India-EU FTA

India-EU FTA gives exporters access, not guaranteed orders

The India-EU FTA cuts tariffs across most trade, but standards, scale and investment will decide whether Indian exporters will gain. #India #EU #FTA Read more »
16th Finance Commission

Finance Commission narrows fiscal transparency for states

The 16th Finance Commission prepared state GSDP projections but did not publish them, weakening a useful fiscal benchmark. #FinanceCommission Read more »
Motherhood penalty

Motherhood penalty keeps Indian women out of work

The motherhood penalty is not private misfortune; it is a measurable loss of talent and income. #motherhood #gendergap Read more »
Tier-II cities

Tier-II cities redrawing India’s housing market

Real estate in Tier-II cities is no longer a speculative bet, but demand will still depend on local employment. #realestate Read more »
rupee, RBI intervention

Rupee weakness is not RBI’s biggest currency risk

RBI intervention can prevent panic, but an over-managed rupee distorts hedging, reserves use and exchange-rate signals. #RBI #rupee Read more »
FCNR(B) deposits

FCNR(B) deposit push puts Gulf NRIs at centre of dollar hunt

RBI’s FCNR(B) deposit window has pushed Indian banks towards Gulf NRIs, with dollar deposits now priced to attract large balances. Read more »
Global value chains

India must climb global value chains, not merely enter them

Integration with global value chains can bypass small firms unless India builds domestic capability and linkages. #globalvaluechain Read more »
India-Japan energy pact

India-Japan energy security pact gives New Delhi time, not insulation

India-Japan energy security pact seeks cooperation on oil stockpiles, shipping and upstream assets, but India’s emergency crude cover remains thin. #Japan #energy Read more »
RBI Financial Stability Report

RBI Financial Stability Report flags small loans risk

RBI Financial Stability Report shows clean bank books, but household debt, micro firms and costlier deposits need closer watching. #RBI Read more »
West Bengal's debt

West Bengal’s debt: Economic growth must justify borrowing

West Bengal's debt-funded development can sustain only when institutions lift economic growth rate above borrowing costs. #WestBengal Read more »