India-US trade deal

India-US trade deal remains stuck in limbo

The India-US trade deal is back on track, yet legal changes in Washington have made the final outcome harder to predict. #India #US #tradedeal Read more »
rupee

Rupee under pressure from oil shock and foreign outflows

The rupee is being pulled by oil prices, capital outflows and RBI intervention, with geopolitics now shaping currency moves more than domestic conditions. #rupee Read more »
domestic value addition

Why domestic value addition is the real test of PLI success

India’s PLI push has lifted output, but weak domestic value addition shows manufacturing depth remains shallow. Read more »
RBI monetary policy

RBI rate pause signals hard trade-offs for Indian economy

The RBI has held rates, but its latest policy statement signals a tougher inflation-growth trade-off ahead. Read more »
Small savings rates

Small savings rates put government in a policy bind

India’s small savings rates expose a hard trade-off between fiscal discipline and the trust of risk-averse savers. #savings Read more »
The global corporate tax system

Why the global corporate tax system needs a redesign

The global corporate tax system cannot keep up with digital business, mobile capital, and market-driven profits. #tax Read more »
West Asia

West Asia crisis exposes India’s export fragility

The West Asia conflict has exposed India’s export vulnerabilities in shipping, insurance and logistics. #WestAsia Read more »
RBI monetary policy

RBI monetary policy and the rupee’s warning signals

The RBI monetary policy comes amid oil shocks, capital outflows, and a weakening rupee that complicate the case for easier policy. #rupee Read more »
GST collections

GST collections signal maturity, not momentum

GST collections remain strong in absolute terms, but slower growth suggests the era of easy gains is over. #GST Read more »
India’s energy security

India’s energy security threatened by oil dependence

Fossil fuels still dominate the global energy system, and oil remains central to power, conflict, and energy security. #energysecurity Read more »