Gold prices have surged, but the forces behind the rally remain strong in the near and long term. Read more »
RBI’s aggressive rate cuts may revive demand, but asset bubbles pose a growing risk to financial stability. Read more »
Mexico’s tariff hike is a reminder that predictable free trade is fading, forcing India to rely on strategy, not sentiment. #Mexico #trade Read more »
Unlike the Cold War standoff, the US-China competition is constrained by shared production networks, mutual dependence, and high costs of separation. Read more »
India can bring down its public debt ratio, but sustaining fiscal credibility will require firmer anchors, cleaner balance sheets, and growth with equity. #publicdebt #GDP Read more »
India’s November exports rebound reflects genuine competitiveness, but its durability will depend on policy plumbing, logistics reform, and MSME survival. #exports #trade Read more »
The RBI should allow the rupee to adjust to fundamentals rather than defend an artificial level. Read more »
India tracks poverty in detail but lacks credible data on wealth inequality—undermining taxation, policy, and inequality debates. Read more »
Weak yuan keeps exports cheap and distorts global trade, posing risks for India’s manufacturing competitiveness. Read more »
The repo rate cuts will boost demand only if banks deliver faster and fuller transmission to borrowers. #reporate #RBI #homeloan Read more »