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 »
Deficient monsoon

Deficient monsoon may squeeze India’s rural economy

A deficient monsoon can hurt Indian economy through food prices, farm incomes, and weak sales of automobiles and white goods. #monsoon #economy Read more »