Trump’s tariffs

Trump’s tariffs tax Americans, not foreign exporters

Evidence shows Trump’s tariffs fall largely on American firms and consumers, not the targeted foreign exporters. #tariffs #exports #Trump Read more »
Educated youth unemployment in India

Educated youth unemployment explains India’s jobs crisis

Educated youth unemployment in India persists despite high economic growth, pointing to a structural mismatch between degrees and jobs. Read more »
FDI outflows

FDI outflows reflect maturity, but the composition still matters

The FDI outflows from India are exits by mature investors, not a collapse in foreign interest, but it exposes India’s reliance on market-seeking capital. #FDI Read more »
India annual GDP growth rate

GDP growth looks strong, but nominal numbers tell a different story

India’s real GDP growth remains robust, but weak nominal expansion is complicating fiscal arithmetic and income transmission. Read more »
divestment, disinvestment

Disinvestment: Capital recycling is an untapped fiscal lever

India’s retreat from disinvestment weakens fiscal flexibility at a time when public capital expenditure must rise without adding to debt. #disinvestment #privatisation Read more »
Indian Railways

Indian Railways need accountability, not slogans

Indian Railways need enforceable safety, independent regulation, and performance contracts, not just record capex numbers. #IndianRailways Read more »
Trump Board of Peace and Gaza conflict

Trump’s Board of Peace: Why the new body will lack credibility

Trump’s Board of Peace shifts mandate, centralises power, and monetises membership — raising serious questions about legitimacy. Read more »
PLI, smartphone exports

Smartphone exports surge, but electronics value addition remains thin

PLI delivers smartphone exports success, but concentration risk and low domestic content remain unresolved. #PLI #smartphones #exports Read more »
Budget 2026

Budget 2026: Fiscal policy debate ignores deepest structural flaws

Budget 2026 reforms must focus on India’s fiscal policy failures which are driven less by Union deficits and more by ignored state enterprises, freebies, and untaxed wealth. #Budget2026 #farmers Read more »
electric vehicles

Southern states drive India’s electric vehicle adoption

Southern states have sustained early leadership in India’s electric vehicle market by combining urban form, consumer readiness and ecosystem depth. #EVs #electrcivehicles Read more »