Opinion

India's hidden credit constraints: Issue lies in pricing, regulation

Data from the Reserve Bank of India (RBI), the Securities and Exchange Board of India (Sebi), and the World Bank suggests that India is a global outlier in the relative size of our credit markets

War, emerging geopolitical faultlines: West Asia war jolts global economy

Iran's decision to shut off the Strait of Hormuz on March 1 was not merely an act of retaliation; it was a calculated demonstration of its enduring capacity to disrupt the global commons

Protecting biodiversity: Strategy improves, but outcomes remain uncertain

A key concern is the gap between restoration and degradation: while 24.1 mn hectares are restored against a 26 mn target, nearly 30% of India's land still faces degradation

Manufacturing push: Execution will be key to success of industrial parks

Many industrial areas remain underutilised; in Karnataka, some parks have only about 25% of units operational due to poor connectivity, weak governance, regulatory delays and low demand

WTO MC14: West Asia war, disruptions and unilateralism temper expectations

WTO's MC14 in Cameroon is set against geopolitical tensions and trade fragmentation, with limited expectations beyond preserving multilateral consensus

Best of BS Opinion: HDFC governance crisis and a widening West Asian war

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A structural reset in Indian M&A financing: RBI reforms reshape market

Amended framework empowers domestic banks, boosts flexibility in deal-making and introduces stringent credit safeguards

Trump's America a historical problem: Global impact, zero accountability

Conflicting signals from Donald Trump on the Gulf war unsettle markets, drive oil volatility, and expose deeper global economic imbalances and geopolitical risks

Things getting out of hand: US miscalculations keep West Asia on the boil

The escalating US-Israel war with Iran deepens global uncertainty, disrupts energy supply chains, and exposes geopolitical fractures from NATO to Asia

Bank held liable for refusing customer deposit during demonetisation

The National Commission noted that the government notification did not confer any right on the bank to refuse acceptance of deposits; it could only refer them for scrutiny

Transparency needed: Public should know about the happenings at HDFC Bank

The sudden resignation of its chairman, therefore, cannot be treated as an ordinary event

West Asia war: Are the effects priced in amid rising economic risks?

As the Strait of Hormuz disruption deepens, India faces rising inflation, supply shocks, and fiscal strain, with markets yet to fully price in the risks

The story behind promotions in PSBs and the growing need for reform

The challenge is to transform the promotion process from a source of distrust to a catalyst for developing genuine leaders

Vishwaguru delusion, mine vs yours: Two flawed takes on India's power

One side thinks India is punching way above its weight.The other thinks Mr Modi has undermined India, and it punches below its strength. Both are wrong

Best of BS Opinion: Between data and intent, a war redraws India's choices

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The Gulf war is now a global crisis: Russia, China emerge as winners

Israel has used its deep relationship with the United States (US) to emerge as the strongest and most advanced military power in the West Asia/Gulf region

A battle of inventories: No one knows how long the Iran war will last

In the 12-day war of 2025, Israel and Iran traded attacks from June 13 to June 24. There are unconfirmed reports Israel was running out of interceptors by the end, when the US brokered a ceasefire

Why intuition is the last mile in complex decision-making for final calls

Data and analysis go far but not all the way to certainty; then the leader decides on intuition -seeing, hearing, and feeling beyond the obvious

Leaking truth to power: Iranian filmmakers navigate and defy restrictions

Censorship remains a favourite tool of totalitarian leaders, and circumvention is the reflex it keeps on producing in filmmakers

Best of BS Opinion: India's test of trust in audits, education, finance

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