Opinion

Exim Matters: FTP-Customs regulatory mismatch disrupts DFIA-Rodtep claims

Customs' demand for repayment of RoDTEP credits from DFIA exporters creates a regulatory mismatch that needs retrospective clarification to protect exporters

A new kind of China Shock

What makes the Chinese export surge today different from its first, in the 2000s?

Ignore the FPI pessimism

For much of the past decade, the Indian investment proposition was almost self-evident

Development vs conservation

Kaziranga is famed for the one-horned rhinoceros; it has 2,613 of them, accounting for two-thirds of the world's population of this species

A losing proposition

Indian households at the net level lost more than ₹2 trillion in the equity derivatives segment of the stock market over the past two years

Builder asked to provide alternative flat or return money with interest

A consumer commission has held that builders cannot invoke force majeure when their own failure to comply with regulatory requirements contributed to a project's delay

No listed bank has even 1% net NPA: A milestone for asset quality

This is a rare phenomenon in the Indian banking industry. What's more, nine banks have half a per cent or more net NPAs

Time to evaluate AI's risks to institutions amid growing strategic concerns

Frontier AI is emerging as a systemic operational and geopolitical risk, underscoring the need for India to build stronger AI evaluation, oversight and resilience frameworks

Wow! No listed bank has even 1% net NPA

This is a rare phenomenon in the Indian banking industry. What's more, nine banks have half a per cent or more net NPAs

Tintin or Asterix? Two ways of seeing the world through comic-book genius

Tintin makes us curious. Asterix makes us irreverent. Tintin tells us to discover the world. Asterix reminds us not to take its powerful people too seriously

Munir, power, and paranoia

At some point, Pakistani dictators begin to show paranoia. That's the strategic reality most relevant to India since the late '50s. Munir's case is worse, like some sudden acrophobia

Best of BS Opinion: Asim Munir, power, and paranoia

Today's opinions examine the Saudi-Turkiye-Pakistan defence pact, leadership challenges at the Tata group, Asim Munir's growing powers and the political potency of negative branding

Statesmen versus CEO: Institutions above individuals

Corporate leaders' half-life has shrunk over the past few decades. That is the Tata experience as well

IndAS 117: A paradigm shift for insurance sector financial reporting

Ind AS 117, Insurance Sector, Life Insurance, IFRS 17, HDFC Life

The politics of ridicule

From cartoons and songs to viral memes, ridicule can become a potent political weapon, damaging reputations in ways that carefully crafted campaigns often cannot

Makkah Pact and the shifting equations in West Asia

The Gulf is also India's western security flank, and changing regional alignments make any response to cross-border terror attacks more challenging

Best of BS Opinion: RBI rate hike only a matter of time as inflation looms

Today's opinion pieces examine the RBI's policy outlook, weaknesses in public examinations, state capacity, India's infrastructure financing gap and Omer Bartov's critique of Israel

India's pharma ambitions are running into a regulatory capacity constraint

Govt's decision under the ₹10,000 cr Biopharma SHAKTI programme to create a dedicated scientific review cadre within CDSCO is an important reform

Private capital in infra: Binding constraints

Put the institutional reforms horse before the private capital cart and watch investments sizzle again

Paper leaks: A state capacity problem

Setting aside the question of the necessity of national qualifying examinations, high-quality parastatal agencies are essential to administering them reliably