Bulk drug manufacturing scheme

Bulk drug manufacturing scheme must look beyond new plants

The proposed ₹7,000 crore bulk drug manufacturing scheme targets Chinese import dependence, but the real test is whether domestic plants can win repeat orders. #pharma Read more »
Overseas borrowing

Overseas borrowing binge can cost Indian companies dear

Overseas borrowing surge shows why Indian companies should weigh dollar loans against rupee financing over the full life of the debt. Read more »
Demonetisation @ 10

Demonetisation @ 10: The costs and the lessons

The demonetisation experiment disrupted economic activity, expanded tax scrutiny and exposed the limits of fighting black money through cash bans. #demonetisation Read more »
Mudra loans

Mudra loans: Women get more accounts, less credit

Mudra loans have expanded credit access for women, but smaller loans may restrict their ability to grow businesses and create jobs. #Mudra #loans #credit Read more »
Tax devolution

Tax devolution leaves states short of fiscal autonomy

The 16th Finance Commission's tax devolution formula has retained states' share of central taxes at 41%, leaving unresolved questions about revenue powers, untied transfers and spending flexibility. #tax #states Read more »
BSNL

BSNL needs a revival plan. MTNL needs an exit strategy

India needs a viable public sector telecom operator for strategic connectivity and competition, but preserving BSNL does not justify keeping MTNL alive indefinitely. #BSNL #MTNL Read more »
social media safe harbour

India should reform social media safe harbour, not abolish it

The plan to reconsider legal immunity for social media platforms is justified, but blanket liability could encourage censorship and hurt smaller technology companies. #socialmedia Read more »
India's coastal shipping

India’s coastal shipping ambitions face a cost hurdle

The government wants to double the freight share of coastal shipping and inland waterways by 2047, but poor connectivity, additional handling costs and uncertain volumes remain obstacles. Read more »
Cement industry consolidation

Cement industry consolidation tests competition law

India’s cement industry consolidation calls for regional scrutiny of pricing power, merger benefits and the loss of independent rivals. #cement Read more »
US midterm results and Trump tariffs

US midterm results leave the world waiting for economic relief

US midterm results will strengthen scrutiny of Trump’s policies while leaving major obstacles to trade and fiscal reform. Read more »