As India looks ahead to its next Union Budget on February 1, global factors are shaping the broader context which its economy. Read more »
Growth remains resilient, but weak private investment, sticky food inflation, and a widening trade deficit complicate policy choices before Budget 2026. #2026 #Foodinflation
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The WEF’s Global Risks Report 2026 shows how geoeconomic conflict, climate stress, and trust deficits are reinforcing each other. Read more »
The India-EU FTA is close to closure, with gains in manufacturing and services but limits on agriculture and climate trade. #India #EU #FTA #trade Read more »
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 »
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 will test whether policymakers read calm as comfort or as a warning to course-correct. #Budget2026 Read more »
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 is on cards, but tariffs, politics, and domestic constraints on both sides continue to block closure. #US #India Read more »
A US threat of 500% tariffs over Russian oil exposes India’s energy and trade vulnerabilities, and the limits of strategic autonomy. Read more »