India’s cooperative banks matter for inclusion, but their governance and capital design clash with modern prudential regulation. #cooperativebanks #financialinclusion Read more »
Two airlines dominate India’s aviation sector, but aircraft supply and regulatory coordination now reinforce that dominance. #aviation Read more »
Data centres are now treated as core infrastructure, signalling a shift in India’s digital policy, but water stress and power constraints may determine its success. #datacentre Read more »
Budget 2026 bets on metros and rail, but economic productivity depends on urban governance, mobility, road-space reform, and operating capacity. #Budget2026 Read more »
The US-India tariff deal locks in asymmetries that will shape exports, energy security, and India’s balance of payments. Read more »
Even as allocations for flagship social and infrastructure programmes, tens of thousands of crores meant for these schemes remain parked in states’ SNA funds. #SNA Read more »
After years of tariff battles and strategic bargaining, the India-US trade deal promises lower duties, expanded market access and a deeper geopolitical alignment aimed partly at countering China. #China #US Read more »
India’s CPI overhaul lowers the weight of food just as food prices dominate public anxiety — raising questions about credibility and lived inflation. #CPI #inflation Read more »
India-US trade deal is finally materialising but deep fault lines over agriculture, digital rules and political unpredictability could yet test the pact’s durability. #India #US #BTA Read more »
Budget 2026's City Economic Regions announcement is a shift from tech-led city beautification to region-wide infrastructure, connectivity and economic integration. #Budget2026 Read more »