Opinion

The nuanced joint statement of the two countries on ‘regional order’ reflects an attempt to challenge India’s historical and geographic dominance in the subcontinent

Why Indian companies are winning under both income tax regimes

Between 2019-20 and 2022-23, income offered for tax under the 22% tax slab grew by 97% while that offered to the higher 30% tax slab grew by 130%

OPINION | West Bengal needs an AI agenda, not just SIR debates

Eastern India’s biggest economy must not risk losing out on the opportunity to leverage artificial intelligence to fast-track growth and development 

OPINION | Budget 2026 can free India’s motor manufacturing ecosystem from rare earth disruption

China dominates and weaponises rare earth supply chain. India’s EV ecosystem can be insulated from it through carefully targeted fiscal incentives

OPINION | The Unaccountable Pillars: India’s real reform begins within

For Viksit Bharat, India must replace its inherited ‘master-servant’ culture with a governance-model rooted in genuine transparency, measurable performance, and moral accountability

Post-festive sales surge drives earnings upgrade in auto sector

Sharp GST cuts that fired up auto sales and rate cuts are tailwinds that are revving up sales across vehicle segments

Startup Street: Can politics derail gig economy platform start-ups?

Consumers, suppliers and gig workers argue that the delivery platforms have complete control, which entails the risk of exploitation

Budget Snapshot | The Indian State vs The ASEAN model: A fiscal disconnect

IMF projections reveal India’s government spends and borrows at a scale closer to the U.S. and China than to its regional peers, creating a unique growth-versus-sustainability dilemma for policymakers

Is copper the new gold?

Copper's record-breaking price surge, driven by severe supply constraints, tariff-induced hoarding, and structural demand from electrification and AI, is fundamentally challenging its traditional role and valuation in global markets

A resilient 7.4 percent GDP growth masks a stark divide

While India's economy is projected to grow at 7.4 percent in 2025-26, the expansion remains narrowly driven by a couple of services sectors, leaving the vast majority of workers in agriculture and mass-employment sectors behind

OPINION | Siddaramaiah beats Devaraj Urs in longevity, but not legacy

Karnataka’s politics has always been characterised by chronic instability, with only two of the state’s 23 CMs finishing a full term. Siddaramaiah and Urs are the two who each lasted a full term. But it was Urs who was the real game changer

Don’t be fooled — Everything has changed for the global economy

Damage caused by US tariffs has so far been muted but that won’t last

OPINION | As the 'Don' runs riot in Venezuela, Western media reach for the dictionary

By avoiding legally precise language when Maduro was kidnapped, Western media reframed a foreign military operation as procedural necessity, echoing patterns seen during past interventions

OPINION | Prisoners of Capital: Why India can’t scale overnight 

Capital doesn’t just fund economic activity; it shapes national identity. A nation trained for 70 years to survive on scarcity cannot wake up one morning and behave like it was bred for scale and global dominance 

OPINION | From Infrastructure Scale to Reliability: Budget 2026’s real test

India has built infrastructure at scale; Budget 2026 must now ensure reliable execution, stronger transmission networks, and system readiness so public investment delivers consistent outcomes for citizens and industry

Margins crack raising financial viability concerns for road construction firms

Large sized firms are better poised to weather the risks arising from high competition, weak order flows and long working capital cycles

OPINION | India’s space economy enters a new strategic era

New policies, liberalised investment, and private participation are reshaping India’s space sector, even as legal gaps, execution risks, and regional competition test its long-term resilience

The RBI's tale of two equity markets

Beyond the headlines, the RBI's Financial Stability Report issues a dual alert: caution against global AI euphoria and a red flag on India's sentiment-driven small-cap rally

The PMI's warning for the Budget: Animal spirits are fading

As private sector optimism hits a multi-year low, the clearest call from the latest PMI data is for the Union Budget to make a decisive move to restore business confidence and rekindle investment appetite

Banks may see robust loan growth in Q3, but margins may bite

Credit growth has improved across banks but deposits are another story

El Nino will raise electricity demand, but can hurt farm sector

El Nino conditions can pose growth challenges for agrochemicals industry for the second consecutive year

Budget Snapshot | India’s banks look healthy, but the real risk lies beneath the balance sheet

Strong capital, low NPAs and rising profits mask a quieter shift in how Indian banks fund growth and earn returns

OPINION | A Netflix takeover of Warner Bros will polarise India’s content ecosystem

Control has shifted to whoever owns the app, the user data, and the payment relationship. In the coming decade, the industry will be divided between platforms that command consumer relationships and those that rent them

OPINION | AI in Classrooms: Necessary reform or premature distraction?

India's push for early AI education raises concerns about overloading children with complex concepts, potentially distracting from basic literacy and critical thinking skills development