India’s WTO consultations may ease the US quartz tariffs shock, but the deeper risk is heavy export dependence on the American market. #WTO #US #quartz Read more »
The India-UK FTA offers modest export gains while opening procurement, digital policy and other areas to new obligations. Read more »
India's strong growth has not produced a comparable shift in employment, manufacturing capacity or research investment. Read more »
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 »
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 is returning, but its concentration in data centres and nuclear power raises questions about job creation. #investment Read more »
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 must move beyond absorbing shocks to build manufacturing, technology and institutions that can shape outcomes. #economy #policy Read more »
Super 301 tariff spares 45% of Indian exports but raises costs for the rest and complicates India-US trade negotiations. #tariff Read more »
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 »