India-Canada trade

India-Canada trade reset needs political guardrails

India-Canada trade ties are picking up, but CEPA must build institutions strong enough to withstand future diplomatic disputes. #CEPA #Canada Read more »
RBI data governance draft

RBI data governance draft redraws bank-fintech ties

RBI data governance draft could reshape bank-fintech contracts as lenders face greater responsibility for third-party data risks. #RBI #fintech Read more »
Surplus liquidity

Surplus liquidity could complicate RBI’s next rate hike

Rising surplus liquidity has pushed overnight rates below the repo rate, reviving debate over RBI’s incremental CRR tool. #RBI #liquidity Read more »
Dollar decline

Dollar decline tests the limits of US dominance

Trump’s tariffs, debt and sanctions are fuelling a slow dollar decline even as the greenback remains the world’s dominant currency. #Trump #dollar Read more »
family businesses

Why family businesses thrived after the 1991 reforms

India’s family business now dominate listed-company revenues, and their post-1991 rise shows how liberalisation rewarded scale and adaptation. #business #BombayClub Read more »
basmati exports

India’s basmati exports boom faces a West Asia problem

India’s basmati exports are booming, yet West Asia concentration, falling realisations and sanctions pose a growing challenge. #exports #basmati Read more »
Energy transition

Energy transition can reshape India’s industrial investment

Falling solar and storage costs are weakening the case for new coal and changing the economics of India’s energy transition. #energy #coal #solar Read more »
clean energy transition

India’s clean energy transition needs a stronger grid

India’s clean energy transition has entered a harder phase as storage, transmission and distribution determine renewable power use. #cleanenergy Read more »
High-seas fishing push

High-seas fishing push needs more than permits

India’s new high-seas fishing permits could unlock tuna exports, but vessels, finance, cold chains and stock limits will decide viability. Read more »
IRDAI EoM limits crackdown

IRDAI EoM limits crackdown tests insurers’ cost discipline

IRDAI is tightening enforcement of EoM limits as the industry wrestles with high distribution and customer-acquisition costs. #insurance Read more »