Economic impact of Iran conflict

Iran conflict could trigger a global energy shock

The Iran conflict is no longer just a security crisis, it could disrupt energy flows and shake the world economy. Read more »
India’s ageing population

India’s ageing population demands a universal pension plan

India’s ageing population is rising steadily, but pension coverage remains shallow in a labour market where informal work still dominates. Read more »
REBUILDING US manufacturing capability

US manufacturing: Why Trump tariffs and protectionism may misfire

Trump’s tariffs may raise barriers, but they cannot rebuild US manufacturing capability, skills, and supplier ecosystems. Read more »
India’s GDP series, GDP base year reset

GDP base year reset to 2022-23: What changes, what doesn’t

As India’s GDP base year resets to 2022-23, here’s what changes in deflators, data sources, and interpretation. #GDP Read more »
GDP growth

GDP growth slowdown: Base effect or deeper signal?

The key risk to India’s FY26 GDP growth is not slowdown in one quarter, but uneven public capital expenditure and weak external demand. #GDP Read more »
solar module manufacturing

India’s solar module manufacturing boom meets US tariff wall

ALMM, tech upgrades, and financing-led exports will shape India’s solar module manufacturing future after the 126% US countervailing duty. #solarmodule Read more »
16th Finance Commission

16th Finance Commission: Why the north-south tax row has shifted

The 16th Finance Commission kept vertical devolution at 41% but changed the horizontal formula, altering the politics of India’s north-south fiscal debate. #FinanceCommission Read more »
coal block auctions india

Coal block timelines: Can strict deadlines fix production delays?

The government plans stricter coal block timelines and penalties to increase production without worsening regulatory and social risks. Read more »
NMP 2.0

NMP 2.0: Asset monetisation needs fiscal discipline

NMP 2.0 expands asset monetisation across highways, coal, ports and railways, but execution and fund redeployment will decide outcomes. #NMP #assetmonetisation Read more »
UPI global expansion

UPI global expansion faces the real cross-border test

UPI global expansion must solve settlement, merchant incentives, fraud liability, and sustainability to scale. #UPI Read more »