The GCC boom is real, but policy gaps threaten India's global leadership opportunity. Read more »
India’s microfinance sector is correcting past excesses, but shrinking loan books, stressed household cash flows, and cautious lenders now threaten to turn a reset into exclusion. #MFI #microfinance Read more »
India’s November exports rebound reflects genuine competitiveness, but its durability will depend on policy plumbing, logistics reform, and MSME survival. #exports #trade Read more »
The RBI should allow the rupee to adjust to fundamentals rather than defend an artificial level. Read more »
Washington’s approval of Nvidia chip exports to China exposes deep flaws in America's AI containment strategy. Read more »
Raising insurance FDI limits may improve capital and governance, but without fixing distribution and regulation, India’s penetration problem will persist. #FDI #insurance Read more »
India's nuclear policy must temper ambition with execution capacity and energy economics. #nuclear #SHANTIBill Read more »
US naval supremacy now depends on comparative production speed, not on the number of prestige platforms. Read more »
India’s textile industry failed to keep pace with global demand for synthetics, speed, and scale, leaving it behind China, Bangladesh, and Vietnam. #textile #industry Read more »
India’s PLI scheme has lifted smartphone exports, but its capital-heavy design and weak job focus limit its economic payoff. #PLIscheme #manufacturing Read more »