India’s China+1 opportunity remains open, but cheap labour alone cannot deliver factories, supply chains and export competitiveness. #India #China Read more »
BRICS New Delhi Summit expanded the grouping’s ambitions, but geopolitical divisions and weak institutional clarity continue to challenge its future. Read more »
Fresh US tariffs threat exposes India’s dependence on the American market and the limits of export diversification. #US #tariffs #Exports Read more »
US sanctions add pressure on India’s Russian oil purchases, but the larger vulnerability is India’s dependence on imported crude. #crude #Russian Read more »
BRICS is expanding its women’s employment agenda, and the next task is connecting skills, care and social protection with better jobs. #BRICS Read more »
The latest Fed rate hike raises borrowing costs worldwide, putting emerging markets, debt and investment under fresh pressure. #Fed #interestrate Read more »
India’s August trade deficit narrowed, but rising imports show why export growth must create more domestic value. #tradedeficit #exports Read more »
The UPI MDR changes the economics of higher-value digital transactions, but most merchant payments will remain free. #UPI #MDR Read more »
Food, energy and manufacturing prices are rising together, forcing the RBI to judge whether India’s inflation shock is becoming persistent. #food #inflation Read more »
BRICS must build diversified supply chains and payment systems without exchanging Western dependence for reliance on China. #BRICS Read more »