Oil triggered the global bond sell-off, but rising debt, inflation and heavy borrowing are forcing governments to confront higher financing costs. #bond
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The dispute over India’s GDP growth numbers exposes a flawed comparison but raises valid questions about revisions, deflators and data credibility. #GDP Read more »
Virtual-water accounting can align India’s rice exports with groundwater security without punishing farmers through repeated export bans. #rice #exports Read more »
At the SCO summit, India wanted to turn political ties with Russia, Iran and Central Asia into reliable trade routes, payments and market access. ##SCO #diplomacy Read more »
India GDP growth at 7.8% is strong, but private investment, jobs, inflation and the West Asia shock will determine whether it lasts. #GDP #Economy Read more »
India’s 1991 economic reforms lifted growth and opened markets, but weak industrial policy left manufacturing and jobs lagging. #1991economicreforms #economy Read more »
India’s venture capital market is recovering, but large global cheques are moving towards AI, chips and deep tech where Indian firms still lack scale. #venturecapital Read more »
India’s BBB sovereign rating reflects a strong economy and stable policy, but S&P says weak public finances and high debt remain the main constraints. #creditrating #economy Read more »
India-Canada trade ties are picking up, but CEPA must build institutions strong enough to withstand future diplomatic disputes. #CEPA #Canada Read more »
Rising surplus liquidity has pushed overnight rates below the repo rate, reviving debate over RBI’s incremental CRR tool. #RBI #liquidity Read more »