Energy security

Energy security: India must be prepared for oil supply disruptions

The Strait of Hormuz crisis shows why India’s energy security needs must be matched by stronger oil, LPG and fertiliser resilience. #energy Read more »
anti-dumping duties

Anti-dumping duties and India’s import dilemma

India must use anti-dumping duties selectively to counter unfair imports without hurting its global competitiveness. #antidumping #imports #India Read more »
RBI surplus transfer

RBI surplus transfer: Why the fiscal windfall is not permanent

A record RBI surplus transfer may ease borrowing pressure on the Union government, yet dependence on central bank income carries fiscal risks. #RBI #dividend Read more »
PM Modi's seven appeals

Modi’s seven appeals need policy backing

Prime Minister Modi’s seven appeal can create public seriousness, but India’s oil, fertiliser and gold vulnerabilities need price signals and policy action. Read more »
fuel subsidies

Targeted fuel subsidies can ease India’s oil price pain

Rising crude prices have revived India’s old fuel subsidies dilemma: protect households without weakening fiscal discipline. #India #crude #subsidies Read more »
global imbalances

Global imbalances expose the limits of industrial policy

Tariffs and subsidies may serve domestic politics, but they cannot correct the savings and investment gaps behind global imbalances. #tariffs #investment #trade Read more »
capital goods

Capital goods imports test India’s self-reliance push

India must cut avoidable capital goods imports without denying industry access to world-class technology and machinery. #imports Read more »
The GDP division and Indian economy

India’s GDP revision explained: What changed and why it matters

A GDP revision is usually conducted once in every five years, but was delayed due to the disruptions in economic activity from the GST rollout. Read more »
rupee fall

Rupee fall exposes India’s external account strain

India’s growth remains strong, but the rupee fall shows rising pressure on the balance of payments. #rupee Read more »
rupee

Rupee under siege: Can India prevent a slide towards 100 per dollar?

Rising oil prices, strong dollar and persistent capital outflows are intensifying pressure on the rupee, raising concerns over a slide towards 100 per dollar. #rupee Read more »