The latest Fed rate hike raises borrowing costs worldwide, putting emerging markets, debt and investment under fresh pressure. #Fed #interestrate Read more »
India’s August trade deficit narrowed, but rising imports show why export growth must create more domestic value. #tradedeficit #exports Read more »
The UPI MDR changes the economics of higher-value digital transactions, but most merchant payments will remain free. #UPI #MDR Read more »
Food, energy and manufacturing prices are rising together, forcing the RBI to judge whether India’s inflation shock is becoming persistent. #food #inflation Read more »
BRICS must build diversified supply chains and payment systems without exchanging Western dependence for reliance on China. #BRICS Read more »
Western freight corridor is complete, but lower logistics costs will depend on tariffs, terminals, reliability and better multimodal links. #railways Read more »
BRICS trade has surged to $1.17 trillion, but tariffs, industrial policy and China’s economic weight limit deeper integration. #BRICS Read more »
India's GDP growth at 7.8% is backed by investment and industry, but revisions and deflators require fuller disclosure. #GDP #economy Read more »
The promise of deeper economic cooperation is undermined by punitive measures that could torpedo the India-US trade deal even before it is signed. Read more »
Rupee depreciation has returned as Brent crosses $100, testing how far RBI’s record forex reserves can shield India from an oil shock. #rupee #Crude Read more »