Opinion

Budget 2026 should address refinancing for legacy discom debt. Subsidies must be paid directly to consumers. Reform attempts such as Electricity Bill, 2025 must be pushed to avoid losing incremental progress to structural issues

OPINION | Vault Matters: RBI’s experiment with loans against silver

Guidelines don’t seem to factor the finer differences between gold and silver and that could be the biggest challenge for silver loans 

China’s AI chip dragons’ firepower is mostly mythical

The three newly listed makers of semiconductors are lossmaking, ad none has sales worth more than a tenth of their bigger rival

How to AI-proof your job

The data suggests soft skills more than quantitative competency equal success in a rapidly changing labour market

OPINION | India’s economy is resilient but highly dependent on public investment

In a year of multiple external shocks, the economy surpassed all expectations. This, however, should not blind policymakers to the fact that growth drivers have a narrow base

Why an ‘Aadhaar’ number for EV battery packs is a great idea

India’s electric vehicle adoption isn’t just stalled by charging points or price—it’s being held back by an ice-cold second-hand market that doesn’t trust what happens after the first owner drives away

Is India Inc ditching the global playbook for the insider’s edge?

The rise of home-grown CEOs signals a strategic pivot as companies find that deep local insight now trumps global experience in navigating India’s complex and fast-changing market

Tech Mahindra turns around ahead of target?

The company’s Project Fortius programme is likely to achieve its target a year ahead of schedule. While that will provide a boost, it also needs to catch up with the latest technology wave

OPINION | The conflict between the carbon offset mechanism and green credit programme

Overlapping registration of forestry projects under India’s carbon and green credit schemes enables double-counting of environmental benefits, threatening market integrity, credibility, and investor trust in the country’s emerging climate frameworks

In Q3, NBFCs to show more bang for buck but microfinance to bleed

The December quarter is a bumper one for NBFCs focused on consumption-based lending

Budget Snapshot: RBI surplus could play a big role in fiscal prudence for FY27

Relying on dividends for fiscal prudence is fine sporadically, but not as a habit

State policy changes inducing growth headwinds for alcoholic beverage companies

Large companies are estimated to report subdued revenue growth rates in December quarter

OPINION | China hooks up with Pakistan to challenge India’s primacy in South Asia

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