AI boom

AI boom could make global capital costlier for India

The AI boom is increasing demand for capital as global public debt remains high, and India may face tougher competition for savings. #AI #globalcapital Read more »
US interest rates, Rupee

US interest rates are testing RBI’s rupee stance

US interest rates are testing India’s exchange-rate policy, and a more flexible rupee could reduce pressure on reserves and domestic rates. #Fed #interestrates Read more »
competition-friendly economy

Only a competition-friendly economy can sustain growth

India cannot rely on investment incentives alone -- a competition-friendly economy and state capacity are vital for durable growth. #investment #business #ecoomy Read more »
electronic gold receipts (EGRs)

Gold formalisation should not become a case for more gold

India's EGR push can formalise household gold, but policy should favour recycling existing stocks over encouraging fresh imports. Read more »
Double deflation

Double deflation and the quality of GDP estimates

India’s new GDP series uses double deflation to measure manufacturing GVA more accurately when output and input prices diverge. #GDP #deflation Read more »
US tariff

US tariff threat puts India’s energy strategy under pressure

The new US tariff threat links India’s Russian oil purchases to potential tariffs, complicating trade talks and raising energy-security risks. #US #tariffs Read more »
ISP: India’s services economy

ISP: India’s services economy finally gets a monthly measure

India’s new Index of Services Production offers a monthly view of services growth while exposing gaps in coverage and measurement. #ISP #services Read more »
India’s zombie firms

India’s zombie firms are fewer, but distress persists

India’s zombie firms fell to 5.5% in 2025, but corporate distress and slow insolvency resolution remain problems. Read more »
India’s industrial growth

India’s industrial growth is strong, but uneven

India’s industrial growth was a robust 8% in August, but mining and consumer non-durables remained weak despite a favourable base. #IIP Read more »
India's coal shortage

India’s coal shortage is increasingly a logistics problem

India’s September power crunch exposes a coal shortage as thermal plants face low stocks and peak electricity demand stays high. #coalshortage Read more »