Page 10 - Bs Opinion
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
 "Reflections from the road: On India, the mood remains sombre, even bleak")
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
 "Gauging price pressures: New WPI and PPI hold promise, updates are key")
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
 "Epic stalemate: US-Israel war on Iran hasn't achieved any of its objectives")
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
 "Best of BS Opinion: When systems face the stress test")
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
 "Capital flows can support the rupee, but exports must sustain its strength")
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
 "The new environmentalism: Why sustainability must begin with inclusion")
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
 "A growth surprise: Healthy Q4 GDP print lends cushion amid hazy 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
 "Tango and Cash: Choreographed moves of RBI, Centre good for bond markets")
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
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
 "India's flailing, failing cities are the biggest threat to Brand India")
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
 "Monetary policy: Reserve Bank of India opens window for dollar inflow")
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
 "Why human credibility and authenticity, not AI scale, will define winners")
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
 "Dharmendra Pradhan's political skills outshine his ministerial record")
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
 "India's AI lag could shield it from a painful market reckoning")
Far from sealed: Archaeology, nationalism and an ancient mystery
A tiny seal from Mohenjo-daro has reignited a century-old debate over whether the Indus civilisation shares a direct cultural link with later Hindu traditions
 "Far from sealed: Archaeology, nationalism and an ancient mystery")
A monetary policy beyond rates: Why RBI's latest moves matter more
Most importantly, the slew of reforms announced in today's meeting to support the rupee augurs well for the economy and markets while keeping the growth momentum sacrosanct
 "A monetary policy beyond rates: Why RBI's latest moves matter more")
The new cybersecurity imperative
Safety must match digital scale in banking to maintain trust
 "The new cybersecurity imperative")
Mountains, monasteries and vanishing trees: A journey via climate change
A nostalgic journey to Kalpa, Mane and Sangla reveals how climate change is remaking the landscape
 "Mountains, monasteries and vanishing trees: A journey via climate change")
Bengal's political shift creates an opening for eastern integration
Even during periods of geopolitical strain, trade through the land frontier has remained resilient
 "Bengal's political shift creates an opening for eastern integration")
Beyond credit scores: Next inclusion phase must reach first-time borrowers
As seen in the 11th round of the National Bank for Agriculture and Rural Development's Rural Economic Conditions and Sentiments Survey, around 22 per cent of the surveyed rural households still depend
 "Beyond credit scores: Next inclusion phase must reach first-time borrowers")