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 »
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 »
RBI Payments Vision 2025

RBI Payments Vision 2025: Inclusion gaps remain despite UPI success

RBI Payments Vision 2025 scaled digital payments, but usability, accessibility and fraud protection still lag for many users. #UPI #RBI #payments Read more »
trade deal ratification

Trade deal ratification: Why India will follow different paths for EU, US

Why India followed different legal routes for trade deal ratification for agreements with EU and US. #India #US #trade Read more »
US Supreme Court blocks Trump tariffs

Trump tariffs overturned: What it means for the world economy

US Supreme Court has blocked Trump tariffs, shaking trade deals and raising policy volatility across global supply chains. Read more »
de-dollarisation

De-dollarisation 2026: Tariff war pushes countries to diversify

Tariff coercion, fiscal strain, and sanctions risk are reviving de-dollarisation efforts; a plural currency system likely as no clear successor exists. #dedollarisation #tradewar Read more »
Currency in circulation

Currency in circulation: What India’s ₹40 lakh crore cash stock means

Currency in circulation hit a record ₹40 lakh crore in January 2026 despite UPI clocking about 21.7 billion transactions worth ₹28.33 lakh crore. #UPI Read more »