Opinion

Opinion | India's Bond Market Is Bleeding, And The 'Savers' Are Losing

Oil, war, and a hawkish central bank have made Indian government bonds cheaper than at any point since early 2023. The damage to existing holders is real. So is the opportunity for new ones. The 10-year yield, which ended 2025 below 6.6%, touched about 7.46% on October 23. The Reserve Bank of India raised the repo rate to 5.50% on October 7, its...

Opinion | India Has Enough Coal. So Why Are Power Plants Running Short? A 76 Million 'Crunch'

As of October 5, as many as 82 of the 191 thermal plants monitored by the Central Electricity Authority were in the 'critical' category

Opinion | India's $18.3 Billion Forex Reserve Shock Is A Warning, Not Just A Number

The reported USD 18.34 billion decline in India's foreign exchange reserves in a single week has attracted attention for more than its size

Opinion | The AI Boom Has Run Into A Big 'Debt' Trap Problem. Inside The 5% Danger Line

For most of the AI buildout's first two years, hyperscalers funded it the easy way: out of operating cash flow. That era is over.

Opinion | How A Tiny 0.4% UPI Fee Could Change How India Pays

The introduction of a fee can have a psychological effect beyond its immediate financial cost. Businesses that have come to view digital payments as free may begin to look for alternative - split payments, cash, and so on

Opinion | India's Dollar Windfall Has Now Created A Rs 15 Trillion Problem

The recent surge in foreign currency deposits into Indian banks was, by most measures, a policy success. India has spent much of the past decade building a larger external buffer against the volatility that periodically unsettles emerging markets, including sudden capital outflows, a weakening currency, and deteriorating global risk appetite. The m...

Opinion | The Indian Investor Has A New Problem: An SIP That Does Nothing

You keep doing everything right. So why aren't your stocks paying off, even as your investments rise?

Opinion | Rs 1.05 Lakh Crore Lost: Inside The Dangerous Rise Of India's Gen Z Stock Traders

Investors under 30 now account for 37.9% of the total investor base in India. But they are also losing money at a much higher rate. Why are they doing it?

Opinion | The Great IIT Dream Is Cracking: Why Even Top Degree-Holders Are Unable To Find Jobs

Across several top IITs, roughly 30-40% of registered students had not found jobs by the final weeks of the 2024-25 cycle.

Opinion | India's Graduate Nightmare: Why The Brightest Youth Are Now The Most Unemployed

Who can blame Gen Z for their frustrations when over six in 10 youth in India are unemployed? According to data now, the more educated you are, the likelier you are to face joblessness.

Opinion | In An AI-Anchored World Order, Tech Capital Alone Can't Price Our Future

This is proof of a new revolution in technology-led capital investment that has caused the emergence of what is an AI-anchored world order.

Opinion | Forget Coding. The World's Hottest Jobs Now Belong To Plumbers, Electricians

As many as 85% of companies in blue-collar industries say they have unfilled vacancies - even as world's most talented coders and engineers are going unemployed.

Opinion | The China Shock 2.0 May Already Be Here

According to the IMF, China's total non-financial sector debt has climbed to roughly 313% of GDP and is projected to reach 323% by 2026.

Opinion | Twisha Sharma: Why India's Wealthiest Women Are Still Dying In 'Respectable' Marriages

Data show that women belonging to the lowest and highest wealth quintiles have equally been exposed to physical violence. Clearly, educational backgrounds and social status are no bar.

Opinion | UAE Can Now Easily Meet An Old American 'Demand'. But There's A Casualty: Saudi

Though the timing of the UAE's actions appears paradoxical at first, a deeper evaluation reveals the strategy.

In Numbers: How Has India Kept Fuel Prices Low Even As Europe Sees 70% Spikes?

India imports 88% of its crude. Why then is it not seeing massive price hikes for fuel and LPG?

Opinion | The $2 Trillion Wipeout: How The Market Exposed Gold's Biggest Lie

In a world defined by 4% yields, algorithmic liquidity, and leveraged balance sheets, the traditional assumption that war automatically benefits gold no longer holds.

Opinion | Amid Growing LPG Crisis, Why Your Piped Gas May Be The Real Winner

While LPG distribution falters amid the Hormuz crisis, PNG supplies to households in major cities continue largely uninterrupted. Will it last?

Opinion | A $10 Billion Threat: How Exposed India Really May Be To Middle East's Oil Crisis

Every $10 increase in the price of Brent crude could widen India's current account deficit by roughly 0.3 to 0.4% of GDP, translating into over USD 10 billion in additional import expenditure.

Opinion | Delhi Scorpio Tragedy: Why These Four States Top The Hit-And-Run List

The share of hit-and-run cases in total road fatalities has expanded from roughly 13-14% to nearly 18%, indicating that fleeing the scene has become a pattern in a growing proportion of fatal crashes.