divestment, disinvestment

Disinvestment: Capital recycling is an untapped fiscal lever

India’s retreat from disinvestment weakens fiscal flexibility at a time when public capital expenditure must rise without adding to debt. #disinvestment #privatisation Read more »
Indian Railways

Indian Railways need accountability, not slogans

Indian Railways need enforceable safety, independent regulation, and performance contracts, not just record capex numbers. #IndianRailways Read more »
Trump Board of Peace and Gaza conflict

Trump’s Board of Peace: Why the new body will lack credibility

Trump’s Board of Peace shifts mandate, centralises power, and monetises membership — raising serious questions about legitimacy. Read more »
PLI, smartphone exports

Smartphone exports surge, but electronics value addition remains thin

PLI delivers smartphone exports success, but concentration risk and low domestic content remain unresolved. #PLI #smartphones #exports Read more »
Trump-Xi meeting in April

Trump-Xi meeting likely in April, but India’s worries remain

There is a temporary thaw in US-China relations ahead of Trump-Xi meeting, but India will have to balance its ties deftly with both powers. #US #China Read more »
Budget 2026

Budget 2026: Fiscal policy debate ignores deepest structural flaws

Budget 2026 reforms must focus on India’s fiscal policy failures which are driven less by Union deficits and more by ignored state enterprises, freebies, and untaxed wealth. #Budget2026 #farmers Read more »
union budget 2026

The world India must budget for

As India looks ahead to its next Union Budget on February 1, global factors are shaping the broader context which its economy. Read more »
electric vehicles

Southern states drive India’s electric vehicle adoption

Southern states have sustained early leadership in India’s electric vehicle market by combining urban form, consumer readiness and ecosystem depth. #EVs #electrcivehicles Read more »
Budget 2026

Budget 2026: Macro factors limits policy space for FM

Growth remains resilient, but weak private investment, sticky food inflation, and a widening trade deficit complicate policy choices before Budget 2026. #2026 #Foodinflation Read more »
India's biofuel policy

India’s biofuel policy eyes scale, security, rural gains

India’s biofuel policy targets oil imports, rural incomes, and emissions — using scale rather than subsidies to drive transition. Read more »