ETIntelligence Group - Leader Talk

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Expert Take

	DEEPA GOPALAN WADHWA	Download
	Time to Take Indo-Japan Ties to Next Level -- 29-Aug-25 Modi's visit to Japan comes at a time of geopolitical & geoeconomic flux caused primarily by actions emanating from Washington DC

	Rajiv Roy-Chaudhury	Download
	Lean, Mean, DAP Machine -- 29-Aug-25 Aï¿½ forward-looking defence acquisition policy can unlock foreign tech transfer and investments

	Sanjeev Choudhary	Download
	It's Not Just About Russian Oil, Stupid! -- 29-Aug-25 India has chosen to bear a 25% additional tariff on its exports to the US rather than halt purchases of Russian oil.ï¿½

	Amitabh Kant	Download
	Trim Fat, Tone Up Muscles -- 28-Aug-25 Time for a raft of reforms to make fintech sector leaner, more inclusive and resilient to risks

	Harsh V Shringla & Subimal Bhattacharjee	Download
	Guarding the Cyber Pass -- 28-Aug-25 After 27 years of intense diplomacy, the UN recently launched Global Mechanism (GM) for Cyberspace.ï¿½

	V Ranganathan	Download
	What a Chipped Intel Can Tell Us -- 27-Aug-25 Last week, Donald Trump announced the US government acquiring 10% holding in Intel, one of the biggest interventions in a private company since the 2008 auto bailouts.

	Jay Vinayak Ojha	Download
	Unfunny, But Not Criminally So -- 27-Aug-25 Chaplain of Trinity College, Oxford, and man of letters, Ronald Knox once asked a very searching question on the nature of humour

	R N Parbat	Download
	How the New Tax Law was Woven -- 26-Aug-25 GoI's push for a transparent and efficient Bharat has already seen the repeal of 1,500 obsolete laws, the decriminalisation of more than 3,700 minor offences, and the streamlining of over 42,000 compliance requirements.ï¿½

	Janak Raj & Rakesh Mohan	Download
	Climate Finance = Resource Mgmt -- 26-Aug-25 India stands at a critical juncture, with its growth path needing to align with climate-conscious policies that demand vast financing. Estimates put India's climate finance needs between $160 bn and $288 bn annually up to 2030.

	Seema Sirohi	Download
	Don T's Spaghetti Eastern -- 25-Aug-25 With Sergio Gor's appointment as US ambassador to India, MAGA is coming to meet MIGA

	Ashish Karundia	Download
	Get It Right, GST Do It -- 25-Aug-25 When Narendra Modi reiterated GoI's next phase of GST reform that he had announced on August 15 at the ET World Leaders Forum on Saturday with his promise to unleash an ï¿½arsenal of reforms', the signal was clear:ï¿½

	Aditya Sinha	Download
	Seven Sigma for Mfg Stigma -- 22-Aug-25 For genuine economic sovereignty, India must fix these structural bottlenecks in manufacturing

	Rohit Kumar Singh	Download
	Pvt Health, Public Good -- 22-Aug-25 India's private healthcare sector represents one of the most significant yet underutilised strategic assets.

	Soumya K Ghosh & Sunil Sharma	Download
	Get Off Your Rocker, India Inc -- 21-Aug-25 India Inc's post-pandemic trends are puzzling on many counts. Outbreak of Covid and realisation of supply chain concentrations resulted in corporate tax competition across many sovereign jurisdictions.

	Christoph Schweizer & Rahul Jain	Download
	CEOs Navigating a World Shaped by Shifting Trade & AI -- 20-Aug-25 The rules of business are being rewritten. Trade shifts and technological breakthroughs have not just disrupted markets, they've altered the architecture of the global economy.ï¿½

	Jyotiraditya M Scindia	Download
	Hooking Up to the Next Tele Level -- 20-Aug-25 Today, India stands at the cusp of a defining moment in its digital journey.ï¿½

	Ashok Malik	Download
	SUMMER OF DISCONTENT -- 19-Aug-25 CHAPATI A chill is setting in that will take a long time to recover in the India-US relationship

	Kiran Mazumdar-Shaw	Download
	Not Just Pharmacy, But Inno Lab -- 19-Aug-25 Last week, the PM stated in his Independence Day speech: ï¿½We are known as the ï¿½pharmacy of the world'.ï¿½

	Rajesh Shukla	Download
	Perfect Voter Rolls Are a Mirage -- 19-Aug-25 Protests against EC's SIR gathered momentum on Monday, with the Oppositionï¿½

	Vivek Johri	Download
	Good, Simple Taxï¿½Finally? -- 18-Aug-25 GST reforms must streamline rates, boost compliance and ensure fair dispute handling

	Harsh V Pant & Vivek Mishra	Download
	Still Walking on Thin Ice -- 18-Aug-25 The Trump-Putin bilateral summit last week in Anchorage, Alaska, was no 1945 Yalta. Everything was uncertain.ï¿½

	Abheek Barua	Download
	The 50 Per Cent Challenge -- 14-Aug-25 ECO CHAMBER The rupee can be made to do things other than chase competitiveness

	Mohamed Kande & Sanjeev Krishan	Download
	Rewiring India's Enterprises for the Next Billion Users -- 14-Aug-25 Traditional philosophies blending with the modern world order and masala chai made in hi-tech machines being served in earthern kulhadsï¿½India boasts many interesting juxtapositions.ï¿½

	Seema Sirohi	Download
	Hello, Mr Trump? Hello? -- 13-Aug-25 didn't have to come to this. India-US relations are in desperate need of Operation Salvage and a restorative touch.ï¿½

	Jwalika Balaji	Download
	Gender Parity Isn't a Perk, It's the Drill -- 12-Aug-25 The Indian Army's judge advocate general (JAG) branch is the ï¿½nodal legal agency' responsible for advising it on all legal mattersï¿½

	Ajay Vir Jakhar	Download
	Free Farming, Not Freebies -- 11-Aug-25 Trump tariffs can be India's inflection point in agriculture to break away from short-termism

	Rakesh Nangia & Sandeep Jhunjhunwala	Download
	Remote, But Established -- 11-Aug-25 In a landmark ruling, the Supreme Court in ï¿½Hyatt International Southwest Asia Ltd vs ADIT' recently held that Hyatt's remote, yet comprehensive, control over hotel operations in India under

	PANKAJ SARAN	Download
	EET MESSRS DOUBLE STANDARDS -- 08-Aug-25 As many Indian economists have noted, we should step on the accelerator with our own reforms

	Saibal Dasgupta	Download
	Don Gets Even Quixoter -- 08-Aug-25 India needs to seriously step up influence-building efforts in Mar-a-Lago/Washington, quickly

	Dhiraj Nayyar	Download
	Get Smartmanirbhar -- 08-Aug-25 The world is in aatmanirbharta mood. The charge is being led by the US, which now has a tariff menu that would have greatly impressed those who ran India's licence-permit raj. Incredibly, at 50%, India now faces a US tariff rate higher than China.

	Partha Sinha	Download
	Put Trust in Antitrust -- 06-Aug-25 India's economy is undergoing a dramatic transformation. But its competition policy feels like a relic.ï¿½

	Indrani Bagchi	Download
	Let's Not Go On a Rebound -- 05-Aug-25 GLOBESPOTTING India-US ties may be under strain, but turning to China or Russia is unwise

	Seema Sirohi	Download
	Have Power, Will Trumple -- 05-Aug-25 Donald Trump is ruthlessly changing the global trade order, making new ï¿½rules' and demanding complete surrender.ï¿½

	Mythili Bhusnurmath	Download
	It's Alive! Alive & Kicking! -- 04-Aug-25 MPC must ignore Trump's latest jibe, and stay focused on inflation risks and price stability goals

	Harsh Goenka	Download
	It Profits to Be Kind -- 04-Aug-25 We live in a business world that celebrates speed, scale and the next shiny disruption. We chase unicorns, glorify moonshots, track every click and every KPI. We've taught machines to talk, apps to flirt and AI to write poetry.

	Amitabh Kant	Download
	Ok, It's Big Bang Time -- 01-Aug-25 The global economy is entering an era of fragmentation and strategic friction.

	Pramit Pal Chaudhuri	Download
	ATLAS SHRUGS, & WINKS -- 01-Aug-25 TARIFFS Trade with Trump is about his local political interests and little about strategic ties

	Ashok V Desai / Amit Kapoor	Download
	'WHILE INDIA IS A FRIENDï¿½' -- 31-Jul-25 With Trump plonking 25% tariffs + Pay Pal of Russia penalty, how should India, and the world, react?

	Madan Sabnavis	Download
	More Rate Cuts? Not So Fast -- 31-Jul-25 Just as there are freshwater and saltwater schools of economics in the US, an informal school of economic thought has emerged in India's financial heartland.ï¿½

	Akshay Rout	Download
	Headcount, Not a Headhunt -- 30-Jul-25 After Tuesday's Supreme Court endorsement, political parties should harness SIR's potential

	Rajesh Shukla / Deepak Mishra	Download
	JOB NUMBERS -- 30-Jul-25 A recent Reuters poll of policy experts confirmed that despite commendable economic growth ï¿½ over 8% in the last fiscal year ï¿½ job creation remains India's top economic challenge.ï¿½

	Deepa Nagraj	Download
	Dial Down Massive AI missions -- 29-Jul-25 AI is becoming increasingly integrated into day-to-day operations across industries ï¿½ from customer service and logistics to finance and product development.ï¿½

	Seema Sirohi	Download
	Par for the Trump Golf Course -- 29-Jul-25 Traditional diplomacy doesn't seem to work with Donald Trump. So, how about a different play?ï¿½

	Saibal Dasgupta	Download
	Let's Order Chinese Today -- 28-Jul-25 This is a good time for India to press ahead with its demands and engage with Beijing, carefully

	Kiran Karnik	Download
	Long- SITE , Door-Darshan -- 25-Jul-25 50 years on, a pioneering ISRO project underlines tech's value in real-life use, not just in missions

	Kaushik Das	Download
	How to Make FIT Fitter This Time -- 25-Jul-25 India's flexible inflation targeting (FIT) framework is up for review in early 2026, having been last reviewed in 2021.ï¿½

	Pradeep S Mehta	Download
	WTO or Bust, Pivot for Reforms -- 25-Jul-25 Soon after attending the Rio BRICS summit earlier this month, Narendra Modi tweeted: 'BRICS is an organisation capable of changing itself with the times.ï¿½

	Jaspreet Bindra	Download
	Lord of the AI-Crypto Ring -- 24-Jul-25 What electricity was to the Industrial Revolution, tokens are to the Intelligence Revolution

	Amitabh Kant	Download
	Be the Energy SAIviour -- 24-Jul-25 As AI continues its march, the demand for energy-intensive AI processing is skyrocketing. India, with its abundant RE resources and burgeoning AI ecosystem, is well-positioned to become a global leader in green energy-powered AI processing.

	Ashok Malik	Download
	Vishwa Guru, or Also-Ran? -- 22-Jul-25 US CHAPATI India must enhance its potential as trade and tech partner, and look beyond

	Dhiraj Nayyar	Download
	A Materialistic Policy -- 22-Jul-25 MP Materials is not an American company that many would have heard of. It is the only integrated rare earth producer in the US, covering the entire value chain from mining to processing and magnet production.ï¿½

	Ateesh Tankha	Download
	Dont Make UPI a Tax Trap -- 21-Jul-25 Until recently, GoI would have us believe, nothing was more certain than UPI and GST. This was not a bad thing.ï¿½

	Saibal Dasgupta	Download
	The Real West Side Story -- 18-Jul-25 US-Nato's threat to Russian oil buyers masks a bid to check China and corner the arms market

	Abheek Barua	Download
	Stick to a Curbed Diet, RBI -- 17-Jul-25 ECO CHAMBER Despite weak demand, the central bank should curb its reflationary zeal a bit

	KumKum Dasgupta	Download
	Take Our Breath Away -- 17-Jul-25 With all the noise over Delhi's poorly framed end-of-life (EoL) vehicle policy fading, and the monsoon gifting the city a few clean-air days, it almost feels like happy days are here again.ï¿½

	Arindam Majumder	Download
	More Turbulence Than Clearing Air -- 15-Jul-25 The sole purpose of states devoting resources to investigate an air accident is to determine the cause and take corrective action to prevent a recurrence. What such an investigation absolutely shouldn't do is apportion or indicate blame on anyone.

	Seema Sirohi	Download
	Trade Tango Awaits One Last Twirl -- 15-Jul-25 Credit where credit is due. Indian trade negotiators have persevered and survived in a tough environment of tariff threats from Donald Trump and rapid-fire letters spitting out of the White House.

	Ashok Malik	Download
	MOTHER TONGUE-UNTIED -- 10-Jul-25 CHAPATI As India urbanises, Indians will be less uptight about language wars and obsessions

	Atanu Biswas	Download
	Can Elon Really Play Party Pooper? -- 10-Jul-25 It's not long ago that Elon Musk contributed $300 mn to Donald Trump's re-election campaign and subsequently rose to prominence in Washington DC. But their relationship soon devolved into sour animosity.

	Rajan Wadhera	Download
	Don't Run Small Cars Off the Road -- 10-Jul-25 Corporate Average Fuel Efficiency (CAFE) norms are back in focus ï¿½ this time for what they leave out.

	Neelkanth Mishra	Download
	Coiled For a Comeback -- 08-Jul-25 Credit revival likely faster this time due to stronger fundamentals

	Somnath Mukherjee	Download
	Inequality Angst Can Derail Growth -- 08-Jul-25 Latest World Bank data puts India's Gini index at 25.5 in 2022-23, making it the fourth most 'equal' country in terms of income, after Slovak Republic, Slovenia and Belarus.

	Lazar Radic	Download
	Digital Rules? Not EU's Way -- 07-Jul-25 In 2024, ministry of corporate affairs (MCA) released a draft exante digital competition law, following the lead of the EU's Digital Markets Act (DMA).

	Seema Sirohi	Download
	Dancing the Quadrille -- 04-Jul-25 Quad foreign ministers signed on to an expansive criticism of 'unilateral actions' covering political, economic and strategic spheres - without naming the unilateral 'actor', China.

	Harsh V Pant & Sayantan Haldar	Download
	How Square is Quadrilateral? -- 04-Jul-25 Marco Rubio hosted his counterparts from India, Australia and Japan for the Quad foreign minister's summit in Washington on July 1.

	Amitabh Mathur	Download
	Will India Endorse Sole Right of His Holiness Or Shy Away? Can't Shrug Off Security Angle -- 03-Jul-25 Himalayan belt Buddhists have spiritual loyalty to Dalai Lama; Chinese bid to make inroads across the border using its protege needs to be pre-empted

	Heather Dawe	Download
	Deliver Us From AIvil, Amen -- 03-Jul-25 Rising instances of foundation models going rogue should keep exorcists in businesses vigilant

	Nandan Kamath & Desh Gaurav Sekhri	Download
	Time to Widen CSR's Playing Field -- 03-Jul-25 On Wednesday, the Union cabinet approved National Sports Policy 2025. One of the aspects the new policy delves into is the acknowledgement that sporting development is too important to be left to government ï¿½ it requires adequate private participation.

	Sanjeev Choudhary	Download
	No One's Afraid of an Oil Supply Jinx -- 03-Jul-25 Indian refiners didn't panic during the recent Iran-Israel conflict. They saw little risk of a critical choke point for global oil flow like the Strait of Hormuz shutting down.

	Rajiv Mirwani	Download
	Insurers, Get Ready to Hedge Risk -- 02-Jul-25 The first half of 2025 has seen rising geopolitical tensions, unprecedented volatility and uneven inflation trajectories across advanced and emerging markets alike.

	Naman Vijay	Download
	How to Outdeliver Amazon -- 02-Jul-25 Most ecommerce brands in India have dashboards packed with data ï¿½ delivery times, return rates and fulfilment costs.

	Hyun Song Shin	Download
	It's Fragile, Handle with Care -- 01-Jul-25 The global economy is at a crossroads. We have entered a new era of heightened uncertainty.

	Dhiraj Nayyar	Download
	India, Stop Being a Nanny State -- 01-Jul-25 It is hard to shake off a socialist state's legacy. Despite three decades of liberalisation and a decade of deregulation efforts, the nanny state keeps raising its head.

	Dhanendra Kumar	Download
	Get Our Own Foot Fetish -- 30-Jun-25 Last weekend in Milan, Prada showcased a new line of 'toe ring sandals' at its Spring-Summer 2026 Men's Collection.

	Anil Nair	Download
	Everything, It's AI ndian -- 30-Apr-25 Last week, Bengaluru-based Sarvam AI became the first startup chosen by GoI to build an indigenous foundational LLM under INDIAai Mission,

	Ashok Malik	Download
	Redrawing Lines of Control -- 29-Apr-25 CHAPATIï¿½India could have to deal with a new opportunity in political map-making soon

	Seema Sirohi	Download
	One Hundred Days of Attitude -- 29-Apr-25 As India-Pakistan tensions rise in the wake of the Pahalgam terrorist attack, America's stance on the crisis is important.ï¿½

	RONNIE SCREWVALA	Download
	NUETRENDS -- 29-Apr-25 The use of genAI tools in education must not be viewed as a ï¿½cheat sheetï¿½ to bypass the efforts, said Ronnie Screwvala, cofounder and chairperson of edtech firm UpGrad tells Himanshi Lohchab .

	Rathin Roy	Download
	Beyond Slogans, Now, Please? -- 21-Apr-25 India needs a GoI-owned, macro framework to address pertinent questions

	Akshay Rout	Download
	Heartfelt is Profitable -- 21-Apr-25 Regulation, like preventive medicine, aims at nourishing long-term health, however bitter the pill may be.ï¿½

	Saibal Dasgupta	Download
	Have Chinese on the Menu -- 17-Apr-25 India should forge tactical collaborations with companies and institutions, especially in tech

	Seema Sirohi	Download
	3 T's for India to Cross -- 17-Apr-25 India is faced with two short, and a slightlylonger, deadline on three important T's ï¿½trade, tariffs and tech ï¿½ as it navigates these Trumpian times.ï¿½

	Atul Rai	Download
	Tax Vax on Non-Tech VC Funding? -- 16-Apr-25 India's startup ecosystem is the third largest in the world.ï¿½

	Pradeep S Mehta	Download
	It's Time to Free the Fin Sector -- 16-Apr-25 India wants to deregulate. Trimming regulatory cholesterol can boost business health ï¿½ but what's the point of good cholesterol if oxygen is restricted?

	Ashok Malik	Download
	Make Him an Offer He Can't Refuse -- 15-Apr-25 Trump has more political room for tariff pain & market volatility than many reckon

	Surya H K & Jun Kajee	Download
	Down a New Silicon Route -- 15-Apr-25 India's ambitious semiconductor policy, underpinned by India Semiconductor Mission (ISM), represents a significant step towards tech self-reliance and growth.ï¿½

	Rajesh Shukla	Download
	Urban Commuting Manifesto -- 15-Apr-25 India's auto sector plays a crucial role in economic growth, contributing around 7% to GDP and employing millions.ï¿½

	Sandeep Parekh	Download
	At SEBI, Winds of Change -- 14-Apr-25 Sebi is considering a broad regulatory overhaul to make compliance less onerous and norms more relevant, chairperson Tuhin Kanta Pandey said last week.

	Harsh V Shringla & M Hari Menon	Download
	Scheming Together, Hatching Policy -- 10-Apr-25 India's economic growth story has been defined by its ambitious national programmes, from MGNREGA to Skill India, which have strengthened rural livelihoods and lifted millions out of poverty.ï¿½

	Ajay Vir Jakhar	Download
	Pay Commission Maths Doesn't Work -- 10-Apr-25 On hearing that MPs have awarded themselves a 24% salary hike, one's thoughts drifted to that class of society known for low performance accountability and high job security: government employees.

	Samidha Sharma	Download
	Dude, We're Out of the R&D Loop -- 08-Apr-25 Last week, at GoI's flagship Startup Mahakumbh, Piyush Goyal presented a slide that quickly went viral.ï¿½

	GMOHAN KUMAR	Download
	A Long-term View of Fighter Aircraft Procurement Needed -- 07-Apr-25 Over the years, India's defence procurement system has been quite shy of leveraging buyer power despite being one of the largest importers of equipment

	Mythili Bhusnurmath	Download
	RBI, Keep Your Powder Dry -- 07-Apr-25 In the face of implications of Trump-tariffs yet to be known, MPC should preferably 'do nothing'

	Naresh Trehan	Download
	Healthy to Get Personal -- 07-Apr-25 Tailoring healthcare to an individual's unique biological makeup, lifestyle and environment is emerging as a transformative force.ï¿½

	Pramit Pal Chaudhuri	Download
	LET'S PLAY TARIFF-RAFF! -- 04-Apr-25 Trump's 'game theory' may suit India, be precursor to the real deluge, and backfire on the US

	Aastha Gudwani	Download
	US Recession, Inflation... Collaterals? -- 04-Apr-25 Countries across the world running trade surpluses with the US waited with bated breath as 'Liberation Day' approached. With wide-ranging estimates, ongoing negotiations and likely retaliations, markets were braced for reciprocal tariffs.

	SACHIN CHATURVEDI	Download
	Amid Global Gloom, Opportunities for New Sectors to Shine -- 04-Apr-25 India should have a two-pronged strategy. First, it must focus on BTA with US and work out possible facets for a mini trade deal and secondly, it needs to continue to build domestic industrial resilience

	Harsh V Pant & Aditya G Shivamurthy	Download
	Dhaka, Tilt With Care -- 03-Apr-25 Muhammad Yunus seems to be on a mission. Bit by bit, he seems intent on destroying carefully nurtured Delhi-Dhaka ties.ï¿½

	TS Vishwanath & Anil Padmanabhan	Download
	LET'S USE TRUMP-TARIFFS! -- 02-Apr-25 India should treat 'Liberation Day' for US trade as means to free its own domestic economy

	Harsh Goenka	Download
	Hard 'Work' of Heir Stylists -- 27-Feb-25 The family office is the hottest career choice ï¿½ it's risk-free, stress-free and tan-friendly

	Ram S Sharma	Download
	How to Catch All With BharatNet -- 27-Feb-25 BharatNet, run by Bharat Broadband Network Limited (BBNL), is one of the largest rural telecom initiatives in the world.

	Kiran Mazumdar-Shaw	Download
	Not Just 'Pharmacy of the World' -- 27-Feb-25 India's pivotal role in global health security has never been more vital, especially in light of rising healthcare costs that are putting immense pressure on households

	Jean Drï¿½ze	Download
	KYC, Unlock Kar Diya Jaye -- 13-Feb-25 The customer ID verification framework is making life difficult for the poor ï¿½ revise it

	Romal Shetty & Aditya Puri	Download
	Find Right Partners in Dime -- 13-Feb-25 The banking sector is undergoing a transformation. Traditional boundaries between financial services are dissolving and forging stronger connections with international markets.

	Ateesh Tankha	Download
	Money is NOT a Commodity -- 31-Jan-25 Why leaving ordinary citizens in the hands of pure profit-making can be a tragedy in the making

	Lubna Kably	Download
	Consolidating Taxes, It's a Big Deal -- 31-Jan-25 India stands on the brink of a major transformation in the sphere of direct taxation.

	Dhiraj Nayyar	Download
	Don't Whip Self Over DeepSeek -- 31-Jan-25 The launch of DeepSeek has sent US tech stocks into a tailspin. It also has sent Indian social media into a tizzy of self-flagellation.

	Chetan Ahya	Download
	Put the Pedal to the Metal -- 30-Jan-25 India needs sustained double-digit growth to create jobs for its workforce and boost consumption

	Anil Padmanabhan	Download
	Don't Let the Tail Wag the Dog -- 30-Jan-25 Growing tax overreach, such as the legally contentious retrospective taxation of Vodafone, is jeopardising India's growth story by deterring domestic and foreign investors

	Saibal Dasgupta	Download
	SeekDeep & Get R&D to Catch Up -- 30-Jan-25 DeepSeek is making US experts and businessmen look like defeated soldiers. The model, which many regard as a superior version of ChatGPT, has also dealt a body blow to the reputation of Indian IT prowess.

	Subimal Bhattacharjee	Download
	Disruptor From the Deep -- 29-Jan-25 DeepSeek's frugal model shows a more profitable, market-rewarding GenAIsolution than TechBro AI

	Arun Gupta	Download
	Health Insurance Needs Bitter Pill -- 29-Jan-25 Health insurance is meant to be a safety net. But over the past three years, it has become an unsustainable financial burden.

	Naina Lal Kidwai	Download
	Make Hay When Sun Isn't Shining -- 29-Jan-25 The budget comes at a time when consumer demand remains lacklustre, private capex shows no signs of picking up, and geopolitical threats to exports are evident. Some expectations:

	Ashley J Tellis	Download
	The Great Statesmanmohan -- 27-Jan-25 Singh was not just the liberator of India's economic fortunes but also a genuine grand strategist

	Seema Siroh	Download
	Good 1st Day 1st Trumpshow Seats -- 27-Jan-25 An early call, but India has started in a good place in Donald Trump's world.

	Vivek Wadhwa	Download
	Indians Are Cowboys/girls -- 24-Jan-25 Despite the latest amplified noise about H-1B holders et al, Indian Americans are flourishing

	Jaideep Prabhu, Puja Gupta & Ujjwal Pandey	Download
	Go Nuclear on Nuclear -- 24-Jan-25 On Jan 6, former US NSA Jake Sullivan announced the removal of restrictions on three leading Indian nuclear entities,ï¿½

	Ateesh Tankha & Syagnik Banerjee	Download
	Count Down as the Tok Tiks -- 23-Jan-25 Regardless of whether it poses a 'national security' threat or not, social media needs regulation

	Nilanjan Banik	Download
	The Dip Has Its Upsides -- 23-Jan-25 On Jan 13, the rupee recorded its sharpest single-day decline in nearly two years, finishing at a historic low of ?86.62 against the dollar.ï¿½

	Soumya K Ghosh & Ashish Kumar	Download
	Let the Dust Settle on ? -- 23-Jan-25 The BIS 'Triennial Central Bank Survey: OTC Foreign Exchange Turnover in April 2022' estimated global trading in forex markets to average $7.5 tn per day.ï¿½

	GAURAV GUPTA	Download
	Tapping Nobility in All Professions -- 23-Jan-25 The question Davos raises is what will it take to get businesses to go beyond business incentives

	NAVTEJ SARNA	Download
	WASHINGTON DURBAR Trump Inauguration Tech billionaires get prime seats, above Cabinet nominees -- 22-Jan-25 The vaudeville that played out on the world's screens on January 20 was pure Washington drama.ï¿½

	Seema Sirohi	Download
	MAGAMBO KHUSH HUA -- 22-Jan-25 The morning of Monday's inauguration ceremony shows the day of Trump's promised 'amrit kaal'

	Harsha V Agarwal	Download
	How to Switch Back to Fast Lane -- 22-Jan-25 The budget will be unveiled amid ongoing uncertainty in the economic landscape.ï¿½

	Arjan K Sikri & Rajendran Karakulam	Download
	Don't Misread Arbitration Ruling -- 22-Jan-25 In the recent Supreme Court's judgment in the CORE (Central Organisation for Railway Electrification) vs ECI-SPICSMO-MCML case on the appointment of arbitrators, the intended result and reactions have been contrasting.ï¿½

	Indrani Bagchi	Download
	Should We Be With Him, Or...? -- 21-Jan-25 There is a new boss in town. If, in 2016, the Trump victory felt like a bit of a fluke, this time, it's deadly serious.ï¿½

	Srinath Sridharan	Download
	India-US Spark Stands Defused? -- 21-Jan-25 Last week, outgoing president Joe Biden's administration released 'Framework for Artificial Intelligence Diffusion', which aims to establish export and security regulations for the global AI market.ï¿½

	Ashok Malik	Download
	Wake Up & Smell the Covfefe -- 20-Jan-25 Trump is a product of, not cause for, a return to an era of spheres of influence

	Devendra Fadnavis	Download
	Maha.Platform@Davos -- 20-Jan-25 The 55th annual World Economic Forum meet that kicks off today is an ideal platform to amplify Maharashtra's success story among global stakeholders, attract transformative new partnerships and usher in an exciting new phase of industrialisation.

	Dhiraj Nayyar	Download
	How to Ride the Rs Slide -- 17-Jan-25 Why does India catch a cold every time the rupee sneezes? There is a notion of national pride tied to a strong currency.ï¿½

	Ateesh Tankha & Syagnik Banerjee	Download
	Why facts Held Meta Back -- 16-Jan-25 By letting it drop fact-checking, the US gov has further insulated Meta from culpability and liability

	Sanjay Sanghvi	Download
	Faceless Tax Appeal Needs a Facelift -- 16-Jan-25 In 2020, GoI launched the Faceless Appeal Scheme (FAS) for appeals pending at the I-T commissioners (appeal) level (CIT(A)), with an aim to introduce automation in tax administration.ï¿½

	Kaushik Das	Download
	Interest Rate, Forex, Keep 'Em Apart -- 16-Jan-25 India's growth momentum has eased materially during 2024, and there are plenty of risks in 2025 and beyond. Real GDP growth should average about 6.5% y-o-y in FY25 and FY26 ï¿½ below the potential growth rate of 7-7.5%.

	Abheek Barua	Download
	Speak, Mr Governor, Speak! -- 15-Jan-25 RBI must communicate to signal it's in charge of things on the currency front

	Sanjay Nayar, Arvind Gupta & Aakash Guglani	Download
	STARTUP NATION -- 15-Jan-25 It's been nine years since GoI's Startup India programme commenced.ï¿½

	Anjana Menon	Download
	When Will You Make Them Accountable? -- 14-Jan-25 Elections provide a real reckoning of the state of our democracy. It's when skeletons are wrenched out from tightly shut closets and dirty laundry is aired.

	Aditya Sinha	Download
	Where Laws Go to Die -- 13-Jan-25 In Melbourne, vacuuming after 10 p.m. could technically make you a noise polluter. In Switzerland, flushing a toilet late at night might breach housing norms ensuring 'quiet hours'.

	Lubna Kably	Download
	WELCOME TO ELON-DON* * conditions apply -- 10-Jan-25 How Trump'n'Musk could flesh out their 'Welcome, high-skilled! Stay away, illegals!' H-1B plan

	Arnie Guha	Download
	Maple Syrup Under the Bridge -- 09-Jan-25 Post-Trudeau Indo-Canada strategic relations await a total reset through trade, defence and tech

	T V Narendran	Download
	Dig Deeper for a Viksit Bharat -- 09-Jan-25 Recent developments in the mining sector have made headlines. On the one hand, GoI reiterated its intent to establish a national mission to secure critical and strategic minerals.ï¿½

	Sandeep Parekh	Download
	Cut All That Flab from Reg Laws -- 09-Jan-25 Regulators think of introducing new regulations from two lenses: one, errors: whether the law will harm innocents or let the guilty get away; two, cost-benefit analyses: every law has a cost on the market.ï¿½

	Harsh Pant & Vivek Mishra	Download
	Tech It, Don't Leave It -- 08-Jan-25 In US NSA Jake Sullivan's final visit to India this week before Donald Trump is sworn in, he met his Indian counterpart Ajit Doval and the Indian leadership.ï¿½

	Vivek Wadhwa	Download
	Return of Prodigious Talent -- 07-Jan-25 Returnee entrepreneurs are reshaping India's future, but barriers must be removed to reap rewards

	Dev Bajpai	Download
	Keep Data Safe, But Keep It Easy -- 07-Jan-25 Last week, GoI released the much-awaited draft Digital Personal Data Protection Rules 2025, which are essential provisions of Digital Personal Data Protection Act 2023.ï¿½

	Aparajita Bharti & Sidharth Deb	Download
	Ban Kids from Social Media? Nah -- 07-Jan-25 In an unprecedented move, Australia amended its Online Safety Act to prohibit access to social media platforms for those under 16.ï¿½

	Mythili Bhusnurmath	Download
	How Much is Too Much? -- 06-Jan-25 2025 will test an article of faith long held by RBIï¿½relentless accumulation of forex reserves

	M Muneer	Download
	Martech, Being Human -- 06-Jan-25 By 2030, global martechï¿½marketing technologyï¿½is slated to cross $1 tn from today's $350 bn. An ET survey stated that 90% of CMOs in leading organisations have embraced marketing automation in a big way. CMOs believe that it improves efficiency, scalability and access to new markets.ï¿½

	Sanjay Chamria	Download
	SAARE JAHAN SE ACHHA? -- 03-Dec-25 More and more wealthy Indians are moving out of the country for a better quality of life ï¿½ let's fix it

	Somnath Mukherjee	Download
	Re$ Do Their Own Dance -- 03-Dec-25 Success has many fathers, failure an orphan. The clichï¿½ is most radically broken in popular economic commentary deciphering growth cycles. Explaining growth slowdowns ï¿½ or upticks ï¿½ via quick attributions is a favourite with the economic commentariat.

	Saibal Dasgupta	Download
	Looming War of Intelligence -- 02-Jan-25 This year will see the US and China compete for AI supremacy ï¿½ where India can play a role

	Alok Tiwari	Download
	Chipping In to Fix Market Missteps -- 02-Jan-25 Industrial policy is once again gaining favour worldwide.ï¿½

	Arjun Chowdhry	Download
	The Future Lies in Easy Spending -- 02-Jan-25 The global payments industry is rapidly transforming, thanks to IoT, Big Data and AI. India has been leading this digital revolution, experiencing a paradigm shift in its payments landscape.

	Indrajit Hazra	Download
	CSR as Corporate Penance -- 01-Jan-25 RED HERRING Sinful consequences of profit-making can be assuaged by strategic goodness

	Ateesh Tankha	Download
	Pardon, In This Lib Dem -- 01-Jan-25 A functioning democracy implies a nation of laws that are upheld conscientiously, applied equally and imposed liberally.

	Kiran Mazumdar-Shaw	Download
	India's Bio Data Looks Impressive -- 31-Dec-24 India's biopharma sector achieved significant milestones in 2024, reinforcing its position as a global leader

	Mahesh Nandurkar	Download
	Get Ready for Lower Returns -- 31-Dec-24 Over the last three years, Nifty has delivered 12.5% compounded return, including dividends.

	Seema Sirohi	Download
	MAGA at War, Over Indians -- 30-Dec-24 The 'Groyper Army' is going bonkers over the H-1B system being usurped by 'Indian invaders'

	Anna M M Vetticad	Download
	Feminist Clarity Begins at Home -- 30-Dec-24 Gloria Steinem often recounts an encounter with Kamaladevi Chattopadhyay in the 1970s that had a lifelong impact on her.

	Arvind Panagariya	Download
	Scholar, Patriot, Perseverer, PM -- 30-Dec-24 Intellectual brilliance, humility, patriotism, personal integrity and perseverance ï¿½ these five characteristics arguably lifted Manmohan Singh

	Ashok Malik	Download
	Hair of the DOGE Remedy? -- 27-Dec-24 CHAPATI Post facto clean-up is no substitute for institutionalised, built-in correctives

	Amit Kapoor	Download
	Outcomes of an Income Gap -- 27-Dec-24 Labour markets play a critical role in shaping economic opportunities and resource allocation.

	Rajesh Shukla	Download
	The Trilemma Of Inequalities -- 27-Dec-24 India's economic transformation over the past two decades has lifted millions out of poverty.

	Anil Padmanabhan	Download
	POP! Goes the Economics -- 26-Dec-24 The public face-offs on GST decisions point to flaws in the tax's architecture and implementation

	Amitabh Kant	Download
	Va Va EVroom Evroom -- 26-Dec-24 November marked Delhi's worst air quality in eight years, with the Capital failing to record a single 'good air' day in the year.

	Jai Arjun Singh	Download
	Not Just 'Parallel', But Also Playful -- 25-Dec-24 In the aftermath of Shyam Benegal's passing, much will be said about the social relevance of his work

	Neeraj Kaushal	Download
	Get Ready for TAXmas Eve -- 24-Dec-24 India must aim to benefit from expected US tariffs on China & Vietnam

	Arunabha Ghosh & Dhruba Purkayastha	Download
	RBI, Get a Green Thumb -- 24-Dec-24 The 90-yr-old RBI has a new governor. It has its task cut out: to enable accelerated economic growth while keeping inflation in check

	Rathin Roy	Download
	Easy on Rah-Rah Rupeeing -- 23-Dec-24 Monetary policy is best crafted with analytical clarity, not muscular nationalism or simple binaries

	Rohit K Singh	Download
	Stop Device Divisiveness -- 23-Dec-24 Imagine this : two friends, side by side, use the same app to book a ride.

	Seema Sirohi	Download
	It's Halloween Out There -- 31-Oct-24 As a toxic campaign nears its end, Don 'Trump-eone' gains ground, while Citizen Kamala hangs on.

	R R Rashmi	Download
	Baku's $1 Tn Question -- 31-Oct-24 There is an expectation that COP29 will have climate finance as its main business.

	Aditya Sinha	Download
	One Nation, One Check -- 30-Oct-24 Debate between centralisation and decentralisation often positions the former as a pariah, criticised for suppressing local autonomy.ï¿½

	Chetan Ahya	Download
	Consumption Is Confucian -- 29-Oct-24 China must boost consumption to escape debt-deflation loop and better nominal GDP growth

	KM Chandrasekhar	Download
	Vizhinjam, a Model Port of Call -- 29-Oct-24 More than 50 years ago, Vizhinjam, located near Thiruvananthapuram, was a sleepy fishing village.ï¿½

	Anil Trigunayat & Kaviraj Singh	Download
	Climate Picture Abhi Baku Hai -- 29-Oct-24 As the world gears up for COP29 in Baku, Azerbaijan, India finds itself at a crucial juncture in its climate diplomacy and sustainability journey.ï¿½

	Ajit Pai	Download
	No Sweat Over Interest Rates -- 28-Oct-24 High CDR at Indian banks signals tighter credit growth, unfetter foreign banks to bridge the gap

	Sadaf Sayeed	Download
	Microfinance Isn't Small, It's Mighty -- 28-Oct-24 India's microfinance industry plays a key role in financial inclusion, fostering women's entrepreneurship, rural development and digital engagement.

	Anirudh Gotety	Download
	India, Get Ahead of Crypto Curve -- 28-Oct-24 During his first term in office, Donald Trump opposed crypto because he believed it undermined the dollar's hegemony.ï¿½

	Anuvinda Pulickal & Sujoy Chakravarty	Download
	Break the Classroom Divide -- 25-Oct-24 Social contact between different socioeconomic groups reduces prejudice, leverages untapped talent

	Subimal Bhattacharjee	Download
	Ride the AI, Energy Saddlebacked -- 25-Oct-24 This week, two AI stalwarts ï¿½ Nvidia CEO Jensen Huang and Meta chief AI scientist Yann LeCun ï¿½ are in India.

	Dhiraj Nayyar	Download
	Why We've Hit a Gold, Silver Streak -- 25-Oct-24 There is a shine to both gold and silver this festive season, touching record high prices.

	Saibal Dasgupta	Download
	Hear What He Said, Xi Said -- 24-Oct-24 China needed India at the table in Kazan to deal with its own problems that include US pushback

	Seema Sirohi	Download
	Can KH KO Teflon Don? -- 24-Oct-24 Old Man Donald 'worked' at a McDonald's, E-I-E-I-O.

	Nicola Beer	Download
	Agra's on the Move, Safely, Cleanly -- 23-Oct-24 Luxembourg :ï¿½By 2030, more than 40% of India's population is expected to live in cities due to rural-urban migration and natural population growth in urban areas.

	Ateesh Tankha & Ganga Narayan Rath	Download
	Is It Time to Dump eRs.? -- 22-Oct-24 Every enterprise depends on luck for its success.

	Ashok Malik	Download
	Not Another BRICS in the Wall -- 21-Oct-24 India's role is to ensure the grouping doesn't get a distortionary ideological edgeCHAPATI

	Neeraj Kaushal	Download
	Roses are Blue, Violets are Red -- 18-Oct-24 Party lines are blurring in the US, as Republicans & Democrats swap traits

	Amitabh Kant	Download
	Make AI While the Sun Shines -- 18-Oct-24 Post-pandemic, we've seen a transformative revolution in tech: the rise of useful, universal and unlimited AI.ï¿½

	Aditya Puri	Download
	Plug'n'Play to Get the Job Done -- 18-Oct-24 India with its burgeoning population faces a critical challenge of creating jobs.

	Poonam K Sidhu	Download
	Philanthrocrats vs Philanderers? -- 17-Oct-24 There's no one way of giving back ï¿½ it can well extend beyond the confines of cheques and charity

	T V Ramachandran	Download
	Satellites Aren't Earthly -- 17-Oct-24 In 'Imagine', John Lennon not only painted a world with no boundaries, but also a world where 'above us, there's only sky'.ï¿½

	Harsh V Pant	Download
	Clutch the India Straw -- 16-Oct-24 Cairo :ï¿½For two nations ï¿½ India and Canada ï¿½ that have been long-standing partners and don't seem to have strategic divergence, these are unprecedented times.

	Shivaji Dasgupta	Download
	WeCom to MeCom to PreCom -- 15-Oct-24 Festive shopping via ecommerce may be changing both consumer and societal behaviour

	Shahan Sud	Download
	Get Picky with Startups -- 15-Oct-24 India is a land of contrasts. On the one hand, there's 'Shining India'.ï¿½

	Ashok Malik	Download
	Re-Generative ChatBJP -- 14-Oct-24 CHAPATI Its appeal isn't that it always wins, but its capacity for constant self-correction

	KumKum Dasgupta	Download
	Tech+Touch, Natural JV -- 14-Oct-24 India isn't for beginners, as a cheeky meme suggests.

	Omkar Goswami	Download
	The Titan Who Rebuilt Tata -- 11-Oct-24 RNT was as much about cleaning up the group as he was about taking it to new scales

	Bachi Karkaria	Download
	MILLENNIAL DUMBLEDORE -- 11-Oct-24 If someone said 'Millennial Dumbledore', would you, in your funkiest moment, think of Ratan Tata?

	Gurcharan Das	Download
	Conscience-Keeper of India Inc -- 11-Oct-24 When I was on the board of one of the Tata companies, at a meeting in Bombay House, Freddie Mehta, head of the company, invited a young man named Ratan to join us.ï¿½

	GAUTAM ADANI	Download
	Tata, The Perfect Renaissance Man -- 11-Oct-24 An entire nation of 1.4 billion is now mourning the passing of Ratan Tata.ï¿½

	Thomas Mathew	Download
	An Aam Aadmi at Heart -- 11-Oct-24 JRD's pick to lead the group faced opposition from satraps unwilling to give up their fiefdoms.