Opinion
India’s AI opportunity is hiding beneath the index
India has lagged major markets as weaker AI exposure coincided with lower correlation to the global AI theme, highlighting the benchmark’s limited participation in the technology-led rally in recent years. AI-related stocks account for only 16% of MSCI India, well below the exposure seen in Korea, Taiwan, China and Japan. Goldman Sachs identifies 42 AI Enablers across power, data centres and semiconductors, with the cohort up 60% in 2026, even as the Nifty declined 12%. Their exposure is concentrated in power equipment, utilities and technology hardware, while the group spans large, mid, sma
Raghav Chandra's column: What is the use of an infrastructure built in a hurry that is not sustainable?
It is true that infrastructure has expanded on a large scale in the country. But the flaws that are constantly appearing in projects within a few days of their completion are a matter of concern. There have been many incidents of surface slippage, cracks, landslides and potholes in the Lucknow-Kanpur Expressway and Ganga Expressway, which were built with a huge budget and started recently. Earlier, the same thing happened in Delhi-Dehradun and Delhi-Mumbai Expressways. The economic loss caused by these incidents is in crores, but the lack of trust between the public and the government is much
Boria Majumdar's column: Pakistan blames itself for its poor condition in cricket
Midway through the Test series with England, Pakistan panicked and took such a step that don't ask. He sent back seven players and removed the coaches, as if he wanted to set an example to teach them a lesson. Now Babar Azam is saying on record that he had no idea about these decisions. So what did the PCB want to set an example by sending these players home? Insults and abuse? And what message is being sent to other players in Pakistan by what they have done? The players and coaches are being attacked, but what about the officials? Why not a word about them? Why are they not accountable? How
Rajkumar Jain's column: Thinking differently is our strength, but AI threatens it
Our greatest strength has been the diversity of our thinking. History is witness that behind every major discovery, there has been the voice of someone who dared to question the accepted assumptions of his time. But in the age of AI, the question that is being raised is whether this technology is eliminating the diversity of our knowledge? Today, what we read, what we search, what ideas we reach and what kind of answers we accept are all influenced by algorithms. Ironically, the digital world that was once thought to be a vast ocean of human experiences, languages, cultures and ideas is now sl
Shekhar Gupta's column: We should not fall into the trap of 'food versus fuel'
The BJP's loyal vote bank is angry today about the adulteration of ethanol in petrol. In the past months, at airports, at weddings, in hotel lobbies, as guests and taxi drivers, I met many people who looked angry. Their anger was that how can they forcibly give us ethanol mixed petrol (EBP)? Broadly, the questions of these people are, what will we benefit from this? We will pay the same price, but we will get less mileage. With this, the engine of the vehicle will also be damaged, while we will be paying EMIs regularly. And how will this benefit the country? If there will be any benefit, why a
Ruchir Sharma's column: AI 'boom' should not prove to be a 'bubble' due to rising debt burden
Warnings about America's growing debt have been made since the 1970s, but none of the warnings proved to be true. However, now the unbridled debt is beginning to matter. Last month, it started selling government bonds around the world. And its first tangible effect may be that rising interest rates on US bonds put the brakes on the AI boom. If you look back at history, you will find that every major economic-bubble came to an end when the cost of credit for the companies at its center increased significantly. This includes the railway crisis that unfolded in the 1800s. In the last century, all
Pt. Vijay Shankar Mehta's column: How much information and how much knowledge is there in education
This is the time for a flood of information. AI contributed more to that. Now no one has anything to do with knowledge. All the work is going on with the information that is getting immediately. But remember that information prevents us from knowing. So what do we have to know? What are we human for, what is the difference between us and an animal - it will be called knowing correctly. And today's technological age will stop you in this. Be careful or else it will be difficult to know life, even if the whole world knows. Tulsidas ji has written a line – Hari Sevakhin na vyap abidya, Prabhu i
Independence Day 2026: Crores Spent on Spectacle While a Nation Still Waits for “Achhe Din”
15 August 2026: As the last echoes of the national anthem faded and the sky over the Red Fort lit up with fireworks and laser displays, the Government of India and various state governments had once again spent staggering sums to commemorate the 79th anniversary of India’s Independence. Official estimates put the combined expenditure by the Centre and states on parades, cultural programmes, lighting, security, advertisements, and associated events at well over ₹450 crore. In Delhi alone, the grand show is believed to have cost more than ₹180 crore. Yet behind the choreographed grand
The Cockroach Janta Party Protest: A New Political Movement or the Same Old Playbook?
When Every Anti-Corruption Crusade Becomes the Very System, It Swore to Dismantle, India Must Ask Harder Questions About Power, Money, and Accountability In a familiar tableau that has played out repeatedly across India's democratic landscape, the Cockroach Janta Party (CJP) has launched a high-profile public protest, complete with demands directed at the ruling dispensation, media-friendly optics, and the unmistakable ambition of political relevance. The party has put forward three demands and entered into public discussions with the ruling party — moves that, on the surface, suggest
“Our Children Deserve Better”- Education Reformer Sonam Wangchuk's Day 21 Ignites Soul-Searching Over Education Crisis, Police Action, and the Erosion of Democratic Trust
Heart of a Nation Fasting: As the scorching sun set over Jantar Mantar on Saturday, July 18, 2026, the air was thick with a palpable mix of hope and anxiety. Climate crusader, innovator, and beloved educator Sonam Wangchuk entered the 21st day of his indefinite hunger strike, his frail body bearing the weight of a moral crusade that has sparked a national debate far beyond the improvement of India's education system. The examination paper leaks—affecting multiple competitive exams including NEET and state-level tests—have impacted an estimated 4.5 million students across India this
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