rupee outlook

Rupee outlook hinges on monsoon, oil and RBI support

The rupee outlook is looking up, but weak rains, oil prices and FPI exits can still unsettle the exchange rate. #rupee Read more »
US-Iran deal

US-Iran deal leaves India’s energy buffers exposed

The US-Iran deal has lowered oil pressure, but India’s exposure to Hormuz, LPG imports and regional stress remains clear. #US #Iran Read more »
India-US trade deal

India-US trade deal needs a sunset clause

A sunset clause would let the parties review the India-US trade deal if tariff advantages vanish. #India #US #trade Read more »
India’s apprenticeship scheme

India’s apprenticeship scheme has few takers

The national apprenticeship scheme needs employers, colleges and states to make training worth the cost for candidates. #internship Read more »
Alan Greenspan

Apostle of easy money: Alan Greenspan and the bubble economy

Alan Greenspan’s record as Fed chairman shows how price stability coexisted with leverage, mortgage excess and fragility. #Greenspan Read more »
US-Iran deal, forex

US-Iran deal gives RBI room to rebuild forex reserves

The US-Iran deal has eased crude prices and foreign inflows, changing the rupee trade, but RBI is unlikely to allow sharp appreciation. #US #Iran #RBI #forex Read more »
The four labour codes

Labour codes rollout now depends on state capacity

The four labour codes are in force, but weak state portals could blunt compliance reform. Read more »
MSME financing

MSME financing must move beyond collaterals

India’s MSME financing leaves a clear digital trail, but banks still lean too heavily on collateral. #MSME Read more »
Remittances growth

Remittances growth cushion India’s external account

FY27 remittances growth may slow after precautionary transfers, but the inflow base is wider than a decade ago. #remittance Read more »
Tamil Nadu debt

Tamil Nadu debt puts welfare spending under strain

The white paper shows Tamil Nadu debt, guarantees and interest payments narrowing fiscal room for CM Vijay. #TamilNadu Read more »