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 »
yen crash against dollar

Yen crash shows limits of currency defence

The yen crash shows why reserves can slow currency pressure but cannot replace coherent monetary and fiscal policy. Read more »
weak monsoon

Weak monsoon may test India Inc’s rural bet

IMD’s weak monsoon forecast has turned rural demand into an FY27 earnings risk for autos, tractors and FMCG firms. #FMCG #monsoon Read more »
e-Shram, e-Shram women registrations,

e-Shram data shows women workers were never absent

Women dominate e-Shram entries in agriculture, domestic work and apparel, where income and protection remain weak. #e-Shram # Read more »
central bank independence

Why central bank independence still protects the value of money

Central bank independence is tested when governments want low rates despite deficits, tariffs, oil shocks, and inflation. #centralbank Read more »
LPG price shock

LPG price shock is pushing migrants out of India’s cities

LPG price hikes have turned cooking fuel into a labour market issue for India’s migrant workers. #LPG Read more »
Water crisis

Water crisis is now a sovereign credit risk for India

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 »
Kerala Budget

Kerala budget bets on investors, skills and maritime growth

New Kerala budget turns to private capital, but debt, land and weak tax effort will decide its success. #Kerala Read more »
rupee outlook

Rupee outlook hinges on monsoon, oil and RBI support

The rupee outlook is looking up, but weak rains, oil prices and FPI exits can still unsettle the exchange rate. #rupee Read more »