Page 19 - Bs Opinion
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
 "EMs in the oil shock: Policymakers are going into an examination hall")
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")
A year of tariffs: Donald Trump's trade policy impoverishes US workers
New evidence from economists at Morgan Stanley sheds light on how US firms that are exposed to tariffs are changing their behaviour
 "A year of tariffs: Donald Trump's trade policy impoverishes US workers")
India needs fiscal space, not just subsidies, to weather crises
If India had created more fiscal space in the three good years following the end of the Covid crisis in 2022-23, it would have more options to deal with the current one
 "India needs fiscal space, not just subsidies, to weather crises")
Shastri Bhawan embodied a more open, accessible era of governance
The seven-storeyed building, often described as a run-down office and not quite smelling like power corridors are expected to, was rather unique
 "Shastri Bhawan embodied a more open, accessible era of governance")
Advertising curbs risk weakening broadcasters in a changed market
As of December 2025, the number of homes with cable & satellite TV was down to 100 million, according to estimates
 "Advertising curbs risk weakening broadcasters in a changed market")
New USTR tariff threats deepen trade uncertainty for India and beyond
After the courts struck down the Donald Trump administration's reciprocal tariffs imposed under emergency powers, Washington turned to alternative legal routes
 "New USTR tariff threats deepen trade uncertainty for India and beyond")
Tax rebates: FY26 provisional expenditure, revenue show need for a rethink
The provisional expenditure and revenue numbers for 2025-26 underline the need for reviewing tax rebates
 "Tax rebates: FY26 provisional expenditure, revenue show need for a rethink")