1991 economic reforms

1991 economic reforms solved one problem, left another

India’s 1991 economic reforms lifted growth and opened markets, but weak industrial policy left manufacturing and jobs lagging. #1991economicreforms #economy Read more »
India's venture capital

India’s venture capital recovery has a technology problem

India’s venture capital market is recovering, but large global cheques are moving towards AI, chips and deep tech where Indian firms still lack scale. #venturecapital Read more »
India’s BBB sovereign rating

India’s BBB sovereign rating puts fiscal repair ahead of growth

India’s BBB sovereign rating reflects a strong economy and stable policy, but S&P says weak public finances and high debt remain the main constraints. #creditrating #economy Read more »
India-Canada trade

India-Canada trade reset needs political guardrails

India-Canada trade ties are picking up, but CEPA must build institutions strong enough to withstand future diplomatic disputes. #CEPA #Canada Read more »
Surplus liquidity

Surplus liquidity could complicate RBI’s next rate hike

Rising surplus liquidity has pushed overnight rates below the repo rate, reviving debate over RBI’s incremental CRR tool. #RBI #liquidity Read more »
family businesses

Why family businesses thrived after the 1991 reforms

India’s family business now dominate listed-company revenues, and their post-1991 rise shows how liberalisation rewarded scale and adaptation. #business #BombayClub Read more »
basmati exports

India’s basmati exports boom faces a West Asia problem

India’s basmati exports are booming, yet West Asia concentration, falling realisations and sanctions pose a growing challenge. #exports #basmati Read more »
High-seas fishing push

High-seas fishing push needs more than permits

India’s new high-seas fishing permits could unlock tuna exports, but vessels, finance, cold chains and stock limits will decide viability. Read more »
Rural non-farm economy india

Rural non-farm economy suffer from low productivity

Rural non-farm economy is expanding, but its employment gains remain trapped in tiny enterprises with weak capital and low productivity. Read more »
Women farmers

Women farmers carry Indian agriculture without equal access

Women farmers are central to Indian agriculture, yet land, credit and policy systems still lag behind their role in farming. #farmers #agriculture #women Read more »