west asia crisis

West Asia oil shock narrows India’s fiscal space

West Asia oil shock may force tougher choices on subsidies, excise duties, inflation, and budget priorities. Read more »
CBDC india

India’s CBDC strategy targets cross-border payments

The RBI’s CBDC strategy is less about domestic payments and more about building new rails for remittances and cross-border settlement. Read more »
growth outlook, economy

India growth outlook stays firm despite Iran energy shock

India's economic growth outlook is holding up, even as crude prices, capital flows and global trade risks turn less benign. #growthoutlook #Iran #energy Read more »
gold prices

Gold prices are telling something central banks will not say aloud

The rise in gold prices signals diversification of foreign exchange reserves, fiscal anxiety, and a weaker faith in the old dollar-centred order. #goldprices Read more »
oil demand unaffected despite attempts at energy transition

Why oil demand remains resilient amid quest for critical minerals

In the era of energy transition, oil demand remains unaffected and crude continues to retain its strategic importance because of geopolitical realities. Read more »
India's FDI,

Why India’s FDI numbers are flashing a warning

India’s FDI flows remain steady, yet net numbers are under pressure from exits, profit booking and Indian firms expanding abroad. #FDI Read more »
informal sector

India’s informal sector is growing, but not graduating

India’s informal sector remains the main absorber of the labour force, but productivity gains alone are not enough to ensure upward mobility. #informalsector Read more »
crude prices, LPG

Crude prices, LPG shortages, and the cost of Gulf dependence

Higher crude prices, a weaker rupee and tighter LPG supplies are forcing India into costly trade-offs amid an escalating West Asia crisis. #LPG #crude Read more »
GM mustard

GM mustard delay has deepened India’s edible oil shortage

The delay in commercialising GM mustard after regulatory clearance in 2017 may have cost the country up to ₹30,900 crore in lost output, higher imports and missed farm gains. #GMcrop Read more »
India gas supply

India gas supply: Why the Iran conflict may not choke urban kitchens

India gas supply is better protected than public fears suggest, but the Iran conflict could still push up PNG tariffs and industrial costs. #LNG #gassupply Read more »