RBI's ECL norms for banks

RBI ECL norms push for early risk recognition

RBI's ECL norms force commercial banks to recognise stress early, but capital costs will vary sharply across lenders. Read more »
OPEC crisis

UAE exit from OPEC redraws Gulf power balance

UAE’s decision to withdraw from OPEC weakens oil cartel power to fix prices and reshape hydrocarbon markets. Read more »
economic reforms,

Economic reforms: Finance ministry flags risks of chasing short-term growth

The Finance Ministry has warned against short-term fixes as oil shocks test India’s macro stability and economic reforms resolve. #reforms #economy Read more »
rupee depreciation

Rupee depreciation: Why RBI cannot reverse the fall

Oil prices, capital outflows and trade deficits are driving rupee depreciation against the dollar beyond RBI’s control. #rupee #RBI #forex Read more »
IIP growth

IIP growth slows despite record factory output

India’s factory output rises, but cost pressures and weak demand weigh on IIP growth. #IIPgrowth #industry Read more »
Index of Service Production

Index of Service Production looks to close data gap

The NSO’s Index of Service Production will track services monthly, with limits in informal coverage. Read more »
India New Zealand FTA

India New Zealand FTA: Access rises, gains constrained

The India New Zealand FTA widens market reach for Indian exporters, but utilisation will decide outcomes. #FTA #trade Read more »
RBI's ECL norms

Fiscal deficit risks rise as subsidy pressures return

Rising subsidies and interest costs may push India’s fiscal deficit above its glide path in 2026–27. Read more »
India’s FTAs

India’s FTAs need competitiveness, not just access

India’s FTAs with Japan and South Korea show that market access is no substitute for industrial capability. #FTAs Read more »
India growth story falters

India growth story faces deeper structural gaps

Structural weaknesses in jobs, manufacturing and finance could affect India growth story. Read more »