corporate dollar borrowing

Corporate dollar borrowing boom carries a familiar risk

India’s surge in corporate dollar borrowing through syndicated loans reflects easy global liquidity, but the currency and refinancing risks remain unresolved. #dollar Read more »
US-Canada trade

US-Canada trade enters an era of leverage and limits

US-Canada trade is shifting from trust to leverage with America testing the limits of coercion and Canada diversifying its trade. Read more »
Health inequity vs inequality

Health inequity: The social barriers behind the numbers

Health inequity is about avoidable, unjust gaps, and it persists because systems ignore the social frictions that block uptake. Read more »
indian rupee vs US dollar

Rupee outlook: Stability by design, weakness by choice

The rupee’s trajectory reflects RBI strategy, capital outflows, and trade risk, not panic, amid global uncertainty. Read more »
Trump’s tariffs

Trump’s tariffs tax Americans, not foreign exporters

Evidence shows Trump’s tariffs fall largely on American firms and consumers, not the targeted foreign exporters. #tariffs #exports #Trump Read more »
Educated youth unemployment in India

Educated youth unemployment explains India’s jobs crisis

Educated youth unemployment in India persists despite high economic growth, pointing to a structural mismatch between degrees and jobs. Read more »
FDI outflows

FDI outflows reflect maturity, but the composition still matters

The FDI outflows from India are exits by mature investors, not a collapse in foreign interest, but it exposes India’s reliance on market-seeking capital. #FDI Read more »
India annual GDP growth rate

GDP growth looks strong, but nominal numbers tell a different story

India’s real GDP growth remains robust, but weak nominal expansion is complicating fiscal arithmetic and income transmission. Read more »
divestment, disinvestment

Disinvestment: Capital recycling is an untapped fiscal lever

India’s retreat from disinvestment weakens fiscal flexibility at a time when public capital expenditure must rise without adding to debt. #disinvestment #privatisation Read more »
Indian Railways

Indian Railways need accountability, not slogans

Indian Railways need enforceable safety, independent regulation, and performance contracts, not just record capex numbers. #IndianRailways Read more »