India-EU FTA

India-EU FTA and the emerging global economic power

The India-EU FTA reflects a strategic recalibration by two large economies navigating a more fragmented and protectionist global order. #India #EU #FTA Read more »
indian rupee vs US dollar

Rupee outlook: Stability by design, weakness by choice

The rupee’s trajectory reflects RBI strategy, capital outflows, and trade risk, not panic, amid global uncertainty. Read more »
Trump’s tariffs

Trump’s tariffs tax Americans, not foreign exporters

Evidence shows Trump’s tariffs fall largely on American firms and consumers, not the targeted foreign exporters. #tariffs #exports #Trump Read more »
FDI outflows

FDI outflows reflect maturity, but the composition still matters

The FDI outflows from India are exits by mature investors, not a collapse in foreign interest, but it exposes India’s reliance on market-seeking capital. #FDI Read more »
India annual GDP growth rate

GDP growth looks strong, but nominal numbers tell a different story

India’s real GDP growth remains robust, but weak nominal expansion is complicating fiscal arithmetic and income transmission. Read more »
Budget 2026

Budget 2026: Fiscal policy debate ignores deepest structural flaws

Budget 2026 reforms must focus on India’s fiscal policy failures which are driven less by Union deficits and more by ignored state enterprises, freebies, and untaxed wealth. #Budget2026 #farmers Read more »
union budget 2026

The world India must budget for

As India looks ahead to its next Union Budget on February 1, global factors are shaping the broader context which its economy. Read more »
Budget 2026

Budget 2026: Macro factors limits policy space for FM

Growth remains resilient, but weak private investment, sticky food inflation, and a widening trade deficit complicate policy choices before Budget 2026. #2026 #Foodinflation Read more »
WEF’s Global Risks Report 2026

Global Risks Report 2026: Economic, climate shocks are converging

The WEF’s Global Risks Report 2026 shows how geoeconomic conflict, climate stress, and trust deficits are reinforcing each other. Read more »
India-EU FTA

India-EU FTA: Strategic deal, limited ambition, real gains

The India-EU FTA is close to closure, with gains in manufacturing and services but limits on agriculture and climate trade. #India #EU #FTA #trade Read more »