bank boards

RBI frees bank boards from the compliance treadmill

RBI’s bank board rules cut routine work but leave directors answerable for strategy, technology and risk. #RBI #board Read more »
Russian oil imports

Dependence on Russian oil imports carries a US trade cost

Russian oil imports comprised more than half of India’s June crude imports, leaving New Delhi exposed to renewed US tariff threat. #Russia #oil Read more »
AAY ration reform

AAY ration reform looks to keep the cap, cut entitlement

AAY ration reform and food subsidy costs scrutiny is welcome, but smaller AAY families should not pay for the failures in procurement, storage and targeting. #AAY #foodsubsidy Read more »
India’s import substitution plan

India’s import substitution plan needs export discipline

India’s $189 billion import substitution plan can work only if domestic value addition, supplier depth and exports rise with production. #imports #exports Read more »
Will China risk a Taiwan invasion

Taiwan invasion risk: Beijing’s coercion comes first

China is building the option of force, but coast-guard patrols and blockade rehearsals offer Beijing a lower-risk path towards Taiwan invasion. Read more »
rupee depreciation,

Rupee faces sustained pressure as capital flows weaken

A widening trade gap and weak capital inflows have pushed India’s balance of payments into deficit and increased pressure on the rupee. #rupee Read more »
Semicon 2.0

Semicon 2.0 targets the gaps in India’s chip industry

Semicon 2.0 and the new mobile scheme shift incentives towards components, chip design and Indian intellectual property. #Semicon2.0 #PLI Read more »
MSME productivity,

MSME productivity needs sequence before subsidy

India’s small industry policy should focus less on higher number of firms and more on MSME productivity. #MSME Read more »
India inflation

India inflation breach shifts attention from rates to supply

India inflation rose to 4.38% in June as fuel hikes and food prices ended a 17-month run below the RBI’s target. #inflation Read more »
India trade deficit

India trade deficit exposes gaps in manufacturing supply chains

India trade deficit in June at $30.43 billion reflects higher energy costs and the nation's dependence on imported components. #India #trade Read more »