US tariffs, exports

US tariffs expose India’s dependence on one big market

Fresh US tariffs threat exposes India’s dependence on the American market and the limits of export diversification. #US #tariffs #Exports Read more »
India’s Russian oil dilemma

India’s Russian oil dilemma goes beyond US tariffs

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

BRICS must connect women’s skills with better jobs

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 »
Fed rate hike

Fed rate hike to put global growth under a financial squeeze

The latest Fed rate hike raises borrowing costs worldwide, putting emerging markets, debt and investment under fresh pressure. #Fed #interestrate Read more »
August trade deficit

August trade deficit narrows, but the hard test remains

India’s August trade deficit narrowed, but rising imports show why export growth must create more domestic value. #tradedeficit #exports Read more »
UPI MDR

UPI MDR explained: What changes from October 15

The UPI MDR changes the economics of higher-value digital transactions, but most merchant payments will remain free. #UPI #MDR Read more »
India inflation

India inflation rises as RBI faces October test

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

BRICS faces its real test after the New Delhi Summit

BRICS must build diversified supply chains and payment systems without exchanging Western dependence for reliance on China. #BRICS Read more »
Western freight corridor

Western freight corridor must now deliver lower logistics costs

Western freight corridor is complete, but lower logistics costs will depend on tariffs, terminals, reliability and better multimodal links. #railways Read more »
BRICS trade ambitions

BRICS trade ambitions run into market-access reality

BRICS trade has surged to $1.17 trillion, but tariffs, industrial policy and China’s economic weight limit deeper integration. #BRICS Read more »