Opinion
GST rate cuts may not immediately boost demand; study by National Institute of Public Finance and Policy shows delayed, nuanced impact on consumption and income
 "R Kavita Rao")
 "GST rate cuts")
 "Rajesh Kumar")
 "M S Sahoo")
 "Raghav Pandey")
 "Amit Kapoor")
 "Chandrajit Banerjee")
 "A K Bhattacharya")
 "Ananth Narayan")
 "Business Standard Editorial Comment")
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But for the RBI's management, rupee would have been far more volatile
Global shocks from pandemics to wars are reshaping currencies and capital flows, raising questions on RBI's role and India's external stability strategy
 "But for the RBI's management, rupee would have been far more volatile")
Impact of GST rate cuts appears to be more nuanced than widespread
GST rate cuts may not immediately boost demand; study by National Institute of Public Finance and Policy shows delayed, nuanced impact on consumption and income
 "Impact of GST rate cuts appears to be more nuanced than widespread")
With Cook's exit, AI will be biggest challenge for new Apple CEO Ternus
Apple's leadership shift to John Ternus comes at a critical moment as the company races to catch up in AI and defend its dominance in a rapidly evolving tech landscape
 "With Cook's exit, AI will be biggest challenge for new Apple CEO Ternus")
Fed Watch: Change of guard at US cenbank will have implications for markets
A leadership shift at the US Fed amid political pressure and policy debates could test central bank independence and shape global financial stability
 "Fed Watch: Change of guard at US cenbank will have implications for markets")
Best of BS Opinion: West Asia ceasefire welcome, but road ahead unclear
From US-Iran tensions and AI-led drug trials to urban inequality and regulatory norms, today's Best of BS Opinion curates key editorials and columns shaping the discourse
 "Best of BS Opinion: West Asia ceasefire welcome, but road ahead unclear")
Ground realities: Ceasefire extended, but path ahead remains unclear
If, as reported, the powerful Islamic Revolutionary Guard Corps (IRGC) is actively sidelining the political authorities, it is difficult to see scope for common ground
 "Ground realities: Ceasefire extended, but path ahead remains unclear")
AI can compress drug discovery timelines, unlock real-world health gains
Health data remains in silos across hospitals, insurers, and geographies, often locked behind incompatible systems
 "AI can compress drug discovery timelines, unlock real-world health gains")
Gatekeeping professions: Fit-and-proper tests must be principled and fair
The fit-and-proper test is neither novel nor uniquely Indian
 "Gatekeeping professions: Fit-and-proper tests must be principled and fair")
Urban incomes rise fast, but inequality widens within and beyond cities
Urban India's income distribution deserves to be looked at distinctly from rural India's
 "Urban incomes rise fast, but inequality widens within and beyond cities")
Riding out the West Asia storm: Testing India's economic resilience
Against this backdrop, the latest IMF's April 2026 World Economic Outlook still marks India out as an outlier of strength. India's FY27 growth forecast has been revised upward to 6.5 per cent
 "Riding out the West Asia storm: Testing India's economic resilience")
Best of BS Opinion: West Asia risks, RBI stance, AI, GDP debate
From West Asia tensions and RBI policy signals to AI in drug trials, fiscal risks, GDP debates and India-China strategy, today's BS Opinion offers a wide-ranging view of key economic and geopolitical
 "Best of BS Opinion: West Asia risks, RBI stance, AI, GDP debate")
Chips to ships: South Korea, India must collaborate in additional sectors
Lee Jae-Myung's India visit highlights untapped potential in India-South Korea ties, from semiconductors to shipbuilding, amid a shared push for a stable Indo-Pacific
 "Chips to ships: South Korea, India must collaborate in additional sectors")
Crisis response: Things could get tough if the conflict continues
Fragile West Asia ceasefire and oil risks test India's economy, as the RBI balances rupee stability, inflation control, and growth amid rising global uncertainty
 "Crisis response: Things could get tough if the conflict continues")
The West Asia Challenge: Govt must revisit its macroeconomic assumptions
West Asia tensions threaten India's fiscal balance, growth outlook, and external stability, forcing a rethink of macroeconomic assumptions
 "The West Asia Challenge: Govt must revisit its macroeconomic assumptions")
India's data collection needs to go local to capture finer details
As the economy becomes more regionally differentiated, national and state averages are no longer enough to track growth
 "India's data collection needs to go local to capture finer details")
Best of BS Opinion: Threat from Claude calls for stronger governance of AI
From AI-driven cybersecurity risks and JNU's quota policy to India's macroeconomic challenges and the rupee debate, here is a concise roundup of Business Standard's key opinion pieces of the day
 "Best of BS Opinion: Threat from Claude calls for stronger governance of AI")
India's buffers can steady markets, but hard policy choices lie ahead
India's buffers can manage markets for now, but hard policy choices still lie ahead
 "India's buffers can steady markets, but hard policy choices lie ahead")
Let the rupee move freely: RBI intervention risks more harm than good
Attempts by the central bank to hold back the rupee risk doing more harm than good
 "Let the rupee move freely: RBI intervention risks more harm than good")
The world of Mythos: Need for structures to ensure governance, regulation
When Anthropic realised the capability of the new model, it acknowledged CMP was too dangerous for general release
 "The world of Mythos: Need for structures to ensure governance, regulation")
Reservations about quotas: Universities must eliminate faculty ward quotas
It may be argued that the quota acts as a perk of sorts for faculty in the absence of other key benefits
 "Reservations about quotas: Universities must eliminate faculty ward quotas")