RBI Financial Stability Report shows clean bank books, but household debt, micro firms and costlier deposits need closer watching. #RBI Read more »
The yen crash shows why reserves can slow currency pressure but cannot replace coherent monetary and fiscal policy. Read more »
GST reforms have widened compliance and lifted revenue, but fuel, electricity and classification disputes keep the agenda incomplete. #GST Read more »
IMD’s weak monsoon forecast has turned rural demand into an FY27 earnings risk for autos, tractors and FMCG firms. #FMCG #monsoon Read more »
PSU disinvestment can ease FY27 fiscal arithmetic; it cannot fix subsidy pressure or weak tax buoyancy. #PSU #disinvestment Read more »
Women dominate e-Shram entries in agriculture, domestic work and apparel, where income and protection remain weak. #e-Shram # Read more »
An AI command centre will work only if it has protocols, technical depth and authority across other regulators. #AIcommand #cybersecurity Read more »
Central bank independence is tested when governments want low rates despite deficits, tariffs, oil shocks, and inflation. #centralbank Read more »
India’s water crisis is no longer confined to farms and cities; it has now emerged as a serious sovereign credit problem. #Water #Moody's Read more »
The rupee outlook is looking up, but weak rains, oil prices and FPI exits can still unsettle the exchange rate. #rupee Read more »