US interest rates, Rupee

US interest rates are testing RBI’s rupee stance

US interest rates are testing India’s exchange-rate policy, and a more flexible rupee could reduce pressure on reserves and domestic rates. #Fed #interestrates Read more »
competition-friendly economy

Only a competition-friendly economy can sustain growth

India cannot rely on investment incentives alone -- a competition-friendly economy and state capacity are vital for durable growth. #investment #business #ecoomy Read more »
electronic gold receipts (EGRs)

Gold formalisation should not become a case for more gold

India's EGR push can formalise household gold, but policy should favour recycling existing stocks over encouraging fresh imports. Read more »
Double deflation

Double deflation and the quality of GDP estimates

India’s new GDP series uses double deflation to measure manufacturing GVA more accurately when output and input prices diverge. #GDP #deflation Read more »
US tariff

US tariff threat puts India’s energy strategy under pressure

The new US tariff threat links India’s Russian oil purchases to potential tariffs, complicating trade talks and raising energy-security risks. #US #tariffs Read more »
ISP: India’s services economy

ISP: India’s services economy finally gets a monthly measure

India’s new Index of Services Production offers a monthly view of services growth while exposing gaps in coverage and measurement. #ISP #services Read more »
India’s zombie firms

India’s zombie firms are fewer, but distress persists

India’s zombie firms fell to 5.5% in 2025, but corporate distress and slow insolvency resolution remain problems. Read more »
India’s industrial growth

India’s industrial growth is strong, but uneven

India’s industrial growth was a robust 8% in August, but mining and consumer non-durables remained weak despite a favourable base. #IIP Read more »
India's coal shortage

India’s coal shortage is increasingly a logistics problem

India’s September power crunch exposes a coal shortage as thermal plants face low stocks and peak electricity demand stays high. #coalshortage Read more »
pork import rules 2026

New pork import rules face a WTO compliance test

India is tightening pork import rules around disease and food safety, but could face scrutiny over WTO rules and the treatment of domestic production. Read more »