The real challenge for banking reforms is not weak balance sheets, but ownership, supervision, digital regulation and resolution. Read more »
Rising state debt, widening revenue deficits and welfare commitments are exposing deep structural stresses in India’s finances. #statedebt Read more »
India’s flexible staffing industry has slowed as labour-code uncertainty and weak global conditions make firms more cautious about hiring. #flexiblestaffing #hiring #labourcode Read more »
Tobacco use does not respond to price the way normal consumer goods do, but sin taxes still work by turning distant health risks into immediate financial pain. #tobacco #sintax Read more »
New Delhi’s narrow reopening to Chinese investment reflects a hard lesson: global supply chains still run through China, whatever the rhetoric says. #China #FDI Read more »
India’s dependence on imported fertilisers, ammonia and LNG has once again exposed the fiscal risks built into its fertiliser subsidy regime. #fertiliser #imports Read more »
China’s 15th Five-Year Plan is less about growth and more about commanding future technologies, supply chains and standards. Read more »
India’s seven new high-speed rail corridors promise faster travel, but the real test is whether the state can finance and execute them without repeating Mumbai-Ahmedabad’s delays. #IndianRailways Read more »
US pressure to curb Russian oil imports exposes India’s deeper vulnerability: dependence on imported crude for energy security in a weaponised global market. #Russianoil #Energysecurity Read more »
The Maharashtra economy is set to grow at 7.9% in 2025-26, but regional inequality, agrarian stress and urban overload could limit long-term gains. Read more »