US-Iran deal

US-Iran deal leaves India’s energy buffers exposed

The US-Iran deal has lowered oil pressure, but India’s exposure to Hormuz, LPG imports and regional stress remains clear. #US #Iran Read more »
India-US trade deal

India-US trade deal needs a sunset clause

A sunset clause would let the parties review the India-US trade deal if tariff advantages vanish. #India #US #trade Read more »
AI oligarchy

AI oligarchy could break democracy’s old bargain

AI oligarchy and the use of humanoid robots could weaken the bargain behind public education, welfare states and labour rights. #oligarchy #AI Read more »
Alan Greenspan

Apostle of easy money: Alan Greenspan and the bubble economy

Alan Greenspan’s record as Fed chairman shows how price stability coexisted with leverage, mortgage excess and fragility. #Greenspan Read more »
US-Iran deal, forex

US-Iran deal gives RBI room to rebuild forex reserves

The US-Iran deal has eased crude prices and foreign inflows, changing the rupee trade, but RBI is unlikely to allow sharp appreciation. #US #Iran #RBI #forex Read more »
fuel tax revenue

Fuel tax can cut India’s oil dependence

India should earmark fuel tax revenue for clean energy, public transport and direct transfers, not lose it in general budgets. Read more »
Remittances growth

Remittances growth cushion India’s external account

FY27 remittances growth may slow after precautionary transfers, but the inflow base is wider than a decade ago. #remittance Read more »
US-Iran deal

US-Iran deal gives India room, not certainty

The US-Iran deal can ease oil risk and revive Chabahar, but India still faces faster rivals in Iran and Central Asia. #US #Iran Read more »
Tamil Nadu debt

Tamil Nadu debt puts welfare spending under strain

The white paper shows Tamil Nadu debt, guarantees and interest payments narrowing fiscal room for CM Vijay. #TamilNadu Read more »
Deficient monsoon

Deficient monsoon may squeeze India’s rural economy

A deficient monsoon can hurt Indian economy through food prices, farm incomes, and weak sales of automobiles and white goods. #monsoon #economy Read more »