India’s new transport authority can improve infrastructure planning, but its success will depend on whether ministries act on its recommendations. #transport Read more »
India has enough generation capacity on paper, but coal logistics and weak hydropower have resulted in a severe power crunch. #power #coal Read more »
The GST 3.0 should shift from rate rationalisation to predictable rules, faster refunds, better ITC and proportionate enforcement. #GST Read more »
India’s semiconductor industry has money and policy support, but the challenge is to build manufacturing expertise and institutional knowledge. #semiconductor Read more »
The AI boom is increasing demand for capital as global public debt remains high, and India may face tougher competition for savings. #AI #globalcapital Read more »
US interest rates are testing India’s exchange-rate policy, and a more flexible rupee could reduce pressure on reserves and domestic rates. #Fed #interestrates Read more »
India cannot rely on investment incentives alone -- a competition-friendly economy and state capacity are vital for durable growth. #investment #business #ecoomy Read more »
India’s households are moving towards equities and mutual funds, but financialisation does not automatically create adequate retirement savings. #investment #savings #retirement Read more »
India's EGR push can formalise household gold, but policy should favour recycling existing stocks over encouraging fresh imports. Read more »
India’s new GDP series uses double deflation to measure manufacturing GVA more accurately when output and input prices diverge. #GDP #deflation Read more »