Opinion

Opinion | 10 Years Of Losses, One Historic IPO: How China Built A $488 Billion Chip Miracle

Why India should learn from the story of CXMT, the cornerstone of China's chip success and now the most valuable company listed on the mainland.

Opinion | China Now Has 7 Of The World's 10 Biggest Banks, And That Should Worry India

Seven of the world's ten largest banks are now headquartered in China. Twenty-two Chinese banks figure in the top 100. No Indian bank comes anywhere close.

Opinion | US' Scott Bessent Has A New 'Doctrine', And It Leaves India With Hard Choices

Scott Bessent in a recent WSJ opinion piece has explained the so-called American economic 'statecraft'. The doctrine should raise concerns in India.

Opinion | India's Solar Dreams Have A Big China Problem

The entire edifice of Indian solar, the panels, the parks, the rooftop schemes, the 500 GW of non-fossil capacity promised by 2030, rests, at its base, on a single supply line that runs across a contested border.

Opinion | Rs 1 Lakh Crore Gone, And Counting: Worse May Be Coming For India's Oil Shock

Cuts in central excise on petrol and diesel cost the Centre roughly $1.18 billion a month in forgone revenue.

Opinion | Why Freebies Work Brilliantly, Until They Suddenly Don't: A Tamil Nadu Paradox

Freebies work under three conditions - and fail when any one of those conditions is absent.

Opinion | 'On Verge Of Stopping': Inside The Panic That Led To Indian Airlines' SOS Call

The Iran shock has hit every airline in the world. Yet, only three groups have written to governments to keep them flying. One of them comprises the three Indian airlines.

Opinion | How A War Destroyed America's Strongest Financial Weapon, Built Over 50 Years

America's own Secretary of State has publicly conceded that its most powerful financial weapon may be obsolete within five years.

Opinion | What Happens To Oil Prices If Iran Really Starts Charging A Hormuz 'Toll'?

Iran has not agreed to reopen the Strait, but to allow passage via "coordination" with its Armed Forces. Even the IRGC Navy has said that the Strait "will never return to its former state".

Opinion | Rs 30 Petrol Hike To Currency Crisis, What Oil At $150 Can Really Do To The World

In the Gulf today, the oil taps cannot simply be turned back on. This is the distinction from the 1971 that not many are talking about.

Opinion | Inside The '$500 Billion' Iran War Bill No Economist Is Talking About

The Gulf War of 1991 lasted 43 days and cost, in today's money, $102 billion. The current conflict has already passed its third week. There is no credible exit timeline.

Opinion | The Country That Buys 90% Of Iran's Oil Is Still Not Panicking. Here's Why

Beijing has spent two decades preparing to answer: what happens when the Strait of Hormuz closes?

Opinion | How 12 'Insurers' Sitting In London Paralysed Hormuz - All With A Phone Call

By March 3, there were zero active tanker transits inside the Hormuz Strait. Not because of Iran, or Trump. But simply because an 'underwriter' in London picked up the telephone.

Opinion | 3 Reasons India Shouldn't Sign A Deal With A Court-Defeated Trump

Post the US Supreme Court's order striking down Trump's tariffs, the legal and economic baseline for an India-US deal has shifted sharply.

Opinion | Union Budget 2026-27: Don't Look For Fireworks Here. Continuity Is The Goal

The latest Budget needs to be read as a statement of macroeconomic restraint under external stress. Its defining feature is calibration.

Opinion | How The Economic Survey Redefines India's Growth Constraints

The Survey situates India's recent performance within a global environment characterised by persistent geopolitical uncertainty, fragmented trade regimes, and rising risk premia.

Opinion | The India-EU Deal Isn't Really About Tariffs

Trump's Board of Peace project is an attempt to return the world to a pre-war model, in which leaders of the great powers would convene forums to redraw maps and sign treaties.

Opinion | These Are The Sectors That Will Be Most Hit By Trump's 50% Tariffs

Thanks to Trump's tariffs, analysts have flagged a cumulative downside of 60 basis points to India's real GDP growth, 0.3 percentage points from the April round and another 0.3 percentage points from the August escalation.

Opinion | 6 Ways China Beat Trump At Trade Negotiations - And What India Can Learn

As the US presses India with a "take-it-or-leave-it" offer, New Delhi must draw critical lessons from how China successfully negotiated with Washington in June 2025.

Opinion | Everything A Caste Census Will Change For India

In his book Seeing Like a State, James C. Scott reminds us that modern states rely on simplification, of forests into timber, of people into populations, to govern effectively. The census is perhaps the most paradigmatic of these technologies.