India’s rebased core sector index rose to 5% in June as iron ore and electricity offset falling oil, gas, refinery and fertiliser output. #coresector #IIP Read more »
Different liabilities under EPFO’s provident fund, pension and insurance schemes require different investment strategies. #EPFO Read more »
As cash transfers to women become permanent in state budgets, the focus must shift from political appeal to measurable economic empowerment. #cashtransfers Read more »
RBI’s bank board rules cut routine work but leave directors answerable for strategy, technology and risk. #RBI #board Read more »
Russian oil imports comprised more than half of India’s June crude imports, leaving New Delhi exposed to renewed US tariff threat. #Russia #oil Read more »
AAY ration reform and food subsidy costs scrutiny is welcome, but smaller AAY families should not pay for the failures in procurement, storage and targeting. #AAY #foodsubsidy Read more »
India’s $189 billion import substitution plan can work only if domestic value addition, supplier depth and exports rise with production. #imports #exports Read more »
China is building the option of force, but coast-guard patrols and blockade rehearsals offer Beijing a lower-risk path towards Taiwan invasion. Read more »
A widening trade gap and weak capital inflows have pushed India’s balance of payments into deficit and increased pressure on the rupee. #rupee Read more »
Semicon 2.0 and the new mobile scheme shift incentives towards components, chip design and Indian intellectual property. #Semicon2.0 #PLI Read more »