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End of easy globalisation: India must rethink its manufacturing playbook

Policy must now assume depoliticised global trade is over, with US-led politicisation meaning no country treats globalisation as an end

Illustration: Binay Sinha

More on Opinion

Old narratives, new findings & future implications in revised GDP estimates

Limited fiscal room and weak household finances may keep real GDP growth subdued

Old narratives, new findings & future implications in revised GDP estimates
Updated On : 14 Apr 2026 | 11:47 PM IST

Excessive oversight: When boards do too much, governance begins to weaken

Since 1999, successive committees in India have added layers of responsibility, leaving boards expected to do everything, everywhere, all at once

Excessive oversight: When boards do too much, governance begins to weaken
Updated On : 14 Apr 2026 | 9:46 PM IST

End of easy globalisation: India must rethink its manufacturing playbook

Policy must now assume depoliticised global trade is over, with US-led politicisation meaning no country treats globalisation as an end

End of easy globalisation: India must rethink its manufacturing playbook
Updated On : 14 Apr 2026 | 9:45 PM IST

Policy challenge: Oil shocks and monsoon risks cloud India's outlook

The brunt of the war and persistent geopolitical tensions could vary across countries, with economies dependent on imported energy likely to face a greater impact

Policy challenge: Oil shocks and monsoon risks cloud India's outlook
Updated On : 14 Apr 2026 | 9:41 PM IST

More women, same barriers show India's factory shift is incomplete

Women's participation will increase as employment opportunities grow

More women, same barriers show India's factory shift is incomplete
Updated On : 14 Apr 2026 | 9:36 PM IST

Best of BS Opinion: FPI's rethink India as risks build across sectors

Here are the best of Business Standard's opinion pieces for today

Best of BS Opinion: FPI's rethink India as risks build across sectors
Updated On : 14 Apr 2026 | 6:16 AM IST

Why do FPIs keep selling? From high valuations to a changed narrative

Foreign Investors are now seriously underweight India, with ownership at a 15-year low

Why do FPIs keep selling? From high valuations to a changed narrative
Updated On : 13 Apr 2026 | 10:08 PM IST

RBI's rupee defence may backfire: Measures may hurt confidence, inflows

When the war broke out in late February 2026, the RBI, backed by foreign exchange reserves of nearly $730 billion, intervened aggressively

RBI's rupee defence may backfire: Measures may hurt confidence, inflows
Updated On : 13 Apr 2026 | 10:07 PM IST

Safety mechanism: Digital payments need speed with security as fraud rises

The RBI's paper correctly identifies that the nature of fraud has changed. Most frauds today are authorised push payments, or APP frauds

Safety mechanism: Digital payments need speed with security as fraud rises
Updated On : 13 Apr 2026 | 10:05 PM IST

Development dilemma: Cheap replication of AI models is raising questions

The concern has intensified with the rise of DeepSeek and other high-performance Chinese models at significantly lower prices

Development dilemma: Cheap replication of AI models is raising questions
Updated On : 13 Apr 2026 | 9:58 PM IST

Best of BS Opinion: Diplomacy's limits in a hardened US-Iran standoff

Here are the best of Business Standard's opinion pieces for today

Best of BS Opinion: Diplomacy's limits in a hardened US-Iran standoff
Updated On : 13 Apr 2026 | 6:16 AM IST

Smart pumps power nuclear energy growth in India's clean energy shift

Smart pumps power India's nuclear leap as Kalpakkam Fast Breeder Reactor achieves criticality, marking a milestone in clean energy ambitions

Smart pumps power nuclear energy growth in India's clean energy shift
Updated On : 12 Apr 2026 | 11:31 PM IST

Call for a basic plan: Telcos must also offer non-data plans for users

Trai pushes telcos to offer cheaper voice-SMS plans, aiming to improve affordability and digital inclusion amid rising concerns over pricing and limited competition

Call for a basic plan: Telcos must also offer non-data plans for users
Updated On : 12 Apr 2026 | 11:18 PM IST

Risks persist: Fog of uncertainty descends as Iran-US negotiations fail

Failed US-Iran talks and continued Hormuz blockade deepen global uncertainty, with fragile diplomacy offering only limited hope amid escalating geopolitical tensions

Risks persist: Fog of uncertainty descends as Iran-US negotiations fail
Updated On : 12 Apr 2026 | 11:11 PM IST

Everyone loves a good GST: Politicians understand the flaws in system

India's GST needs urgent reform as structural flaws-multiple rates, exemptions, and broken credit chains-continue to hurt growth, investment, and exports

Everyone loves a good GST: Politicians understand the flaws in system
Updated On : 12 Apr 2026 | 11:03 PM IST

The question of energy in times of West Asia war and global disruption

War-driven oil disruptions are reshaping global energy markets, accelerating the shift to renewables while exposing deep vulnerabilities in energy security worldwide

The question of energy in times of West Asia war and global disruption
Updated On : 12 Apr 2026 | 11:02 PM IST

A year of foreign play in finance: A roundup of FY26's defining moves

When it came to banking, the turf on which foreign banks play in India saw dramatic developments last year; the lens through which the banking regulator viewed them also changed

A year of foreign play in finance: A roundup of FY26's defining moves
Updated On : 12 Apr 2026 | 10:36 PM IST

Time for change: If nominees can sell shares, why not real estate?

If financial regulators can make transmission of securities and bank deposits swift and certain, there is no reason why state governments cannot do the same for real estate

Time for change: If nominees can sell shares, why not real estate?
Updated On : 12 Apr 2026 | 9:44 PM IST

Govt acted swiftly, but more support needed to cushion war impact

Strait of Hormuz disruption strains India's trade, prompting swift policy action, but experts call for a targeted support package to ease logistics and cost pressures

Govt acted swiftly, but more support needed to cushion war impact
Updated On : 12 Apr 2026 | 5:40 PM IST

India's 5-year opportunity: Stay disciplined in a shifting world order

We now live in a world order that will keep shifting. India must use this window. This also means we remain disciplined enough not to be knee-jerked into reacting to what Pak sees as its moment in sun

India's 5-year opportunity: Stay disciplined in a shifting world order
Updated On : 11 Apr 2026 | 9:30 AM IST