India GDP mis-estimation is no longer a fringe claim but a serious policy question about how growth and inflation measured. Read more »
New Delhi’s narrow reopening to Chinese investment reflects a hard lesson: global supply chains still run through China, whatever the rhetoric says. #China #FDI Read more »
India’s dependence on imported fertilisers, ammonia and LNG has once again exposed the fiscal risks built into its fertiliser subsidy regime. #fertiliser #imports Read more »
China’s 15th Five-Year Plan is less about growth and more about commanding future technologies, supply chains and standards. Read more »
India’s seven new high-speed rail corridors promise faster travel, but the real test is whether the state can finance and execute them without repeating Mumbai-Ahmedabad’s delays. #IndianRailways Read more »
US pressure to curb Russian oil imports exposes India’s deeper vulnerability: dependence on imported crude for energy security in a weaponised global market. #Russianoil #Energysecurity Read more »
The Maharashtra economy is set to grow at 7.9% in 2025-26, but regional inequality, agrarian stress and urban overload could limit long-term gains. Read more »
The RBI’s draft circular updates the Lead Bank Scheme, but India’s financial system has changed too much for procedural reform to be enough. Read more »
President Donald Trump’s foreign policy and his handling of America's allies shows India must rely on leverage, not leader-level chemistry. Read more »
India’s rice and wheat surplus stocks reflect not just food security, but also a cereal-heavy procurement policy that now imposes fiscal and ecological costs. #foodgrain #PDS Read more »