Surplus liquidity

Surplus liquidity could complicate RBI’s next rate hike

Rising surplus liquidity has pushed overnight rates below the repo rate, reviving debate over RBI’s incremental CRR tool. #RBI #liquidity Read more »
Dollar decline

Dollar decline tests the limits of US dominance

Trump’s tariffs, debt and sanctions are fuelling a slow dollar decline even as the greenback remains the world’s dominant currency. #Trump #dollar Read more »
family businesses

Why family businesses thrived after the 1991 reforms

India’s family business now dominate listed-company revenues, and their post-1991 rise shows how liberalisation rewarded scale and adaptation. #business #BombayClub Read more »
basmati exports

India’s basmati exports boom faces a West Asia problem

India’s basmati exports are booming, yet West Asia concentration, falling realisations and sanctions pose a growing challenge. #exports #basmati Read more »
Energy transition

Energy transition can reshape India’s industrial investment

Falling solar and storage costs are weakening the case for new coal and changing the economics of India’s energy transition. #energy #coal #solar Read more »
clean energy transition

India’s clean energy transition needs a stronger grid

India’s clean energy transition has entered a harder phase as storage, transmission and distribution determine renewable power use. #cleanenergy Read more »
High-seas fishing push

High-seas fishing push needs more than permits

India’s new high-seas fishing permits could unlock tuna exports, but vessels, finance, cold chains and stock limits will decide viability. Read more »
IRDAI EoM limits crackdown

IRDAI EoM limits crackdown tests insurers’ cost discipline

IRDAI is tightening enforcement of EoM limits as the industry wrestles with high distribution and customer-acquisition costs. #insurance Read more »
Airport privatisation

Airport privatisation must pass a competition test

India’s airport privatisation plan needs competition safeguards based on traffic share, not simply the number of airports. #privatisation #aviation Read more »
Indian National Congress leadership

Indian National Congress needs a generational reset

Indian National Congress can gain from youth discontent only if it reforms leadership, rewards performance and gives younger leaders real power. Indian National Congress, Congress leadership crisis, Congress party generational change, Congress youth... Read more »