anti-sanctions law

India needs an anti-sanctions law, but not in haste

India needs an anti-sanctions law, but a blunt statute could hurt domestic firms more than foreign coercion. #Trade Read more »
India-US trade deal

India-US trade deal runs into USTR tariff wall

The USTR’s 12.5% tariff proposal has turned India-US trade deal negotiations into a test of policy autonomy. #trade #US Read more »
rupee depreciation

Why India cannot let the rupee float

Imported inflation, fragile manufacturing and unequal burdens complicate textbook arguments supporting unrestricted rupee depreciation. Read more »
fiscal consolidation, capex

Fiscal consolidation cannot come at the cost of growth spending

Govt's push for fiscal consolidation helped India meet its 2025-26 fiscal deficit target, but cuts across developmental ministries carry growth risks. #fiscalconsolidation Read more »
Migrant worker exodus Kerala

Migrant worker exodus exposes Kerala’s economic fault lines

The election-season migrant worker exodus has hit Kerala’s construction, plywood, hotels and fisheries sectors. #migrants #worker #Kerala Read more »
State market borrowings

State market borrowings reshape India’s federal finances

Rising state market borrowings show how welfare promises, infrastructure spending and weak revenues are straining budgets. #statedebt Read more »
India-US trade deal, Section 301 tariffs, India trade policy

India-US trade deal: Tariff relief cannot mean surrender

The India-US trade deal may cut tariff risk, but India must not trade policy autonomy for short-term relief. #US #India #tariffs Read more »
RBI plastic notes

RBI plastic notes plan shows cash still rules India

UPI is booming, but cash circulation is rising too. RBI plastic notes plan reflects India’s hybrid payments future. #RBI #cash #UPI Read more »
Kerala migration and remittances

Kerala remittances cannot replace jobs at home

Kerala migration created wealth and stability, but the next challenge is converting diaspora capital into productive jobs at home. Read more »
Energy security

Energy security: India must be prepared for oil supply disruptions

The Strait of Hormuz crisis shows why India’s energy security needs must be matched by stronger oil, LPG and fertiliser resilience. #energy Read more »