Opinion

Fake plays, music and video: Copyright fraud was there, AI amplified it

Across the world, streaming brings in 70 per cent of revenues, with the next-largest chunk, 16.6 per cent, coming from physical sales, which saw a growth rate of 8 per cent last year, thanks to boomin

Reflections from the road: On India, the mood remains sombre, even bleak

The sense of excitement and infinite possibilities are visible in every interaction with corporate America, public investors, and venture capitalists

Gauging price pressures: New WPI and PPI hold promise, updates are key

The revised WPI expands the basket from 697 to 957 items, and improves the methodology to prepare weightings by using gross value of output instead of net traded value

Epic stalemate: US-Israel war on Iran hasn't achieved any of its objectives

Key global market indices around the world have plummeted; India alone has lost trillions in investor wealth with a steadily weakening rupee

Best of BS Opinion: When systems face the stress test

From oil shocks and capital flows to climate stress and chess scandals, today's opinions examine how credibility, resilience and institutions hold up under pressure

Banks are in the pink of health, for now, but face twin challenges ahead

Twin challenges before banks are mobilisation of funds to support credit growth and fixing the cracks in certain segments of credit

IT services in the era of enterprise AI: Five big opportunities for growth

AI will help IT experts do more, on a bigger scale and across a wider canvas, than ever before. A look at the five big opportunities it presents

Artificial intelligence sets the ball rolling in the bearings industry

Bearings are evolving into smart, sensor-driven components using AI and IoT to enable predictive maintenance and improve industrial efficiency

Capital flows can support the rupee, but exports must sustain its strength

Tax breaks and RBI measures may attract foreign funds and support the rupee, but lasting currency strength depends on exports, FDI and competitiveness

The new environmentalism: Why sustainability must begin with inclusion

World Environment Day 2026 calls for a new environmentalism that links sustainable growth with inclusion, climate resilience and stronger governance

A growth surprise: Healthy Q4 GDP print lends cushion amid hazy outlook

India's economy grew 7.8% in Q4 FY26, beating forecasts, but risks from the West Asia crisis, higher oil prices and a weak monsoon cloud the outlook

Tango and Cash: Choreographed moves of RBI, Centre good for bond markets

The government and RBI have unveiled tax and policy measures to revive foreign investment, strengthen the balance of payments and support the rupee

EMs in the oil shock: Policymakers are going into an examination hall

The 2026 oil shock is testing emerging economies, with fuel pricing, exchange-rate flexibility and inflation control set to determine growth outcomes

EGRs can unlock household gold while keeping costs lower for taxpayers

Electronic Gold Receipts could unlock idle household gold, offering income opportunities while reducing import dependence without burdening taxpayers

India's flailing, failing cities are the biggest threat to Brand India

A deeper analysis will tell you that most of these disasters took place in what might be described variously as unauthorised, illegal or irregular buildings and areas

Best of BS Opinion: Can India's AI gap be a blessing in disguise?

Today's Opinion page examines AI-driven market exuberance, Dharmendra Pradhan's political prospects, the growing importance of E-E-A-T, and India's deepening urban governance challenge

Monetary policy: Reserve Bank of India opens window for dollar inflow

RBI has unveiled a five-pronged plan to attract foreign capital, boost dollar inflows, ease banking liquidity pressures and support the rupee

Why human credibility and authenticity, not AI scale, will define winners

Mastering E-E-A-T is not a quick fix; it is a long-term commitment to quality and transparency

Dharmendra Pradhan's political skills outshine his ministerial record

Mr Pradhan is not an especially charismatic leader or a brilliant orator. But his understanding of realpolitik and organisational dynamics makes him the ultimate party man

India's AI lag could shield it from a painful market reckoning

The AI boom, especially in terms of market valuations, is essentially no different from Tulip Mania, the South Sea Bubble, the dotcom boom, the subprime lending euphoria of the noughties, or other spe