Indian IT’s AI Reckoning Is Painful but Not Terminal

NIFTY IT has fallen 25%, erasing ₹9 trillion. As AI disrupts billing models, is this capitulation or the start of a deeper reinvention?

Dhananjay Sinha

February 14, 2026 at 5:13 AM IST

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Budget 2026

Incremental Ambition in an Age Demanding Structural Reset

Budget shows discipline and selective ambition, but sidesteps pricing reform, social protection and the federal reset India needs for resilience.

Arvind Mayaram

February 4, 2026 at 4:43 AM IST

PIB

Spotlight Back on Process Patents

Indian pharma companies, and the regulatory and judicial support system, must wake up to the challenges of personalised medicines and the changes this would necessitate in formulating and approving drug trials and patenting of drugs and production processes.

TK Arun

January 28, 2026 at 10:02 AM IST

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Budget 2026

Why the Budget Should Support Development Goals

Beyond headline numbers, this Budget must align fiscal discipline with productivity, inclusion and institutional reform to sustain growth and realise Viksit Bharat.

Ashima Goyal

January 23, 2026 at 6:04 AM IST

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Budget 2026

From Fiscal Arithmetic to Economic Statecraft

The Budget must move beyond fiscal math to economic statecraft, strengthening institutions to manage volatility, competitiveness, climate transition and social risk.

Arvind Mayaram

January 22, 2026 at 3:17 AM IST

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Budget 2026

How Federal Drift Is Starving Strategic Priorities

As the Centre expands into state subjects, defence, R&D and strategic autonomy suffer. India’s budget problem is not size, but misplaced priorities.

TK Arun

January 21, 2026 at 8:15 AM IST

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Budget 2026

India’s External Strength Masks a Growing Vulnerability Problem

Strong reserves give India comfort today, but frequent geopolitical and tech shocks risk steadily eroding its external resilience.

Abheek Barua

January 20, 2026 at 6:31 AM IST

Screengrab from "RBI Unlocked: Beyond the Rupee" series (JioHotstar)

Global Capability Centres: The Brain Drain Under Our Nose

It is welcome that millions of Indian graduates get decent jobs, but they toil to create intellectual property for foreign firms, rather than to strengthen India’s strategic muscle

TK Arun

January 12, 2026 at 9:54 AM IST

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India’s Innovation Gap Widens: GII 2025 Highlights Urgent Need for R&D Investment

The Global Innovation Index 2025 spotlights persistent gaps in India’s innovation ecosystem that reiterate the imperative for greater incentives for businesses to engage in R&D.

Sharmila Kantha

October 16, 2025 at 7:43 AM IST

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Not Just Make in India, Chips Need to be Made by India

Without owning semiconductor IP, India risks dependence. Building and backing its own chips is the real test.

TK Arun

September 24, 2025 at 6:46 AM IST

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H-1B Visa Clampdown Puts Spotlight on India’s Innovation Deficit

As the US clamps down on H-1B visas, India must look beyond brain drain debates and build R&D strength, skills, and domestic innovation to absorb its tech talent.

Sharmila Kantha

September 22, 2025 at 3:07 PM IST

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The Bureau

India’s Rebased CPI Signals Softer Core, Says I-Sec PD

Government Addresses Borrowing Concerns with Fresh Bilateral Switches

India’s January Inflation 2.75% Under New Series Versus 1.33% in December Under Old Series

RBI Issues Draft Norms to Curb Mis-selling, Ban Dark Patterns, Forced Bundling by Regulated Entities

Gold, Silver ETFs Dominate January MF Flows as Equity Inflows Ease

Auto Retail Sales Rise 18% in January, Rural Demand Takes the Lead

RBI Seen Managing Frictional Liquidity via VRR, VRRR: I-Sec PD

Moody’s Sees Strong Growth Backdrop Supporting Indian Banks’ Stable Outlook

Duvvuri Subbarao on India’s Growth, Inflation Targeting and Centre–State Faultlines

Learning to Shoot: I Tried to Fly Before I Could Walk