solar module manufacturing

India’s solar module manufacturing boom meets US tariff wall

ALMM, tech upgrades, and financing-led exports will shape India’s solar module manufacturing future after the 126% US countervailing duty. #solarmodule Read more »
16th Finance Commission

16th Finance Commission: Why the north-south tax row has shifted

The 16th Finance Commission kept vertical devolution at 41% but changed the horizontal formula, altering the politics of India’s north-south fiscal debate. #FinanceCommission Read more »
coal block auctions india

Coal block timelines: Can strict deadlines fix production delays?

The government plans stricter coal block timelines and penalties to increase production without worsening regulatory and social risks. Read more »
NMP 2.0

NMP 2.0: Asset monetisation needs fiscal discipline

NMP 2.0 expands asset monetisation across highways, coal, ports and railways, but execution and fund redeployment will decide outcomes. #NMP #assetmonetisation Read more »
UPI global expansion

UPI global expansion faces the real cross-border test

UPI global expansion must solve settlement, merchant incentives, fraud liability, and sustainability to scale. #UPI Read more »
marco rubio muncich speech

Marco Rubio’s heritage pitch is industrial policy by other means

Marco Rubio framed heritage as a mandate for reindustrialisation, border control, defence effort, and tougher supply chain policy. Read more »
Bharat Cancer Genome Atlas

Bharat Cancer Genome Atlas can reshape precision oncology

Bharat Cancer Genome Atlas can improve cancer treatment in India, if genomic testing becomes affordable, representative, and clinically usable. #cancer Read more »
US Supreme Court blocks Trump tariffs

Trump tariffs overturned: What it means for the world economy

US Supreme Court has blocked Trump tariffs, shaking trade deals and raising policy volatility across global supply chains. Read more »
new GDP series

New GDP series: What will change, and why it matters

The new GDP series aligns consumption classification with COICOP 2018 and proposes valuing government housing services in household consumption. #GDP Read more »
age-based social media ban for children

India’s social media ban debate is really about enforcement

India is considering age-based social media ban for children, but privacy-preserving age verification and enforceable platform design duties will test political will. Read more »