ETIntelligence Group - Leader Talk

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Expert Take

	Jaspreet Bindra	Download
	AI's Asilomar or Hiroshima? -- 15-Sep-26 In 1975, around 150 scientists gathered at California's Asilomar Conference Grounds to discuss recombinant DNA technology, the ability to cut genetic material from one organism and splice it into another.

	Harsh V Pant	Download
	Thaw on the China Front -- 14-Sep-26 Xi Jinping's visit to New Delhi for the BRICS summit - his first visit to India in 7 years - marked an important, if carefully calibrated, moment in India-China relations.

	Saibal Dasgupta	Download
	A Declaration, No Roadmap -- 14-Sep-26 BRICS put India's diplomatic heft on display on Saturday, as New Delhi cobbled together a consensus that led to the New Delhi Declaration (NDD), despite conflicts of interest among member countries.

	Aaraadhya Srivastava & Niharika Kasaudhan	Download
	How You CSR, Not What, Matters -- 11-Sep-26 In his keynote address at the inaugural OECD Roundtable on Global Financial Markets in 2025, US SEC chairman Paul Atkins argued that regulation should require companies to provide investors only with information that is material to investment decisions.

	Amit Kapoor & Meenakshi Ajith	Download
	Putting a Price Tag on Climate -- 09-Sep-26 On August 26, a glacier broke away above the Nepal-Tibet border, leavï¿½ing Nepal with a $4-5 bn reconstruction bill, close to a 10th of its economy.

	Anant Goenka	Download
	Work Together, Not Groupthink -- 08-Sep-26 BRICS, its 18th summit scheduled for this weekend in New Delhi, has one of the more unusual origin stories in international cooperation.

	Sumant Sinha	Download
	Minilateralism Means Business -- 08-Sep-26 BRICS is not a group of allies, but an informal platform of 11 countries with different political systems, economic priorities and strategic interests.

	Seema Sirohi	Download
	Summer of Summitry -- 07-Sep-26 Summitry can serve many ends, especially when crowd cover becomes useful to signal a policy shift.

	Roopa Kudva	Download
	Make Growth Piggyback on Savings -- 04-Sep-26 At 21.7% of GDP in 2024-25, households account for the largest share of savings.

	Ateesh Tankha & Ganga Narayan Rath	Download
	Cash No King, But Don't Stash It -- 03-Sep-26 When RBI deputy governor S C Murmu recently said that it was difficult to predict the growing demand for currency notes, was he referring to a logistical problem, or bemoaning widespread use of cash?

	Tanessa Puri	Download
	Is Toll-Earning Right a GST Barter? -- 02-Sep-26 Governments don't always pay with money. Sometimes, they pay with rights.

	Anil Padmanabhan	Download
	Mount a Bid to Fix Gaspirations -- 01-Sep-26 In recent years, almost every pre-poll survey, whether for general or state general, has jobs on top of the wishlist of voters.

	Srinath Sridharan	Download
	On A/c of a Reputation -- 31-Aug-26 Institutions that command exceptional trust must accept exceptional scrutiny.

	Rajiv Roy-Chaudhury	Download
	Off With Offset Training Wheels -- 28-Aug-26 Last month's Public Accounts Committee (PAC) report released in Parliament noted that as of December 2025, nearly 45% (about $4.5 bn of $9.9 bn) of defence offset obligations remain unfulfilled.

	Bjorn Lomborg	Download
	Planet Ablaze? Think Again -- 27-Aug-26 Fires in France and Spain this summer have had devastating impacts. More than 2.2 lakh people fled flames west of Bordeaux.

	Poonam K Sidhu	Download
	Hidden Tax or Treaty? -- 26-Aug-26 You buy a life insurance policy from an Indian insurer. Your premium is paid in rupees, and is governed by Indian law.

	Nirmal Ganguly	Download
	E20 Ain't Sugar's Only Villain -- 25-Aug-26 All-India average retail price of sugar rose from 48.18 a kg on July 20 to 55.70 on August 20, an increase of about 16% in 1 mth.

	Arihant Bardia	Download
	Index Inclusion is the Easy Part -- 24-Aug-26 An index is meant to be a mirror. It's supposed to reflect where investors have put their money, not decide where they should put it next.

	Ishank Kataria & Anurag Gupta	Download
	Dig Deeper Before You Drive Evs -- 21-Aug-26 As countries seek to secure supply chains for EVs, RE and advanced manufacturing, access to rare earth materials is becoming a source of economic and geopolitical advantage.

	Aruna Sharma	Download
	Hit Ctrl + R on Gov Tech Shopping -- 20-Aug-26 As policymakers grapple with implications of AI, much of the debate has focused on ensuring that regulation keeps pace with innovation.

	Neeraj Kaushal	Download
	Yen & Art of Currency Maintenance -- 19-Aug-26 Here's a simple lesson for India from the massive, yet unsuccessful, joint Japan-US intervention to prop up the yen: don't squander India's precious forex reserves trying to manage the rupee's exchange rate.

	Akshay Rout	Download
	Protest's Fine, But Enter the Ring -- 18-Aug-26 After the recent student protests in Delhi and other cities, Jharkhand is witnessing a similar wave of youth unrest.

	Kanika Mahajan, Anisha Sharma & Mansi Wadhwa	Download
	Ain't a Job Prob That Can Be Ignored -- 17-Aug-26 Recent student-led protests over exam paper leaks and scarce jobs are not only about administrative failure.

	Rohit Kumar Singh	Download
	A Tax Fix That Gets Industrious -- 14-Aug-26 Taxation and Other Laws (Amendment) Bill 2026, passed by Lok Sabha on August 6, belongs to the category of reforms that sit quietly, changing a few lines of law, but fundamentally alter the economics of investing and manufacturing.

	Pravin Kaushal	Download
	Labelling is Enabling the Law -- 13-Aug-26 A few years ago, a San Francisco family received a call from their son claiming he had been in an accident.

	Dhiraj Nayyar & Vasudha Pathak	Download
	Minus State Levies, Mine-Earn More -- 12-Aug-26 Once Mines and Minerals (Development and Regulation) Amendment Bill 2026, introduced on Monday in Lok Sabha, becomes legislation, staï¿½tes will lose the right to impose any levy or tax of their own on minerals.

	Ateesh Tankha	Download
	Not Much Bang for the Yen -- 11-Aug-26 US treasury's decision to purchase about $10 bn of Japanese yen appears to be an act of munificence to resuscitate a dependent ally's rapidly depreciating currency.

	Harsh V Pant	Download
	India's Menage a Trois -- 10-Aug-26 The US Senate's overwhelming passage of the Lindsey O Graham Sanctioning Russia and Iran Act is not merely another escalation in Washington's campaign against Moscow.

	KumKum Dasgupta	Download
	Flex Reflections From Brazil -- 07-Aug-26 As India debates the ethanol-blending mandate, Brazil's Proï¿½lcool programï¿½me is being invoked as the holy grail of alternative energy.

	Rajiv Kumar	Download
	Scrutiny Isn't Suspicion -- 07-Aug-26 While debates continue to swirl about the safety and efficacy of E20, India putting flex-fuel vehicles (FFVs) on the road and opening retail sales of E85 in June went almost unnoticed.

	Pradeep S Mehta & Rajesh Aggarwal	Download
	FTAs Must Hit Factory Floors -- 06-Aug-26 In a welcome step, commerce ministry has constituted a committee to monitor implementation of India's recently signed FTAs, with a particular focus on obstacles preventing industry from using them to expand exports.

	Seema Sirohi	Download
	Trouble in Bibi-Bubba Paradise -- 05-Aug-26 Donald Trump's patience with Benjaï¿½min Netanyahu is all but exhausted.

	Roopa Kudva	Download
	Overqualified AND Underqualified -- 04-Aug-26 India's education system is producï¿½ing people who are simultaneously overqualified and underqualified.

	Gagan Malhotra	Download
	It's Quite the Odyssey -- 03-Aug-26 For decades, the most challenging aspect of sending a child abroad for higher education was securing their admission.

	Anshuman Singhania	Download
	Folks, Niï¿½o's Hit the Boardroom -- 31-Jul-26 On June 23, the Union agriculture minï¿½istry issued a warning regarding a deficient monsoon, flagging 315 disï¿½tricts across the country as at risk.

	Rohini Pande & ï¿½Nicholas Ryan	Download
	The Devil is in COï¿½Market Design -- 31-Jul-26 New Haven, Connecticut:ï¿½India plans to hold the first trading sessiï¿½on of Indian Carbon Market (ICM) later this year, marking the culmination of a process that has been underway since 2023.ï¿½

	Harsh Mariwala & Vivek Khemka	Download
	So, What Board Are You On? -- 30-Jul-26 Every board is different ï¿½ directors who adapt to the one they join create more value

	Rohit K Singh	Download
	Practise Scale, Voice Will Follow -- 30-Jul-26 Every successful manufacturing natiï¿½on has discovered one enduring truth: factories create ecosystems.ï¿½

	Sheetal Arora	Download
	AI R?ï¿½Tap In to Make Total Recall -- 30-Jul-26 Recalls rarely make dramatic news.ï¿½By the time a defective medicine batchï¿½is identified, the damage to patients ï¿½ and trust ï¿½ is already done.

	Mudar Patherya	Download
	Put Yourï¿½Where YourIs -- 29-Jul-26 Nifty's Ahimsa & BSE's Saatvik indices give ethical investing an Indic identity with commercial logic

	Seema Sirohi	Download
	DC Tunes into Desi Protest Music -- 29-Jul-26 Washington has too much on its plateï¿½for Donald Trump to worry about ï¿½goodï¿½friend' Narendra Modi's domestic trouï¿½bles.ï¿½

	Romal Shetty & Aditya Puri	Download
	Banking on Gear Shift for Pickup -- 29-Jul-26 India's banking sector has made signiï¿½ficant progress. But sustaining the nextï¿½phase will require reforms.

	Ashok Malik	Download
	If Exams Have to Pass Muster -- 28-Jul-26 In appointing the Nandan Nilekani Committee to recommend reforms to National Testing Agency (NTA), and India's public examination architecture in general, GoI has acted wisely.

	Saibal Dasgupta	Download
	Why Gen Z India Stir is Different -- 28-Jul-26 Cockroach Janta Party's (CJP) agitation saw repeated references to Gen Z movements in Nepal, Bangladesh and Sri Lanka between March 2022 and September 2025.ï¿½

	R Subrahmanyam	Download
	Beyond the Ministerï¿½EDUCATION NEEDSï¿½STRUCTURALï¿½SHIFT -- 27-Jul-26 Children without language and numeracy skills struggle throughout their education

	Gilles Verniers	Download
	Win Polls, Lose Authority -- 27-Jul-26 The lesson of July isn't that GoI lost a minister, but that authority has to be earned between elections

	Nikhil Pahwa	Download
	You Can't Ban a Whisper -- 27-Jul-26 On July 23, GoI ordered Microsoft subï¿½sidiary GitHub to take down its Bluetooth-based messaging app, BitChat.

	Apurva Chandra	Download
	JEE's Computer-based Testing Model Offers Blueprint for NEET Reform -- 24-Jul-26 Fewer attempts and stronger infra key to restore confidence in the medical entrance exam

	Palash Krishna Mehrotra / Siddharth D Sanghvi	Download
	Dissentiment Samajhiye -- 24-Jul-26 NEET protests cut across identity lines, and bypass mainstream media's ï¿½manufactured consent'

	Anil Nair	Download
	Look What AI Did This Summer -- 24-Jul-26 AI startup Hugging Face encountered a cyberattack last week after an intrusion was detected in its data processing systems.

	Rathin Roy / Parikshit Ghosh	Download
	It's All Aboutï¿½Roachgaar -- 23-Jul-26 NEET protests mark a deep socioeconomic grievance, and fractured employment system

	Dhiraj Nayyar	Download
	Why ISRO's Loss is India's Gain -- 23-Jul-26 India's space sector saw two seemï¿½ingly unrelated but equally significant developments last week.

	Suresh Rajan	Download
	In Through the Side Door -- 22-Jul-26 Indian professionals are turning to EB-5 as decades-long green card waits make H-1Bs untenable

	Simon Nicholas	Download
	Indian Steel, Kick Your Coal Habit -- 22-Jul-26 Sydney:ï¿½India and Australia recently released a joint statement on energy security during Narendra Modi's visit to Melbourne.

	Vinod Dham	Download
	AIm to Become Rollout Champs -- 22-Jul-26 California:ï¿½India didn't invent the microprocessor. It didn't create the personal computer.

	It's only a slight oversimplification to say that the global economy is now a wrestling match between an energy shock and a tech boom.ï¿½	Download
	Energy Shock vs AI Boom -- 21-Jul-26 RBI should act as and when external shocks push domestic data in a direction, not until then

	Lalit Bhasin	Download
	Don't Put a Toll on UPI -- 21-Jul-26 Reports that GoI is considering a merï¿½chant discount rate (MDR) on UPI payï¿½ments made to businesses with annualï¿½turnover ofï¿½1-1.5 cr, and only on tranï¿½sactions aboveï¿½2,000, deserve scrutiny.

	Somak Raychaudhury	Download
	PRIVATE SPACE INVADERS -- 20-Jul-26 Skyroot's perfect debut validates India Inc's space push--repeat launches will prove the model

	Kaushik Das	Download
	BBBump It Up, Boys! -- 20-Jul-26 Over the past few years, India has made progress in restoring fiscal discipline ï¿½ anchored in strong economic growth, improved fiscal management and a conscious shift towards better quality public expenditure.

	Abhinav Kaul	Download
	Building Wealth, Not Chasing Every Rupee -- 20-Jul-26 With children to raise and no monthly paycheck to count on, unpredictability shapes every money decision he makes.

	Chandrika Soyantar	Download
	Time to Scoreï¿½Ownï¿½Goals -- 17-Jul-26 India's GCCs create world-class research, but rarely own the IP that generates future wealth

	P D Singh	Download
	It's Not Just About Tariffs, Bruv -- 17-Jul-26 The real significance of the Britain-India Comprehensive Economic andï¿½Trade Agreement (CETA) is not thatï¿½tariffs are coming down.ï¿½

	Anil Padmanabhan	Download
	Poring Over Pouring Monsoon Data -- 17-Jul-26 Last week, India received rains it hadï¿½been waiting for all of June, when theï¿½monsoon typically makes landfall.

	Ravi Gupta / Ateesh Tanka & Sudhir K Joshi	Download
	OILï¿½CH?CH?OHANGE -- 16-Jul-26 Two opposing views on India pressing its foot down on the ethanol pedal ï¿½ is it vroom or doom?

	Anand Vasu	Download
	Triumphant Ladies at Lord's -- 15-Jul-26 The first Test match at the ï¿½home of cricket' played by women broke more than just records

	Poonam K Sidhu	Download
	Whose Private Jet Is It, Anyway? -- 15-Jul-26 Looking to buy a private jet? Before youï¿½call a broker, check the Enforcementï¿½Directorate website.ï¿½

	Jayant Dasgupta & Abhijit Das	Download
	CETA, Not Quite a King's Ransom -- 15-Jul-26 The India-Britain Comprehensive Ecoï¿½nomic and Trade Agreement (CETA) that comes into force today has overwhelmingly been welcomed for its poï¿½tential to open huge export opportunities for India, and facilitate greater inï¿½tegration of its firms into global value chains.

	Sharda Tikoo	Download
	Get the Vibes to Guard-Rail AI -- 14-Jul-26 At the crux of vibe coding ï¿½ an intent-driven software development approach where you use natural language to describe what you want, and an AI handles the generation, testing and updating of the code ï¿½ lies speed. Describe it, build it, ship it.

	S P Chun	Download
	Big Ideas Boom in Small Towns -- 14-Jul-26 In West Bengal, Anupriya Nayak and her friends, all in secondary school, started a pilot project on menstrual health.ï¿½

	Rathin Roy	Download
	India's Prosperity Problem -- 13-Jul-26 Public finances now compensate the majority for economic insecurity, regardless of growth

	Seema Sirohi	Download
	New Hormuz Normal -- 13-Jul-26 The US-Iran MoU, open to (mis)interpretation and power plays, hangs by a thread.

	Dipankar ï¿½Bhattacharyya	Download
	Are Data Centres Uncool? -- 10-Jul-26 Questions over AI's ecological trade-off are growing louder ï¿½ but solutions may be emerging

	Susmita Mitra & Atul K Tiwari	Download
	Not a Tech, But Adoption, Leak -- 10-Jul-26 India's water challenge is also an economic challenge.ï¿½

	Srinath Sridharan & Arjun Raghavendra	Download
	Capitalise on What 1991 Began -- 10-Jul-26 Every capital control India maintains today is the descendant of a single idea: forex belongs to GoI, and citizens transact in it by permission.ï¿½

	Krishnan Ranganathan	Download
	Devil is in the Footnotes -- 09-Jul-26 RBI's Financial Stability Report is transparent, yet leaves some key questions unanswered

	Dhiraj Nayyar	Download
	Taking a Chance is Worth the Risk -- 09-Jul-26 Technological change, led by AI, is perhaps the biggest disruption since advent of the steam engine.

	Burjis Godrej & ï¿½Angela Lusigi	Download
	Sow Seeds for Smart Farming -- 09-Jul-26 India's agricultural economy is navigating an increasingly volatile climate reality.ï¿½

	M Muneer	Download
	SAIFETY, MONETISE IT -- 08-Jul-26 AI is rapidly becoming more about who owns the ecosystem around it ï¿½ and India is prime candidate

	Vijayant Rai	Download
	Let's Minimise Tokenmaxxing -- 08-Jul-26 Last week, Palantir CEO Alex Karp went into overdrive and criticised AI tech giants OpenAI and Anthropic's token-based pricing models, stating they charge businesses exorbitantï¿½costs for raw computational data withï¿½out delivering concrete business value.

	Srinivas Varadarajan	Download
	How to Strengthen INR Without a Rate Hike -- 08-Jul-26 Since January 2025, the Rupee has depreciated by ~9%. INR was amongst the weakest currencies in Asia during May 2026 when it weakened to 96.96.

	Pankaj Saran	Download
	From Indonesia to Australia to NZ, Modi Charts India's Indo-Pacific Arc -- 07-Jul-26 One of the characteristics of an atomized world is that nations are busy pursuing their interests in different ways.

	Rohit Kumar Singh	Download
	A IS FOR APPLE, B IS FORï¿½ -- 07-Jul-26 India's runaway smartphone PLI success holds lessons for the next wave of industrial policy

	Payal Malik & ï¿½Saloni Dhadwal	Download
	Don't Just Assemble, Innovate -- 07-Jul-26 India has emerged as the world's secoï¿½nd-largest mobile phone manufacturï¿½er, driven by sustained policy support, particularly the PLI scheme.

	Ashok Banerjee & Rajesh Shukla	Download
	Rich State, Poor State, Two Fixes -- 07-Jul-26 Tamil Nadu and West Bengal both endï¿½ed 2023-24 with revenue deficits, but theï¿½similarity conceals different fiscal chï¿½allenges.

	Narendra Modi	Download
	Remembering Mookerjee and His Ideal of an Indivisible India -- 06-Jul-26 Today we commemorate the 125th birth anniversary of Dr. Syama Prasad Mookerjee, whose life remains a timeless example of courage and unwavering commitment to Maa Bharti.ï¿½

	Mythili Bhusnurmath	Download
	A Little More Conversation -- 06-Jul-26 Greater transparency is key to better monetary policy transmission and central bank accountability

	Amit Kapoor	Download
	Anime-ted with Japan -- 06-Jul-26 The 16thï¿½India-Japan Summit, held during Japanese PM Sanae Takaichi's visit to India last week, can easily be framed as another diplomatic milestone, marked by new memoranda of cooperation.

	Indrani Bagchi	Download
	Desperately Play Catch-Up -- 03-Jul-26 GLOBESPOTTINGIn the last year, India has appeared tired and enervated ï¿½ time to turn the page

	Poonam Khaira Sidhu	Download
	Dear Tech Taxers, Profits Follow IP -- 03-Jul-26 Microsoft's first public country-by-country reporting (CbCR) tax report, as mandated by an EU directive in 2021, offers striking insights into international taxation.ï¿½

	Aditya Sinha	Download
	When Does a Country Reform? -- 03-Jul-26 A serious account of reform must explain three things:Why bad policies persist.

	Nikhil Pahwa	Download
	Usernaam ke Vaaste? -- 02-Jul-26 Some things to consider about the ruckus over WhatsApp introducing usernames

	Seema Sirohi	Download
	America's Birthday or Trump's? -- 02-Jul-26 It's America's 250thï¿½birthday on Saturday. But the main event is Donald Trump. He is and will be everywhere.

	Amitabh Kant	Download
	Two Regulators Need Waking Up -- 02-Jul-26 India has earned its place as pharmacy of the world. It's also fast emerging as a hub for clean mobility.

	Harsh Mariwala & Vivek Khemka	Download
	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.

	Hardeep Singh Puri	Download
	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.

	Rajiv Roy Chaudhury	Download
	Aim for Trusted Interdependence -- 26-Jun-26 The Modi government's defence industrial strategy has evolved through distinct phases.

	Michael Bilello	Download
	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.

	Anil Padmanabhan	Download
	A Mixed Viksit-ing Report Card -- 24-Jun-26 Earlier this month, National Family Health Survey 2023-24 (NFHS-6) was released.

	Amit Kapoor & Sheen Zutshi	Download
	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.

	Vinayak Godse	Download
	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.

	Gaurav Khemchandani & Supriya Sharma	Download
	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.

	Devina Mehra	Download
	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).

	Madan Sabnavis	Download
	Markets Feast on TACO Meals -- 19-Jun-26 Idiosyncrasy and vicissitude stamp Donald Trump as an exceptional president.

	Ajit Isaac	Download
	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.

	Piyush Doshi & Anuj Gupta	Download
	When Environmental Goes Mental -- 17-Jun-26 Imagine you want to build an apartment block to house 100 families.

	Shishir Priyadarshi	Download
	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 betï¿½ween two different economic systems in which only one provides huge state support.

	Rajesh Agrawal	Download
	For FTAs are Jolly Good Fellows -- 15-Jun-26 As of 2026, WTO records 384 notified FTAs in force.

	Neeraj Kaushal	Download
	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.

	Gilles Verniers	Download
	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.

	Ashok Malik	Download
	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.

	Srivatsa Krishna	Download
	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.

	Elizabeth Lyn & ï¿½Sibin Jerry Thomas	Download
	LinkedOut of a Uni Degree -- 09-Jun-26 Education policy failure is being dressed up as innovation, employer abdication as a skills gap

	Rajesh Shukla	Download
	Reassure Homes, Not Just Economy -- 08-Jun-26 Economists tend to see global crises first in aggregates, while households feel them in fragments.

	Prashant Reddy Thikkavarapu	Download
	Don't Allow Hiding Under Forgetting -- 05-Jun-26 In a significant Delhi High Court judgï¿½ment last week, litigants acquitted in legal proceedings were granted their 'right to be forgotten' as a facet of the fundamental right to privacy.

	Srikumar Misra	Download
	Not Just Token, But Cap-Mkt Infra -- 04-Jun-26 Most financial executives have heard of tokenisation.

	Shekhar Aiyar & Rajesh Aggarwal	Download
	Quixotic Stand Against Plurilateralism -- 03-Jun-26 The 14th WTO ministerial conference held in Yaoundï¿½, Cameroon, in March didnt fail to disappoint.

	Devina Mehra	Download
	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.

	Chetan Ahya	Download
	How to Regain Funds & Frolic -- 01-Jun-26 An industrial and capex super-cycle is unfolding across Asia.

	Siddharth Shah & Rohan Priyadarshi	Download
	AIF Things Get Tough, the Tough... -- 29-May-26 India's AIF industry is no longer in its formative years.

	Ashish Gupta	Download
	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

	Sanjeev Krishan	Download
	Drop's a Symptom, Not Illness -- 26-May-26 Over the last 12 mths, the rupee has fallen 12% against the dollar, reflectï¿½ing volatility in the trade environment, weak capital inflows, accelerï¿½ated tech disruption and disruptiï¿½ons to energy supply.

	Anurag Agrawal	Download
	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.

	Anil Padmanabhan	Download
	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.

	Samir Gandhi	Download
	Can Tax & Customs be Bhai-Bhai? -- 21-May-26 Cost of goods transacted between related entities has become a flashpoint for MNCs.

	Adnan Masood	Download
	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.

	Chandrika Soyantar	Download
	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

	Indrani Bagchi	Download
	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.

	Rohit K Singh	Download
	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.

	Seema Sirohi	Download
	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?

	Rajiv Memani	Download
	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.

	V K Saraswat & V K Singh	Download
	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.

	Ashok Banerjee & Rajesh Shukla	Download
	Mature Hands for Money -- 11-May-26 Over the past decade, India has executed one of the world's most ambitious financial inclusion programmes.

	Sanjay Kapoor & Sudhanshu Chawla	Download
	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

	Seema Sirohi	Download
	Trump's Got Lost in the Muddle East -- 07-May-26 It's Week 10 of the war. But by Trump's count, ï¿½We're into what, six weeks?'

	Rajesh Agrawal	Download
	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

	Parul Bajaj	Download
	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.

	Harsh Goenka / Gilles Verniers	Download
	ALTERNATIVES ROCK -- 05-May-26 Even as Bengal and Tamil Nadu opt for fresh options, SIR deletions hang in the air for future polls

	Ujjwal Katiyar	Download
	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.

	Mythili Bhusnurmath	Download
	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

	Seema Sirohi	Download
	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.

	Krishna Srinivasan	Download
	How Asia Rides Out W Asian Waves -- 30-Apr-26 Washington :ï¿½Two months into the West Asia conflict, it's easy to lose sight of the fact that Asia had entered 2026 on a strong footing.

	Nandan Nilekani & Ravi Venkatesan	Download
	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

	M Muneer	Download
	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

	Shefali Goradia & Deepti Berera	Download
	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 ï¿½Bharat agenda'.ï¿½

	Ajay Vir Jakhar	Download
	Reap What We Sow Today -- 27-Apr-26 India needs to reduce the strategic importance of fertilisers through a bold agricultural policy

	Anand Datla	Download
	Betting Big on Amaravati -- 27-Apr-26 College Station, Texas:ï¿½Andhra Pradesh Reorganisation (Amendment) Act 2026, passed earlier this month, finally nailed Amaravati to the map as the state's undisputed capital.ï¿½

	AVINASH MOHANANEY	Download
	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

	Amit Kapoor & Richard Dasher	Download
	Numbing Down of America -- 27-Apr-26 The attack in ï¿½non-hellhole' US points to a society stricken with atrocity overload and inured to crises

	Nirmal Jain	Download
	Branching Out Just Got Easier -- 27-Apr-26 RBI's recent notification easing branch opening norms for NBFCs may appear procedural.

	Pushpa Sundar	Download
	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.ï¿½

	Gilles Verniers	Download
	Chip, Chip, Chipping Away -- 24-Apr-26 Are GoI & Election Commission rewriting poll rules unilaterally and putting democracy in peril?

	Disha Shah	Download
	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.ï¿½

	R Narasimhan	Download
	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.ï¿½

	Ujjwal Katiyar	Download
	Bengal's Defective Elections -- 23-Apr-26 Politicians switch parties here because the system consistently rewards leverage over loyalty

	Seema Sirohi	Download
	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.

	Subimal Bhattacharjee	Download
	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.

	Rohit Chandra & Ajay Mathur	Download
	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

	Anjuli Bhargava	Download
	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.ï¿½

	ASHISH VAIDYA	Download
	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.

	Rajiv Memani	Download
	India's Chinese Techaway Option -- 21-Apr-26 Any sufficiently advanced technology is indistinguishable from magic,' Arthur C Clarke had observed.ï¿½

	Vidhu Shekhar	Download
	WIL fully Faulty Inequality Metrics -- 21-Apr-26 A 2024 World Inequality Lab (WIL) paper, ï¿½Economic Inequality in India: The ï¿½Billionaire Raj' is Now More Unequal Than the British Colonial Raj'

	Rathin Roy	Download
	Perpetually Unempowered -- 20-Apr-26 The delimitation debate reflects our inability to eschew the politics of handouts, caste and ethnicity

	Ratna Sahay & Aakash Dev	Download
	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.ï¿½

	Akshay Rout	Download
	Represent Reality -- 20-Apr-26 Nothing could be further from the truth than the inference that ï¿½women have lost' because amendments to Nari Shakti Vandan Adhiniyam Bill to implement reservation for womenï¿½

	Kai Xue	Download
	PROSPERITY IS PRAGMATIC -- 17-Apr-26 India-China energy cooperation doesn't require warm relations, or lofty civilisational rhetoric

	KumKum Dasgupta	Download
	Migrant Workers' Lingering Virus -- 17-Apr-26 Six years after the Covid lockdowndriven exodus, a familiar desperation is resurfacing.ï¿½

	Somnath Mukherjee	Download
	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.

	Aditya Sinha	Download
	Let Go of Control Freakery -- 17-Apr-26 Decontrol oil prices and replace cross-subsidies with targeted DBTs for needy households

	AVINASH MOHANANEY	Download
	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

	Amit Kapoor & Richard Dasher	Download
	Numbing Down of America -- 17-Apr-26 The attack in ï¿½non-hellhole' US points to a society stricken with atrocity overload and inured to crises

	Nirmal Jain	Download
	Branching Out Just Got Easier -- 27-Apr-26 RBI's recent notification easing branch opening norms for NBFCs may appear procedural.

	Pushpa Sundar	Download
	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.ï¿½

	Krishnan Ranganathan	Download
	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.ï¿½

	Ramnath Krishnan	Download
	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.

	Vandana Vasudevan	Download
	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.ï¿½

	Anshita Shukla & Chitrali Parashar	Download
	Gulf Storm, Cloudy India -- 14-Apr-26 India should be evaluated as a strategic locational hedge for co-sharing GCC data centre infra

	Harsh V Pant	Download
	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.ï¿½

	Thimmaiah Napanda	Download
	Oil Shock, the Last (Plastic) Straw? -- 14-Apr-26 Crude prices have surged above $100 a barrel after Trump's latest Hormuz blockade threat.ï¿½

	Chandrashekhar Rao	Download
	BRIMFUL OF ASHA -- 13-Apr-26 In her songs-and her singing-the message was always one of fun, humour and affection

	Kingshuk Chatterjee	Download
	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.ï¿½

	Somak Raychaudhury	Download
	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

	Mugdha Kalra	Download
	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.ï¿½

	Rituj Sahu	Download
	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.ï¿½

	Manoj Joshi / Seema Sirohi	Download
	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

	Saibal Dasgupta	Download
	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

	Narendra Modi	Download
	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.

	Swaminathan S Anklesaria Aiyar / Neeraj Kaushal	Download
	EVERYONE IS WELCOME / Whose Rituals, Whose Rights? -- 08-Apr-26 Always choose individual rights over 'essential' religious traditions when they come into conflict

	Kiran Shetty	Download
	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.ï¿½

	M NAGARAJU Secretary, DFS	Download
	PMMY Ensures Even Smallest Entrepreneur Can Access Credit -- 08-Apr-26 At an event organised as part of India's 75th Republic Day celebrations

	Mythili Bhusnurmath	Download
	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

	Ashok Banerjee & Rajesh Shukla	Download
	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.ï¿½

	Seema Sirohi	Download
	Kamikaze from Mar-a-Lago -- 03-Apr-26 Despite 'death and destruction' US machines unleashed and daily Trump rants, it's Advantage Iran

	Ram Charan & Harsh Goenka	Download
	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.ï¿½

	Ashish Dhawan & Nishtha Jain	Download
	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.ï¿½

	Kanchan Jain	Download
	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

	Anil Padmanabhan	Download
	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.ï¿½

	Sanjoy Hazarika	Download
	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'.ï¿½

	Shivaji Dasgupta	Download
	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.

	Nisha Taneja	Download
	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.ï¿½

	Urmi A Goswami	Download
	Target Set, Aim, Release -- 31-Mar-26 Last week, the Union Cabinet approved India's updated nationally determined contributions (NDC) for 2031-35.

	Ashok Malik	Download
	Meddle East Meditations -- 30-Mar-26 India and countries like Pakistan are inactive and active for safety of their citizens and economies