Strong GDP growth cannot hide India’s labour market weakness: too many workers remain trapped in informal, low-paying employment. #GDP #jobs #unemployment Read more »
The Iran conflict activates two powerful engines of capital accumulation for the US: defence-industrial expansion and post-conflict reconstruction markets. Read more »
India’s IT industry built scale, exports and jobs through outsourcing, but AI, outcome-based pricing and weak R&D investment are exposing the limits of that model. #ITindustry Read more »
The 4.3% fiscal deficit figure tells only half the story; what matters is that India is moving closer to borrowing for asset creation rather than consumption. Read more »
Washington’s Greenland stance tests NATO unity and Europe’s ability to assert strategic interdependence with the United States. Read more »
Oil shocks are no longer episodic events but structural strategic risks, and India should design a whole-of-system energy security framework. #oil #crude Read more »
The India-US trade framework eased immediate pressure on exporters, but the real story now is whether India uses its improved leverage to secure fairer and durable terms. #India #US #trade Read more »
The label “lifestyle disease” may sound harmless, but it narrows a complex NCD crisis into a story of personal failure, lets the government escape scrutiny. Read more »
India has built state capacity at scale, but its political debate is drifting away from jobs, education, healthcare and judicial reform. #politicaldebate Read more »
The AI Impact Summit 2026 gave India visibility and a sovereign AI pitch, but the harder task is deployment across language, compute, jobs, and governance. Read more »