India GDP growth at 7.8% is strong, but private investment, jobs, inflation and the West Asia shock will determine whether it lasts. #GDP #Economy Read more »
India’s 1991 economic reforms lifted growth and opened markets, but weak industrial policy left manufacturing and jobs lagging. #1991economicreforms #economy Read more »
India’s venture capital market is recovering, but large global cheques are moving towards AI, chips and deep tech where Indian firms still lack scale. #venturecapital Read more »
India’s BBB sovereign rating reflects a strong economy and stable policy, but S&P says weak public finances and high debt remain the main constraints. #creditrating #economy Read more »
India-Canada trade ties are picking up, but CEPA must build institutions strong enough to withstand future diplomatic disputes. #CEPA #Canada Read more »
RBI data governance draft could reshape bank-fintech contracts as lenders face greater responsibility for third-party data risks. #RBI #fintech Read more »
Rising surplus liquidity has pushed overnight rates below the repo rate, reviving debate over RBI’s incremental CRR tool. #RBI #liquidity Read more »
Trump’s tariffs, debt and sanctions are fuelling a slow dollar decline even as the greenback remains the world’s dominant currency. #Trump #dollar Read more »
India’s family business now dominate listed-company revenues, and their post-1991 rise shows how liberalisation rewarded scale and adaptation. #business #BombayClub Read more »
India’s basmati exports are booming, yet West Asia concentration, falling realisations and sanctions pose a growing challenge. #exports #basmati Read more »