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Columnists
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Bloggers
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Paytm Fiasco Shows the RBI Doesn't Understand Payments
The RBI could have handled the crisis at Paytm better. In barring the company from onboarding new customers from February 29, it has triggered a crisis of confidence among crores of users
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Opinion: Disney's Sales To Reliance Will Follow Rupert Murdoch's Logic
A new class of competition is disrupting legacy media in the world's most-populous nation, leading to a second change in the ownership of a popular franchise in four years. Rupert Murdoch was the first to see the threat. Now it's Bob Iger's turn.
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Opinion: RBI Caught Between Tomatoes and Cookies
Food prices in India are sending confusing signals - cookies are becoming more affordable, but meals are turning more expensive.
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Opinion: HDFC Merger Will Leave India's Banks Gasping
When the remaking of India's socialist financial landscape began in 1993, very few people believed in the project - some of the 40 applications to set up new private-sector banks were so frivolous that they were written on postcards.
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Opinion: Bengaluru Should Listen To Sam Altman's Advice On AI
India's tech industry is being less than bold in embracing artificial intelligence. Its hoping to create solutions for corporate clients by building on top of somebody elses investment in foundational technologies.
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Opinion: India Is Once Again Making Money A Plaything
When it comes to money, ignorance is bliss. For the second time in recent years, India seems to have disregarded this maxim.
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Opinion: Bengaluru Can't Deal With SVB If It Is Stuck In Traffic
Bengaluru has been dealt a terrible hand by politicians. India's software powerhouse earned its spurs by managing tech for global multinationals. Now it's even shielding local startups from the falling debris in US banking.
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Opinion: Bengaluru Reads Your X-Ray. Chennai May Train Your Doctor
India's capabilities in software are entering a new phase. The industry that came into its own at the turn of the millennium has remained fixated on providing outsourced services at a fraction of code-writing cos
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Opinion: Gautam Adani Strikes Back. Can He Win The Perception War?
Gautam Adani, the tycoon under attack by a New York-based short-seller, has outdone his accuser 4:1: The rebuttal put out by his group Sunday night in India runs into 413 pages.
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Opinion: Slowdown Hits India's Notoriously Budget-Conscious Consumer
Manufacturing of wants is hard anywhere for marketers, but the challenge is bigger when the bottom half of the population takes home only 13% of national income.
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Opinion: Budget 2023 - What To Expect From PM Modi
PM Modi's core economic agenda is to promote India as a rival manufacturing destination to China. He has sought to achieve this by incentivizing private factory expenditure and allocating more state resources to infrastructure, particularly rail and road. uncertain global demand and lackluster domestic consumption may keep a lid on private investment. The Indian gov...
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Opinion: India And China - A 2023 Tale Of Two Markets
Compared with a year-and-a-half ago, when its economy had just begun to reopen after a devastating surge of the delta variant, India's stock market is unchanged in dollar terms.
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Opinion: Digital Currency Needs To Feel Real. Here's The Reason Why
Some of the early CBDC experimenters like China, Sweden and South Korea have already moved away from physical cash to a large extent.
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Opinion: How Safe Is India's Economy? What's Working - And What Isn't
It's not immediately obvious that the global slowdown has also arrived in India: Investments in factories, roads, and other fixed assets are just shy of 35% of domestic output; they haven't been this high in 10 years. Loan demand is growing so fast t
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Opinion: Gautam Adani's New "Ferrari" Plan Could Confront Traffic Jam
Gautam Adani is ready to unveil his much-hyped super-app, made by an in-house startup he wants to be "the Ferrari of the digital world."
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Opinion: The Big Problem With India's Data Protection Bill
India's previous attempt at framing a law on personal-data protection had made 21 references to "privacy," starting by acknowledging it as a fundamental right.
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Opinion: China-West Tensions Boost India's Manufacturing Goals
Companies in India release their September quarter earnings around the Diwali festival, the high season for domestic consumption. No surprise then that this is when analysts run a reality check on the country's billion-plus shoppers.
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Opinion: Why Mukesh Ambani Is Spinning Off Jio Financial Services Ltd.
To record all the words ever spoken by humankind, five exabytes of storage would be enough. Indian tycoon Mukesh Ambani's telecom customers used up nearly six times as much data last quarter.
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Opinion: India's Stocks Are Yet to Feel The Pinch Of Higher Rates
India's valuation gap over other emerging markets is an "eye-watering" 3 standard deviations higher than the historical average.
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Opinion: Indian Tech Firms Have Bigger Problems Than The Fed
In implementing new-age IT platforms, the Indian outsourcing players are lagging way behind the likes of Accenture Plc and Deloitte Consulting.
