Opinion

Nvidia's dominance and succession risks expose fragility in the AI boom

Nvidia clawed its way up from being a specialist in graphics co-processors to become the dominant player in gaming, and then in AI

Short covering and foreign inflows are fuelling Indian stock market rebound

In the three weeks to November 13, the Nifty 50 surged 11.3 per cent, from 22,600 to 25,144, with almost all the gains concentrated in a single spectacular week

Clean books, thin margins: The new reality of Indian banking

As the rate cycle turns, margins should get some relief, but how banks navigate emerging stress in unsecured personal and gold loans remains to be seen

India's carbon credit market needs liquidity and credible price signals

The need is to have liquidity and depth in the market

As inflation stays elevated, RBI's Dec repo rate increase appears certain

The MPC in October had projected the retail-inflation rate at 6 per cent for this quarter and 5.7 per cent for the next

Consumer Protection: Insured should not sign away right to full claim

The National Commission has held that insistence on a full and final discharge is not justified, as it deprives the insured of their right to take legal action for the balance claim

The business case for women entrepreneurs: Unlocking credit potential

Women borrowers are emerging as a key growth driver for lenders, offering higher credit growth, lower delinquencies and significant untapped business potential

Scotch at the docks tests India-UK trade arrangement's tariff concessions

The India-UK trade pact offers lower duties on eligible Scotch whisky imports, but the applicable tariff depends on the classification of goods under the Customs Tariff and exemption notification

Naidu's Amaravati offers a model for ambitious, planned urban development

The Andhra CM's commitment is underlined by the fact that he never abandoned the idea. He promised to revive it and is now building it at warp speed

US midterms deepen uncertainty over future policy and ties with India

Trump's midterm defeat may not change his policy direction, while a future Democratic administration may also retain elements of his inward-looking approach

Jailer 2 and Rajinikanth's vicarious politics: The paradox of a superstar

Rajinikanth's career presents a paradox. An actor who began by defying conventions gradually became captive to a persona that demanded repetition

Nvidia turmoil links Huang's scandal to AI markets and geopolitics

Nvidia's leadership uncertainty, alleged geopolitical links and circular AI funding raise questions about the future of the AI boom

US midterm upset leaves India facing a tougher regional recalibration

Since a US President enjoys immense executive powers, American foreign policy may not witness any significant change as a result of the elections

Factory safety must underpin India's manufacturing ambitions and investment

More significantly, 338 fatal injuries attributed to gassing were recorded over 2014-23, indicating that such incidents are neither new nor unfamiliar

Coal gasification ecosystem needs assured demand to attract investment

Weak response to the coal-gasification scheme highlights commercial viability concerns, underscoring the need for assured demand, easier financing, indigenous technology and better infrastructure

Private capital helped build India's early infrastructure, can do so again

In 1849, the government offered private companies a guaranteed 5 per cent annual return on the capital they invested to build the railways, backed by free land and licences running up to 100 years

RBI's forex curbs have steadied the rupee and revived investor sentiment

It is the stable rupee, not the blue wave in the US

Groundwater recharge needs local action and changes to farming practices

El Niño and below-normal rainfall heighten pressure on India's groundwater reserves, underscoring the need to combine scientific recharge planning with efficient irrigation and crop diversification.

Airtel's restored entry tariff highlights telcos' revenue-growth dilemma

Indian telecom operators face the challenge of raising average revenue per user (Arpu) while retaining subscribers, as pressure to increase tariffs runs up against affordability and competition.

India's workplace gender gap persists despite laws and high-profile firsts

Women remain under-represented in Indian corporate leadership and earn less than men, highlighting the gap between workplace policies and actual gender equality.