India’s power subsidies extend far beyond budgets, distorting electricity tariffs, hurting industry and weakening DISCOM finances. #DISCOM Read more »
India’s small savings rates expose a hard trade-off between fiscal discipline and the trust of risk-averse savers. #savings Read more »
The global corporate tax system cannot keep up with digital business, mobile capital, and market-driven profits. #tax Read more »
The West Asia conflict has exposed India’s export vulnerabilities in shipping, insurance and logistics. #WestAsia Read more »
Amul’s Rs 1 trillion milestone revives a hard question: can India build more farmer-owned institutions at scale? #Amul Read more »
Proposed US drug tariffs may spare generics but will hit India’s higher-value pharma manufacturing ambitions. #drug #pharma #UStariffs Read more »
The Iran war is squeezing India’s MSMEs through delayed payments, higher costs and tighter working capital. #MSME Read more »
GST collections remain strong in absolute terms, but slower growth suggests the era of easy gains is over. #GST Read more »
Low state capex utilisation shows the real constraint to India's economic growth is governance, not fiscal space. #capex Read more »
Iran-linked fuel disruptions have hastened PNG adoption in India, but infrastructure gaps and coercive signals remain a concern. #PNG Read more »