India’s poverty gains

India’s poverty gains are real, but economic security remains elusive

India has lifted millions out of poverty, but weak real earnings and youth unemployment expose the limits of poverty-line measures. #unemployment #poverty Read more »
Retail inflation

Retail inflation surge puts RBI’s growth priorities to test

As retail inflation rose to 5.54% in September, the RBI must contain price pressures without weakening consumption and investment. #inflation Read more »
Luxury market

Luxury market growth reveals limits of headline consumption

India’s luxury market is expanding, but premium car sales reveal little about the financial security and spending power of ordinary households. #luxury #retail Read more »
Fiscal discipline

Fiscal discipline must start with better spending

India needs fiscal discipline, but better spending and stronger implementation matter as much as higher allocations. #fiscaldiscipline Read more »
India's $1 trillion export target

India’s $1 trillion export target needs more than FTAs

India's $1 trillion export target in FY27 depends on better logistics, lower costs and stronger manufacturing capabilities to win orders. #exports #India Read more »
India's professional class

India’s professional class has little political clout

India’s professional class plans carefully for retirement but has struggled to turn its economic weight into collective political influence. Read more »
GST reforms

GST reforms must now deliver on ease of doing business

GST reforms promise faster refunds, wider input tax credit and simpler registration, but businesses need predictable rules and fair enforcement. #GST #reforms Read more »
7.1% GDP growth

RBI bets on 7.1% GDP growth as inflation risks return

The RBI sees strong GDP growth ahead, but rising inflation and external pressures could test India’s ability to sustain 7% growth. #RBI #economy Read more »
BRICS

BRICS must prove that its economic ambitions can survive geopolitics

BRICS must turn its growing economic weight into practical cooperation while India manages its difficult relationship with China. #BRICS Read more »
Kerala power crisis

Kerala power crisis exposes the limits of solar growth

Kerala power crisis shows why solar growth must be matched by storage, firm capacity and demand management. #power #crisis #Kerala Read more »