India-China trade

India-China trade: Structural imbalance, not a one-year problem

India-China trade shows a massive imbalance which is not a 2025 anomaly but the result of long-term dependence on Chinese intermediates and finished goods. #India #China #trade Read more »
state finances, GST 2.0

State finances: GST 2.0 is testing fiscal federalism

GST rationalisation was meant to simplify India’s tax system, but it is now exposing the vulnerabilities of state finances. #GST #finances #states Read more »
Budget 2026

Budget 2026: The fiscal arithmetic is getting harder

Budget 2026 will test whether policymakers read calm as comfort or as a warning to course-correct. #Budget2026 Read more »
Budget 2026 and $5 trillion Indian economy

The big question for Budget 2026

Budget 2026 will be the key to India's transition from a $4 trillion to a $5 trillion economy by containing the risks. Read more »
India-US Trade deal

India-US trade deal keeps stalling despite strategic warmth

India-US trade deal is on cards, but tariffs, politics, and domestic constraints on both sides continue to block closure. #US #India Read more »
India's Russian oil imports

India, Russian oil and the risk of US trade coercion

A US threat of 500% tariffs over Russian oil exposes India’s energy and trade vulnerabilities, and the limits of strategic autonomy. Read more »
Indo-German partnership

Indo-German partnership matters more in fragmenting global economy

From automobiles and machine tools to green hydrogen and skills, Indo-German partnership can shape the next phase of India’s growth. Read more »
services sector

Services sector slowdown signals limits of price-led growth

India’s services sector PMI has slipped to an 11-month low, exposing rising competition, stalled hiring, and fragile confidence. #services Read more »
Budget 2026

Budget 2026: Rural incomes are India’s weak spot

Strong GDP growth and slowing inflation hide widening rural income gaps that Budget 2026 can no longer ignore. Read more »
gold price

Gold prices reflect global distrust in dollar, US policy

Gold price surge is driven by fiscal stress, central bank buying, and doubts over US policy credibility, not just geopolitics. #Gold #Dollar Read more »