SCO summit

SCO summit tests India’s alternative trade corridors

At the SCO summit, India wanted to turn political ties with Russia, Iran and Central Asia into reliable trade routes, payments and market access. ##SCO #diplomacy Read more »
India GDP growth

India GDP growth: Private capex is the real test

India GDP growth at 7.8% is strong, but private investment, jobs, inflation and the West Asia shock will determine whether it lasts. #GDP #Economy Read more »
1991 economic reforms

1991 economic reforms solved one problem, left another

India’s 1991 economic reforms lifted growth and opened markets, but weak industrial policy left manufacturing and jobs lagging. #1991economicreforms #economy Read more »
India's venture capital

India’s venture capital recovery has a technology problem

India’s venture capital market is recovering, but large global cheques are moving towards AI, chips and deep tech where Indian firms still lack scale. #venturecapital Read more »
India’s BBB sovereign rating

India’s BBB sovereign rating puts fiscal repair ahead of growth

India’s BBB sovereign rating reflects a strong economy and stable policy, but S&P says weak public finances and high debt remain the main constraints. #creditrating #economy Read more »
India-Canada trade

India-Canada trade reset needs political guardrails

India-Canada trade ties are picking up, but CEPA must build institutions strong enough to withstand future diplomatic disputes. #CEPA #Canada Read more »
RBI data governance draft

RBI data governance draft redraws bank-fintech ties

RBI data governance draft could reshape bank-fintech contracts as lenders face greater responsibility for third-party data risks. #RBI #fintech Read more »
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 »