MoSPI’s new GDP methodology changes how India measures real manufacturing GVA, and here is what double deflation means. #GDP Read more »
Global gold prices face Fed pressure, but central-bank buying, Asian demand and geopolitical risks are creating a higher long-term floor. #gold #Fed Read more »
India’s China+1 opportunity remains open, but cheap labour alone cannot deliver factories, supply chains and export competitiveness. #India #China Read more »
Fresh US tariffs threat exposes India’s dependence on the American market and the limits of export diversification. #US #tariffs #Exports Read more »
US sanctions add pressure on India’s Russian oil purchases, but the larger vulnerability is India’s dependence on imported crude. #crude #Russian Read more »
The Tata Sons IPO debate is about regulation, shareholder liquidity and the future of Tata’s ownership structure. #TataSons Read more »
RoDTEP can remove unrecovered taxes from exports, but deeper reforms are needed to make Indian manufacturing globally competitive. #export Read more »
The latest Fed rate hike raises borrowing costs worldwide, putting emerging markets, debt and investment under fresh pressure. #Fed #interestrate Read more »
GST 2.0 shifts the focus from tax rates to e-invoicing, ITC, litigation and making GST compliance more predictable for businesses. #GST Read more »
India’s August trade deficit narrowed, but rising imports show why export growth must create more domestic value. #tradedeficit #exports Read more »