RBI intervention can prevent panic, but an over-managed rupee distorts hedging, reserves use and exchange-rate signals. #RBI #rupee Read more »
RBI’s FCNR(B) deposit window has pushed Indian banks towards Gulf NRIs, with dollar deposits now priced to attract large balances. Read more »
Integration with global value chains can bypass small firms unless India builds domestic capability and linkages. #globalvaluechain Read more »
India-Japan energy security pact seeks cooperation on oil stockpiles, shipping and upstream assets, but India’s emergency crude cover remains thin. #Japan #energy Read more »
RBI Financial Stability Report shows clean bank books, but household debt, micro firms and costlier deposits need closer watching. #RBI Read more »
West Bengal's debt-funded development can sustain only when institutions lift economic growth rate above borrowing costs. #WestBengal Read more »
The yen crash shows why reserves can slow currency pressure but cannot replace coherent monetary and fiscal policy. Read more »
IMD’s weak monsoon forecast has turned rural demand into an FY27 earnings risk for autos, tractors and FMCG firms. #FMCG #monsoon Read more »
Women dominate e-Shram entries in agriculture, domestic work and apparel, where income and protection remain weak. #e-Shram # Read more »
Central bank independence is tested when governments want low rates despite deficits, tariffs, oil shocks, and inflation. #centralbank Read more »