US quartz tariffs

US quartz tariffs expose India’s export concentration risk

India’s WTO consultations may ease the US quartz tariffs shock, but the deeper risk is heavy export dependence on the American market. #WTO #US #quartz Read more »
SEBI’s securities lending reforms

SEBI’s securities lending reforms face a demand test

SEBI plans securities lending reforms as India’s closing auction exposes gaps in liquidity, arbitrage and market infrastructure. #SEBI Read more »
banking reform

Next banking reform cycle must look beyond mergers

Stronger PSB balance sheets give India room for next round of banking reform, tackling deposits, investment finance, and governance issues. #banking Read more »
SHANTI rules

SHANTI rules put a price on India’s nuclear ambition

Draft SHANTI rules spell out liability, insurance and lifecycle costs as India seeks private capital for its 100-GW nuclear target. #nuclear #energy #SHANTI Read more »
Trump’s Cuba blockade

America’s Cuba blockade is coercion without a settlement

Trump’s Cuba blockade risks migration, disorder and regional resentment without creating a credible political transition. Read more »
MMDR Amendment Bill

MMDR Amendment Bill revives mineral tax federalism row

The MMDR Amendment Bill curbs state mineral levies, reopening a constitutional dispute over taxing powers and fiscal federalism. #mining Read more »
UPI MDR debate

UPI MDR debate shifts from users to large merchants

UPI will remain free for consumers, but its ₹20,700 crore estimated operating cost has reopened the debate over who should fund the network. #UPI #MDR Read more »
energy transition cost

India’s energy transition is becoming an industrial bet

Ajay Shankar argues that falling energy transition costs have turned India’s net-zero commitment into an industrial policy question. Read more »
India-UK FTA

India-UK FTA brings gains, but exposes weak spots

The India-UK FTA offers modest export gains while opening procurement, digital policy and other areas to new obligations. Read more »
PM Internship Scheme

PM Internship Scheme faces a participation problem

Parliament wants the PM Internship Scheme revised after weak joining and completion rates exposed flaws in the pilot. #internship Read more »