A deficient monsoon can hurt Indian economy through food prices, farm incomes, and weak sales of automobiles and white goods. #monsoon #economy Read more »
Brazil economy’s growth story shows India why inclusion, investment and fiscal discipline must move together. #Brazil Read more »
India can draw portfolio money with incentives, but long-term foreign capital inflows will need faster courts and efficient state execution. #FDI #FPI Read more »
WPI rebasing will track producer costs better, but it cannot reflect household inflation. #WPI #inflation Read more »
The latest US-Iran deal reopens Hormuz Strait, but leaves the nuclear question and regional deterrence unsettled. Read more »
Rising MSPs, free grain and excess rice stocks are pushing food subsidy towards a harder fiscal reckoning. #Foodsubsidy #MSP Read more »
India’s AI dividend will depend on whether its workforce skilling can be fast enough. #AI #skillling Read more »
Cheaper ethanol petrol is no bargain if motorists face lower mileage and higher repair bills. #ethanol Read more »
India’s fertiliser subsidy bill may double, exposing the fiscal cost of shielding farmers from global price shocks. #fertiliser #subsidy Read more »
State Finance Commissions cannot guide panchayat finances without reliable local databases. #statefinance Read more »