India’s industrial growth was a robust 8% in August, but mining and consumer non-durables remained weak despite a favourable base. #IIP Read more »
India’s ethanol blending policy has cut oil use and built distillery capacity, but E20 now shifts the challenge towards vehicles and consumers. #E20 #ethanol Read more »
India’s September power crunch exposes a coal shortage as thermal plants face low stocks and peak electricity demand stays high. #coalshortage Read more »
The proposed IRDAI’s commission caps could lower insurance distribution costs while testing whether distributors will keep selling difficult-to-place products. #IRDAI #insurance Read more »
The Trump-Xi summit extended the trade truce but left issues such as AI, Taiwan and strategic rivalry largely unresolved. Read more »
India’s jobs problem goes beyond unemployment as millions compete for secure government jobs and informal work remains widespread. #jobs #employment Read more »
India's public sector insurers have a role in closing protection gaps, but their losses raise questions about pricing, capital and reform. #insurance Read more »
India’s GDP is growing rapidly, yet real wage growth raises questions about the durability of consumption-led growth. #GDP #wagegrowth Read more »
RBI’s liquidity balancing act is lifting the call rate while adding pressure to a government bond market facing heavy supply. #liquidity #RBI #bondmarket Read more »
The Trump-Xi summit could produce limited trade and AI agreements without resolving deeper US-China strategic disputes. Read more »