Rising state market borrowings show how welfare promises, infrastructure spending and weak revenues are straining budgets. #statedebt Read more »
The India-US trade deal may cut tariff risk, but India must not trade policy autonomy for short-term relief. #US #India #tariffs Read more »
UPI is booming, but cash circulation is rising too. RBI plastic notes plan reflects India’s hybrid payments future. #RBI #cash #UPI Read more »
Kerala migration created wealth and stability, but the next challenge is converting diaspora capital into productive jobs at home. Read more »
The Strait of Hormuz crisis shows why India’s energy security needs must be matched by stronger oil, LPG and fertiliser resilience. #energy Read more »
India must use anti-dumping duties selectively to counter unfair imports without hurting its global competitiveness. #antidumping #imports #India Read more »
A record RBI surplus transfer may ease borrowing pressure on the Union government, yet dependence on central bank income carries fiscal risks. #RBI #dividend Read more »
Prime Minister Modi’s seven appeal can create public seriousness, but India’s oil, fertiliser and gold vulnerabilities need price signals and policy action. Read more »
Rising crude prices have revived India’s old fuel subsidies dilemma: protect households without weakening fiscal discipline. #India #crude #subsidies Read more »
Tariffs and subsidies may serve domestic politics, but they cannot correct the savings and investment gaps behind global imbalances. #tariffs #investment #trade Read more »