DISCOM reform

Discom reform: Why pricing discipline mattered more than bailouts

A December 2022 rule change forced automatic cost pass-through, narrowing the ACS-ARR gap, and kicking off one of the most effective discom reform cycle. #Discom Read more »
Union Budget 2026

Budget 2026 must shift focus from slogans to delivery

Union Budget 2026 must close access gaps in roads, finance, jobs, and services through seamless execution, not announcements. #UnionBudget2026 Read more »
India-EU FTA

What India-EU FTA means for exports, industry and services

Tariff cuts in India-EU FTA will help, but compliance, sustainability norms, and CBAM will decide who gains from the agreement. #India #EU #FTA Read more »
End of rules-based world order

Trump’s world order breakdown echoes the 1930s

Trump’s disruption of rules-based world order risks a 1930s-style global crisis unless middle powers coordinate to defend stability. Read more »
Budget 2026

Budget 2026: Need ‘quality of solace’ proposals

Budget 2026 will be judged less by numbers and more by how it manages social stress, investor confidence and governance risk. #Budget Read more »
India-EU FTA signed

India-EU FTA explained: Strategy, gains, and risks

The India-EU FTA is a strategic hedge against US volatility under President Trump, not a free-trade crusade. #India #EU #FTA #trade Read more »
Kerala’s local bodies

Kerala’s local bodies need better accounting practices

Kerala’s local bodies have strong legal frameworks, but weak use of accrual accounts continues to undermine accountability. #Kerala Read more »
GSP withdrawal by EU

GSP withdrawal by EU tightens the squeeze on Indian exporters

The GSP withdrawal by EU will push most Indian exports to full tariff rates just as global demand weakens and regulatory costs rise. #GSP #EU Read more »
Union Budget 2026

Budget 2026 must fix public health delivery gaps

Union Budget 2026 must choose between incremental expansion of health schemes and repairing the foundations of public health delivery. #UnionBudget2026 Read more »
India’s airfare surge pricing

Airfare surge pricing tests India’s competition framework

India’s airfare surge pricing shows how algorithms and concentration can undermine competition in essential services. Read more »