Expectations from Union Budget 2026 reflect a shift towards incremental reform rather than dramatic policy departures. #Budget2026 Read more »
The NPS reform is entering a decisive phase as exit flexibility improves, but investment liberalisation places new demands on governance and trust. #NPS Read more »
The Economic Survey 2025-26 signals a shift: markets are pricing India on combined Centre-state finances, not Union targets alone. Read more »
NATO’s decline is natural with Europe facing fewer external threats and the growing risks from US strategic dominance over partners. #NATO Read more »
Economic Survey 2025-26 projects steady economic growth, contained inflation, and flags global risks that could test India’s momentum. #EconomicSurvey2026 Read more »
A December 2022 rule change forced automatic cost pass-through, narrowing the ACS-ARR gap, and kicking off one of the most effective discom reform cycle. #Discom Read more »
Tariff cuts in India-EU FTA will help, but compliance, sustainability norms, and CBAM will decide who gains from the agreement. #India #EU #FTA Read more »
Trump’s disruption of rules-based world order risks a 1930s-style global crisis unless middle powers coordinate to defend stability. Read more »
The India-EU FTA is a strategic hedge against US volatility under President Trump, not a free-trade crusade. #India #EU #FTA #trade Read more »
The GSP withdrawal by EU will push most Indian exports to full tariff rates just as global demand weakens and regulatory costs rise. #GSP #EU Read more »