GST revenues

GST revenues lose steam: Structural issue or transition pain?

GST revenues slowed sharply in November, signalling emerging stress in the tax system after the rollout of reforms. #GST #GST2.0 Read more »
RBI's inflation target, RBI rate cut

Time for an RBI rate cut as high real rates threaten demand

Soft inflation, high real rates, and slowing momentum make a 25 bps RBI rate cut both timely and prudent. #RBI #ratecut #inflation Read more »
green finance

India’s green finance gap snowballing into a crisis

State capacity, carbon markets, and stronger capital markets are essential to bridge India's green finance gap. #greenfinance Read more »
indian economy private investment

Indian economy: Inflation cools but investment lags

Fiscal consolidation, monetary policy caution, and deeper reforms will shape Indian economy’s outlook for FY26. Read more »
India-EU FTA soon

India-EU FTA and CBAM: The coming carbon tax shock

The India-EU FTA will expose carbon-intensive exporters and hurt export competitiveness unless decarbonisation accelerates. Read more »
Affordable housing

Affordable housing: Urban India needs a public-land strategy

Affordable housing supply in India has collapsed, making urban home ownership an elite preserve. #affordablehousing #DDA Read more »
STATE capital expenditure

Why states miss their capital expenditure targets

States continue to miss their capital expenditure targets due to weak revenues, rigid budgets, and political incentives. #statefinances #capex Read more »
India GDP growth

India’s 8.2% GDP growth: Boom or sugar high?

India’s 8.2% GDP growth marred by weak jobs and consumption, raising questions about its sustainability. #GDP #economy Read more »
India labour codes

Will labour codes weaken job security further?

The higher layoff threshold and strict strike rules under labour codes shift power toward employers in an already fragile labour market. #labourcodes Read more »
India's national accounts data IMF

India’s national accounts data need urgent reforms after IMF snub

India must upgrade national accounts data after IMF retains a C grade, calling for better transparency and statistical reform. Read more »