Monsoon 2025

Monsoon 2025: Timely rain could reset inflation, rural demand

Managed well, monsoon 2025 could push CPI below 3% and add 0.3 pp to GDP by jump-starting farm incomes and consumption. #Monsoon #economy Read more »
Rio BRICS Summit

BRICS economic goals clash with India’s Quad strategy

New Delhi’s embrace of #Quad risks diluting #BRICS plans for a non-dollar trade system, leaving the bloc short of consensus and capital. #dedollarisation Read more »
critical minerals, India-Chile CEPA

India-Chile CEPA to boost New Delhi’s critical minerals quest

Tariff liberalisation poses familiar risks for India-Chile CEPA's thrust on clean energy goals. #CEPA #criticalminerals Read more »
India's gig economy

Gig economy risks a social and economic breakdown

The gig economy built on exploited workers is unsustainable and will burden public health, welfare, and growth. #gigeconomy #policy Read more »
US-India trade deal

US-India trade deal stalls over farm sector access

Agriculture emerges as a sticking point in US-India trade deal as India protects its farmers from subsidised US imports. #agriculture #US-Indiatrade Read more »
BRICS summit and de-dollarisation

BRICS summit to put local currencies at the heart of trade

The Rio #BRICS summit will seek to double cross-border settlement in local currencies, sidelining the long-mooted common BRICS unit. #bricssummit #dedollarisation Read more »
Trump plans to appoint shadow Fed chair

Trump’s Fed chair gambit could sink dollar credibility

Announcing a successor would undercut #Fed chair #JeromePowell, rattle global #markets and erode the central bank's independence. #dollar #interestrate #trump Read more »
FTAs,

India’s FTA push faces hard bargains by US and EU

India’s push for FTAs with the US and EU faces roadblocks on tariffs, data, and environmental rules despite political urgency. #EU #FTA #US #trade Read more »
rupee vs dollar forecast

Will reserves shield rupee from twin-deficit pressure

#RBI can steady the #rupee this quarter, but over two years fiscal maths and current-account gaps will decide the currency’s fate. Read more »
FDI inflows

India’s FDI inflows lag growth in greenfield projects

Greenfield project announcements surged, but FDI inflows remained subdued due to geopolitical and regulatory uncertainties. #greenfield #FDI #inflows Read more »