India’s stalled FTAs with the US and EU reflect deeper tensions between global rules and domestic political economy.
#EU #FTA #UK Read more »
India-New Zealand FTA is small in scale but large in strategic intent, signalling a shift towards trust-based trade integration. #FTA #NewZealand Read more »
US-led WTO reform proposals question MFN and SDT, raising fears of a shift from rules-based trade to power-based bargaining. #WTO Read more »
India’s strong GDP growth numbers mask deep measurement flaws, and a major revision in 2026 seeks to fix how consumption and services are counted. #GDP Read more »
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 »