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Harsh Mariwala & Vivek Khemka |
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Boards, Bake Ideas with Mgmt -- 30-Jun-26
A board says it wants early sight of major bets - acquisitions before they are fully formed, strategic concerns before they become crises.
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Hardeep Singh Puri |
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Riding Out Hormuz -- 29-Jun-26
When the Strait of Hormuz closed in February end, GoI made it a priority that Indian citizens, especially the most vulnerable, be protected from unprecedented supply and price disruptions.
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Rajiv Roy Chaudhury |
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Aim for Trusted Interdependence -- 26-Jun-26
The Modi government's defence industrial strategy has evolved through distinct phases.
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Michael Bilello |
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Much More Than America in a Bottle -- 25-Jun-26
US trade representative Jamieson Greer's just-concluded visit to New Delhi could mark the final stretch of a new US-India trade framework.
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Anil Padmanabhan |
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A Mixed Viksit-ing Report Card -- 24-Jun-26
Earlier this month, National Family Health Survey 2023-24 (NFHS-6) was released.
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Amit Kapoor & Sheen Zutshi |
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It's Continuity Doctrine Time -- 23-Jun-26
The world can't base its AI strategy on the assumption that the world's most advanced models will remain globally available, commercially accessible and continuously usable.
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Vinayak Godse |
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Certain About Uncertainty -- 23-Jun-26
The recent restrictions on Anthropic's Fable 5 and Mythos 5 models highlight a broader tension emerging as frontier AI systems advance.
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Gaurav Khemchandani & Supriya Sharma |
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Plenty of Space Downstream -- 22-Jun-26
Last week, SpaceX listed on Nasdaq at a $1.77 tn valuation, and the stock closed at a 19% premium on its listing price.
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Devina Mehra |
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As New Tech Shines, Market Takes Rest on Old Cushions -- 22-Jun-26
Until lately, the narrative was that the action was in the FAANG stocks (Facebook/Meta, Amazon, Apple, Nvidia, Google/Alphabet).
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Madan Sabnavis |
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Markets Feast on TACO Meals -- 19-Jun-26
Idiosyncrasy and vicissitude stamp Donald Trump as an exceptional president.
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Ajit Isaac |
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Five Reform-Minded Find-Outers -- 18-Jun-26
Every few years, an external crisis exposes India's economic vulnerabilities, the latest being from West Asia.
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Piyush Doshi & Anuj Gupta |
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When Environmental Goes Mental -- 17-Jun-26
Imagine you want to build an apartment block to house 100 families.
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Shishir Priyadarshi |
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Two States of State Support -- 16-Jun-26
For years, Indian manufacturers have argued that competing with Chinese firms is not simply a contest of productivity, tech or scale, but also one bet�ween two different economic systems in which only one provides huge state support.
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Rajesh Agrawal |
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For FTAs are Jolly Good Fellows -- 15-Jun-26
As of 2026, WTO records 384 notified FTAs in force.
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Neeraj Kaushal |
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Hold Your Demo Dividend Thoughts -- 12-Jun-26
Economists are pessimistic about how India's low and declining fertility rate, at 1.9, according to Sample Registration System (SRS) 2024 report released last month, will impact future economic growth.
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Gilles Verniers |
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Party Poopers Nixing Voter Choice -- 11-Jun-26
There's still intense speculation about the identity and exact number of MPs who will split from TMC and pledge their support to NDA.
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Ashok Malik |
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JaNe & NaMo, Tale of 2 PMs -- 10-Jun-26
As Narendra Modi becomes India's longest-serving, popularly-elected head of government, comparative assessments with the man he has surpassed on that specific metric are inevitable.
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Srivatsa Krishna |
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At the Table, Not on the Menu -- 10-Jun-26
If we're not at the table, we're on the menu.' When Canadian PM Mark Carney delivered this line at Davos this January, he didn't have India on his mind.
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Elizabeth Lyn & �Sibin Jerry Thomas |
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LinkedOut of a Uni Degree -- 09-Jun-26
Education policy failure is being dressed up as innovation, employer abdication as a skills gap
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Rajesh Shukla |
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Reassure Homes, Not Just Economy -- 08-Jun-26
Economists tend to see global crises first in aggregates, while households feel them in fragments.
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Prashant Reddy Thikkavarapu |
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Don't Allow Hiding Under Forgetting -- 05-Jun-26
In a significant Delhi High Court judg�ment last week, litigants acquitted in legal proceedings were granted their 'right to be forgotten' as a facet of the fundamental right to privacy.
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Srikumar Misra |
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Not Just Token, But Cap-Mkt Infra -- 04-Jun-26
Most financial executives have heard of tokenisation.
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Shekhar Aiyar & Rajesh Aggarwal |
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Quixotic Stand Against Plurilateralism -- 03-Jun-26
The 14th WTO ministerial conference held in Yaound�, Cameroon, in March didnt fail to disappoint.
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Devina Mehra |
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Double, Trouble, Toil & AI Bubble -- 02-Jun-26
In popular narrative, India's losing out as an economy and stock market because it doesn't have any AI or innovation story.
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Chetan Ahya |
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How to Regain Funds & Frolic -- 01-Jun-26
An industrial and capex super-cycle is unfolding across Asia.
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Siddharth Shah & Rohan Priyadarshi |
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AIF Things Get Tough, the Tough... -- 29-May-26
India's AIF industry is no longer in its formative years.
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Ashish Gupta |
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Bond Won't Help This Time -- 27-May-26
Why RBI should hike interest rate, instead of unleashing forex mobilisation schemes as in the past
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Sanjeev Krishan |
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Drop's a Symptom, Not Illness -- 26-May-26
Over the last 12 mths, the rupee has fallen 12% against the dollar, reflect�ing volatility in the trade environment, weak capital inflows, acceler�ated tech disruption and disrupti�ons to energy supply.
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Anurag Agrawal |
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Disease X, a Real Threat -- 25-May-26
The recent panic globally, following reports of person-to-person transmission of hantaviral infection on a cruise ship, was reminiscent of early events during Covid aboard another luxury cruise liner - Diamond Princess.
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Anil Padmanabhan |
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This Emirati Strategy Has Energy -- 22-May-26
The energy agreement inked between India and the UAE last week may appear to be a straightforward strategic petroleum arrangement.
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Samir Gandhi |
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Can Tax & Customs be Bhai-Bhai? -- 21-May-26
Cost of goods transacted between related entities has become a flashpoint for MNCs.
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Adnan Masood |
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Ctrl vs Dev, Not Musk vs Altman -- 20-May-26
Are AI models advancing faster than our ability to control them? That seems to be one of the questions thrown up by the case Elon Musk lost on Monday against OpenAI and Sam Altman.
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Chandrika Soyantar |
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Our Shock Absorbers Aren't Working -- 19-May-26
In their 2009 book, This Time Is Different: Eight Centuries of Financial Folly, Carmen M Reinhart and Kenneth S Rogoff tell us that every generation believes its crisis is unique
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Indrani Bagchi |
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Get Your G-Minus-2 On -- 18-May-26
China is placing itself in the driver's seat in great power relations with the US.
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Rohit K Singh |
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A NEET Encrypted Tech Solution -- 15-May-26
Every year, India holds its breath for NEET, the single gateway exam through which 23 lakh aspirants compete for roughly 1 lakh medical seats.
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Seema Sirohi |
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What Happens in Beijing... -- 14-May-26
As Trump meets Xi over the next two days, what do the two summiteers want from each other?
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Rajiv Memani |
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Pull India Up By Its Bootstraps -- 13-May-26
On Sunday, Narendra Modi urged citizens to use critical resources like fuel judiciously, restrict overseas travel, and limit gold purchases.
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V K Saraswat & V K Singh |
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The Fine Art of Doing Science -- 12-May-26
The 2025 Global Innovation Index describes India as an 'overperformer', delivering more innovation output relative to its input levels than many of its peers.
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Ashok Banerjee & Rajesh Shukla |
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Mature Hands for Money -- 11-May-26
Over the past decade, India has executed one of the world's most ambitious financial inclusion programmes.
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Sanjay Kapoor & Sudhanshu Chawla |
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Second Date with Data Centres -- 08-May-26
India is entering a defining decade in digital infrastructure. Data centre capacity is expected to exceed 9 GW by 2030
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Seema Sirohi |
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Trump's Got Lost in the Muddle East -- 07-May-26
It's Week 10 of the war. But by Trump's count, �We're into what, six weeks?'
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Rajesh Agrawal |
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WTO & Watch to Bring Predictability -- 07-May-26
For much of the late 20 th and early 21 st c., WTO functioned as the central pillar of global commerce
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Parul Bajaj |
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Go Meet Shoppers Where They Are -- 06-May-26
India is shopping online more than ever before, with 280-300 mn online shoppers in 2025 accounting for $120-140 bn in ecommerce spends.
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Harsh Goenka / Gilles Verniers |
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ALTERNATIVES ROCK -- 05-May-26
Even as Bengal and Tamil Nadu opt for fresh options, SIR deletions hang in the air for future polls
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Ujjwal Katiyar |
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Chappal Phaad Ke, What Cost TMC -- 05-May-26
On Monday, BJP crossed the majority Lakshman rekha in West Bengal's 294seat assembly, ending 15 consecutive years of TMC rule.
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Mythili Bhusnurmath |
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Fed Up or Down with Don? -- 04-May-26
How independent Trump nominee Kevin Warsh will be as Fed chair matters far beyond the US
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Seema Sirohi |
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Big, Beautiful, Bunker-Ballroom -- 30-Apr-26
A third attempt on Donald Trump's life was sobering. It shocked the leftright animosity into a few hours of calm.
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Krishna Srinivasan |
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How Asia Rides Out W Asian Waves -- 30-Apr-26
Washington :�Two months into the West Asia conflict, it's easy to lose sight of the fact that Asia had entered 2026 on a strong footing.
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Nandan Nilekani & Ravi Venkatesan |
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It's Popular Mechanics 101 -- 29-Apr-26
India's advantage lies in its potential to use AI to enhance human productivity, not replace it
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M Muneer |
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When the World's an Oyster for Sun -- 29-Apr-26
Rarely does India Inc wake up and decide to go shopping abroad with conviction. So, when Sun Pharma acquired New Jersey-based pharma major Organon for $11.75 bn
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Shefali Goradia & Deepti Berera |
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Let Bharat into the Boardroom -- 29-Apr-26
Not too long ago, at a roundtable for independent directors, a business leader passionately held forth on the �Bharat agenda'.�
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Ajay Vir Jakhar |
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Reap What We Sow Today -- 27-Apr-26
India needs to reduce the strategic importance of fertilisers through a bold agricultural policy
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Anand Datla |
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Betting Big on Amaravati -- 27-Apr-26
College Station, Texas:�Andhra Pradesh Reorganisation (Amendment) Act 2026, passed earlier this month, finally nailed Amaravati to the map as the state's undisputed capital.�
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AVINASH MOHANANEY |
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China Keeping An Eye on US-Pakistan Tango -- 27-Apr-26
This risky double-game may dent Islamabad's relations with Beijing, as also cause international humiliation
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Amit Kapoor & Richard Dasher |
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Numbing Down of America -- 27-Apr-26
The attack in �non-hellhole' US points to a society stricken with atrocity overload and inured to crises
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Nirmal Jain |
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Branching Out Just Got Easier -- 27-Apr-26
RBI's recent notification easing branch opening norms for NBFCs may appear procedural.
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Pushpa Sundar |
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Fixing Those Creaking Boards -- 27-Apr-26
HDFC Bank's non-executive chairman and independent director Atanu Chakravarty's recent exit marks yet another episode of corporate turmoil.�
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Gilles Verniers |
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Chip, Chip, Chipping Away -- 24-Apr-26
Are GoI & Election Commission rewriting poll rules unilaterally and putting democracy in peril?
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Disha Shah |
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Lusting for Lasting in Instant Age -- 24-Apr-26
Something is shifting in how people decide to spend. After years of faster cycles, lower price points and relentless newness, a segment of consumers is pulling back.�
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R Narasimhan |
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Startups, Not the Only Game in Town -- 24-Apr-26
World Bank president Ajay Banga recently said that between 2025 and 2035, 1.2 bn young people will enter the global workforce.�
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Ujjwal Katiyar |
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Bengal's Defective Elections -- 23-Apr-26
Politicians switch parties here because the system consistently rewards leverage over loyalty
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Seema Sirohi |
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Yeh Dosti, a Bit Too Asymmetric? -- 23-Apr-26
US-Iran talks are stalled, and Trump has extended the ceasefire at Pakistan's request. Asim Munir couldn't bring Iran to a second round despite all the embellished messaging.
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Subimal Bhattacharjee |
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Constant AI Labelling, Lasting Pain -- 23-Apr-26
On April 21, MeitY added what may be the most operationally demanding compliance requirement yet proposed for social media (SM) platforms in India.
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Rohit Chandra & Ajay Mathur |
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Don't Waste a Good Crisis -- 22-Apr-26
India needs a body not just for putting out fires, but also for long-term strategic energy ideas
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Anjuli Bhargava |
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Why Goa is Goddess' Own Country -- 22-Apr-26
There's been much kerfuffle over women's reservation in Lok Sabha and state assemblies since last Saturday, when opposition parties blocked an amendment Bill in which GoI had linked women's reservation to delimitation.�
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ASHISH VAIDYA |
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It's Not Just War that Brought Re Down, it Needs Better Support -- 22-Apr-26
The INR accelerated depreciation due to the West Asia conflict calls for a rethink on the way to manage our countries fundamentals.
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Rajiv Memani |
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India's Chinese Techaway Option -- 21-Apr-26
Any sufficiently advanced technology is indistinguishable from magic,' Arthur C Clarke had observed.�
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Vidhu Shekhar |
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WIL fully Faulty Inequality Metrics -- 21-Apr-26
A 2024 World Inequality Lab (WIL) paper, �Economic Inequality in India: The �Billionaire Raj' is Now More Unequal Than the British Colonial Raj'
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Rathin Roy |
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Perpetually Unempowered -- 20-Apr-26
The delimitation debate reflects our inability to eschew the politics of handouts, caste and ethnicity
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Ratna Sahay & Aakash Dev |
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More, the Merrier -- 20-Apr-26
As Parliament concluded its special session on implementing the 33% Women's Reservation Act, the reform's socioeconomic benefits remain clear.�
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Akshay Rout |
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Represent Reality -- 20-Apr-26
Nothing could be further from the truth than the inference that �women have lost' because amendments to Nari Shakti Vandan Adhiniyam Bill to implement reservation for women�
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Kai Xue |
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PROSPERITY IS PRAGMATIC -- 17-Apr-26
India-China energy cooperation doesn't require warm relations, or lofty civilisational rhetoric
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KumKum Dasgupta |
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Migrant Workers' Lingering Virus -- 17-Apr-26
Six years after the Covid lockdowndriven exodus, a familiar desperation is resurfacing.�
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Somnath Mukherjee |
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How to Spend Right to Put Up a Fight -- 17-Apr-26
With the ongoing war in West Asia, a precarious ceasefire notwithstanding, military modernisation has got another painful push.
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Aditya Sinha |
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Let Go of Control Freakery -- 17-Apr-26
Decontrol oil prices and replace cross-subsidies with targeted DBTs for needy households
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AVINASH MOHANANEY |
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Make It Work for Gig Working Women -- 17-Apr-26
It's been a week of protests. Not just by factory China Keeping An Eye on US-Pakistan Tango
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Amit Kapoor & Richard Dasher |
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Numbing Down of America -- 17-Apr-26
The attack in �non-hellhole' US points to a society stricken with atrocity overload and inured to crises
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Nirmal Jain |
Download |
Branching Out Just Got Easier -- 27-Apr-26
RBI's recent notification easing branch opening norms for NBFCs may appear procedural.
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Pushpa Sundar |
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Fixing Those Creaking Boards -- 27-Apr-26
HDFC Bank's non-executive chairman and independent director Atanu Chakravarty's recent exit marks yet another episode of corporate turmoil.�
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Krishnan Ranganathan |
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Garbling Banking's Lingua Franca -- 16-Apr-26
When Basel 3 accord was finalised in 2010, its ambition was to turn global banking into a system governed by common rules rather than national quirks.�
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Ramnath Krishnan |
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Shelter from Spike'n'Supply Storm -- 15-Apr-26
The war in West Asia is a reminder that for a heavily energy-importing economy like India, developments underway in that region can quickly translate into macro variables.
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Vandana Vasudevan |
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Automatons in Auto 'vs' Humans -- 15-Apr-26
Industry 4.0 is evident across India's shop floors, where industrial robots are increasingly being deployed.�
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Anshita Shukla & Chitrali Parashar |
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Gulf Storm, Cloudy India -- 14-Apr-26
India should be evaluated as a strategic locational hedge for co-sharing GCC data centre infra
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Harsh V Pant |
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Perils of Trump's Chock-a-Blockade -- 14-Apr-26
Trump's threat of a US naval blockade in the Strait of Hormuz marks a decisive shift from coercive diplomacy to overt economic warfare.�
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Thimmaiah Napanda |
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Oil Shock, the Last (Plastic) Straw? -- 14-Apr-26
Crude prices have surged above $100 a barrel after Trump's latest Hormuz blockade threat.�
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Chandrashekhar Rao |
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BRIMFUL OF ASHA -- 13-Apr-26
In her songs-and her singing-the message was always one of fun, humour and affection
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Kingshuk Chatterjee |
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Getting Unrealistic in Islamabad -- 13-Apr-26
15 hours of talks in Islamabad could not readily resolve the 5-week-longand-running conflict between Israel-US and Iran.�
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Somak Raychaudhury |
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2026: A SPACE ODYSSEY -- 10-Apr-26
Artemis 2 has been a spot check to see if humans can be safely operational for weeks in deep space
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Mugdha Kalra |
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Care, From Beyond the Spectrum -- 10-Apr-26
The first time it really hit me that I was raising an autistic child was not at diagnosis.�
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Rituj Sahu |
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Take Our Protein Pill, Responsibly -- 10-Apr-26
India's protein system is entering a decisive decade. Rising wealth and urbanisation are accelerating demand for eggs, dairy, fish and meat.�
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Manoj Joshi / Seema Sirohi |
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Wake Up & Smell the Covfefe -- 09-Apr-26
Trump's spin'n'tweets, and a little help from friends, can't obscure Iran shooting US credibility down
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Saibal Dasgupta |
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Gains More Immediate for Mediator -- 09-Apr-26
Pakistan's emergence as the primary backchannel between Washington and Tehran, culminating in the 2-week truce on Wednesday
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Narendra Modi |
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Together, Let Us Empower Nari Shakti -- 09-Apr-26
In the coming days, India will be immersed in a festive season, with celebrations taking place across the length and breadth of the nation.
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Swaminathan S Anklesaria Aiyar / Neeraj Kaushal |
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EVERYONE IS WELCOME / Whose Rituals, Whose Rights? -- 08-Apr-26
Always choose individual rights over 'essential' religious traditions when they come into conflict
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Kiran Shetty |
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Cross the Digitised Money Across -- 08-Apr-26
India's payments revolution combines soft and hard power, a rare feat in a field of viral innovation.�
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M NAGARAJU Secretary, DFS |
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PMMY Ensures Even Smallest Entrepreneur Can Access Credit -- 08-Apr-26
At an event organised as part of India's 75th Republic Day celebrations
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Mythili Bhusnurmath |
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Stay Out & Square the Circle -- 06-Apr-26
Measures to address the war's fallout lie outside MPC's remit - GoI and RBI must step up
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Ashok Banerjee & Rajesh Shukla |
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GST States Quo Won't Do -- 06-Apr-26
For the first time, the latest CAG 'State Finances 2023-24' report allows a clearer comparison of state revenues before and after GST's implementation.�
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Seema Sirohi |
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Kamikaze from Mar-a-Lago -- 03-Apr-26
Despite 'death and destruction' US machines unleashed and daily Trump rants, it's Advantage Iran
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Ram Charan & Harsh Goenka |
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CFO Brogues on Ground in War Room -- 03-Apr-26
India is among the hardest-hit nations in the current war in West Asia. It imports $400-450 mn worth of oil every day.�
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Ashish Dhawan & Nishtha Jain |
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Up Our Trade Fair & Lovely Promo -- 03-Apr-26
India has set itself an ambitious export target of $2 tn by 2030, evenly split between goods and services.�
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Kanchan Jain |
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Give Credit Where It's Due -- 02-Apr-26
Why India's private debt market shares none of the structural problems driving current US stress
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Anil Padmanabhan |
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Census 2027, a National X-Ray -- 02-Apr-26
India launched Census 2027 on April 1, a count that could become the most consequential in independent India's history.�
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Sanjoy Hazarika |
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Test of Sarma Shiksha Abhiyan -- 02-Apr-26
On Tuesday, BJP released its manifesto, where incumbent CM Himanta Biswa Sarma stated that if reinstated, his government would use Immigrants (Expulsion from Assam) Act 1950 'every single day so that we can push back the Bangladeshi infiltrators'.�
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Shivaji Dasgupta |
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Apple Hasn't Fallen Far from iTree -- 01-Apr-26
Apple, which turns 50 today, is much more than magical technology or a charismatic brand. It's the 'forever' beginning of change in the way we live and work.
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Nisha Taneja |
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It's Not Just China Trade, But Market -- 01-Apr-26
Last month, the Union Cabinet approved modifications to India's foreign investment regulatory framework on cross-border investments originating from land-bordering countries (LBCs) with India.�
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Urmi A Goswami |
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Target Set, Aim, Release -- 31-Mar-26
Last week, the Union Cabinet approved India's updated nationally determined contributions (NDC) for 2031-35.
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Ashok Malik |
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Meddle East Meditations -- 30-Mar-26
India and countries like Pakistan are inactive and active for safety of their citizens and economies
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Ashish Karundia |
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Looking for a Certain Tax Reform -- 27-Mar-26
When I-T Act 2025 comes into force on April 1, it will represent more than legislative housekeeping.
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Rentala Chandrashekhar / Mitu Samarnath Jha |
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HDFC Exit Fallout -- 26-Mar-26
The recent resignation of HDFC Bank chairman and independent director (ID) Atanu Chakraborty has once again brought the role of IDs into focus.
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Rohit K Singh |
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Not STEM, But STEAM punk -- 24-Mar-26
If you grew up in the 70s-80s, the brightest students were steered into science streams, IIT being the ultimate dream.
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Arnie Guha |
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Why Every Side Needs India Now -- 23-Mar-26
In early 2000, still reeling from watching an Indian Airlines plane sit on a Kandahar tarmac while the Taliban dictated terms and New Delhi agonised, I had argued for a WashingtonNew Delhi-Tel Aviv security triangle.
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Rathin Roy |
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Demand, an Explanation? -- 19-Mar-26
PUBLIC INTEREST Rebased GDP shows higher growth estimate - which looks overestimated
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Seema Sirohi |
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In Dire Strait Of Hormuz -- 18-Mar-26
It's Week 3 and Trump's biggest challenge is to Make the Strait of Hormuz Great Again - free of Iranian mines and missiles, and flowing to the old rhythms.
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Neeraj Kaushal |
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Oil's Fair in Love and War -- 18-Mar-26
How high will price of crude oil rise? The answer depends on another question: how long will the US-Israel war against Iran last?
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Poonam K Sidhu |
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Dig for Gold Infra in Our Backyard -- 17-Mar-26
In a recent order, Sebi directed mutual funds to use domestic stock exchange spot prices to value their physical gold and silver holdings from April 1.
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Jagjeet S Sareen |
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Fertilise a Bio Pathway -- 16-Mar-26
The closing of the Hormuz Strait has again brought into sharp focus India's need to curb its fertiliser imports.
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Dhiraj Nayyar |
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Dig Our Own Backyard -- 13-Mar-26
For all its many strengths, the Indian economy has a chronic Achilles heel: massive import dependence.
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Piyush Doshi & Swagato Ganguly |
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Turbo-Charging FTAs -- 12-Mar-26
Hammer blows to the multilateral trading system have ushered in a new world, to which India is swiftly responding by shedding its earlier reputation for protectionism and trade diffidence.
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Seema Sirohi |
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DC, WE HAVE A PROBLEM -- 11-Mar-26
The Trump regime may have bitten off more than it can chew - now for a ramp-off on Israel?
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Arun Gupta |
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Food Labelling Isn't Anti-Industry -- 10-Mar-26
Supreme Court's Feb 10 order on front-of-pack labelling (FOPL) of prepackaged foods will go down as a milestone.
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Gautam Adani |
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Safe Anchor in a Swirling World -- 09-Mar-26
With fires raging in West Asia, India's calm, calculated ascent offers a different path for progress
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Manish Sabharwal & Nilesh Gupta |
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Firming Up Pharma 2.0 -- 09-Mar-26
The Sufi concept of Lauh-e-Azal (Tablet of Eternity), where everything that happens to everyone is already writte
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Sanjeev Choudhary |
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Crudely Put, We're Energy Insecure -- 06-Mar-26
Last June, when the US and Israel bombedIran, I asked a senior refinery executive handling crude procurement how he would deal with a closure of the Strait of Hormuz.
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Sandip Sen |
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Get an AI Licence to Skill, BPOs -- 05-Mar-26
A recent blog poll by AI investor Matt Shumer, Something Big is Happening, warns that AI has crossed a critical threshold and will disrupt society faster than people realise.
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Subimal Bhattacharjee |
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Anthropicology, a Human Condition -- 04-Mar-26
Last week, Donald Trump ordered every federal agency to stop using Anthropic's AI technology, designating the San Francisco company a 'supply chain risk to national security'.
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Manoj Joshi |
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America in a Tehran Hurry -- 02-Mar-26
Contradictions in Trump's war on Iran are glaring, and unlikely to end the way he thinks it will
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Indrani Bagchi |
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Smart Salaam in Jerusalem -- 27-Feb-26
GLOBESPOTTING Shifting geopolitics has prompted a keener approach by India in West Asia
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Rajesh Shukla |
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Cash, Stabilising Catalyst -- 27-Feb-26
Budget 2026 resolves a key macroeconomic debate by pairing higher public investment with credible fiscal consolidation, opening a policy window.
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Jaspreet Bindra |
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No Funeral, But Baptism by Fire -- 26-Feb-26
There will be a bloodbath, and smaller human cores supervising fleets of AI agents will take over
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Amit Bardhan |
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Rearrange Indian Airport Slots -- 26-Feb-26
Airport slots are among the most valuable assets in commercial aviation. A slot is the right to take off or land at a specific airport on a particular date and time.�
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Ajay Bisaria |
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Yes, We Certainly Canada-India -- 26-Feb-26
Mark Carney's visit to India this week will offer a chance to turn a diplomatic thaw into strategic renewal.�
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Aditya Sinha / Monisankar Bishnu & Shohan Mukherjee |
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Finance Commission -- 25-Feb-26
Finance commissions (FCs) are constitutional bodies, not reform commissions. Under Article 280, they are constitutionally mandated to recommend primarily three things: vertical devolution, horizontal devolution, and grants-in-aid.�
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Gopal Vittal |
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Secure Networks, Porous Platforms -- 24-Feb-26
India's telecom sector operates under astringent regulatory regime with rigorous, legally binding standards, oversight and enforcement mechanisms.�
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Saurabh Garg |
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New Coordinates, Better View -- 24-Feb-26
GDP is a way to measure the size and health of a country's economy.�
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Seema Sirohi |
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In Through the Out Door? -- 23-Feb-26
Mechanisms may change, but the Trump regime's goal to reshape global trade remains the same
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Rita McGrath & M Muneer |
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Intangibles, Not Tariffs -- 23-Feb-26
Last Friday, the US Supreme Court calledout Trump tariffs being an infringement of a Congressional prerogative by the president.�
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Nikhil Pahwa |
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Don't Miss Wood for Trees -- 20-Feb-26
The summit should focus on responding to new defaults in the IA era, not digitisation
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Kiran Mazumdar-Shaw |
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AI-Powered Bio, Let's Go Cellular -- 20-Feb-26
If the 20??�c. was defined by energy security, and the early 21 st c. by digital sovereignty, the coming decades will be shaped by biotech sovereignty embedded in AI.�
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Sanjeev Choudhary |
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It's Oil About Economic Sense -- 20-Feb-26
A decade ago, when a rickshaw-wala learnt I wrote about oil, he waved it away, 'Sab Khaadi se aata hai' - It all comes from the Gulf.
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Subimal Bhattacharjee |
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Vive la Nouvelle Architecture! -- 19-Feb-26
When Narendra Modi and Emmanuel Macron met at Lok Bhavan in Mumbai on Tuesday, the symbolism was carefully layered.
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S Jaishankar |
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Derisking in Age of Uncertainty -- 18-Feb-26
India is reshaping strategy through diversified trade, stronger self-reliance, deeper partnerships
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Akshay Rout |
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SBM Out of the Narrow Lane -- 18-Feb-26
Missions are targeted responses to clearly defined public priorities. In recent years, several such initiatives have been launched, including Swachh Bharat Mission (SBM).�
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Vedica Kant |
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Small Models May Be Right, But� -- 18-Feb-26
Even as all eyes are trained on the AI Impact Summit underway in New Delhi, the Economic Survey 2025-26 makes a strategic choice that deserves more attention than it's getting.�
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Arvind Panagariya |
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Freeing Ourselves to Trade -- 17-Feb-26
The US deal doesn't compromise national interest, but brings us big benefits of trade liberalisation
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Anjana Menon / Mark Surman & Raffi Krikorian |
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EYE ON AI / Let's Flip the Skill Switch -- 17-Feb-26
Open It Up and Reap Rewar?ds
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Nishant Sahdev |
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AIndia, Get Fast & Furious -- 16-Feb-26
Speed of scientific discovery has itself become a strategic asset, with AI as the super-accelerator
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Amit Kapoor |
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It's Manoeuvring, Not Capitulating -- 16-Feb-26
The easiest way to misread a trade negotiation is to treat it as theatre. What matters isn't the noise around a deal, but the numbers in it.�
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Rajiv Roy-Chaudhury |
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Calling the Shots, Finally -- 13-Feb-26
Defence Acquisition Procedure 2026 paves way for a shift from 'Make in India' to 'Owned by India'
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Sachin K |
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Plant Grassroots to Grow Sports -- 13-Feb-26
Sports is much about role models. Not only about talented athletes wanting to be like their heroes, but also about learning and enhancing a knowledge base from other countries.
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Najib Shah |
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Cess Won't Desist, Make 'em Count -- 13-Feb-26
This week, Nirmala Sitharaman stated in Parliament that cess and surcharge collections are constitutionally allocated to fund schemes benefiting states.�
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Ashok Malik |
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MAGA SPOOKED AMERICA -- 12-Feb-26
CHAPATI India's deft negotiations and anxiety from US business groups pushed the ball�
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Seema Sirohi |
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Trumpet Truce, But Caveat Emptor -- 12-Feb-26
Can the US-India tariff framework restore political confidence after a year of man-made turbulence? The short answer: to a degree.�
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Nitin Bhatt & Mahesh Makhija |
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Making Most of Claude & Friends -- 12-Feb-26
Anthropic's recent release of Claude Cowork, an AI 'digital coworker' with 11 enterprise automation plug-ins, has triggered the most severe bout of soul-searching the IT services sector has faced in decades.�
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Swaminathan S Anklesaria Aiyar / N Chandrasekaran |
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TRICKED, OR TREAT? / Big Deal That's Confirmation -- 11-Feb-26
Does the 'deal framework' lock sovereignty into Trump tantrums, or unlock opportunities galore?
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Shubham Dhamelia & Apoorva |
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Bark Up States, Till ABC Gets Bite -- 11-Feb-26
On January 29, Supreme Court reserved its verdict in the street dogs case. With the fate of millions of dogs at stake, we must reflect on a constructive, practical and lawful approach to addressing and mitigating human-canine conflict.
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Pooja Ranawat |
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A Bit More Assured in Advance -- 10-Feb-26
In her budget speech earlier this month, Nirmala Sitharaman announced a transformational tax policy change for the IT sector.�
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Bharat Bhasker |
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Science of Patience, Scale, Collab -- 10-Feb-26
With the launch of Research Development and Innovation Fund (RDIF) last November, establishment of Anusandhan National Research Foundation (ANRF) in 2023
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Indrani Bagchi |
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More to Play Than Just USA -- 09-Feb-26
Having sold itself the diversification mantra, India should remain focused on building leverage
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Ateesh Tankha & Ashish Dave |
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Assurance That's People-Facing -- 09-Feb-26
On the face of it, GoI's decision to permit 100% FDI in insurance through Sabka Bima Sabki Raksha (Amendment of Insurance Laws) Bill, 2025 makes sense.�
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Rajeev Gopal |
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Cities, Want Pvt Funds? -- 06-Feb-26
In India, urban climate resilience has largely been financed through public budgets.
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Mythili Bhusnurmath |
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Kitna Fiscal Deficit, Kalia? -- 05-Feb-26
Government borrowing will be the decider factor in whether MPC calls right tomorrow
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KumKum Dasgupta / Shantanu Nandan Sharma |
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BUDGET 2026 SECTORAL -- 05-Feb-26
India's demographic shift is happening. By 2030, the country's expected to have about 190 mn senior citizens.�
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Seema Sirohi |
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Silent Treatment Pays Off -- 04-Feb-26
With everyone signing up with everyone else, Donald Trump relents on India trade deal
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Dhiraj Nayyar |
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Push Promotion, Not Protection -- 04-Feb-26
Whatever else Trump tariffs - now ostensibly down to 18% - may have succeeded in, they have failed to slow the Chinese export juggernaut.�
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Subimal Bhattacharjee |
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A Mega AI Shot of Star Bucks -- 04-Feb-26
SpaceX's acquisition of xAI's on Monday, forming a $1.25 tn behemoth ahead of SpaceX's IPO expected later this year, marks more than corporate manoeuvring.�
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Anand Vasu |
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Too Many Bouncers Make Bad Play -- 03-Feb-26
In 1987, Dow Jones lost 22.6% in a single trading day on Black Monday.
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Kala Seetharam Sridhar & Nirmal R S |
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BUDGET 2026 CLIMATE ACTION -- 30-Jan-26
With the budget approaching, there is growing discussion about the weak financial position of cities.
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Sumant Sinha |
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Now to Get Intercontinental -- 29-Jan-26
Exports account for about 22% of India's GDP. Anything that enhances it, presents significant potential to boost domestic incomes and create employment.
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Upasak Das |
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It's Really About Dignity, Not Doles -- 28-Jan-26
Earlier this week, Abhijit V Banerjee expressed concern over Viksit Bharat-Guarantee for Rozgar and Ajeevika Mission (Gramin) Bill stating that a declining share of central funding could disproportionately harm poorer states.
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Sridhar Dhulipala |
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Digital Payment, Let AI Explain -- 23-Jan-26
Guruprasad, a PSU employee, tapped 'Pay' on his MF SIP, and his bank app confirmed that ?10,000 had been debited.
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Jaideep Mehta |
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Move Over IT, India Has to Get AI -- 22-Jan-26
India's IT services revenues now exceed $300 bn, while its SaaS industry has built a $15 bn topline.
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Fatih Birol |
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India Needs to Nuke Up a Lot & Fast -- 21-Jan-26
With India's remarkable economic momentum comes accelerating demand for electricity, which could increase by more than 5% a year over the next decade, based on today's policy settings.
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Ashish Dhawan & Piyush Doshi |
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Make PLI Performance-Linked -- 20-Jan-26
When India launched the productionlinked incentive (PLI) scheme in 2020, it was staring at a once-in-a-generation pandemic shock.
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Rajesh Aggarwal |
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No More Party Pooper -- 19-Jan-26
Developed countries like the US have pushed for changes to WTO's dispute settlement system, special and differential treatment provisions, and negotiating procedures, areas where India has insisted that decisions must be taken by consensus among all 166 member states.
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Deepak Mishra |
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Raise Our Glass to Taxpayers! -- 16-Jan-26
The contrast could not have been more striking. On one side were two fugitives and tax-evaders - Lalit Modi and Vijay Mallya - celebrating the latter's 70?? birthday in London, openly mocking the tax system.
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Lakshmi Puri |
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Don't Make a Rare Earth Plan Scarce -- 15-Jan-26
In the wake of Monday's G7 critical minerals ministerial meeting in Washington, rare earth supply has emerged as the central focus, with the notion of price floors - more familiar in wartime procurement than peacetime markets -circulating among policymakers.
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Subhamoy Maitra |
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Elite Education, Get Industrious -- 14-Jan-26
IIT Council's decision earlier this month to reform JEE Advanced, MTech and PhD programmes is an acknowledgement that India's elite education model is under pressure to adapt.
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Sanjeev Bikhchandani & Chetan Aggarwal |
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Nothing Dickensian About Gig Work -- 13-Jan-26
The gig workers' strike planned for December 25 and 31, 2025, may have failed to draw significant participation, but it has sparked a debate on the welfare and rights of workers.
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Seema Sirohi |
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Trump's Adventures in Greenland -- 12-Jan-26
It's going to be a very long year. Trump has heralded a new age of acquisition and mergers.
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Nishanth Vasudevan |
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Beyond the Quick Public Buck -- 09-Jan-26
India has succeeded in doing what policymakers have long wanted: moving household savings into financial markets.
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Sanjay Bhattacharyya |
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BRICS Must Cement Its Global Role -- 08-Jan-26
As India assumes leadership of BRICS in 2026, the group is caught between divergent aspirations and narratives.
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Praggya Das & Ashish Das |
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Careful with New CPI Methodology -- 07-Jan-26
CPI is a vital statistic to measure pulse of the economy. It helps RBI decide on interest rates and assists GoI in planning its budget.
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Rohit K Singh |
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Fix the Gap, Not Any Guilt, of Gig -- 06-Jan-26
Dear Mr Piyush Goyal, Your recent reflection on the gig economy - 'Are we going to be happy being delivery boys and girls?
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Anushka Saxena |
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After Caracas, Taipei Far Behind? -- 05-Jan-26
With the US now destroying the notion of sovereignty by invading Venezuela, China could well be 'likeminded' and decide to 'run' Taiwan.
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Krishnan Ranganathan |
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M&As: Mirrors & Alibis? -- 02-Jan-26
Global deal-making clocked in at $4.8 tn last year - the second-highest total in four decades, eclipsed only by the 2021 lockdown binge.
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Naveen Jindal |
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Make Voting Easy-Peasy -- 01-Jan-26
India has framed national reform agendas around 'ease of living' and 'ease of doing business', recognising that administrative convenience is not a luxury but a democratic obligation.
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Farzana Afridi & Janani Rangan |
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Not Just Work, But Kind of Work -- 31-Dec-25
Economic growth has not reduced the precarious nature of employment in India.
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Seema Sirohi |
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MAGA Cowboys vs Indians -- 30-Dec-25
Hate against India and Indian Americans has gone mainstream. It's gushing forcefully from the many spouts of social media.
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Dhiraj Nayyar & Gouranga Sen |
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All That Glitters... is Silver -- 29-Dec-25
And, so, the gold medal in 2025 goes to silver - for being the commodity that delivered the most outstanding returns.
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MANISH BANTHIA |
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Silver's Record Rally Hides the Risk of a Sharp Reversal -- 29-Dec-25
Silver has staged one of the most dramatic rallies in global commodity markets.
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Anil Padmanabhan |
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Two Policies Can Catalyse -- 26-Dec-25
Two recent policy rollouts - Viksit Bharat-Guarantee for Rozgar and Ajeevika Mission (Gramin) Bill 2025, and National Strategy for Financial Inclusion (NSFI) 2025-30 - suggest that India is undertaking a long-overdue ideological reset.
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D K Singh |
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Social Security, Reimagined -- 25-Dec-25
The recently released labour codes have revived a familiar debate. Some hail them as revolutionary; others see them as consolidatory.
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Vibha Dhawan |
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Hills Alive With Cautious Optimism -- 24-Dec-25
Aravalli range is among the world's oldest and most ecologically significant mountain systems.
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Somak Raychaudhury |
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GAGAN IS NOT THE LIMIT -- 23-Dec-25
2026 is poised to become a definitive turning point in India's odyssey toward space
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Subhamoy Maitra |
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MGNREGA Remix '25 -- 22-Dec-25
'What's in a name?' Shakespeare's question was meant to dismiss labels in favour of substance.
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Ashish Karundia |
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Keep Things GAAR, Not GRRR! -- 19-Dec-25
General Anti-Avoidance Rules (GAAR), conceived as a weapon against aggressive tax planning, have once again taken centre stage.
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Lubna Kably |
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Untaxing Days Ahead? -- 18-Dec-25
In 2025, India ushered in a new direct tax framework, marking the most significant rewrite of I-T law in over six decades.
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Shardul S Shroff, K S Roshan Menon & Himali Sylvester |
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Unmask & Punish Feku-Makers -- 17-Dec-25
Earlier this year, MeitY issued a draft of Information Technology (Intermediary Guidelines and Digital Media Ethics Code) Amendment Rules 2025 under the IT Act.
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Prabhash Ranjan |
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Dodge US Blockades at WTO -- 16-Dec-25
WTO's two-tiered dispute settlement system (DSS), comprising ad-hoc panels and a permanent seven-member appellate body (AB)
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Shamika Ravi & Sindhuja Penumarty |
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We Are What We Own and Buy -- 16-Dec-25
Over the last 10 years, Indian consumption patterns have undergone a structural transformation.
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