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Page 16 of Edits & Columns

Arpu, Bharti Airtel, Vodafone Idea, Reliance Jio, telecom, telcos
The Arpu conundrum

Telcos need to be prudent about tariff hikes so that they don’t end up hurting rather than helping.

American tariff, trump, trump tariffs, State Bank of India
American tariff shock

With the 2026 mid-term election approaching, will Trump finally feel the heat and take action?

Donald Trump, Xi Jinping, Modi, India-China, Sino-Indian economic relationship
Signs of Himalayan thaw

The continuing border stand-off must end through de-escalation and de-induction of troops for a sustainable improvement in the Sino-Indian economic…

semiconductor, artificial intelligence, AI, India Semiconductor Mission
More wafer work

India needs to move fast beyond the back end to become a full-stack semiconductor nation.

National Highways Authority of India, Airports Authority of India, Infrastructure
Ensuring infra momentum

A Viksit Bharat Infrastructure Development Act could codify key principles on contract, land use.

foreign portfolio investors, FPI, US Fed, rupee, export
The FPI flight

Too many uncertainties are likely to keep foreign equity investors away for long.

viksit bharat, NHAI, GIFT City, National Highways Authority of India
A moment for reflection

NTBCL case highlights importance of legal architecture that keeps pace with infra financing needs.

Donald Trump, Wang Yi, world, India-China, BRICS summit
From Kazan to Tianjin

De-escalation on border must for better overall Sino-Indian ties.

Donald Trump, Xi Jinping, Modi, India-China, Sino-Indian economic relationship
A China-led counter

Tianjin meet highlights China bid to advance its brand of multilateralism & strengthen anti-US front.

ministry of finance, JIT, technology, PFMS e-Kuber-State Integrated Financial Management and Information System
How to manage cash for nation-building

India is adopting just-in-time (JIT) cash management in public finances to optimise fund flows, reduce idle balances, and save interest…

India-New Zealand FTA forges ahead, Delhi to host next round of talks on October 13
Power politics, trade and tariffs

We should undertake second-generation reforms, including significant reduction in import duties. Else, we support Trump’s claim of India being the…

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