indigo crisis proves boards can’t protect minority investors — It’s time to rewrite the rules

While the DGCA faces scrutiny over the IndiGo crisis, a more systemic regulatory failure lies elsewhere—in the silent oversight lapses of corporate and market watchdogs

OPINION | Rajju Bhayya: Architect of RSS's growth and ideological expansion

RSSFACTS: Rajju Bhayya, a key figure in RSS history, led the organisation during its expansive growth phase, championed Hindutva, and shaped the RSS's approach to politics, fostering global outreach and internal unity 

The Two Indias: How soaring inequality is shaping markets, economy

New data reveal a decade of intense income and wealth concentration in India, creating a dual economy that is redefining winners and losers across consumer and asset markets

The IPO window is wide open, but who is really winning?

Listing gains have taken a hit – the average listing gain has dropped from 27% in 2024 to a meagre 8% in 2025

Nifty offers 12% upside on weak capex, stretched valuations: BofA's Amish Shah

Given the belief that capex growth will continue to disappoint, we are negative on anything linked to capex- steel, cement and the industrial sector, says Shah

Is India ready to face EU’s carbon levy from January 2026?

New Delhi needs to engage with Brussels diplomatically to limit the impact of CBAM till a final solution is achieved

Data Story: Private sector is tightening its grip over India’s healthcare services market

The hospitals and clinics market is estimated to exceed Rs 10 lakh crore by FY29

Chart of the Day: How a multi-decade low rate differential deflated bond index inclusion euphoria

Index inclusion offers access to a wide range of investors but not a guarantee that dollars will come

Beyond GST boost, slower growth and margin threat await life insurers

Large, listed life insurers have seen valuations gallop even though business growth hasn’t.