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 »
state capex

State capex slowdown threatens India’s growth prospects

Low state capex utilisation shows the real constraint to India's economic growth is governance, not fiscal space. #capex Read more »
PNG adoption

PNG adoption rises amid disruption, but choice still matters

Iran-linked fuel disruptions have hastened PNG adoption in India, but infrastructure gaps and coercive signals remain a concern. #PNG Read more »
India fertiliser imports

India’s fertiliser imports hit by Iran war’s quiet shock

India must redesign its structures of dependence on external sources of fertiliser imports, in the face of the ongoing Gulf war. Read more »
April RBI MPC meeting

RBI MPC meeting faces growth-inflation trade-off

The RBI MPC meeting will test whether India can contain imported inflation without choking growth. Read more »
WTO, digital trade rules

WTO ecommerce moratorium sharpens India’s trade concerns

India’s resistance to the #WTO ecommerce moratorium reflects deeper concerns over revenue, policy space and digital trade asymmetry. Read more »
real economy

Real economy, hidden behind the numbers

Do our metrics fully quantify the real economy, and the costs that shape everyday decisions and national competitiveness? #economy Read more »
globalisation, GDP and globalisation,

Beyond GDP: Globalisation needs a new measure of progress

The crisis is not globalisation itself, but the limits of measuring progress through output alone. Read more »