Page 22 - Bs Opinion

Fiscal demands: Rising global public debt poses risk to growth outlook

As the IMF data shows, governments refinancing debt at higher interest rates have seen interest payments rise sharply over the past few years, from 2 per cent to about 3 per cent of global GDP

Monetisation is the new PPP: A side door for private capital in infra

The private sector traditionally finds its competitive advantage in operations, not in development or high-risk projects constrained by state capacity and politics

Best of BS Opinion: Disputed voter rolls and India's road to resilience

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West Bengal's SIR exercise casts a long shadow on electoral integrity

Overall, some nine million voters - about 12 per cent of the electorate - were struck off the roll. Of those, about six million were deemed "absentee" or "deceased"

Kalpakkam breakthrough must survive the tough test of time and safety

Few countries have built fast breeder reactors, and many later shut them due to the immense challenges of operating them safely

Beyond self-reliance: Why interdependence must shape India's future

An immediate instinct is to turn inwards and seek self-reliance. But the world, and certainly India, is too dependent on other countries for that to be an effective strategy

Cut oil demand, hedge imports: A practical path to India's energy security

India's oil imports (in volume terms) have, in fact, been decelerating. Against an annual average growth rate of 10.8% during 2005-06 to 2009-10, crude oil imports grew 1.9% during 2020-21 to 2024-25

Best of BS Opinion: Slower global growth tests India's policy choices

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Old narratives, new findings & future implications in revised GDP estimates

Limited fiscal room and weak household finances may keep real GDP growth subdued

Excessive oversight: When boards do too much, governance begins to weaken

Since 1999, successive committees in India have added layers of responsibility, leaving boards expected to do everything, everywhere, all at once

End of easy globalisation: India must rethink its manufacturing playbook

Policy must now assume depoliticised global trade is over, with US-led politicisation meaning no country treats globalisation as an end

Policy challenge: Oil shocks and monsoon risks cloud India's outlook

The brunt of the war and persistent geopolitical tensions could vary across countries, with economies dependent on imported energy likely to face a greater impact

More women, same barriers show India's factory shift is incomplete

Women's participation will increase as employment opportunities grow

Best of BS Opinion: FPI's rethink India as risks build across sectors

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Why do FPIs keep selling? From high valuations to a changed narrative

Foreign Investors are now seriously underweight India, with ownership at a 15-year low

RBI's rupee defence may backfire: Measures may hurt confidence, inflows

When the war broke out in late February 2026, the RBI, backed by foreign exchange reserves of nearly $730 billion, intervened aggressively

Safety mechanism: Digital payments need speed with security as fraud rises

The RBI's paper correctly identifies that the nature of fraud has changed. Most frauds today are authorised push payments, or APP frauds

Development dilemma: Cheap replication of AI models is raising questions

The concern has intensified with the rise of DeepSeek and other high-performance Chinese models at significantly lower prices

Best of BS Opinion: Diplomacy's limits in a hardened US-Iran standoff

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Call for a basic plan: Telcos must also offer non-data plans for users

Trai pushes telcos to offer cheaper voice-SMS plans, aiming to improve affordability and digital inclusion amid rising concerns over pricing and limited competition