Opinion
The war could result in huge geoeconomic shifts. The big immediate winner is Russia, benefitting from higher oil prices and the removal of sanctions
 "Ajay Chhibber")
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 "Shankar Sharma")
 "Kirit S Parikh")
 "Nivedita Mookerji")
 "M S Sahoo")
 "Rama Bijapurkar")
 "TNC Rajagopalan")
 "Ajay Shah")
 "Business Standard Editorial Comment")
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War in West Asia risks triggering a new era of oil-induced stagflation
The war could result in huge geoeconomic shifts. The big immediate winner is Russia, benefitting from higher oil prices and the removal of sanctions
 "War in West Asia risks triggering a new era of oil-induced stagflation")
Legendary investor Warren Buffett's real lesson is the one you never learnt
True investment genius isn't so much about getting bull markets right. Most do. Oraclehood is conferred only when you get bear markets right
 "Legendary investor Warren Buffett's real lesson is the one you never learnt")
Indian legal system's gender gap begins at the bar and reaches the bench
Many woman lawyers are first-generation professionals, making the early years particularly difficult
 "Indian legal system's gender gap begins at the bar and reaches the bench")
Census 2027 will inform policy, but it could also reshape India's politics
The Census exercise will be carried out in two phases. The first phase will be a house-listing and housing Census, which will be conducted between April and September over a period of 30 days
 "Census 2027 will inform policy, but it could also reshape India's politics")
Don't waste the oil shock, use it to secure India's energy future
Crude oil imports alone in 2025-26 are around 225 Mt. At $120 per barrel, the annual import bill for crude oil will be around $160 billion, compared with $80 billion at a crude price of $60 per barrel
 "Don't waste the oil shock, use it to secure India's energy future")
Best of BS Opinion: Budget math meets oil shock as global faultlines widen
Here are the best of Business Standard's opinion pieces for today
 "Best of BS Opinion: Budget math meets oil shock as global faultlines widen")
Clouded year ahead: Economic conditions have changed since February 1
Multiple sectors will come under pressure, complicating the government's plans for the year
 "Clouded year ahead: Economic conditions have changed since February 1")
Fractured future: MC14 exposes the limitations of WTO amid deep divisions
The larger takeaway from MC14 is the fragmentation of global trade governance
 "Fractured future: MC14 exposes the limitations of WTO amid deep divisions")
Custodian, not owner or promoter: Listing key to Tata Sons control debate
Following the unexpected turn of events, it may help to take a closer look at what Tata Trusts, its trustees, its chairman, and the nominee directors stand for vis-a-vis Tata Sons
 "Custodian, not owner or promoter: Listing key to Tata Sons control debate")
Priced out of India's digital revolution: Taxes weigh on smartphone demand
The smartphone is now part of basic economic infrastructure. A farmer in Vidarbha uses his phone to check mandi prices before selling his produce
 "Priced out of India's digital revolution: Taxes weigh on smartphone demand")
Big business groups' diversification game amid slowing growth, rising risks
Slowing growth and volatile earnings are pushing India Inc. to diversify aggressively-even as weak R&D spending raises concerns about long-term competitiveness
 "Big business groups' diversification game amid slowing growth, rising risks")
Best of BS Opinion: All eyes on RBI's policy meeting amid Iran conflict
From Sebi's governance gaps and inflation targeting to investor protection concerns, AI-led consumer insights, and evolving global discourse, today's BS Opinion offers sharp perspectives
 "Best of BS Opinion: All eyes on RBI's policy meeting amid Iran conflict")
Inflation dynamics: Ongoing Iran conflict will complicate policy choices
Research has shown that both the inflation rate and volatility moderated after the adoption of the flexible inflation-targeting framework
 "Inflation dynamics: Ongoing Iran conflict will complicate policy choices")
Trust deficit: Sebi's move to address conflict of interest needs more heft
Sebi moves to tighten conflict norms, but limited disclosures and voluntary code risk falling short of restoring investor trust in the regulator's independence
 "Trust deficit: Sebi's move to address conflict of interest needs more heft")
New Securities Code misses its statutory purpose, leaves investors exposed
The Code is an ambitious attempt to consolidate three securities laws into a single, modern statute
 "New Securities Code misses its statutory purpose, leaves investors exposed")
Digital data can't match managerial intuition on consumer needs, trends
The point often missed is that the data and dashboards tend to be supply-sided chronicles of company effort rather than customer outcomes
 "Digital data can't match managerial intuition on consumer needs, trends")
Best of BS Opinion: Iran conflict gives India a chance for energy reform
From the US-Iran conflict's global fallout to social media accountability, India's energy challenges and corporate law reforms, today's BS Opinion offers a wide-ranging policy perspective
 "Best of BS Opinion: Iran conflict gives India a chance for energy reform")
West Asia conflict: Anti-dumping duties need a downstream impact test
A surge in DGTR anti-dumping actions may protect producers but risks raising costs for downstream industries, reviving concerns over creeping protectionism
 "West Asia conflict: Anti-dumping duties need a downstream impact test")
India must overhaul its electricity model to reduce energy vulnerability
A tenfold increase in the share of renewables in the total energy supply is needed
New corporate law is welcome push for less friction, stronger governance
The Bill has been referred to a joint parliamentary committee for scrutiny and stakeholder inputs before it returns for final consideration
 "New corporate law is welcome push for less friction, stronger governance")