Opinion

Best of BS Opinion: India's tightrope walk on the dollar, BRICS finance

Today's opinions examine India's cautious move away from dollar dependence, questions around the new GDP series, middle-class anger over ethanol-blended petrol and the societal risks posed by AI.

India has several growth engines

At points last year, some economists reckoned that AI-related investment was adding more to American growth than all consumer spending combined

India's tightrope walk on Brics finance

The Brics summit next week will test India's ability to navigate the changing currency landscape as it seeks to de-risk from the dollar

No fear of the future

Those who know AI the best fear it the most, but somehow the rest of us don't

The GDP number puzzle

It may take a while to develop a gut feel for the methodology, but looking beyond GDP to the Li Keqiang approach may offer some answers

The great premiumisation of everything: When ordinary isn't enough

Biscuits need terroir, detergent needs botanical cred and water needs provenance. Even the mundane must now arrive with an origin story

Beyond compliance, the real test

Good governance and effective assurance enable sound decisions

Best of BS Opinion: Rising bond yields can lead to unwanted risks

Today's opinions examine rising global borrowing costs, Lionel Messi's longevity, governance in financial institutions, foreign investment risks in strategic startups and a new book of essays

Defence FDI rules belong to a different era

As defence and space startups develop globally competitive capabilities, should India create a national-security screening mechanism for foreign investment?

False nine, true champion

Messi exits the national team in a blaze of glory

Yielding trouble

Rising bond yields can create risks

Best of BS Opinion: External, financial sectors need sustained engagement

Today's opinions examine India's external vulnerabilities, SCO diplomacy, the limits of industrial policy, governance questions at Tata Sons and lessons from five decades of Indian advertising

Needed: A 'give it up' on gold

The case for educating citizens about India's obsession with gold

Refocus PLI towards exports

Wider reforms, not picking winners are the answer

Questions behind the twin crises

While there has been fuzziness around the reasons precipitating the twin crises, within days of each other last month, a closer look will show a functional arbitrariness in both cases

Message from Bishkek

If the summit underlined a critical international message, it was the emergence of China and President Xi Jinping in particular as a powerful competing sphere of influence

Macroeconomic management

The Iran war and disruption in energy supplies, resulting in higher prices, created the possibility of an expansion in the CAD

Best of BS Opinion: TCS acquisition highlights changing dynamics in AI era

Today's opinions examine TCS' AI-era dealmaking, Himalayan climate risks, women's unpaid burden in livestock, India's water use and private equity's growing role in healthcare

The paradox of a 'women-friendly' sector

Rural women continue to spend nearly 286 minutes per day on household chores and caregiving - almost seven times more than men

Data centres aren't India's water villain

India's water crisis has been created by decades of treating water as free. Prosecuting the newest useralone would be a policy failure