India-UK FTA

India-UK FTA brings gains, but exposes weak spots

The India-UK FTA offers modest export gains while opening procurement, digital policy and other areas to new obligations. Read more »
India @ 79

India at 79 faces an unfinished economic transition

India's strong growth has not produced a comparable shift in employment, manufacturing capacity or research investment. Read more »
India debt-to-GDP ratio

India debt-to-GDP ratio faces a harder FY27 test

India debt-to-GDP ratio at 58.2% reflects a smaller denominator, but West Asia has made the FY27 fiscal arithmetic harder. #GDP Read more »
Direct tax collections

Direct tax collections point to a deeper tax base

India’s direct tax collections are ahead of the pace needed for FY27, giving the Union government more room on fiscal consolidation. #tax Read more »
Private investment

Private investment revival will not solve India’s jobs problem

Private investment is returning, but its concentration in data centres and nuclear power raises questions about job creation. #investment Read more »
Shrinking middle class India

Shrinking middle class calls for economic policy reset

India’s shrinking middle class reflects stagnant incomes, costly services and a labour market failing to create enough salaried jobs. #middleclass Read more »
Economic policy

Economic policy must build India’s strategic power

Economic policy must move beyond absorbing shocks to build manufacturing, technology and institutions that can shape outcomes. #economy #policy Read more »
Super 301: US tariff

Super 301: US tariff gives India a narrow edge, at a price

Super 301 tariff spares 45% of Indian exports but raises costs for the rest and complicates India-US trade negotiations. #tariff Read more »
income inequality

Income inequality: What India’s tax data conceals

India is producing more high earners without creating enough productive jobs for its youth, and addressing the problem of widening income inequality. #inequality Read more »
India-UK CETA

India-UK CETA puts exporters’ capacity to test

India-UK CETA cuts tariffs across most goods, but exporters must still meet strict origin, quality and delivery requirements. #tariffs #India #UK Read more »