Western freight corridor is complete, but lower logistics costs will depend on tariffs, terminals, reliability and better multimodal links. #railways Read more »
BRICS trade has surged to $1.17 trillion, but tariffs, industrial policy and China’s economic weight limit deeper integration. #BRICS Read more »
India's GDP growth at 7.8% is backed by investment and industry, but revisions and deflators require fuller disclosure. #GDP #economy Read more »
The promise of deeper economic cooperation is undermined by punitive measures that could torpedo the India-US trade deal even before it is signed. Read more »
Rupee depreciation has returned as Brent crosses $100, testing how far RBI’s record forex reserves can shield India from an oil shock. #rupee #Crude Read more »
India’s space economy needs patient capital and public procurement while preventing excessive corporate concentration. #ISRO #space Read more »
Competitive federalism can cut operating costs and build industrial clusters instead of relying on subsidies to attract investment. Read more »
The CAD remains manageable, but an $86.1 billion as India's trade deficit exposes the weakness of merchandise export base. #CAD #tradedeficit Read more »
SEBI closing auction improves price discovery, but expiry volatility shows why derivatives settlement methodology needs a rethink. #SEBI Read more »
As UPI completes a decade, India must shift from expanding financial access to improving usage, trust and consumer protection. #UPI Read more »