Opinion

Despite its popular appeal, generative AI does not intrinsically inspire universal trust. Incorporating source references, continuous feedback and improvements to the AI systems will help users grow more confident and less sceptical

OPINION | Amol Muzumdar, the embodiment of Mumbai’s ‘khadoos’ cricketer

Mumbai’s fabled cricket culture has made an outsized contribution to India’s evolution as a power in the game. The coach of the women’s cricket team put behind a heartbreak-filled playing career to take fresh guard and impart an attitude of grit to his team. The outcome is players who are indefatigable

OPINION | Beyond Quick Fixes: India’s air pollution crisis demands a paradigm shift in development  

Sanghnomics: We are treating largely symptoms of a deeper malaise. The solution is to check reckless consumerism that has become the driving force of modern economic models

Asian markets’ reliance on AI boom raises ‘bubble’ fears

Some investors grow concerned that region’s markets could be hit by downturn in US tech sector 

Beijing is winning the Asia-Pacific

China is moving with strategic intent in the region, bringing countries closer with its regional integration efforts, while the US’ focus on tactical deals may see it lose out in the long run

OPINION | Technology didn’t create our anxiety, merely monetised it

Technology didn’t enslave us. The most reliable business in the world is the business of frightened apes. We are addicted to acknowledgment. The internet simply industrialised it

Chart of the Day: Pharma, healthcare see record M&As in September quarter

Consolidation, geographical expansion and investments in specialised healthcare drove deal activity

Data Story: Bank credit growth can run beyond the festive sprint

Festivals may be nearing an end but Indians may continue to indulge some more as tax cuts have increased affordability.

Is Christmas coming early this year for markets?

Global equity markets are showing little signs of correcting in the run-up to the much-chronicled Santa Claus rally

Bihar's Job Promises: A confession of crisis

The extravagant job pledges dominating Bihar's elections reveal a deeper truth about the state's crippling underemployment and economic distress

OPINION | Sans meaningful purpose, there’s no leadership

It’s not high office or grand gestures that reflect leadership. Leaders reveal themselves in the small but deliberate choices they make each day. Their purpose is not guided by personal ambition. Instead, it’s about larger good

Ruchir Sharma | Books, malls and cars: where the physical world still rules

Many consumers are resisting, even turning back the digital revolution 

OPINION | How to avoid mountains of toxic scrap as India accelerates its solar power buildout

Solar panels have a finite life. Policy to head off a waste crisis from redundant panels lacks the right incentives. The focus should be on setting recycling targets instead of storage mandates, which will yield critical minerals like silicon and copper

Chart of the Day: While India restricts, US embraces 0DTE trading

While India's aggressive regulatory crackdown on options trading drives participants away and volumes down, US markets are witnessing explosive growth in ultra-short-duration 0DTE options, with retail traders now dominating a market segment that has grown 700% in five years.

Tepid tax revenue growth raises stakes for consumption-led recovery, post festive season

With only 2.8% tax revenue growth in H1, the government’s fiscal roadmap hinges on a strong consumption rebound fuelled by GST cuts and lower rates—any shortfall risks spending cuts and a tighter FY27 budget

Data Story: India’s Golden ATM

A massive Rs 1 lakh crore expansion in gold loans in the last six months is unlocking the vast, dormant wealth of India's unproductive family gold hoards

A defence deal that can help fortify India-US ties

The timing of the renewal of the defence framework agreement between India and the US is significant, as bilateral ties are going through challenging times

Data Story: Cipla shone under Umang Vohra, task cut out for new CEO

Growth in the US business slowed in recent quarters

OPINION | The Next Big Breach: Why India’s digital boom is a hacker’s dream

As India digitises faster than any other economy, its weakest link, cybersecurity, could decide how far the boom goes

OPINION | Vault Matters: $7 billion, four banks and a new outlook to equity

Capital, equity, etc. are not concerns of RBI was the view that the central bank seemed to hold for a long time. The new regime and its thinking is proving this belief wrong, making for a welcome change 

OPINION | Trump-Xi Talks: Short-term truce, long-term friction

The cessation of trade hostilities covered just recent measures. China’s official stance was a candid “occasional friction is normal”. US’ need to contain China’s expanding capability makes conflict in economic and technological domains inevitable

OPINION | Sardar Patel’s Legacy: Unity, integration, and the spirit of Ekta

RSSFACTS: Rashtriya Ekta Diwas honours Sardar Vallabhbhai Patel’s legacy of national integration. His correspondence reveals nuanced views on the RSS, while modern celebrations, like Ek Bharat Shreshtha Bharat, promote unity and shared national identity

In the AI boom, not all capex is created equal

There are big differences in the level of risk and likely returns of Big Tech’s spending 

OPINION | One Water, Many Gains: The economics of moderation

India's water crisis demands a shift towards sustainable practices, balancing supply and demand. Through community-led initiatives, improved water management, and climate adaptation, water can be a tool for economic stability and resilience