SCO summit

SCO summit tests India’s alternative trade corridors

At the SCO summit, India wanted to turn political ties with Russia, Iran and Central Asia into reliable trade routes, payments and market access. ##SCO #diplomacy Read more »
India GDP growth

India GDP growth: Private capex is the real test

India GDP growth at 7.8% is strong, but private investment, jobs, inflation and the West Asia shock will determine whether it lasts. #GDP #Economy Read more »
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 »