Page 26 - Bs Opinion

Terms of trade: Negotiations with US must adapt to new realities

India should secure a trade deal with the US that preserves its export competitiveness amid uncertainty over Washington's evolving tariff regime

Best of BS Opinion: Beyond headlines and between the lines

From IPOs and exports to AI, nutrition and politics, the deeper story lies not in headline numbers but in the strength of underlying structures

The retirement risk most plans miss: Losing the ability to enjoy your money

A retirement plan should do more than preserve wealth-it should give retirees permission to spend meaningfully while health, mobility and opportunity remain

Shifting composition: Dependence on services exports is increasing

Services exports are driving India's trade growth and resilience, but stronger manufacturing output remains essential for broad-based job creation and sustainable growth

Primary drivers: Mega IPOs could boost interest in Indian markets

Jio Platforms and NSE are set to launch record-breaking IPOs, offering investors exposure to two vastly different but dominant growth stories

Mission SEHAT aims to align agriculture and health for nutritional security

This initiative, notably, has come amid the growing apprehension that modern high-yielding crop varieties are, in general, less nourishing than their older versions

Govt's AI strategy problem: Why sovereign models may not be the answer

India should focus on AI talent, innovation and global integration rather than spending public funds on building a sovereign large language model, argue the authors

FMCG firms recalibrate approach as consumer market rewards speed over scale

5 years ago, Aashirvaad &Surf Excel could run one national television commercial and win. Today, the Zepto shopper in Bengaluru and the kirana buyer in Gidderbaha, Punjab, live in different economies

Brahmin unease could reshape Uttar Pradesh's political landscape

The tension between the Brahmins and Kshatriyas in UP since Yogi Adityanath, a Kshatriya by birth, became chief minister has been the BJP's worst-kept secret

Capital gains don't deserve a special tax privilege if labour doesn't

There are also social risks that accompany huge bets on labour-saving technologies like AI and robotics

India must be institutionally ready for private infra investment to return

After independence, the story unfolded across eight stages of private capital waning and waxing through India's infrastructure journey

Karnataka must move away from subsidies to growth-enabling reforms

The multicultural life of the young in Bengaluru today represents India's greatest cosmopolitan and sophisticated culture, surpassing that seen in even Mumbai in some respects

A new US Fed: Central bank aims to reform functioning as Marsh takes charge

Aside from the shifts, one of the biggest takeaways from the Fed statement and Mr Warsh's first press conference as its chairman was the firm commitment to price stability and the 2% inflation target

Bridges over Evian waters: G7 meet saw more convergence than controversy

By all accounts, Mr Modi led the discussions at the working session, endorsing the G7's call for partnerships rather than aid but also underlining support for developing countries

Delay in releasing AI-171 crash report risks prolonging grief, speculation

Just before the preliminary report was posted on the official website last July, a report in The Wall Street Journal said the probe was shifting the focus to the senior pilot in the cockpit, prompting

Any Time Money: Why ATMs continue to matter in India's digital age

Despite UPI's rise, growing cash circulation and evolving consumer habits ensure ATMs remain integral to India's payment ecosystem

The demographic buyback solution: Why a lower fertility rate may help India

Rather than a crisis, India's falling fertility could boost per capita prosperity if AI-driven productivity offsets a shrinking workforce

Delhi's recurring tragedies reveal a failure of urban morality

We have built an economy that can deliver everything - from iPhones to biryani - to a doorstep in 10 minutes, but it cannot deliver a fire engine through a lane in 20

India's IBC gives lenders too much power, sidelines operational creditors

A basic principle of game theory separates the power to divide a pie from the power to choose a slice. The IBC collapses the two

Banning Telegram will not fix the deeper flaws in India's exam governance

By invoking Section 69A of the Information Technology Act, 2000, now to block Telegram, the government has marshalled heavy legal machinery