Central bank independence is tested when governments want low rates despite deficits, tariffs, oil shocks, and inflation. #centralbank Read more »
LPG price hikes have turned cooking fuel into a labour market issue for India’s migrant workers. #LPG Read more »
India’s water crisis is no longer confined to farms and cities; it has now emerged as a serious sovereign credit problem. #Water #Moody's Read more »
New Kerala budget turns to private capital, but debt, land and weak tax effort will decide its success. #Kerala Read more »
The rupee outlook is looking up, but weak rains, oil prices and FPI exits can still unsettle the exchange rate. #rupee Read more »
The US-Iran deal has lowered oil pressure, but India’s exposure to Hormuz, LPG imports and regional stress remains clear. #US #Iran Read more »
A sunset clause would let the parties review the India-US trade deal if tariff advantages vanish. #India #US #trade Read more »
AI oligarchy and the use of humanoid robots could weaken the bargain behind public education, welfare states and labour rights. #oligarchy #AI Read more »
Alan Greenspan’s record as Fed chairman shows how price stability coexisted with leverage, mortgage excess and fragility. #Greenspan Read more »
The US-Iran deal has eased crude prices and foreign inflows, changing the rupee trade, but RBI is unlikely to allow sharp appreciation. #US #Iran #RBI #forex Read more »