Evidence shows Trump’s tariffs fall largely on American firms and consumers, not the targeted foreign exporters. #tariffs #exports #Trump Read more »
The FDI outflows from India are exits by mature investors, not a collapse in foreign interest, but it exposes India’s reliance on market-seeking capital. #FDI Read more »
India’s real GDP growth remains robust, but weak nominal expansion is complicating fiscal arithmetic and income transmission. Read more »
Budget 2026 reforms must focus on India’s fiscal policy failures which are driven less by Union deficits and more by ignored state enterprises, freebies, and untaxed wealth. #Budget2026 #farmers Read more »
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 »