Indian steel industry

Indian steel industry: From capacity comfort to global ambition

A strong domestic market has helped the steel industry build scale, but global competitiveness will decide the sector’s next phase. Read more »
BRICS trade ambitions

BRICS trade ambitions run into market-access reality

BRICS trade has surged to $1.17 trillion, but tariffs, industrial policy and China’s economic weight limit deeper integration. #BRICS Read more »
India's GDP data

India’s GDP data debate goes beyond the headline

India's GDP growth at 7.8% is backed by investment and industry, but revisions and deflators require fuller disclosure. #GDP #economy Read more »
trade barriers

India must dismantle trade barriers on its own terms

US and EU criticism exposes India’s trade barriers, but their own protectionist policies complicate the case for open markets. #WTO #trade Read more »
Liquidity surplus

Liquidity surplus will test banks’ lending discipline

India’s liquidity surplus may lower funding costs, but weak underwriting could push credit into inflated assets. #liquidty #forex Read more »
policy circle image

Alternative fuel cars set to dominate Indian market

Alternative fuel cars overtook petrol vehicles in August sales, and the transition is becoming multi-fuel rather than purely electric. Read more »
rupee depreciation,

Rupee depreciation tests India’s record forex reserves

Rupee depreciation has returned as Brent crosses $100, testing how far RBI’s record forex reserves can shield India from an oil shock. #rupee #Crude Read more »
India's space economy

India’s space economy needs capital, not privatisation

India’s space economy needs patient capital and public procurement while preventing excessive corporate concentration. #ISRO #space Read more »
Competitive federalism

Competitive federalism enters its industrial phase

Competitive federalism can cut operating costs and build industrial clusters instead of relying on subsidies to attract investment. Read more »
India's trade deficit

India’s trade deficit exposes its export weakness

The CAD remains manageable, but an $86.1 billion as India's trade deficit exposes the weakness of merchandise export base. #CAD #tradedeficit Read more »