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 »
India-China trade

India-China trade: Structural imbalance, not a one-year problem

India-China trade shows a massive imbalance which is not a 2025 anomaly but the result of long-term dependence on Chinese intermediates and finished goods. #India #China #trade Read more »
state finances, GST 2.0

State finances: GST 2.0 is testing fiscal federalism

GST rationalisation was meant to simplify India’s tax system, but it is now exposing the vulnerabilities of state finances. #GST #finances #states Read more »
Budget 2026

Budget 2026: The fiscal arithmetic is getting harder

Budget 2026 will test whether policymakers read calm as comfort or as a warning to course-correct. #Budget2026 Read more »
Budget 2026 and $5 trillion Indian economy

The big question for Budget 2026

Budget 2026 will be the key to India's transition from a $4 trillion to a $5 trillion economy by containing the risks. Read more »
India-US Trade deal

India-US trade deal keeps stalling despite strategic warmth

India-US trade deal is on cards, but tariffs, politics, and domestic constraints on both sides continue to block closure. #US #India Read more »
India's Russian oil imports

India, Russian oil and the risk of US trade coercion

A US threat of 500% tariffs over Russian oil exposes India’s energy and trade vulnerabilities, and the limits of strategic autonomy. Read more »
Indo-German partnership

Indo-German partnership matters more in fragmenting global economy

From automobiles and machine tools to green hydrogen and skills, Indo-German partnership can shape the next phase of India’s growth. Read more »
services sector

Services sector slowdown signals limits of price-led growth

India’s services sector PMI has slipped to an 11-month low, exposing rising competition, stalled hiring, and fragile confidence. #services Read more »
Budget 2026

Budget 2026: Rural incomes are India’s weak spot

Strong GDP growth and slowing inflation hide widening rural income gaps that Budget 2026 can no longer ignore. Read more »