Amul

Amul’s success shows why cooperatives need to scale

Amul’s Rs 1 trillion milestone revives a hard question: can India build more farmer-owned institutions at scale? #Amul Read more »
US drug tariffs put India’s CDMOs at risk

US drug tariffs put India’s CDMOs at risk

Proposed US drug tariffs may spare generics but will hit India’s higher-value pharma manufacturing ambitions. #drug #pharma #UStariffs Read more »
India’s MSMEs

India’s MSMEs face a cash-flow crisis as Iran war prolongs

The Iran war is squeezing India’s MSMEs through delayed payments, higher costs and tighter working capital. #MSME Read more »
GST collections

GST collections signal maturity, not momentum

GST collections remain strong in absolute terms, but slower growth suggests the era of easy gains is over. #GST Read more »
state capex

State capex slowdown threatens India’s growth prospects

Low state capex utilisation shows the real constraint to India's economic growth is governance, not fiscal space. #capex Read more »
PNG adoption

PNG adoption rises amid disruption, but choice still matters

Iran-linked fuel disruptions have hastened PNG adoption in India, but infrastructure gaps and coercive signals remain a concern. #PNG Read more »
US superpower status

US superpower status will be diminished by any Iran exit

Even a graceful US exit from Iran would expose the limits of military primacy and weaken US superpower status. #Iran #US Read more »
April RBI MPC meeting

RBI MPC meeting faces growth-inflation trade-off

The RBI MPC meeting will test whether India can contain imported inflation without choking growth. Read more »
WTO, digital trade rules

WTO ecommerce moratorium sharpens India’s trade concerns

India’s resistance to the #WTO ecommerce moratorium reflects deeper concerns over revenue, policy space and digital trade asymmetry. Read more »
India technology spending,

India technology spending slowdown is less worrying than it looks

India’s technology spending growth may ease in 2026, but domestic demand, AI and cloud adoption keep the sector resilient. #ITindustry #ITspending Read more »