Economic policy

Economic policy must build India’s strategic power

Economic policy must move beyond absorbing shocks to build manufacturing, technology and institutions that can shape outcomes. #economy #policy Read more »
Super 301: US tariff

Super 301: US tariff gives India a narrow edge, at a price

Super 301 tariff spares 45% of Indian exports but raises costs for the rest and complicates India-US trade negotiations. #tariff Read more »
China’s AI strategy

China’s AI strategy is built for the world beyond America

China’s AI strategy is based on low-cost open AI models, industrial scale and diplomacy to challenge US technology leadership. Read more »
Japan’s rearmament

Japan’s rearmament is redrawing Asia’s security map

Japan’s rearmament is transforming it from a protected power into a security provider that exports arms, missiles and technology to regional partners. #Japan Read more »
India's green energy transition

India’s green energy transition runs into grid constraints

India’s green energy transition now depends less on new solar parks and more on transmission, storage and viable power distribution. #greenenergy Read more »
Next phase of economic reforms

Next phase of economic reforms must tackle tariffs abroad

The next phase of economic reforms must negotiate global rules while making hard choices among consumers, firms, investors and regulators. #economicreforms Read more »
income inequality

Income inequality: What India’s tax data conceals

India is producing more high earners without creating enough productive jobs for its youth, and addressing the problem of widening income inequality. #inequality Read more »
India’s export strategy

India’s export strategy moves from Delhi to districts

India’s export strategy now depends on whether states can remove the local barriers that prevent small firms from reaching overseas markets. #exports #trade Read more »
Tamil Nadu welfare programmes

Tamil Nadu welfare programmes need a stronger revenue base

Tamil Nadu welfare programmes face a revenue test as debt, interest costs and weak tax collection narrow the state’s fiscal room. #TamilNadu #welfare Read more »
India EV market

India EV market finally sees real competition

India EV market grew 81.6% in the first half of 2026 as Maruti, VinFast and Tesla gave tough competition to established players. #EV Read more »