Opinion

OPINION | Renewable energy sources need sustained policy support

The impressive progress since 2014 in expanding renewable capacities has been, in large part, the product of supportive public policies. That must continue

OPINION | Why India needs a duty-free trade in digitally delivered services

With India being a net exporter of digitally delivered services, its IT sector relies on seamless, low-cost cross-border flows—making taxation on such transactions economically self-defeating

The MSME ‘time bomb’ nobody’s worrying about

India’s MSMEs are staring at top management exits without succession plans

Mergers like EPL and Indovida are building India’s industrial backbone

Across packaging, speciality chemicals, auto components and contract manufacturing, fragmented industries are being steadily consolidated

Maruti Suzuki’s sales surge hides an EV gap in its portfolio

While GST cuts provided a short-term boost to sales and its share price, the domestic market’s tilt towards SUV remains, cost pressures are building and most importantly, its EV strategy is yet to play out

OPINION | Transgender Amendment Bill redefines gender identity, reorders recognition and legal protections

The 2026 Transgender Rights Amendment changes identity recognition from self-identification to certification. It limits individual autonomy and narrows legal protections. The law places gender identity under institutional oversight

OPINION | Pakistan minister’s threat highlights lack of understanding of RSS

RSSFACTS: Pakistan’s defence minister has threatened to target RSS “camps”, showing confusion about the organisation. This reflects a poor understanding of its nature. It also highlights deeper misunderstandings between socio-cultural organisations and militarised state perspectives in the region today

Coal India’s investors have much to look forward to in FY27

Production and sales volumes had declined at Coal India in FY26, but signs point to a much better showing in the current fiscal, barring a few trouble spots

UAE’s economic miracle is facing its worst stress test

The UAE’s brand with its implied promise of safety and business opportunity is under a massive strain as Iran rains missiles and cluster bombs on it. Its economy would alter drastically as the Emirates' rulers are likely to invest heavily in air defence systems and survival mechanism

Banking Central | For MPC, a pause makes more sense than a move

With the US-Israel war on Iran disrupting oil and gas flows and likely upsetting the inflation outlook, the MPC begins its April review with external factors weighing on macro picture

OPINION | Squatters Ahoy! Why Assam’s eviction drives are an attempt at reclaiming the `commons’

Assam’s aggressive eviction drives are a strategic reclamation of the "economic commons"—forests, grazing lands, and riverine islands—that the state believes have been usurped by alleged illegal settlers. The minoritisation of the Assamese-speaking natives is also emerging as a worrying marker. Elections aside, the lurking fear about losing the rights over indigenous economic, social, cultural commons is where the real anxieties lie

Chart of the Day | March 2026: The hidden crisis in the markets

The Nifty's March 2026 fall was smaller than COVID — but with FII outflows nearly double, valuations offering less cushion, and no swift recovery in sight, the damage beneath the surface may prove far more lasting.

OPINION | Trump’s attacks on NATO’s relevance will have far-reaching consequences

The moment US commitment to the alliance is perceived as weak, the strategic calculus of Russia and China will change

MPC April Policy Preview: The RBI's delicate interlude

For a central bank accustomed to navigating between growth and inflation, April 2026 presents a subtler challenge: managing expectations in a world where neither variable is the immediate problem, but both could yet become one

Geopolitical deadlock and US inflation data to test commodity market nerves

On the macro front, US non-farm payrolls rose by 1,78,000 in March 2026, marking the strongest job growth since late 2024 and reversing February’s weakness. This points to a resilient labour market and further reduces the likelihood of near-term Fed rate cuts.

Beyond the Fall: What’s a must watch to identify market bottoms

While immediate upside cannot be guaranteed and near-term volatility may persist, the broader setup suggests markets are gradually approaching a bottoming phase.

OPINION | Tiger Global Returns: Has CBDT really weakened its bite?

Prospective amendments to the applicability of GAAR to grandfathered investments provide some statutory comfort. However, taxpayers must continue to ground their treaty claims in demonstrable substance

OPINION | India’s updated NDC is a strategic blueprint for the energy economy

India is attempting to align development, decarbonisation and resilience within a single policy framework. The updated NDC captures this integrated vision

OPINION | India’s data centre boom faces rising environmental, regulatory challenges

India’s data centre expansion is accelerating with strong investment. However, high water and energy use and weak transparency risk undermining sustainability and long term resource security

OPINION | Flipkart’s reverse flip shows India’s market strength and global stakes

Flipkart’s homecoming signals the confidence of India’s markets, but also raises a larger question about digital markets’ policy-leverage and who ultimately shapes the country’s largest digital platforms

RBI likely to take a calibrated approach in April policy, balancing inflation concerns with growth momentum amid West Asia turmoil

At current bond yield levels, markets appear to be pricing in the risk of cumulative rate hikes exceeding 100 bps, suggesting that a significant portion of adverse developments may already be reflected in bond valuations.