Page 27 - Bs Opinion

AI strengthens, not weakens, the case for quarterly reporting of results

As AI lowers reporting costs, the SEC's proposal to allow semi-annual disclosures sparks debate over transparency, accountability and investor protection

India must use West Asia respite to pursue overdue policy reforms

An end to the West Asia conflict augurs well for India, but it should not lull the government into policy inaction

Soaking up capital: US stock markets may create new forms of risks

SpaceX's record IPO highlights how global capital is gravitating towards US tech giants, raising concerns over funding, innovation and market depth elsewhere

Turning the tide: India must address fundamental gaps in external account

Easing West Asia tensions may stabilise India's external accounts, but policymakers must focus on boosting FDI, exports and long-term capital inflows

Hope versus experience: Optimism over US-Iran deal should be cautious

The US will not impose new sanctions and lift existing sanctions in accordance with an agreed timetable and release $25 billion of Iran's frozen assets

The rupee's problem runs deeper than West Asia war and oil price surge

While foreign firms have been reluctant to invest in India, Indian firms have been expanding their investment abroad

Focus of manufacturing policy should be on new startups and tech growth

Perhaps the most important development challenge India faces at present is the revival of manufacturing growth and a greater prospect of achieving the 25 per cent target, articulated first in 2012 and

Improving economic inclusion: Access should enable empowerment of women

A larger number of women are participating in economic activities, but the quality of employment remains a concern

Echoes of 1990-91? Energy shock revives concerns over economic stability

Let us hope that 2026-27 will remind us of 1991-92, when economic policy shifted from increased foreign and domestic borrowing to implementing serious policy reforms

The rise and rise of smallcaps: Strong earnings, robust demand

The dominance of India's largest companies too is gradually eroding

The upskilling imperative: TCS' plan on AI agents must spur a new approach

IT majors, including TCS, recently experienced erosion in stock-market valuation mainly due to investor anxiety over AI threats as well as geopolitical factors

AI with borders: US' Anthropic curbs should compel a rethink for India

There has been talk of moving to a decentralised AI development model, where no single government has the powers to revoke access

Consumer Protection: Sale or allotment of parking space by builder illegal

Maharashtra State Commission cited Supreme Court's ruling in Nahalchand Laloochand Pvt Ltd vs Panchali Co-operative Housing Society Ltd, where it had clarified that parking spaces could not be sold

Modi's next test is not revisiting history but governing the future

Like any Prime Minister serving such a long tenure, Mr Modi has had his share of crises. Three of them were global: Covid, Ukraine, and the West Asia wars

China's push for renminbi global role reflects world seeking dollar hedges

The weaponisation of financial markets is driving the search for less risky alternatives, and China is stepping into the breach

India's data centre boom will succeed only if it stays sustainably green

Policy aspirations to becoming a big player in AI cannot be fulfilled without the necessary DC capacity

Rupee risks persist as oil shock could outpace policy response

The clock is ticking on the capital inflows that the recent measures of the government and the RBI are expected to garner

A fragmented arms market offers India a chance to gain influence

India possesses geopolitical credibility, growing technological capability, and a thriving defence innovation ecosystem, particularly in emerging technologies, that allows engagement across competing

FIFA's own goals: Revenue maximisation is tarnishing sporting values

Ticket prices for the final stand at over $7,500, more than four times the price of the 2022 final

Ethanol Gambit: E85 push must be matched by a long-term transport strategy

Every increase in ethanol content requires engineering changes, recalibrating engines, testing, certification, and modifications to components exposed to fuel